Intel

Ohio's economic growth is fueled by investments in semiconductor manufacturing and utility infrastructure, relying heavily on skilled tradespeople to maintain electrical systems. The International Brotherhood of Electrical Workers (IBEW) plays a critical role in modernizing the grid for energy resources and facilities like the Intel campus. This growth, however, faces a challenge as 92 percent of construction firms report difficulties finding qualified workers.

SoftBank invested two-thirds of its U.S. stock portfolio into Intel, a fact revealed by an SEC filing. As of June 30, the Japanese investment group held 86.9 million shares of Intel. This substantial holding, valued at $12.1 billion, dwarfed all other U.S. equity positions within its portfolio.

An Ohio attorney general candidate is calling for an investigation into ties between JobsOhio, the governor’s office, and Intel. The complaint highlights conflict of interest involving lobbyist Josh Rubin, who chairs JobsOhio while actively lobbying on behalf of Intel. Kulewicz argues that this dual role raises ethical questions about whether Rubin is using JobsOhio funds to benefit his clients rather than the People of Ohio.

Higgsfield has been valued at $5.4bn following support from Goldman and Intel for the AI video start-up. The company targets marketing content for businesses and was founded by former Snap executive Alex Mashrabov.

Suspected North Korean IT workers were drawn into a fake crypto startup. The article reports that these workers participated without knowing that their every action was being monitored and tracked to extract valuable intelligence.

Intel upsized its stock offering to $20 billion specifically to fund its push in AI chip manufacturing. The company priced the offering at 210 million shares, each valued at $95. This revised amount was an increase from a previously announced $15 billion offering.

Intel investors are banking on a significant comeback. This positive outlook is influenced by the spillover effects of AI mania, which has fundamentally transformed market dynamics for both demand and pricing.

Global markets presented mixed results, while oil prices gained more than 2% due to uncertainty over the Strait of Hormuz's reopening. On the equity front, major European indices including the CAC 40, DAX, and FTSE 100 all fell by 0.2%, and U.S. futures edged lower.

Intel announced that it plans to sell a total of $20 billion in new shares. The company stated this increase represents an additional offering of $5 billion.

Global markets displayed mixed activity as oil prices held steady after surging 5% on Monday amid continued uncertainty over the Strait of Hormuz reopening. Shares in Asia fluctuated, while key US indices saw slight dips despite strong profit reports for many S&P 500 companies. Investors are now focusing on the upcoming update regarding inflation expected in July.

Oil prices held steady after surging 5% on Monday due to ongoing uncertainty over the Strait of Hormuz. Shares in Asia were mixed; South Korea's Kospi gained while Hong Kong's Hang Seng lost value. The U.S. market saw some major indices slip, with analysts focusing attention on the upcoming update regarding July inflation data.

Myung-hee Na, a technology research leader at Intel Foundry, noted that while core device physics remains constant globally, the working culture differs significantly across locations. She contrasted the US approach, which emphasizes innovation and independent thinking, with Korea's focus on discipline and execution in the semiconductor industry.

South Korea's financial regulator approved leveraged single-stock ETFs for Samsung and SK Hynix, which saw local investors pour $9.4 billion into them. When tech stocks experienced a correction due to concerns about AI and competition, the leveraged products suffered severe losses—more than double the underlying stock declines. This phenomenon is due to volatility decay, which severely penalizes long-term investment in such volatile markets.

SoftBank reported its profit for the fiscal first quarter, resulting in a beat against market expectations. This positive financial outcome was noted as being boosted by stakes held in Intel and TikTok-owner ByteDance.

Intel is referred to as America's chip champion. While the company’s shares have quadrupled, it has not yet established itself as a serious manufacturing competitor compared to Taiwan’s TSMC.

SpaceX has committed to exclusively using Nvidia GPUs for its AI computing needs, citing the Vera Rubin architecture as the best available. CEO Elon Musk emphasized the partnership's value, while Nvidia CEO Jensen Huang praised Musk's work. The move excludes competitors like Intel and AMD, despite common industry diversification strategies.

Michael Burry, known for his 'Big Short' housing market bet, shorted the iShares Semiconductor ETF (SOXX) in June 2026, which fell 21% by July 31. He attributed the decline to overvaluation and has since reinforced his bearish position on chip stocks and related indices.

Eolian is constructing the largest battery east of the Mississippi in Ohio to support an AI computing hub near Columbus. The battery, part of the Flint Grid project, will store 1 gigawatt-hour and provide 200 megawatts for up to five hours, addressing energy demands from data centers and Intel's $28 billion chip factory in the region.

