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) Mon, 19 Oct 2026 10:24:03 -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/Investing/Nvidia+wins+CPU+business+from+Modal%2C+previously+exclusive+to+AMD+and+Intel/27202247.html <p>Investing.com -- Nvidia Corp has secured central processor chip business from Modal, an AI cloud-computing startup that previously used only Intel and AMD processors, marking progress in Nvidia's effort to enter a market dominated by those two companies.</p><p>Modal said Monday it will begin using Nvidia's new Vera central processor to host AI agents, which are systems designed to complete extended tasks for users. The startup has operated such workloads exclusively on <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Intel</span></span> and <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">AMD</span></span> chips until now.</p><p>The San Francisco-based company raised $750 million last week in a funding round led by Accel at a http://www.streetinsider.com/Investing/Nvidia+wins+CPU+business+from+Modal%2C+previously+exclusive+to+AMD+and+Intel/27202247.html Mon, 19 Oct 2026 10:24:03 -0400 AMD INTC NVDA http://www.streetinsider.com/Investing/Nvidia+wins+CPU+business+from+Modal%2C+previously+exclusive+to+AMD+and+Intel/27202247.html <p>Investing.com -- Nvidia Corp has secured central processor chip business from Modal, an AI cloud-computing startup that previously used only Intel and AMD processors, marking progress in Nvidia's effort to enter a market dominated by those two companies.</p><p>Modal said Monday it will begin using Nvidia's new Vera central processor to host AI agents, which are systems designed to complete extended tasks for users. The startup has operated such workloads exclusively on <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Intel</span></span> and <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">AMD</span></span> chips until now.</p><p>The San Francisco-based company raised $750 million last week in a funding round led by Accel at a http://www.streetinsider.com/Investing/Nvidia+wins+CPU+business+from+Modal%2C+previously+exclusive+to+AMD+and+Intel/27202247.html Mon, 19 Oct 2026 10:24:03 -0400 AMD INTC NVDA http://www.streetinsider.com/Investing/Nvidia+wins+CPU+business+from+Modal%2C+previously+exclusive+to+AMD+and+Intel/27202247.html <p>Investing.com -- Nvidia Corp has secured central processor chip business from Modal, an AI cloud-computing startup that previously used only Intel and AMD processors, marking progress in Nvidia's effort to enter a market dominated by those two companies.</p><p>Modal said Monday it will begin using Nvidia's new Vera central processor to host AI agents, which are systems designed to complete extended tasks for users. The startup has operated such workloads exclusively on <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Intel</span></span> and <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">AMD</span></span> chips until now.</p><p>The San Francisco-based company raised $750 million last week in a funding round led by Accel at a http://www.streetinsider.com/Investing/Nvidia+wins+CPU+business+from+Modal%2C+previously+exclusive+to+AMD+and+Intel/27202247.html Mon, 19 Oct 2026 10:24:03 -0400 AMD INTC NVDA http://www.streetinsider.com/Analyst+PT+Change/Intel+%28INTC%29+PT+Lowered+to+%2495+at+TD+Cowen/27201956.html TD Cowen analyst Joshua Buchalter lowered the price target on Intel (NASDAQ: INTC) to $95.00 (from $115.00) while maintaining a Hold rating. http://www.streetinsider.com/Analyst+PT+Change/Intel+%28INTC%29+PT+Lowered+to+%2495+at+TD+Cowen/27201956.html Mon, 19 Oct 2026 09:40:04 -0400 INTC http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html <p>The analyst commented: "3Q26 Semiconductor Earnings Preview:<br /><br />ADI (Overweight, Off-Quarter, PT $525) We expect ADI to report better results and higher guidance, as bookings and demand trends continue to track above expectations, and channel feedback indicates lead times remain extended at ~six-month average as customers are beginning to place orders into backlog, which is increasing visibility out into 2027, and supports our view that we are still in the early stages of the broader analog upcycle with ample runway remaining. We continue to see constructive analog fundamentals, particularly in industrial and DC, where ADI should benefit from both, while http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html Mon, 19 Oct 2026 08:49:57 -0400 ADI AMBA AMD ARM AVGO CRUS INTC LSCC MCHP MPWR MRVL NDI NVDA NXPI ON QCOM SLAB SWKS SYNA TXN