http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Fri, 04 Sep 2026 11:12:56 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/General+News/Dell%E2%80%99s+earning+report+was+bullish+for+Intel+CPU+demand%2C+analyst+says/27028620.html <p data-pm-slice="1 1 []">Investing.com -- <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Intel</span></span> (NASDAQ: INTC) could reach $200 per share as surging AI workloads drive what Global Equities Research analyst Trip Chowdhry estimates is 16-fold year-over-year growth in CPU demand. Chowdhry published a note arguing that Dell's most recent earnings call provides direct validation of that thesis, pointing to Dell's traditional server revenue rising 122% year-over-year as evidence of accelerating Intel CPU adoption.</p><p>Intel (NASDAQ: INTC) is the most direct equity expression of the structural shift Chowdhry describes. The firm's $200 price target and a 2031 EPS estimate of $20 rest on three interlocking arguments: http://www.streetinsider.com/General+News/Dell%E2%80%99s+earning+report+was+bullish+for+Intel+CPU+demand%2C+analyst+says/27028620.html Fri, 04 Sep 2026 11:12:56 -0400 DELL INTC http://www.streetinsider.com/General+News/Dell%E2%80%99s+earning+report+was+bullish+for+Intel+CPU+demand%2C+analyst+says/27028620.html <p data-pm-slice="1 1 []">Investing.com -- <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Intel</span></span> (NASDAQ: INTC) could reach $200 per share as surging AI workloads drive what Global Equities Research analyst Trip Chowdhry estimates is 16-fold year-over-year growth in CPU demand. Chowdhry published a note arguing that Dell's most recent earnings call provides direct validation of that thesis, pointing to Dell's traditional server revenue rising 122% year-over-year as evidence of accelerating Intel CPU adoption.</p><p>Intel (NASDAQ: INTC) is the most direct equity expression of the structural shift Chowdhry describes. The firm's $200 price target and a 2031 EPS estimate of $20 rest on three interlocking arguments: http://www.streetinsider.com/General+News/Dell%E2%80%99s+earning+report+was+bullish+for+Intel+CPU+demand%2C+analyst+says/27028620.html Fri, 04 Sep 2026 11:12:56 -0400 DELL INTC http://www.streetinsider.com/Investing/Dell%E2%80%99s+earning+report+was+bullish+for+Intel+CPU+demand%2C+analyst+says/27028620.html <p data-pm-slice="1 1 []">Investing.com -- <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Intel</span></span> (NASDAQ: INTC) could reach $200 per share as surging AI workloads drive what Global Equities Research analyst Trip Chowdhry estimates is 16-fold year-over-year growth in CPU demand. Chowdhry published a note arguing that Dell's most recent earnings call provides direct validation of that thesis, pointing to Dell's traditional server revenue rising 122% year-over-year as evidence of accelerating Intel CPU adoption.</p><p>Intel (NASDAQ: INTC) is the most direct equity expression of the structural shift Chowdhry describes. The firm's $200 price target and a 2031 EPS estimate of $20 rest on three interlocking arguments: http://www.streetinsider.com/Investing/Dell%E2%80%99s+earning+report+was+bullish+for+Intel+CPU+demand%2C+analyst+says/27028620.html Fri, 04 Sep 2026 11:12:56 -0400 DELL INTC http://www.streetinsider.com/Investing/Dell%E2%80%99s+earning+report+was+bullish+for+Intel+CPU+demand%2C+analyst+says/27028620.html <p data-pm-slice="1 1 []">Investing.com -- <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Intel</span></span> (NASDAQ: INTC) could reach $200 per share as surging AI workloads drive what Global Equities Research analyst Trip Chowdhry estimates is 16-fold year-over-year growth in CPU demand. Chowdhry published a note arguing that Dell's most recent earnings call provides direct validation of that thesis, pointing to Dell's traditional server revenue rising 122% year-over-year as evidence of accelerating Intel CPU adoption.