| Date | Action | Conf | Host / episode | Summary | 7d | 30d | 90d |
|---|---|---|---|---|---|---|---|
| 2026-10-05 | MENTIONED | LOW | Rob Black Show Afternoon podcast 10-5-26 |
Intel fell 2.6% because Nvidia said nice things about Taiwan Semiconductor Manufacturing. [audio] | — | — | — |
| 2026-10-05 | MENTIONED | LOW | Rob Black Show Nasdaq Hits Fresh High |
Intel shares fell 1.5% after Elon Musk signaled that TSMC may help his Terafab chip venture run its Texas semiconductor factories. [audio] | — | — | — |
| 2026-10-01 | MENTIONED | LOW | Rob Black Show Afternoon podcast 10-1-26 |
Named once as 2.55% of the Nasdaq 100 in the index-weight rundown. [audio] | — | — | — |
| 2026-09-24 | MENTIONED | LOW | Rob Black Show Stocks Slide Again As Treasury Yields Push Higher |
Intel down about 2% in the broad chip-stock selloff. [audio] | — | — | — |
| 2026-09-22 | WATCH | MEDIUM | Rob Black Show Markets Near High As Oil Falls |
Intel's sharp rally reflected rising CPU demand from AI agents and supportive AI policy rhetoric. [audio] | -6.4% | — | — |
| 2026-09-21 | WATCH | MEDIUM | Rob Black Show Afternoon podcast 9-21-26 |
Rob discussed Intel’s sharp rally and said the company could satisfy only about half of CPU demand as useful AI applications expand. [audio] | -4.7% | — | — |
| 2026-09-21 | WATCH | MEDIUM | Rob Black Show Stocks Rise As Oil Prices Ease |
Intel rose as constrained CPU supply and stronger AI-agent inference demand improved the chip-demand outlook. [audio] | -4.7% | — | — |
| 2026-09-16 | MENTIONED | LOW | Rob Black Show Afternoon podcast 9-16-26 |
Intel rose after reports of strategic manufacturing discussions with SK Hynix. [audio] | +21.3% | — | — |
| 2026-09-16 | BUY | MEDIUM | Rob Black Show Stocks Higher Ahead Of Fed Rate Decision |
Rob said Intel's strategic interest from SK Hynix is the kind of execution signal investors want. [audio] | +21.3% | — | — |
| 2026-09-15 | MENTIONED | LOW | Rob Black Show Markets Fall As Losses Accelerate |
Intel was cited as validating Micron's next-generation server-memory technology. [audio] | +27.5% | — | — |
| 2026-09-10 | MENTIONED | LOW | Rob Black Show Afternoon podcast 9-10-26 |
Rob names Intel among the major semiconductor decliners in the higher-rate selloff. [audio] | +8.5% | — | — |
| 2026-09-08 | WATCH | MEDIUM | Rob Black Show Stocks Drop As Oil Prices Climb |
Intel rose about 6% on a planned 10% CPU price increase and turnaround progress; Rob notes Intel doesn't need to beat NVIDIA, only execute better than it has. [audio] | -7.0% | — | — |
| 2026-08-31 | MENTIONED | LOW | Rob Black Show Stocks Fall After Strikes On Iran |
Intel's CEO is appearing at the CrowdStrike investor conference this week. [audio] | +7.0% | +33.9% | — |
| 2026-08-24 | WATCH | MEDIUM | Rob Black Show Afternoon podcast 8-24-26 |
Pelosi bought 10,000 shares; Rob ties it to the enormous US AI infrastructure and energy investment. [audio] | +2.6% | +40.5% | — |
| 2026-08-24 | MENTIONED | LOW | Rob Black Show Attention Turning To Debt |
Down about 2% in the broad chip selloff. [audio] | +2.6% | +40.5% | — |
| 2026-08-17 | WATCH | MEDIUM | Rob Black Show Investors Weigh AI Optimism |
Intel rose last week even after announcing a $20 billion equity offering that dilutes existing shareholders by roughly 5%, on top of a stock already up dramatically this year. [audio] | -15.7% | -2.4% | — |
