Intel Stock (INTC)

Wolf Street howls about what Intel ($INTC) and Broadcom ($AVGO) say about AI ROIC. The CEO’s of Broadcom and Intel Say the Quiet Part out Loud about AI and ROI | Wolf Street Position: None

Upside – $GIXI +135.0% (autonomous robots begin delivering blood and bone marrow at a major hospital, expanding an existing chemotherapy-logistics deployment) – $CCC +10.5% (GTCR and Elliott are reportedly in advanced acquisition talks, with a deal potentially coming this week) – $MEDS +7.0% (Humana adds the ChemoFx gynecologic-cancer assay to a Medicaid coverage policy) – …

Upside – $ALEC +58% (global AL050 license brings $100M upfront, up to $1.17B in milestones and extends the cash runway into 2029) – $PCVX +55% (VAX-31 OPUS-1 pivotal Phase 3 trial met all prespecified primary endpoints with a safety profile comparable to existing vaccines) – $PTC +36% (agrees to a $205-a-share all-cash takeover valuing its …

Check this out. Most readers probably already know that I have been very positive on both Advanced Micro Devices ($AMD) and Intel ($INTC). AMD literally for years and INTC for this year at least. Most readers likely also know that I remain long Nvidia ($NVDA), but don’t write on it very often. Looking at The Sarge-folio, AMD is …

Equities sold off to varying degrees on Tuesday to get a holiday-shortened a week off to a sloppy start. Throughout the day, there were reports of fighting in and around Iran’s Kharg Island. That forced oil prices higher. Front-month WTI Crude futures climbed in value for a sixth consecutive day. I now see the sweet stuff trading close to …