</p><p>Intel (NASDAQ: INTC) is the most direct equity expression of the structural shift Chowdhry describes. The firm's $200 price target and a 2031 EPS estimate of $20 rest on three interlocking arguments: http://www.streetinsider.com/Investing/Dell%E2%80%99s+earning+report+was+bullish+for+Intel+CPU+demand%2C+analyst+says/27028620.html Fri, 04 Sep 2026 11:12:56 -0400 DELL INTC http://www.streetinsider.com/Analyst+PT+Change/Intel+%28INTC%29+PT+Lowered+to+%2492+at+Mizuho/27025048.html (Updated - September 3, 2026 4:08 PM EDT) <p>Mizuho analyst Siti Panigrahi lowered the price target on Intel (NASDAQ: INTC) to $92.00 (from $109.00) while maintaining a Neutral rating.</p><p>The analyst comments "Below we take a look at INTC following earnings. We see tailwinds from: 1) Key server OEMs noting strong growth from the accelerating Agentic-AI demand into 2027E, driving higher token usage and improving CPU:GPU ratio, while enterprise traditional server refreshes also drives some upside, 2) CPU supply constrained, potentially undershipping demand through 2027E, with key CPU customers potentially seeing shortages into next year, 3) we estimate Adv Pkg revenue growing http://www.streetinsider.com/Analyst+PT+Change/Intel+%28INTC%29+PT+Lowered+to+%2492+at+Mizuho/27025048.html Thu, 03 Sep 2026 16:08:30 -0400 INTC http://www.streetinsider.com/AI/Intel+%28INTC%29+PT+Lowered+to+%2492+at+Mizuho/27025048.html (Updated - September 3, 2026 4:08 PM EDT) <p>Mizuho analyst Siti Panigrahi lowered the price target on Intel (NASDAQ: INTC) to $92.00 (from $109.00) while maintaining a Neutral rating.</p><p>The analyst comments "Below we take a look at INTC following earnings. We see tailwinds from: 1) Key server OEMs noting strong growth from the accelerating Agentic-AI demand into 2027E, driving higher token usage and improving CPU:GPU ratio, while enterprise traditional server refreshes also drives some upside, 2) CPU supply constrained, potentially undershipping demand through 2027E, with key CPU customers potentially seeing shortages into next year, 3) we estimate Adv Pkg revenue growing http://www.streetinsider.com/AI/Intel+%28INTC%29+PT+Lowered+to+%2492+at+Mizuho/27025048.html Thu, 03 Sep 2026 16:08:30 -0400 INTC http://www.streetinsider.com/Analyst+Comments/Intel+%28INTC%29+PT+Lowered+to+%2492+at+Mizuho/27025048.html (Updated - September 3, 2026 4:08 PM EDT) <p>Mizuho analyst Siti Panigrahi lowered the price target on Intel (NASDAQ: INTC) to $92.00 (from $109.00) while maintaining a Neutral rating.</p><p>The analyst comments "Below we take a look at INTC following earnings. We see tailwinds from: 1) Key server OEMs noting strong growth from the accelerating Agentic-AI demand into 2027E, driving higher token usage and improving CPU:GPU ratio, while enterprise traditional server refreshes also drives some upside, 2) CPU supply constrained, potentially undershipping demand through 2027E, with key CPU customers potentially seeing shortages into next year, 3) we estimate Adv Pkg revenue growing http://www.streetinsider.com/Analyst+Comments/Intel+%28INTC%29+PT+Lowered+to+%2492+at+Mizuho/27025048.html Thu, 03 Sep 2026 16:08:30 -0400 INTC http://www.streetinsider.com/Options/Popular+stocks%3A+INTC+SPCX+MU+NIO+PLTR+HOOD+MSTR+SOFI+MRVL+ORCL+HTZ+PFE/27010645.html <p>Popular stocks: INTC SPCX MU NIO PLTR HOOD MSTR SOFI MRVL ORCL HTZ PFE</p> http://www.streetinsider.com/Options/Popular+stocks%3A+INTC+SPCX+MU+NIO+PLTR+HOOD+MSTR+SOFI+MRVL+ORCL+HTZ+PFE/27010645.html Tue, 01 Sep 2026 10:17:11 -0400 INTC http://www.streetinsider.com/Options/Popular+stocks+with+increasing+option+volume%3A+MU+SPCX+PCG+INTC+SOFI+PLTR+MSTR+AVGO+GME+MRVL/27007956.html <p>Popular stocks with increasing option volume: MU SPCX PCG INTC SOFI PLTR MSTR AVGO GME MRVL</p> http://www.streetinsider.com/Options/Popular+stocks+with+increasing+option+volume%3A+MU+SPCX+PCG+INTC+SOFI+PLTR+MSTR+AVGO+GME+MRVL/27007956.html Tue, 01 Sep 2026 