| 2026-08-13 | WATCH | MEDIUM | Rob Black Show Afternoon podcast 8-13-26 |
CEO Lip-Bu Tan hinted memory could become a much bigger part of Intel's future, calling it a strategic technology rather than a commodity, and hired a former SK Hynix CEO to pursue stacking memory on top of CPUs. [audio] | -11.9% | -1.5% | — |
| 2026-08-13 | MENTIONED | LOW | Rob Black Show More Encouraging Inflation Data |
Rob noted Intel lost server CPU unit share but gained revenue share in the second quarter of 2026. [audio] | -11.9% | -1.5% | — |
| 2026-08-11 | WATCH | MEDIUM | Rob Black Show Afternoon podcast 8-11-26 |
Intel upsized its offering to $20 billion, 210 million shares at $95, to fund 18A and 14A manufacturing expansion; the stock is up 160% year-to-date and KeyBanc's Matt Bryson called the raise a positive demand signal despite dilution. [audio] | -1.0% | +2.7% | — |
| 2026-08-11 | BUY | MEDIUM | Rob Black Show Oil Prices Stabilize |
Intel upsized its secondary to $20 billion at $95 to fund AI and chip manufacturing expansion, and Rob said CEO Lip-Bu Tan would not raise capital for new plants without confidence in third-party foundry customers, noting Dan Niles likes the stock a lot. [audio] | -1.0% | +2.7% | — |
| 2026-08-10 | WATCH | MEDIUM | Rob Black Show Iran Makes Demands |
Intel fell about 4% on a large dilutive stock offering, but Rob relayed Dan Niles' view that the raise increases his conviction Intel is on the path to signing major foundry customers and has multiple ways to win. [audio] | +6.1% | +8.9% | — |
| 2026-08-05 | MENTIONED | MEDIUM | Rob Black Show Markets Rally To Fresh Records On Earnings Strength |
Rob cited Intel among the non-GPU-first semiconductor names that run up into earnings and then let investors down. [audio] | -0.1% | -5.2% | — |
| 2026-08-05 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 8-4-26 |
Intel jumped 11% as one of the day's standout semiconductor performers. [audio] | -0.1% | -5.2% | — |
| 2026-08-04 | SELL | MEDIUM | Rob Black Show Oil Prices Dropped Amid Optimism |
Rob noted AMD's server CPUs are now considered better than Intel's by many, with AMD claiming 40% share heading to 50%. [audio] | -3.1% | -9.1% | — |
| 2026-07-27 | MENTIONED | LOW | Rob Black Show Markets Meander As Oil Falls |
Intel down 3%; affected by memory chip market. [audio] | -0.7% | -3.7% | — |
| 2026-07-24 | MENTIONED | MEDIUM | Rob Black Show Broader Market Rebounded |
Intel topped consensus earnings expectations, is slightly higher today, and faces questions about converting demand into sustained earnings growth. [audio] | -2.3% | -2.4% | — |
| 2026-07-23 | MENTIONED | HIGH | Rob Black Show Afternoon podcast 7-23-26 |
Intel's stock jumped 11% after market due to AI-driven revenue growth, with discussion of earnings and capital expenditures. [audio] | -9.1% | -10.1% | — |
| 2026-07-22 | BUY | HIGH | Rob Black Show Oil Prices Hitting Their Highest Levels In Over A Month |
Intel reports tonight; described as Wells Fargo's main bet on CPU renaissance; listed as AI/cloud beneficiary. [audio] | -20.2% | -12.2% | — |
| 2026-07-21 | WATCH | MEDIUM | Rob Black Show Afternoon podcast 7-21-26 |
Intel up 8.6 percent; discussed as a potentially viable alternative to Taiwan Semiconductor Manufacturing. [audio] | -18.2% | -12.6% | — |
| 2026-07-21 | WATCH | MEDIUM | Rob Black Show Stocks Boosted By Chipmakers |
