Intel's shares fell roughly 25% after the chipmaker issued a weak forecast, with memory shortages and supply constraints clouding its near-term outlook.
Market news · Intel, Amazon, Cohere
Intel shares fall about 25% on a weak forecast as memory shortages cloud the outlook
Constrained memory supply could limit how much Intel can sell in the period ahead, leaving a less optimistic revenue picture than investors expected.
~25%
Intel share price decline after a weak forecast
~$5B
Cohere's reported funding target, a goal rather than a closed deal
Intel share value, before vs. after the drop
Illustrative index: starting value = 100 blocks, each block = 25% of the starting value
Each lost block represents one quarter of the pre-drop value. The chart shows scale only; it is not a price series.
What comes next
Intel's recovery depends on memory supply and margin progress
Memory supply
Whether supply stabilizes and stops capping sales.
Margins
Evidence that profitability can be rebuilt.
Guidance
Upcoming outlook and commentary on capacity planning.
Same news cycle
Amazon's retail growth is slowing while Amazon Web Services accelerates, a sign that cloud and AI demand are taking a larger share of the business. Cohere's roughly $5 billion target signals continued investor appetite for foundation-model developers, though the final size and terms could change.
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