Company
Intel
- Episodes
- 8
- Share
- 0.8%
- Shows
- 8
- Net sentiment
- −0.20
Down from 1.5% of episodes in the weeks before; net sentiment was +0.75.
Bullish 2Mixed 0Neutral 3Bearish 3
2 weeks
Share of each week's episodes naming it, and net sentiment.
0%2%4%
Sep 21Sep 28
Net sentiment
−10+1
Sep 21Sep 28
The episodes that named it
Why each one was bullish, bearish or in between on Intel. Longest episodes first.
Bullish 2
- Stock rallied sharply on CPU demand and foundry upside from external customers.Meta's Muse Moment, AMD's Trillion-Dollar Milestone, and the Agent-Driven CPU Rally · The Six Five with Patrick Moorhead and Daniel Newman · Sep 28
- Championing large masks and sharing prototype learnings with partners.EUV Photomasks Are Getting Bigger · Asianometry · Oct 1
Bearish 3
- Discontinuing its embedded DRAM effort was a costly decision given inference demand.Gaming Chip Pioneer Raja Koduri on China's AI Cost Advantage and Moving Beyond the GPU · TechSurge: Deep Tech Podcast · Sep 29
- Lost server and PC share to AMD's cheaper, faster chips over the period described.How Lisa Su Turned a Dying AMD Into a $1 Trillion Giant | China Insights · China Insights · Oct 1
- Its shrinking share of Synopsys revenue has reduced a former key customer relationship.Why Synopsys Lagged Cadence (And Why It May Be Cheap) · Chip Stock Investor Podcast · Oct 1
Neutral 3
- Early High-NA lithography adopter, but usage described as sporadic for now.Silicon Futures for September 2026 - Snapdragon Summit, the Bank of NVIDIA, Hugging Face, High-NA · The neXt Curve reThink Podcast · Oct 3
- Host's guest is Intel's federal CTO, representing its technologies to government customers.Tech Titans: How Can a Chatbot Steal a Model's Secrets? with Steve Orrin, Federal CTO at Intel · Modern CTO · Sep 28
- Large options activity as the stock fell nearly 7 percent.The Hot Options Report: 09-28-2026 · The Options Insider Radio Network · Sep 29
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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