Intel Corporation

INTC isn't in any strategy's Top Picks or Good Opportunities today.

Not ranked on value — this name carries too few of the multiples to score against its sector.

• A broad, sharp sell-off hit AI infrastructure names across every subsector despite the group's underlying breadth still improving on the week.

  Servers, semicap, compute, dc-infrastructure, networking, memory and neocloud names all posted single-day declines of 4-6% simultaneously (HPE, CRWV, LRCX, VRT, INTC, ORCL, DELL, ALAB, NBIS, MU, CRDO, WDC), suggesting a broad de-risking event across the trade rather than a stock-specific issue, even though several of these same names carry bullish fundamental news (Oracle backlog, Dell orders).

  Compute · Semiconductor equipment · Memory · Networking · Servers · Data-centre infrastructure · Hyperscalers · Neoclouds· HPE, CRWV, LRCX, VRT, INTC, ORCL, DELL, ALAB, NBIS, MU, CRDO, WDC

• bullishTSMC, Samsung, and Intel shore up support with ASML to deploy larger High-NA EUV photomasks — 6×12-inch photomask transition may take years despite unified effortTSMC, Samsung, and Intel are coordinating with ASML to deploy larger High-NA EUV photomasks, a transition expected to take years.Tom's Hardware · 10 Sept · ASML.AS, INTC, TSMCompute · Semiconductor equipment

Next earnings: 22 Oct

No trade idea has fired on INTC since the ledger opened.

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The board INTC sits on, in one five-minute email every weekday before the New York open and on Saturdays: market strength, the biggest movers, earnings coming up and the names sitting at their 200-day EMA.