Intel Stock (INTC)

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 …

Wolf Street howls about the capital allocation of Intel ($INTC): “Buy Low, Sell High: Intel Boosts its Massive Sale of Shares“

That’s not right. How can the price be going down? Something’s wrong. Where’s Wilson? What are they doing here? They are selling, Mortimer. –Trading Places: Sell! Watch what they do… not what they say. Now Intel ($INTC) is a big seller of shares following the bounce off of the Situational Awareness lows last month. Of …