Company
Intel
- Episodes
- 10
- Share
- 1.1%
- Shows
- 9
- Net sentiment
- +0.33
Down from 1.3% of episodes in the weeks before; net sentiment was −0.03.
Bullish 3Mixed 2Neutral 4Bearish 1
5 weeks
Share of each week's episodes naming it, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5Oct 12Oct 19
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12Oct 19
The episodes that named it
Why each one was bullish, bearish or in between on Intel. Longest episodes first.
Bullish 3
- J.P. Morgan upgraded to neutral, citing execution improvement and agentic AI chip demand.10AM Hour: Geopolitical Risks for the Market, AI Rebound Coming? Fifth Third CEO on Earnings 10/19/26 · Squawk on the Street · Oct 19
- JPMorgan upgrade citing confidence in the CEO's foundry turnaround plan.Squawk on the Street 10/19/26 · Squawk on the Street · Oct 19
- Cited as a customer that built AI-driven root cause analysis workflows on SEEK's platform.The Key To Successful Industrial AI Adoption: Developing Trust · Automation World Gets Your Questions Answered · Oct 23
Mixed 2
- Ramping 14A and foundry customers, but must catch up on scale and execution against TSMC.What will computer chips look like in 2045? · Dwarkesh Podcast · Oct 22
- Mentioned as a possible maker of a dedicated efficient inference chip for robotics.The Energy Crisis Hiding in Your Robot's Data Center · The Robotics Podcast with Fexingo: Autonomous Systems, Industrial Robots, and Hardware · Oct 19
Neutral 4
- Remains a deep CPU partner, though Amazon built Graviton to improve price performance beyond Intel.Amazon CEO Andy Jassy on Why Amazon Is Investing $220 Billion in AI · The a16z Show · Oct 23
- Mentioned for a relatively affordable 32GB GPU useful for local models, with weaker drivers.Microsoft AI, model routing, and the move toward portable workflows · The Intelligence Age · Oct 19
- Promoted CPUs for agentic workloads and a rack-efficiency white paper.AI Agents Meet Reality: Access, Economics and Infrastructure · Techstrong Gang · Oct 19
- Named as a fab customer in discussion of backup power and materials needs.The Next AI Breakthrough Isn't Chips — It's What They're Made Of (with Shalini Sharma, Ph.D.) · Chip Stock Investor Podcast · Oct 23
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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