http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html <p>The analyst commented: "3Q26 Semiconductor Earnings Preview:<br /><br />ADI (Overweight, Off-Quarter, PT $525) We expect ADI to report better results and higher guidance, as bookings and demand trends continue to track above expectations, and channel feedback indicates lead times remain extended at ~six-month average as customers are beginning to place orders into backlog, which is increasing visibility out into 2027, and supports our view that we are still in the early stages of the broader analog upcycle with ample runway remaining. We continue to see constructive analog fundamentals, particularly in industrial and DC, where ADI should benefit from both, while http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html Mon, 19 Oct 2026 08:49:57 -0400 ADI AMBA AMD ARM AVGO CRUS INTC LSCC MCHP MPWR MRVL NDI NVDA NXPI ON QCOM SLAB SWKS SYNA TXN http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html <p>The analyst commented: "3Q26 Semiconductor Earnings Preview:<br /><br />ADI (Overweight, Off-Quarter, PT $525) We expect ADI to report better results and higher guidance, as bookings and demand trends continue to track above expectations, and channel feedback indicates lead times remain extended at ~six-month average as customers are beginning to place orders into backlog, which is increasing visibility out into 2027, and supports our view that we are still in the early stages of the broader analog upcycle with ample runway remaining. We continue to see constructive analog fundamentals, particularly in industrial and DC, where ADI should benefit from both, while http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html Mon, 19 Oct 2026 08:49:57 -0400 ADI AMBA AMD ARM AVGO CRUS INTC LSCC MCHP MPWR MRVL NDI NVDA NXPI ON QCOM SLAB SWKS SYNA TXN http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html <p>The analyst commented: "3Q26 Semiconductor Earnings Preview:<br /><br />ADI (Overweight, Off-Quarter, PT $525) We expect ADI to report better results and higher guidance, as bookings and demand trends continue to track above expectations, and channel feedback indicates lead times remain extended at ~six-month average as customers are beginning to place orders into backlog, which is increasing visibility out into 2027, and supports our view that we are still in the early stages of the broader analog upcycle with ample runway remaining. We continue to see constructive analog fundamentals, particularly in industrial and DC, where ADI should benefit from both, while http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html Mon, 19 Oct 2026 08:49:57 -0400 ADI AMBA AMD ARM AVGO CRUS INTC LSCC MCHP MPWR MRVL NDI NVDA NXPI ON QCOM SLAB SWKS SYNA TXN http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html <p>The analyst commented: "3Q26 Semiconductor Earnings Preview:<br /><br />ADI (Overweight, Off-Quarter, PT $525) We expect ADI to report better results and higher guidance, as bookings and demand trends continue to track above expectations, and channel feedback indicates lead times remain extended at ~six-month average as customers are beginning to place orders into backlog, which is increasing visibility out into 2027, and supports our view that we are still in the early stages of the broader analog upcycle with ample runway remaining. We continue to see constructive analog fundamentals, particularly in industrial and DC, where ADI should benefit from both, while http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html Mon, 19 Oct 2026 08:49:57 -0400 ADI AMBA AMD ARM AVGO CRUS INTC LSCC MCHP MPWR MRVL NDI NVDA NXPI ON QCOM SLAB SWKS SYNA TXN http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html <p>The analyst commented: "3Q26 Semiconductor Earnings Preview:<br /><br />ADI (Overweight, Off-Quarter, PT $525) We expect ADI to report better results and higher guidance, as bookings and demand trends continue to track above expectations, and channel feedback indicates lead times remain extended at ~six-month average as customers are beginning to place orders into backlog, which is increasing visibility out into 2027, and supports our view that we are still in the early stages of the broader analog upcycle with ample runway remaining. We continue to see constructive analog fundamentals, particularly in industrial and DC, where ADI should benefit from both, while http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html Mon, 19 Oct 2026 08:49:57 -0400 ADI AMBA AMD ARM AVGO CRUS INTC LSCC MCHP MPWR MRVL NDI NVDA NXPI ON QCOM SLAB SWKS SYNA TXN