Intel shares fell 23.4% in October, according to S&P Global Market Intelligence, and are now down over 50% from their highs. The article attributes the slide mainly to weak PC demand, where revenue fell 5% last quarter and guidance points to more weakness amid rising chip costs. The data center and AI segment grew 78% to 7.3 billion USD, while the foundry business rose 58% to 6.7 billion USD but still loses over 1 billion USD per quarter, short of what investors expect. With a market cap of 329 billion USD and trailing revenue of 60 billion USD (P/S 5.3), the author finds it hard to justify owning the stock at present.
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NVDA
• NeutralNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.1T |
| Close on 11/02/2026 | 202.06 |
| Change that session | -1.26% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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