RBC Capital said Intel shares do not look cheap at 69 times earnings; analysts expect revenue beat and guidance raise. [audio] | -18.2% | -12.6% | — |
| 2026-07-20 | MENTIONED | LOW | Rob Black Show Afternoon podcast 7-20-26 |
Intel mentioned among chipmakers, took a beating last week. [audio] | -5.6% | -4.4% | — |
| 2026-07-15 | SELL | MEDIUM | Rob Black Show Afternoon podcast 7-15-26 |
Intel shares lower by 5%, referenced as part of semiconductor sector decline. [audio] | -0.4% | -0.5% | — |
| 2026-07-13 | MENTIONED | LOW | Rob Black Show Oil Gains After Trump Reimposes Blockade |
Intel is mentioned as having done well due to industry desire for a reliable leading-edge alternative. [audio] | -5.9% | -2.1% | — |
| 2026-07-08 | MENTIONED | LOW | Rob Black Show Markets Tumble As Oil Rises Due To End Of Ceasefire |
Mentioned as a supplier of CPUs and as a competitor to NVIDIA's new CPU. [audio] | -6.6% | -7.8% | — |
| 2026-07-08 | SELL | HIGH | Rob Black Show Afternoon podcast 7-7-26 |
Intel down 9.66 percent, cited as one of the worst performing S&P 500 components; later discussed as down roughly 10%. [audio] | -6.6% | -7.8% | — |
| 2026-07-07 | MENTIONED | LOW | Rob Black Show The Rules of Wall Street |
Host references semiconductors in context of brand loyalty and investing. [audio] | -2.4% | -9.6% | — |
| 2026-07-02 | MENTIONED | LOW | Rob Black Show Stocks Meander After Disappointing Hiring Number |
Intel is mentioned as falling along with other semiconductor stocks. [audio] | -6.5% | -25.1% | -0.4% |
| 2026-07-02 | MENTIONED | HIGH | Rob Black Show Afternoon podcast 7-1-26 |
Intel listed among AI chipmakers underperforming due to Meta's news. [audio] | -6.5% | -25.1% | -0.4% |
| 2026-07-01 | MENTIONED | LOW | Rob Black Show Markets Start Second Half of Year After Blockbuster First Half |
Intel is mentioned among chipmakers going in the red this morning. [audio] | -13.2% | -29.0% | -8.7% |
| 2026-06-30 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 6-30-26 |
Intel up 6% today; concerns about lagging AMD in AI CPUs. [audio] | -20.9% | -34.7% | -16.9% |
| 2026-06-30 | MENTIONED | HIGH | Rob Black Show Markets Rise To Close Out First Half Of 2026 |
Intel up 230% year-to-date; listed among top 10 stocks. [audio] | -20.9% | -34.7% | -16.9% |
| 2026-06-25 | HOLD | MEDIUM | Rob Black Show DJIA Notches Record As Market Divides |
Intel is discussed with a hold rating from Goldman Sachs, tripled stock price, and as a speculative semiconductor. [audio] | -9.4% | -30.5% | -7.7% |
| 2026-06-24 | MENTIONED | MEDIUM | Rob Black Show Oil Prices Fall Four Percent |
Intel performance discussed in context of semiconductor sell-off and CPU market relevance. [audio] | -3.5% | -29.9% | -5.9% |
| 2026-06-23 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 6-23-26 |
Intel is discussed as a CPU provider for AI data centers and as leading losses in chips. [audio] | +5.6% | -24.2% | -7.9% |
| 2026-06-23 | MENTIONED | MEDIUM | Rob Black Show Global Chip Rout |
Intel is discussed for bookings, price targets, and analyst upgrades. [audio] | +5.6% | -24.2% | -7.9% |
| 2026-06-22 | WATCH | MEDIUM | Rob Black Show Declines In Technology Stocks |
Intel is cited as an AI beneficiary and among stocks that have doubled. [audio] | -6.5% | -27.2% | -22.9% |
| 2026-06-19 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 6-19-26 |
