📊 Intel: Questions Left After a 90-Day Slide - 2026.10.17

Hi, it’s me, Onion~ 🧅 Today, let’s talk a little about Intel. News that the stock has fallen sharply over the past 90 days ^[1] has been followed by talk that the company is “at a crossroads.” I’ve watched markets for 30 years, and when people start saying things like that, it’s best to look at the numbers too.

📉 The 90-day slide, in numbers

Yahoo Finance reported that Intel’s stock fell sharply over the past 90 days ^[1]. Looking at a narrower window, the closing price on October 8 was $107.08, while the close on October 16 was $90.00 ^[3]. The stock was down 5.63% on the 16th, with trading volume of 103,265,901. The day before, on the 15th, volume jumped to 146,642,400, and the stock closed at $95.37. On October 13, it also rebounded 1.44% to $102.81 ^[3]. We can’t assume that a day with a volume spike tells us which way the stock is headed. Still, it suggests the market hasn’t simply overlooked this stock 🔍

🚩 The “double” claim and the crossroads: who said what?

The headline of a Yahoo Finance article said that an analyst claimed Intel would double ^[1]. That’s the analyst’s view, not something the company has confirmed. On the same day, Yahoo Finance described Intel as being at a “make-or-break” moment and looked at what might happen next to INTC stock ^[2]. Put simply, it’s a question of whether Intel can get through this critical juncture. Stocks at a crossroads tend to attract plenty of talk. Here’s a dad joke before I go 😅 When a stock has a lot on its mind, it’s at a cross-roads~ Too cheesy?

🤖 AI comparisons and announcements—and the variables still in play 🚀

Yahoo Finance compared Intel and Marvell Technology, discussing what the two AI companies’ revenue trends may tell investors ^[4]. The description provided no specific figures, so I’ll stick to the broader direction. SiliconANGLE reported that the CEOs of Intel and Broadcom discussed challenges and key trends in the AI industry at a financial event ^[5]. It’s a shame the material didn’t say what those challenges were, but it’s worth noting that the CEOs brought up AI at all. A broadcast also covered China’s CXMT catching up in memory alongside Intel’s unveiling of an AI GPU ^[6]. The description gave no product name or performance details, so let’s leave it there.

🧅 Onion’s take ☕

I think there’s still room for the bullish scenario to play out at this crossroads, but we don’t yet have an answer on whether that will show up in earnings and product figures. If encouraging macroeconomic factors emerge, the market could be quick to react. But nothing like that appears in the material we have now. So here’s the question: what will be the key to getting past this crossroads—a product unveiling, earnings figures, or the process of tackling the AI challenges the CEOs mentioned? That’s for the next update to answer.

📰 Reference News (5)

3

Intel (INTC) Stock Dropped, So What Is Driving Attention Now? - Yahoo Finance

Yahoo Finance · 2026.10.15

📰 View original

5

Intel, Broadcom CEOs flag AI industry challenges, trends at financial event - SiliconANGLE

SiliconANGLE · 2026.10.13

📰 View original

📺 Reference Videos (1)

6

YouTube

🚀 [Must-Know 5] CXMT Closes In on Memory, Intel Unveils AI GPU | Market Signal (20261013)

▶이데일리TV·2026.10.12