The Supreme Court will decide in Anderson v. Intel Corporation Investment Policy Committee whether plaintiffs must identify a 'meaningful benchmark' to sue over underperforming retirement investments. The case centers on Intel's post-2008 shift to diversified funds prioritizing loss reduction over high returns, which plaintiffs argue trailed stock-heavy funds despite meeting inflation-adjusted targets. The outcome could reshape litigation risks for employer-sponsored retirement plans under ERISA, affecting over 100 million Americans.

Qualcomm predicts $15 billion in annual datacenter revenue by FY 2029 but acknowledges this will position it as a minor player compared to rivals like AMD, Intel, and Nvidia. The company faces declining revenue from Apple due to the iPhone maker's shift to in-house modems and is diversifying into automotive, IoT, and datacenter markets to offset losses.

Uber and Intel have announced combined layoffs affecting 144 Bay Area employees. Uber will lay off 41 workers, while Intel will cut 103 jobs, as reported in a California WARN filing.

The article discusses building enterprise environments for agentic AI, emphasizing that it involves more than LLM inference and requires systems capable of managing workflows, data access, and scalability. Intel's experiments highlight five practical lessons for enterprises, including prioritizing systems performance, monitoring task latency, and using scale-out infrastructure. A modified Terminal-Bench benchmark was used to analyze agent performance beyond LLM variability.

The Trump administration invested $26.7 billion in 30 equity or quasi-equity deals, including a 9.9% stake in Intel and investments in MP Materials and quantum computing firms. However, there is no consolidated public ledger of these holdings, which are spread across four agencies, raising transparency concerns.

Intel, Micron, and other major chip stocks are declining despite broader tech sector stability. Potential factors include Chinese memory developments, Korean stock-market weakness, and Intel’s struggle to maintain postearnings gains.

The Investing Club holds its 'Morning Meeting' every weekday at 10:20 a.m. ET. The title references considerations about Intel and Dover in an investment context.

Intel's earnings demonstrate a significant recovery, with the company impressing analysts through strong profit performance.

Intel shares rose following a strong quarterly performance, and Amkor was upgraded by UBS due to a partnership with Nvidia.

Intel CEO Lip-Bu Tan acknowledged the need to catch up with AMD and Arm, highlighting growth in AI and new processors. The company reported a 25% revenue increase but a $11B GAAP loss, citing supply chain constraints and competition. Intel plans to leverage its 18A and upcoming 14A manufacturing processes to strengthen its position.

Intel's CEO Lip-Bu Tan has driven a company turnaround, marked by a strong quarter within a year of his leadership.

Intel's revenue increased by 25% in the second quarter, marking its fastest growth in 15 years. AI-driven demand for server chips contributed to a 59% growth in Intel's data center business, resulting in total revenue of $16.1 billion.

Intel's stock rose 11% as the company reported its fastest revenue growth in nearly 15 years driven by the AI boom. Despite a recent stock decline, Intel shares have increased over 170% this year.

Intel's shares increased after the company reported its fastest growth in 15 years, with a 25% rise in second-quarter revenue.

Intel stock has fallen 27% from its June record highs. A report from the Club of optimistic investors discusses potential strategies for the chipmaker to reverse the decline.

Intel and AMD are securing Chinese data-center customers through long-term server chip deals amid a surge in CPU prices. Some CPU products have risen more than 40% in China since the start of the year, tightening supply for cloud providers and internet companies.

Intel is seeking operating partners for its delayed Ohio chip fabrication project, with SK Hynix among potential collaborators despite denying acquisition talks. The Ohio facility, initially slated for 2025 completion, now faces a 2030 opening after setbacks and layoffs. Intel remains committed to advancing the site amid U.S. government involvement and pressure to expand domestic chip production.

Nvidia has released full specifications for its AI server CPU, targeting competitors AMD and Intel. The company published a white paper and SPEC CPU 2026 results showing its Vera chip outperforming AMD's Epyc 9755 in integer performance.

Intel is reportedly planning layoffs in its data center group as part of a strategy to become a more focused company. The news was first reported by The Oregonian.

Intel is planning layoffs within its data center group as part of a broader effort to become 'more focused and efficient.' The company has reduced its workforce in recent years, including over 5,000 factory worker layoffs in 2023 and more than 15,000 job cuts in August 2024 for cost savings.

Wall Street futures rose ahead of Tuesday's open, led by gains in AI-related chip and memory companies like SanDisk, Western Digital, and Intel. Oil prices climbed amid heightened U.S.-Iran tensions, with attacks on tankers and reciprocal strikes escalating regional conflict.

Workers like Karena Plepel, Nicholas Jenkins, and Maahir Sharma are investing time in upskilling and personal branding to build and protect their careers. Many, such as Kent Ha, are proactively preparing for layoffs and job searches due to increased job market competition, emphasizing the need for personal brand development on platforms like LinkedIn.