http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html <p>The analyst commented: "3Q26 Semiconductor Earnings Preview:<br /><br />ADI (Overweight, Off-Quarter, PT $525) We expect ADI to report better results and higher guidance, as bookings and demand trends continue to track above expectations, and channel feedback indicates lead times remain extended at ~six-month average as customers are beginning to place orders into backlog, which is increasing visibility out into 2027, and supports our view that we are still in the early stages of the broader analog upcycle with ample runway remaining. We continue to see constructive analog fundamentals, particularly in industrial and DC, where ADI should benefit from both, while http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html Mon, 19 Oct 2026 08:49:57 -0400 ADI AMBA AMD ARM AVGO CRUS INTC LSCC MCHP MPWR MRVL NDI NVDA NXPI ON QCOM SLAB SWKS SYNA TXN http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html <p>The analyst commented: "3Q26 Semiconductor Earnings Preview:<br /><br />ADI (Overweight, Off-Quarter, PT $525) We expect ADI to report better results and higher guidance, as bookings and demand trends continue to track above expectations, and channel feedback indicates lead times remain extended at ~six-month average as customers are beginning to place orders into backlog, which is increasing visibility out into 2027, and supports our view that we are still in the early stages of the broader analog upcycle with ample runway remaining. We continue to see constructive analog fundamentals, particularly in industrial and DC, where ADI should benefit from both, while http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html Mon, 19 Oct 2026 08:49:57 -0400 ADI AMBA AMD ARM AVGO CRUS INTC LSCC MCHP MPWR MRVL NDI NVDA NXPI ON QCOM SLAB SWKS SYNA TXN http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html <p>The analyst commented: "3Q26 Semiconductor Earnings Preview:<br /><br />ADI (Overweight, Off-Quarter, PT $525) We expect ADI to report better results and higher guidance, as bookings and demand trends continue to track above expectations, and channel feedback indicates lead times remain extended at ~six-month average as customers are beginning to place orders into backlog, which is increasing visibility out into 2027, and supports our view that we are still in the early stages of the broader analog upcycle with ample runway remaining. We continue to see constructive analog fundamentals, particularly in industrial and DC, where ADI should benefit from both, while http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html Mon, 19 Oct 2026 08:49:57 -0400 ADI AMBA AMD ARM AVGO CRUS INTC LSCC MCHP MPWR MRVL NDI NVDA NXPI ON QCOM SLAB SWKS SYNA TXN http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html <p>The analyst commented: "3Q26 Semiconductor Earnings Preview:<br /><br />ADI (Overweight, Off-Quarter, PT $525) We expect ADI to report better results and higher guidance, as bookings and demand trends continue to track above expectations, and channel feedback indicates lead times remain extended at ~six-month average as customers are beginning to place orders into backlog, which is increasing visibility out into 2027, and supports our view that we are still in the early stages of the broader analog upcycle with ample runway remaining. We continue to see constructive analog fundamentals, particularly in industrial and DC, where ADI should benefit from both, while http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html Mon, 19 Oct 2026 08:49:57 -0400 ADI AMBA AMD ARM AVGO CRUS INTC LSCC MCHP MPWR MRVL NDI NVDA NXPI ON QCOM SLAB SWKS SYNA TXN http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html <p>The analyst commented: "3Q26 Semiconductor Earnings Preview:<br /><br />ADI (Overweight, Off-Quarter, PT $525) We expect ADI to report better results and higher guidance, as bookings and demand trends continue to track above expectations, and channel feedback indicates lead times remain extended at ~six-month average as customers are beginning to place orders into backlog, which is increasing visibility out into 2027, and supports our view that we are still in the early stages of the broader analog upcycle with ample runway remaining. We continue to see constructive analog fundamentals, particularly in industrial and DC, where ADI should benefit from both, while http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html Mon, 19 Oct 2026 08:49:57 -0400 ADI AMBA AMD ARM AVGO CRUS INTC LSCC MCHP MPWR MRVL NDI NVDA NXPI ON QCOM SLAB SWKS SYNA TXN