RJ C
14:23

I guess Intel have down side for a while

Intel Jumps 11% — Can an Expanded Foundry Toolkit Win Real Customer Orders?
Intel surged 11.30% on Thursday and added a further 3.17% after-hours, catalyzed by the expansion of its foundry toolchain for AI chip customers, prompting a repricing of its foundry narrative. The move nearly fully recovered three consecutive days of selling, immediately putting sell-side "valuation fully priced" calls to the test. The real debate remains the pace of customer wins and capacity utilization on advanced nodes. With the toolkit arriving ahead of the orders, how far can this rebound run?
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