06:02:09 -0400 INTC http://www.streetinsider.com/Options/IPopular+stocks%3A+INTC+MU+SOFI+GME+AMD+NIO+CRWD+SPCX+AVGO+PLTR+MSTR+/27002523.html <p>Popular stocks: INTC MU SOFI GME AMD NIO CRWD SPCX AVGO PLTR MSTR</p> http://www.streetinsider.com/Options/IPopular+stocks%3A+INTC+MU+SOFI+GME+AMD+NIO+CRWD+SPCX+AVGO+PLTR+MSTR+/27002523.html Mon, 31 Aug 2026 10:05:27 -0400 INTC http://www.streetinsider.com/SEC+Filings/Form++N-PX+++++++INTEL+CORP++++++++++++++++For%3A+Jun+30/26997077.html si-local-file:///var/storage/secattach/20260828/26997077.html http://www.streetinsider.com/SEC+Filings/Form++N-PX+++++++INTEL+CORP++++++++++++++++For%3A+Jun+30/26997077.html Fri, 28 Aug 2026 14:56:00 -0400 INTC O.05078362 http://www.streetinsider.com/SEC+Filings/Form++N-PX+++++++INTEL+CORP++++++++++++++++For%3A+Jun+30/26997077.html si-local-file:///var/storage/secattach/20260828/26997077.html http://www.streetinsider.com/SEC+Filings/Form++N-PX+++++++INTEL+CORP++++++++++++++++For%3A+Jun+30/26997077.html Fri, 28 Aug 2026 14:56:00 -0400 INTC O.05078362 http://www.streetinsider.com/Options/Popular+stocks+with+increasing+option+volume%3A+MU+SPCX+MSTR+INTC+MRVL+PLTR+SOFI+AMD+SMCI+CRM+HOOD/26997016.html <p>Popular stocks with increasing option volume: MU SPCX MSTR INTC MRVL PLTR SOFI AMD SMCI CRM HOOD</p> http://www.streetinsider.com/Options/Popular+stocks+with+increasing+option+volume%3A+MU+SPCX+MSTR+INTC+MRVL+PLTR+SOFI+AMD+SMCI+CRM+HOOD/26997016.html Fri, 28 Aug 2026 14:52:24 -0400 INTC http://www.streetinsider.com/Options/Active+options%3A+INTC+CRM+AMZN+META+SOFI+PBR+CRWD+AMD+MRVL+IREN+BMNR/26992214.html <p>Active options: INTC CRM AMZN META SOFI PBR CRWD AMD MRVL IREN BMNR</p> http://www.streetinsider.com/Options/Active+options%3A+INTC+CRM+AMZN+META+SOFI+PBR+CRWD+AMD+MRVL+IREN+BMNR/26992214.html Fri, 28 Aug 2026 05:45:34 -0400 INTC http://www.streetinsider.com/Options/Popular+stocks%3A+INTC+PLTR+CRWD+MU+AVGO+SPCX+NFLX+MRVL+NOW+MSTR+OKTA+/26986596.html <p>Popular stocks: INTC PLTR CRWD MU AVGO SPCX NFLX MRVL NOW MSTR OKTA</p> http://www.streetinsider.com/Options/Popular+stocks%3A+INTC+PLTR+CRWD+MU+AVGO+SPCX+NFLX+MRVL+NOW+MSTR+OKTA+/26986596.html Thu, 27 Aug 2026 10:05:16 -0400 INTC http://www.streetinsider.com/Options/Popular+stocks+with+increasing+option+volume%3A+INTC+MU+AMD+PLTR+MSTR+SOFI+AVGO+ORCL+IREN+NKE+CG+NFLX/26984274.html <p>Popular stocks with increasing option volume: INTC MU AMD PLTR MSTR SOFI AVGO ORCL IREN NKE CG NFLX</p> http://www.streetinsider.com/Options/Popular+stocks+with+increasing+option+volume%3A+INTC+MU+AMD+PLTR+MSTR+SOFI+AVGO+ORCL+IREN+NKE+CG+NFLX/26984274.html Thu, 27 Aug 2026 06:20:50 -0400 INTC http://www.streetinsider.com/General+News/Jefferies+sees+supply+constraints+driving+semiconductor+sector/26983740.html <p>Investing.com -- Jefferies wrapped up its annual Semiconductor Conference on Thursday, with nearly 100 companies from the semiconductor and hardware sector attending. The firm said management teams across compute, analog, semi-cap, optical, and memory segments delivered positive messaging about business fundamentals.</p><p>Optical component makers provided strong updates at the conference. Coherent Corp. (NYSE:COHR) said demand for its products was extraordinary and expects demand to exceed supply for at least 12 to 18 months. The company indicated it may need to expand capacity beyond its existing plans to increase production four times.</p><p>Shipments of 1.6T transceivers are now expected to reach 100 million http://www.streetinsider.com/General+News/Jefferies+sees+supply+constraints+driving+semiconductor+sector/26983740.html Thu, 27 Aug 2026 05:35:33 -0400 AEHR AMD COHR COHU INTC NVDA http://www.streetinsider.com/General+News/Jefferies+sees+supply+constraints+driving+semiconductor+sector/26983740.html <p>Investing.com -- Jefferies wrapped up its annual Semiconductor Conference on Thursday, with nearly 100 companies from the semiconductor and hardware sector attending. The firm said management teams across compute, analog, semi-cap, optical, and memory segments delivered positive messaging about business fundamentals.