Intel is cited as a leader among memory names driving the semiconductor rebound and compared in size to SpaceX's market cap. [audio] | -4.2% | -29.1% | -18.8% |
| 2026-06-15 | BUY | MEDIUM | Rob Black Show Iran Peace Deal Lifting The Markets |
Intel is included in momentum ETF picks and has 100%+ year-to-date gains. [audio] | +10.2% | -19.5% | -19.5% |
| 2026-06-12 | MENTIONED | LOW | Rob Black Show Afternoon podcast 6-12-26 |
Intel mentioned as pitching robotic solutions alongside NVIDIA, Qualcomm, and AMD. [audio] | +7.6% | -11.8% | -19.5% |
| 2026-06-11 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 6-11-26 |
Intel discussed for high valuations, AI CPU opportunity, and received a double-rating upgrade from Bank of America. [audio] | +14.6% | -6.1% | -9.2% |
| 2026-06-11 | BUY | HIGH | Rob Black Show Stocks Rebound But Gains Limited |
Intel double upgraded to buy from sell at Bank of America due to foundry business and CPU market growth. [audio] | +14.6% | -6.1% | -9.2% |
| 2026-06-09 | WATCH | MEDIUM | Rob Black Show Chip Stocks Lost Momentum |
Intel is discussed for turnaround, partnerships, and foundry deals; sentiment is cautious but positive. [audio] | +8.5% | +4.3% | -11.2% |
| 2026-06-08 | BUY | HIGH | Rob Black Show Afternoon podcast 6-8-26 |
Intel up 11%; in talks for semiconductor production for Alphabet or NVIDIA; analyst bullish on Intel. [audio] | +16.0% | -0.0% | -13.1% |
| 2026-06-08 | WATCH | MEDIUM | Rob Black Show Stocks Rebound From Friday Rout |
Intel shares are soaring on a report of a Google chip deal; up 12%. [audio] | +16.0% | -0.0% | -13.1% |
| 2026-06-02 | SELL | MEDIUM | Rob Black Show Afternoon podcast 6-2-26 |
Host notes shares of Intel fell after NVIDIA unveiled a new RTX Spark chip. [audio] | -0.0% | +11.5% | -17.1% |
| 2026-06-02 | WATCH | MEDIUM | Rob Black Show Markets Start The Day With Highs |
NVIDIA's new PC chips are described as an attack on Qualcomm, Intel, and AMD. [audio] | -0.0% | +11.5% | -17.1% |
| 2026-06-01 | SELL | MEDIUM | Rob Black Show Afternoon podcast 6-1-26 |
Intel fell 5% following NVIDIA's announcement; host describes valuations for Intel, AMD, and Qualcomm as 'egregious' at 60-100x earnings. [audio] | +0.9% | +16.2% | -18.2% |
| 2026-06-01 | BUY | MEDIUM | Rob Black Show Oil Jumps |
Host mentions Intel surging after Barclays initiated a buy rating, though context is overblown regarding Trump complaints. [audio] | +0.9% | +16.2% | -18.2% |
| 2026-05-29 | BUY | MEDIUM | Rob Black Show Thinking About A Shopping List |
The host recommends buying Intel, citing a low P/E ratio and the potential for AI-driven growth. [audio] | -13.5% | +11.9% | -19.7% |
| 2026-05-28 | SELL | MEDIUM | Rob Black Show Afternoon podcast 5-28-26 |
Host questions owning Intel due to high P/E ratios compared to cheaper alternatives like Micron or SanDisk. [audio] | -7.5% | +6.1% | -27.0% |
| 2026-05-28 | MENTIONED | MEDIUM | Rob Black Show Negotiators Have Reached Deal To Extend Ceasefire |
DA Davidson compares AMD and Intel trading at over 40 times earnings. [audio] | -7.5% | +6.1% | -27.0% |
| 2026-05-26 | SELL | MEDIUM | Rob Black Show Hope Over A Potential Deal With Iran |
Shares have tripled this year, but an analyst downgraded it this morning despite the foundry business working. [audio] | -12.6% | +7.6% | -29.4% |
| 2026-05-22 | SELL | MEDIUM | Rob Black Show Strategy Show For Memorial Day Weekend |
