Intel faces mounting execution risks as Nvidia's GTC 2026 announcements deepen competitive threats in CPU-based AI compute. Intel's limited role in Nvidia's Vera CPU roadmap and delays in their custom x86 processor collaboration highlight structural risks to Xeon’s server CPU leadership in the agentic era.

Intel stock swung dramatically on Monday.

Nvidia's graphics processing units already dominate in AI data centers, and the company could be looking to gain an edge with its central processing units, too. Bank of America analyst Vivek Arya thinks Nvidia could announce that it's working with Intel on custom x86-based CPUs.

Intel versus AMD used to feel like an easy call, but building a PC nowadays means looking past old assumptions and comparing what each brand does best.

U.S. chipmaker Intel is once again facing heightened scrutiny from lawmakers in Washington, as concerns resurface about its potential connections to Chinese technology firms.

Shares of Intel Corp. slid 3.72% to $44.06 Tuesday, on what proved to be an all-around positive trading session for the stock market, with the S&P 500 Index rising 0.25% to 6,716.09 and the Dow Jones Industrial Average rising 0.

Intel (NASDAQ: INTC) shareholders have watched the stock climb 90.27% over the past year and 24.01% year-to-date. Those numbers frame the question: has Lip-Bu Tan, who stepped in as CEO in early 2025 following Pat Gelsinger’s ouster,