http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html <p>The analyst commented: "3Q26 Semiconductor Earnings Preview:<br /><br />ADI (Overweight, Off-Quarter, PT $525) We expect ADI to report better results and higher guidance, as bookings and demand trends continue to track above expectations, and channel feedback indicates lead times remain extended at ~six-month average as customers are beginning to place orders into backlog, which is increasing visibility out into 2027, and supports our view that we are still in the early stages of the broader analog upcycle with ample runway remaining. We continue to see constructive analog fundamentals, particularly in industrial and DC, where ADI should benefit from both, while http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html Mon, 19 Oct 2026 08:49:57 -0400 ADI AMBA AMD ARM AVGO CRUS INTC LSCC MCHP MPWR MRVL NDI NVDA NXPI ON QCOM SLAB SWKS SYNA TXN http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html <p>The analyst commented: "3Q26 Semiconductor Earnings Preview:<br /><br />ADI (Overweight, Off-Quarter, PT $525) We expect ADI to report better results and higher guidance, as bookings and demand trends continue to track above expectations, and channel feedback indicates lead times remain extended at ~six-month average as customers are beginning to place orders into backlog, which is increasing visibility out into 2027, and supports our view that we are still in the early stages of the broader analog upcycle with ample runway remaining. We continue to see constructive analog fundamentals, particularly in industrial and DC, where ADI should benefit from both, while http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html Mon, 19 Oct 2026 08:49:57 -0400 ADI AMBA AMD ARM AVGO CRUS INTC LSCC MCHP MPWR MRVL NDI NVDA NXPI ON QCOM SLAB SWKS SYNA TXN http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html <p>The analyst commented: "3Q26 Semiconductor Earnings Preview:<br /><br />ADI (Overweight, Off-Quarter, PT $525) We expect ADI to report better results and higher guidance, as bookings and demand trends continue to track above expectations, and channel feedback indicates lead times remain extended at ~six-month average as customers are beginning to place orders into backlog, which is increasing visibility out into 2027, and supports our view that we are still in the early stages of the broader analog upcycle with ample runway remaining. We continue to see constructive analog fundamentals, particularly in industrial and DC, where ADI should benefit from both, while http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html Mon, 19 Oct 2026 08:49:57 -0400 ADI AMBA AMD ARM AVGO CRUS INTC LSCC MCHP MPWR MRVL NDI NVDA NXPI ON QCOM SLAB SWKS SYNA TXN http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html <p>The analyst commented: "3Q26 Semiconductor Earnings Preview:<br /><br />ADI (Overweight, Off-Quarter, PT $525) We expect ADI to report better results and higher guidance, as bookings and demand trends continue to track above expectations, and channel feedback indicates lead times remain extended at ~six-month average as customers are beginning to place orders into backlog, which is increasing visibility out into 2027, and supports our view that we are still in the early stages of the broader analog upcycle with ample runway remaining. We continue to see constructive analog fundamentals, particularly in industrial and DC, where ADI should benefit from both, while http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html Mon, 19 Oct 2026 08:49:57 -0400 ADI AMBA AMD ARM AVGO CRUS INTC LSCC MCHP MPWR MRVL NDI NVDA NXPI ON QCOM SLAB SWKS SYNA TXN http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html <p>The analyst commented: "3Q26 Semiconductor Earnings Preview:<br /><br />ADI (Overweight, Off-Quarter, PT $525) We expect ADI to report better results and higher guidance, as bookings and demand trends continue to track above expectations, and channel feedback indicates lead times remain extended at ~six-month average as customers are beginning to place orders into backlog, which is increasing visibility out into 2027, and supports our view that we are still in the early stages of the broader analog upcycle with ample runway remaining. We continue to see constructive analog fundamentals, particularly in industrial and DC, where ADI should benefit from both, while http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html Mon, 19 Oct 2026 08:49:57 -0400 ADI AMBA AMD ARM AVGO CRUS INTC LSCC MCHP MPWR MRVL NDI NVDA NXPI ON QCOM SLAB SWKS SYNA TXN