</p><p>Optical component makers provided strong updates at the conference. Coherent Corp. (NYSE:COHR) said demand for its products was extraordinary and expects demand to exceed supply for at least 12 to 18 months. The company indicated it may need to expand capacity beyond its existing plans to increase production four times.</p><p>Shipments of 1.6T transceivers are now expected to reach 100 million http://www.streetinsider.com/General+News/Jefferies+sees+supply+constraints+driving+semiconductor+sector/26983740.html Thu, 27 Aug 2026 05:35:33 -0400 AEHR AMD COHR COHU INTC NVDA http://www.streetinsider.com/General+News/Jefferies+sees+supply+constraints+driving+semiconductor+sector/26983740.html <p>Investing.com -- Jefferies wrapped up its annual Semiconductor Conference on Thursday, with nearly 100 companies from the semiconductor and hardware sector attending. The firm said management teams across compute, analog, semi-cap, optical, and memory segments delivered positive messaging about business fundamentals.</p><p>Optical component makers provided strong updates at the conference. Coherent Corp. (NYSE:COHR) said demand for its products was extraordinary and expects demand to exceed supply for at least 12 to 18 months. The company indicated it may need to expand capacity beyond its existing plans to increase production four times.</p><p>Shipments of 1.6T transceivers are now expected to reach 100 million http://www.streetinsider.com/General+News/Jefferies+sees+supply+constraints+driving+semiconductor+sector/26983740.html Thu, 27 Aug 2026 05:35:33 -0400 AEHR AMD COHR COHU INTC NVDA http://www.streetinsider.com/General+News/Jefferies+sees+supply+constraints+driving+semiconductor+sector/26983740.html <p>Investing.com -- Jefferies wrapped up its annual Semiconductor Conference on Thursday, with nearly 100 companies from the semiconductor and hardware sector attending. The firm said management teams across compute, analog, semi-cap, optical, and memory segments delivered positive messaging about business fundamentals.</p><p>Optical component makers provided strong updates at the conference. Coherent Corp. (NYSE:COHR) said demand for its products was extraordinary and expects demand to exceed supply for at least 12 to 18 months. The company indicated it may need to expand capacity beyond its existing plans to increase production four times.</p><p>Shipments of 1.6T transceivers are now expected to reach 100 million http://www.streetinsider.com/General+News/Jefferies+sees+supply+constraints+driving+semiconductor+sector/26983740.html Thu, 27 Aug 2026 05:35:33 -0400 AEHR AMD COHR COHU INTC NVDA http://www.streetinsider.com/General+News/Jefferies+sees+supply+constraints+driving+semiconductor+sector/26983740.html <p>Investing.com -- Jefferies wrapped up its annual Semiconductor Conference on Thursday, with nearly 100 companies from the semiconductor and hardware sector attending. The firm said management teams across compute, analog, semi-cap, optical, and memory segments delivered positive messaging about business fundamentals.</p><p>Optical component makers provided strong updates at the conference. Coherent Corp. (NYSE:COHR) said demand for its products was extraordinary and expects demand to exceed supply for at least 12 to 18 months. The company indicated it may need to expand capacity beyond its existing plans to increase production four times.</p><p>Shipments of 1.6T transceivers are now expected to reach 100 million http://www.streetinsider.com/General+News/Jefferies+sees+supply+constraints+driving+semiconductor+sector/26983740.html Thu, 27 Aug 2026 05:35:33 -0400 AEHR AMD COHR COHU INTC NVDA http://www.streetinsider.com/General+News/Jefferies+sees+supply+constraints+driving+semiconductor+sector/26983740.html <p>Investing.com -- Jefferies wrapped up its annual Semiconductor Conference on Thursday, with nearly 100 companies from the semiconductor and hardware sector attending. The firm said management teams across compute, analog, semi-cap, optical, and memory segments delivered positive messaging about business fundamentals.