Host contrasts Intel's high valuation (95x earnings) negatively against NVIDIA's lower valuation, implying it is overvalued. [audio] | -4.3% | +11.8% | -23.1% |
| 2026-05-21 | WATCH | MEDIUM | Rob Black Show Crude Prices Jumped |
Host supports government investment in semiconductors like Intel to push American leadership in AI and robotics. [audio] | +2.0% | +13.1% | -21.7% |
| 2026-05-20 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-20-26 |
Host mentions Intel was up 7.3% today alongside other semiconductor stocks. [audio] | +2.4% | +12.6% | -18.7% |
| 2026-05-20 | MENTIONED | MEDIUM | Rob Black Show Markets Move Higher Thanks In Part To Declining Oil Prices |
Host mentions Intel is up 6%. [audio] | +2.4% | +12.6% | -18.7% |
| 2026-05-19 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-19-26 |
Host lists Intel as one of the top 10 stocks today. [audio] | +11.5% | +20.9% | -6.6% |
| 2026-05-19 | WATCH | MEDIUM | Rob Black Show Stocks Slide Under Pressure From Higher Rates |
CEO Lipe Bhutani discussed foundry momentum; mentioned potential manufacturing deal with Apple, described as 'interesting' and CEO praised for past turnaround at Cadence. [audio] | +11.5% | +20.9% | -6.6% |
| 2026-05-18 | WATCH | LOW | Rob Black Show Afternoon podcast 5-18-26 |
Host lists Intel as a top company from 2000 and later mentions it among semiconductor names that need to 'take a chill pill'. [audio] | +10.8% | +12.0% | -5.2% |
| 2026-05-18 | BUY | MEDIUM | Rob Black Show Big Week With Nvidia Earnings |
Host mentions Intel got a nice price target bump this morning. [audio] | +10.8% | +12.0% | -5.2% |
| 2026-05-15 | SELL | MEDIUM | Rob Black Show What Is Lifecording |
Intel shares dropped 6% during the tech pullback. [audio] | +10.2% | +14.5% | -3.9% |
| 2026-05-14 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-14-26 |
Host mentions Intel stock was up 2% today. [audio] | +2.2% | +7.5% | -12.9% |
| 2026-05-14 | MENTIONED | LOW | Rob Black Show Stocks Rise Led By Tech Investments |
Host mentions Intel as a competitor to NVIDIA in the AI chip space. [audio] | +2.2% | +7.5% | -12.9% |
| 2026-05-13 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-13-26 |
No, Intel was not mentioned in the transcript. [audio] | -1.1% | +3.6% | -18.8% |
| 2026-05-12 | MENTIONED | MEDIUM | Rob Black Show Stocks Move After High Inflation Reading |
Host mentions Intel in the semiconductor chain discussion, comparing its performance with other semiconductor stocks. [audio] | -8.1% | -3.0% | -19.1% |
| 2026-05-12 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-11-26 |
Listed among major companies integrating AI into smart glasses and wearables. [audio] | -8.1% | -3.0% | -19.1% |
| 2026-05-11 | BUY | MEDIUM | Rob Black Show Fresh Record Bolstered By Key Tech Stocks |
Intel is up again today due to a packaging deal with SK Hynix and momentum from manufacturing Apple Silicon. [audio] | -16.4% | -17.3% | -21.5% |
| 2026-05-08 | WATCH | MEDIUM | Rob Black Show Good Year In The Stock Market So Far |
Intel is grouped with Cisco as an example of a stock that suffered long-term setbacks during the dot-com era. [audio] | -12.9% | -20.6% | -20.1% |
| 2026-05-07 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-7-26 |
Mentioned as the company whose x86 architecture Arm is a major alternative to. [audio] | +5.8% | -9.5% | -7.8% |
| 2026-05-07 | MENTIONED | MEDIUM | Rob Black Show Oil Continues Pullback |