http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html <p>The analyst commented: "3Q26 Semiconductor Earnings Preview:<br /><br />ADI (Overweight, Off-Quarter, PT $525) We expect ADI to report better results and higher guidance, as bookings and demand trends continue to track above expectations, and channel feedback indicates lead times remain extended at ~six-month average as customers are beginning to place orders into backlog, which is increasing visibility out into 2027, and supports our view that we are still in the early stages of the broader analog upcycle with ample runway remaining. We continue to see constructive analog fundamentals, particularly in industrial and DC, where ADI should benefit from both, while http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html Mon, 19 Oct 2026 08:49:57 -0400 ADI AMBA AMD ARM AVGO CRUS INTC LSCC MCHP MPWR MRVL NDI NVDA NXPI ON QCOM SLAB SWKS SYNA TXN http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html <p>The analyst commented: "3Q26 Semiconductor Earnings Preview:<br /><br />ADI (Overweight, Off-Quarter, PT $525) We expect ADI to report better results and higher guidance, as bookings and demand trends continue to track above expectations, and channel feedback indicates lead times remain extended at ~six-month average as customers are beginning to place orders into backlog, which is increasing visibility out into 2027, and supports our view that we are still in the early stages of the broader analog upcycle with ample runway remaining. We continue to see constructive analog fundamentals, particularly in industrial and DC, where ADI should benefit from both, while http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html Mon, 19 Oct 2026 08:49:57 -0400 ADI AMBA AMD ARM AVGO CRUS INTC LSCC MCHP MPWR MRVL NDI NVDA NXPI ON QCOM SLAB SWKS SYNA TXN http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html <p>The analyst commented: "3Q26 Semiconductor Earnings Preview:<br /><br />ADI (Overweight, Off-Quarter, PT $525) We expect ADI to report better results and higher guidance, as bookings and demand trends continue to track above expectations, and channel feedback indicates lead times remain extended at ~six-month average as customers are beginning to place orders into backlog, which is increasing visibility out into 2027, and supports our view that we are still in the early stages of the broader analog upcycle with ample runway remaining. We continue to see constructive analog fundamentals, particularly in industrial and DC, where ADI should benefit from both, while http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html Mon, 19 Oct 2026 08:49:57 -0400 ADI AMBA AMD ARM AVGO CRUS INTC LSCC MCHP MPWR MRVL NDI NVDA NXPI ON QCOM SLAB SWKS SYNA TXN http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html <p>The analyst commented: "3Q26 Semiconductor Earnings Preview:<br /><br />ADI (Overweight, Off-Quarter, PT $525) We expect ADI to report better results and higher guidance, as bookings and demand trends continue to track above expectations, and channel feedback indicates lead times remain extended at ~six-month average as customers are beginning to place orders into backlog, which is increasing visibility out into 2027, and supports our view that we are still in the early stages of the broader analog upcycle with ample runway remaining. We continue to see constructive analog fundamentals, particularly in industrial and DC, where ADI should benefit from both, while http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html Mon, 19 Oct 2026 08:49:57 -0400 ADI AMBA AMD ARM AVGO CRUS INTC LSCC MCHP MPWR MRVL NDI NVDA NXPI ON QCOM SLAB SWKS SYNA TXN http://www.streetinsider.com/Investing/JPMorgan+lifts+Intel+rating+as+execution+under+Tan+has+been+solid/27200787.html <p>Investing.com -- JPMorgan upgraded Intel to Neutral from Underweight in a new note, stating that the risk/reward is now much more balanced as the stock approaches the bank’s $85 price target.</p> <p dir="ltr">Analyst Harlan Sur noted that <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Intel</span></span> shares have pulled back about 36% from their June peak, compared with a 20% to 25% decline for the broader chip group.</p> <p dir="ltr">Since JPMorgan downgraded the stock in November 2022, Intel’s server x86 CPU revenue share has fallen from 77% to 53%, and its PC CPU share has dropped from 81% to 68%. Sur expects a few more quarters of share http://www.streetinsider.com/Investing/JPMorgan+lifts+Intel+rating+as+execution+under+Tan+has+been+solid/27200787.html Mon, 19 Oct 2026 07:53:18 -0400 INTC