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Intel’s stock rally doesn’t erase long‑term competitive roadblocks


Intel’s stock rally doesn’t erase long‑term competitive roadblocks

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Intel's stock increased by 86% in 2023 due to investments from the US government, Nvidia, and SoftBank. Despite this, the company lacks major external customers for its foundry business, leading to ongoing financial losses.

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Intel’s stock rose 86% for the year after a rush of new money from the US government, Nvidia, and SoftBank, plus the hiring of a new CEO. But the company still entered 2026 without a single major outside customer for its foundry business, which continues to lose money. MorningStar analyst Brian Colello said Intel ended […]
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