Company
Intel
- Episodes
- 15
- Share
- 1.5%
- Shows
- 14
- Net sentiment
- −0.38
Up from 1.1% of episodes in the weeks before; net sentiment was +0.38.
Bullish 2Mixed 4Neutral 2Bearish 7
3 weeks
Share of each week's episodes naming it, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5
Net sentiment
−10+1
Sep 21Sep 28Oct 5
The episodes that named it
Why each one was bullish, bearish or in between on Intel. Longest episodes first.
Bullish 2
- Improved demand and government backing help, though how much is true recovery remains unclear.Inside Nvidia’s $100B Dealmaking Spree, Elon Musk’s Massive Chip Ambitions · The Information's TITV · Oct 7
- Up over 200% this year on TerraFab hopes; Musk reaffirmed Intel will build and run the fab.Intel Fell on TSMC Fears — Then Musk Stepped In | Where I'd Buy It | Midweek Check-In · Stonkcast · Oct 8
Bearish 7
- Lost ground on performance and efficiency to Qualcomm, though it still leads on integrated graphics.What to expect at Microsoft's October 7 event · The Windows Central Podcast · Oct 6
- Cited as a company that lost its way by failing to innovate and enter new fields.John Armitage: How He Invests, Building Egerton, and What Worries Him About AI · In Good Company with Nicolai Tangen · Oct 7
- Faces a roughly $100 billion competitive and cost overhang dragging the chip sector.My Daily AI & Markets Briefing — Sunday, October 11, 2026 · My Daily AI & Markets Briefing · Oct 11
- Sold off about three percent, with put activity that expired worthless.The Hot Options Report: 10-05-2026 · The Options Insider Radio Network · Oct 6
- Down about 6.5%, the biggest chip decline in the session.Meanwhile, back in the Gulf · NAB Morning Call · Oct 8
- Stock dropped about $6 with heavy trading in the 110 strike.The Hot Options Report: 10-08-2026 · The Options Insider Radio Network · Oct 8
Mixed 4
- Less negative than before under new CEO, but still a long turnaround with competitiveness gaps.Stacy Rasgon: “Demand Is Off The Charts” in Semiconductors… And Set To Double Again Soon · Monetary Matters with Jack Farley · Oct 8
- Lost exclusivity on TeraFab as TSMC enters the project.Starship to Orbit, TSMC in Terafab?, AI progres · SpaceX Bagholder Podcast · Oct 6
- Possible TerraFab role is a major catalyst, but Musk is also talking to TSMC.FanDuel’s Losing Streak & Beer Bounces Back · Brew Markets · Oct 7
- Fell on TSMC talks for the Terafab project, though shares are up sharply this year.White House Launches 'Super Intelligence Force', The Stock Market Is More Divided Than It Looks · The Rundown · Oct 5
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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