Host mentions Intel as a competitor in the context of potential collaboration between Arm Holdings and Qualcomm. [audio] | +5.8% | -9.5% | -7.8% |
| 2026-05-06 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 5-6-26 |
Intel's record demand due to generators. [audio] | +6.4% | -12.2% | -10.8% |
| 2026-05-06 | WATCH | LOW | Rob Black Show Earnings Jump |
Mentioned as geared towards AI CPUs with shares having doubled year-to-date, but no direct buy recommendation from the host. [audio] | +6.4% | -12.2% | -10.8% |
| 2026-05-05 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 5-5-26 |
[audio] | +11.5% | +3.4% | -15.9% |
| 2026-05-05 | BUY | HIGH | Rob Black Show Stocks Get Boost From Oil Pullback |
Intel's CPUs are in demand due to AI, with the stock up 330% since last August. [audio] | +11.5% | +3.4% | -15.9% |
| 2026-05-04 | SELL | LOW | Rob Black Show Afternoon podcast 5-4-26 |
Host notes Intel is down 3.8%. [audio] | +35.1% | +17.7% | -5.8% |
| 2026-05-04 | MENTIONED | MEDIUM | Rob Black Show Traders Eye Oil Again |
SoftBank considered selling its Intel stake to fund its investments. [audio] | +35.1% | +17.7% | -5.8% |
| 2026-04-30 | BUY | HIGH | Rob Black Show Markets Working Higher For Now |
Intel hit an all-time high following strong quarterly results from major tech companies. [audio] | +16.0% | +21.4% | -13.3% |
| 2026-04-28 | SELL | MEDIUM | Rob Black Show Afternoon podcast 4-28-26 |
Intel has been pulled into some give-back after recently catapulting over its dot-com highs, indicating a sell-off in the chip sector. [audio] | +28.0% | +43.0% | +8.5% |
| 2026-04-28 | MENTIONED | LOW | Rob Black Show OpenAI Sees Revenue Growth Below Target |
Names like Microsoft, CoreWeave, Nvidia, Oracle, AMD, Intel, Arm Holdings, Taiwan Semiconductor Manufacturing, Microsoft, Google, all have skin in the game. [audio] | +28.0% | +43.0% | +8.5% |
| 2026-04-27 | MENTIONED | LOW | Rob Black Show Afternoon podcast 4-27-26 |
Intel was up 2.9 percent today. [audio] | +12.7% | +43.3% | +8.6% |
| 2026-04-27 | MENTIONED | MEDIUM | Rob Black Show The Performance Of Semiconductor Stocks |
Intel is mentioned as one of the central processing unit stocks that get chased to no avail. [audio] | +12.7% | +43.3% | +8.6% |
| 2026-04-24 | BUY | HIGH | Rob Black Show Focusing On Wealth Accumulation |
Intel shares are having the best day in nearly 30 years, up 20%. [audio] | +20.7% | +45.2% | +21.4% |
| 2026-04-23 | MENTIONED | LOW | Rob Black Show Stocks Mixed After New All Time Highs |
Tesla will become the first major customer for Intel's advanced 14A manufacturing process to make chips. [audio] | +41.5% | +79.5% | +53.7% |
| 2026-04-22 | MENTIONED | LOW | Rob Black Show Afternoon podcast 4-22-26 |
Intel was mentioned in the context of Tesla needing new semiconductors for their vehicles. [audio] | +45.2% | +83.6% | +61.6% |
| 2026-04-22 | MENTIONED | LOW | Rob Black Show Nasdaq Hits New High |
Intel is mentioned in the context of chip sales restrictions to China. [audio] | +45.2% | +83.6% | +61.6% |
| 2026-04-21 | BUY | HIGH | Rob Black Show Afternoon podcast 4-21-26 |
Analyst recommends Intel despite recent gains, citing new leadership and improved product roadmap. [audio] | +27.6% | +78.8% | +46.5% |
| 2026-04-20 | MENTIONED | MEDIUM | Rob Black Show Stocks Sag After Iran Ceasefire Setback |
Intel is set to report earnings on Thursday. [audio] | +29.4% | +81.1% | +44.7% |