AMD stock outperformed INTC over the past 3M by ~10% due to the post-event run-up and chatter around the MI300 series.

Source: https://seekingalpha.com/article/4659063-intel-vs-amd-intel-for-the-win-in-2024?source=feed_all_articles

A number of brokerages have issued reports on INTC.

Source: https://www.etfdailynews.com/2023/11/19/financial-partners-group-llc-sells-2848-shares-of-intel-co-nasdaqintc/

A number of brokerages have weighed in on INTC.

Source: https://www.americanbankingnews.com/2023/03/19/ewg-elevate-inc-takes-120000-position-in-intel-co-nasdaqintc-2.html

A number of other institutional investors and hedge funds also recently modified their holdings of INTC.

Source: https://www.etfdailynews.com/2023/09/24/intel-co-nasdaqintc-shares-sold-by-steigerwald-gordon-koch-inc/

Even though the Nasdaq 100 ($NDX) was up 0.50% on Friday, in reaction to the strong earnings from Amazon (INTC), it was still a rough week with $NDX down 2.6%.

Source: https://www.forbes.com/sites/tomaspray/2023/10/29/top-four-sectors-based-on-yearly-pivots/

Flash forward to now, and sentiment for INTC has improved.

Source: https://investorplace.com/2023/04/intc-stock-still-faces-a-long-road-ahead/

INTC has outperformed the S&P 500 since its December lows, likely reflecting a better-than-expected Q4 earnings release.

Source: https://seekingalpha.com/article/4570062-intel-sending-amd-message-with-sapphire-rapids?source=feed_all_articles

Note that INTC went into the 2001 and 2008 recessions with far less bloat on its balance sheet and it still got creamed.

Source: https://seekingalpha.com/article/4571566-intel-stock-will-likely-cut-dividend?source=feed_all_articles

Now, suddenly, some folks are ultra-bullish about INTC stock.

Source: https://investorplace.com/market360/2023/08/intc-stock-investors-keep-your-confidence-in-check/

Several large investors have recently added to or reduced their stakes in INTC.

Source: https://www.dailypolitical.com/2023/10/28/intel-nasdaqintc-receives-sell-rating-from-rosenblatt-securities.html

Still, for contrarians seeking space stocks, INTC could be interesting.

Source: https://investorplace.com/2023/01/7-space-stocks-to-buy-now-or-youll-be-kicking-yourself-later/

The ongoing decline in INTC stock is especially disappointing given that the share prices of most other chipmakers are soaring right now.

Source: https://investorplace.com/2023/05/3-shaky-stocks-to-ditch-before-june-2023/