</p><p>Optical component makers provided strong updates at the conference. Coherent Corp. (NYSE:COHR) said demand for its products was extraordinary and expects demand to exceed supply for at least 12 to 18 months. The company indicated it may need to expand capacity beyond its existing plans to increase production four times.</p><p>Shipments of 1.6T transceivers are now expected to reach 100 million http://www.streetinsider.com/General+News/Jefferies+sees+supply+constraints+driving+semiconductor+sector/26983740.html Thu, 27 Aug 2026 05:35:33 -0400 AEHR AMD COHR COHU INTC NVDA http://www.streetinsider.com/AI/Jefferies+sees+supply+constraints+driving+semiconductor+sector/26983740.html <p>Investing.com -- Jefferies wrapped up its annual Semiconductor Conference on Thursday, with nearly 100 companies from the semiconductor and hardware sector attending. The firm said management teams across compute, analog, semi-cap, optical, and memory segments delivered positive messaging about business fundamentals.</p><p>Optical component makers provided strong updates at the conference. Coherent Corp. (NYSE:COHR) said demand for its products was extraordinary and expects demand to exceed supply for at least 12 to 18 months. The company indicated it may need to expand capacity beyond its existing plans to increase production four times.</p><p>Shipments of 1.6T transceivers are now expected to reach 100 million http://www.streetinsider.com/AI/Jefferies+sees+supply+constraints+driving+semiconductor+sector/26983740.html Thu, 27 Aug 2026 05:35:33 -0400 AEHR AMD COHR COHU INTC NVDA http://www.streetinsider.com/AI/Jefferies+sees+supply+constraints+driving+semiconductor+sector/26983740.html <p>Investing.com -- Jefferies wrapped up its annual Semiconductor Conference on Thursday, with nearly 100 companies from the semiconductor and hardware sector attending. The firm said management teams across compute, analog, semi-cap, optical, and memory segments delivered positive messaging about business fundamentals.</p><p>Optical component makers provided strong updates at the conference. Coherent Corp. (NYSE:COHR) said demand for its products was extraordinary and expects demand to exceed supply for at least 12 to 18 months. The company indicated it may need to expand capacity beyond its existing plans to increase production four times.</p><p>Shipments of 1.6T transceivers are now expected to reach 100 million http://www.streetinsider.com/AI/Jefferies+sees+supply+constraints+driving+semiconductor+sector/26983740.html Thu, 27 Aug 2026 05:35:33 -0400 AEHR AMD COHR COHU INTC NVDA http://www.streetinsider.com/AI/Jefferies+sees+supply+constraints+driving+semiconductor+sector/26983740.html <p>Investing.com -- Jefferies wrapped up its annual Semiconductor Conference on Thursday, with nearly 100 companies from the semiconductor and hardware sector attending. The firm said management teams across compute, analog, semi-cap, optical, and memory segments delivered positive messaging about business fundamentals.</p><p>Optical component makers provided strong updates at the conference. Coherent Corp. (NYSE:COHR) said demand for its products was extraordinary and expects demand to exceed supply for at least 12 to 18 months. The company indicated it may need to expand capacity beyond its existing plans to increase production four times.</p><p>Shipments of 1.6T transceivers are now expected to reach 100 million http://www.streetinsider.com/AI/Jefferies+sees+supply+constraints+driving+semiconductor+sector/26983740.html Thu, 27 Aug 2026 05:35:33 -0400 AEHR AMD COHR COHU INTC NVDA