Intel Falls 2.24% as Muse Keeps the CPU Thesis Alive

This article first appeared on GuruFocus. Intel (NASDAQ:INTC), the data-center and PC chipmaker, slipped about 2.2% to $121.09 Wednesday morning. That cooled a rally tied to excitement over Meta's Muse agent. According to Barron's, investors have been looking at whether agents could lift demand for server CPUs. Warning! GuruFocus has detected 5 Warning Signs with INTC. Is INTC fairly valued? Test your thesis with our free DCF calculator.INTC GF Value chart Meta says Muse runs on its own secure cloud computer, uses a browser and can keep working after a user closes the app. That points to computing work beyond the AI accelerators running the model. It does not tell us whose CPUs Meta will buy.Intel Falls 2.24% as Muse Keeps the CPU Thesis Alive·us.