Intel Corporation (INTC)
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Coatue Management has taken a significant position in Intel, holding over 12 million shares as of June 30. This move signals growing confidence in Intel's potential, particularly as interest in AI chips expands beyond NVIDIA. Keep an eye on how this could influence market sentiment around Intel's strategic direction.
Latest News
| Title | Published |
|---|---|
Coatue Opened Positions in Intel and Cerebras. Is the AI Chip Trade Broadening Beyond NVIDIA? Coatue Management’s Q2 filing disclosed a new position in Intel and, for the first time, a reportable position in newly public Cerebras. Coatue reported 12,084,027 Intel shares and roughly 7.01 million Cerebras shares at June 30. Intel Corporation (NASDAQ:INTC) offers manufacturing and established distribution, while Cerebras Systems Inc. (NASDAQ:CBRS) offers a radically different wafer-scale architecture. […] | about 6 hours ago |
Coatue Opened Positions in Intel and Cerebras. Is the AI Chip Trade Broadening Beyond NVIDIA? Coatue Opened Positions in Intel and Cerebras. Is the AI Chip Trade Broadening Beyond NVIDIA? | about 7 hours ago |
Marvell Stock Had A Huge Year And Still Sits Well Below Its High Marvell Technology (MRVL) stock returned 235.9% over the past year, climbing from $62.18 to $208.83. The company kept raising what it expects to sell, and buyers repriced it each time. Then the shares pulled back, and they now sit well below their best. | about 9 hours ago |
Marvell Stock Had A Huge Year And Still Sits Well Below Its High Marvell Stock Had A Huge Year And Still Sits Well Below Its High | about 10 hours ago |
Mizuho Resets Intel Target For the Rest of 2026 Mizuho Resets Intel Target For the Rest of 2026 | about 10 hours ago |
Mizuho Resets Intel Target For the Rest of 2026 Mizuho resets Intel's target, but its outlook is hardly bearish | about 10 hours ago |
Lone Star JV Spends $1.2B On 2M SF R&D Portfolio In Silicon Valley Lone Star JV Spends $1.2B On 2M SF R&D Portfolio In Silicon Valley | about 12 hours ago |
Coatue Opened Positions in Intel and Cerebras. Is the AI Chip Trade Broadening Beyond NVIDIA?
Coatue Management’s Q2 filing disclosed a new position in Intel and, for the first time, a reportable position in newly public Cerebras. Coatue reported 12,084,027 Intel shares and roughly 7.01 million Cerebras shares at June 30. Intel Corporation (NASDAQ:INTC) offers manufacturing and established distribution, while Cerebras Systems Inc. (NASDAQ:CBRS) offers a radically different wafer-scale architecture. […]
Coatue Opened Positions in Intel and Cerebras. Is the AI Chip Trade Broadening Beyond NVIDIA?
Coatue Opened Positions in Intel and Cerebras. Is the AI Chip Trade Broadening Beyond NVIDIA?
Marvell Stock Had A Huge Year And Still Sits Well Below Its High
Marvell Technology (MRVL) stock returned 235.9% over the past year, climbing from $62.18 to $208.83. The company kept raising what it expects to sell, and buyers repriced it each time. Then the shares pulled back, and they now sit well below their best.
Marvell Stock Had A Huge Year And Still Sits Well Below Its High
Marvell Stock Had A Huge Year And Still Sits Well Below Its High
Mizuho Resets Intel Target For the Rest of 2026
Mizuho Resets Intel Target For the Rest of 2026
Mizuho Resets Intel Target For the Rest of 2026
Mizuho resets Intel's target, but its outlook is hardly bearish
Lone Star JV Spends $1.2B On 2M SF R&D Portfolio In Silicon Valley
Lone Star JV Spends $1.2B On 2M SF R&D Portfolio In Silicon Valley