$Intel(INTC)$ The chart keeps pointing to the same thing: chip production on American soil is both possible and likely going to happen. By the end of 2027, 50% of TSMC business will be done at Intel Foundry.
$Intel(INTC)$ Google are going to keep cranking out those TPU chips, so still bullish for Intel. GOOGLE: - NO CHANGE TO OUR 2026 CAPEX GUIDE OF $205B - WE EXPECT TO SIGNIFICANTLY INCREASE CAPEX IN 2027
$Intel(INTC)$ $Alphabet(GOOG)$ Microsoft reports after the close. For the AI side of things, I'm hoping they show solid progress and put out strong messaging around their AI investment plans.
$Intel(INTC)$ SKHY's killer earnings are pushing this higher. Intel really needs to knock it out of the park though. Market makers aren't letting stocks run on just an earnings beat anymore, they want a full-on smash, especially with so many of these names trading at stretched valuations.
$Intel(INTC)$ There has been a lot of bullish information coming out for AI and INTC this week. It is interesting considering how much bearish commentary was circulating last week.
$Intel(INTC)$ Intel and Oracle have announced a multiyear collaboration aimed at expanding Intel Xeon-based computing on Oracle Cloud Infrastructure. That's good news.
$Oracle(ORCL)$ Popping off today, up about 4.9% on AI-chip supply news and Investor Day buzz. Solid momentum here, up 4.6% over the last 5 days. With this kind of action, defined-risk plays like spreads or waiting for pullbacks feels more sensible than chasing. Options flow looks wild, big December 2026 deep ITM put blocks and $10M+ 2027 call sweeps showing up on InsiderFinance. The 63% put-flow skew isn't worth overthinking, it's just a few big moves on both sides. Today's flow is smaller, around $178K in call sweeps, mostly speculative lottos. I'd treat it as a secondary signal at best, not the main driver.