The first-quarter semiconductor earnings parade kicks off with ASML Holding ASML on Wednesday and Taiwan Semiconductor Manufacturing Co TSM on Thursday, followed by the U.S. semi and semicap peers in the following week.For U.S. chip vendors, BofA Securities analysts Vivek Arya and Duksan Jang expect first-quarter results to beat as their original outlook was likely conservative and tariff-related pull-ins created a better demand environment.However, the second-quarter outlook could be in line as companies c ...

In recent years, certain GPU makers like Nvidia have seen their share prices soar. But not Intel (INTC -2.29%). Over the past 12 months alone, shares of the struggling chipmaker have crashed by nearly 50%, sending the company's market capitalization below $100 billion for the first time in year.Intel's management team says it has a plan to reinvigorate growth. But before that happens, investors should prepare for a reverse stock split. Here's why Intel might execute a reverse stock splitA stock split typica ...

JP Morgan analyst Harlan Sur reiterated an Underweight rating on Intel Corp INTC on Tuesday, setting a price forecast of $23.On Monday, before the market opened, Intel announced a 51% stake sale of its programmable chip business, Altera, to private equity firm Silver Lake Management for $4.46 billion, valuing Altera at $8.75 billion with a transaction multiple of ~5.7 times calendar 2024 sales.As a reference, Intel bought Altera in 2015 at 9 times calendar 2014 sales and in 2020, and Advanced Micro Devices, ...

Now you can get access to the latest and highest-quality analysis of recent Wall Street buying and selling ideas with just one subscription to Beyond the Wall Investing ! There is a free trial and a special discount of 10% for you. Join us today!I first wrote about Intel Corporation (NASDAQ: INTC ) in late January 2024 with a "Hold" rating, stating that it was better to "avoid the laggard" and noting that while they were talking about theirDaniel Sereda is chief investment analyst at a family office whose i ...

Intel Corporation (INTC) recently announced that it has entered into a definitive agreement to sell a 51% ownership stake in Altera business to Silver Lake, a prominent global technology investment firm. The deal, which values Altera at $8.75 billion, marks a significant strategic move for Intel, establishing Altera as an independent entity and the largest pure-play FPGA (field-programmable gate array) semiconductor solutions provider. Intel will continue to hold the remaining 49% ownership stake in Altera ...

I’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI boom. In one word, what I’d like my service to revolve around is momentum.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within th ...

Nationally ranked stock picker for 30 years. Victory Formation and Bottom Fishing Club quant-sort pioneer.....Paul Franke is a private investor and speculator with 38 years of trading experience. Mr. Franke was Editor and Publisher of the Maverick Investor® newsletter during the 1990s, widely quoted by CNBC®, Barron’s®, the Washington Post® and Investor’s Business Daily®. Paul was consistently ranked among top investment advisors nationally for stock market and commodity macro views by Timer Digest® during ...

PLAINVIEW, N.Y., April 15, 2025 (GLOBE NEWSWIRE) -- Veeco Instruments Inc. (NASDAQ: VECO) is proud to announce that it has earned the exclusive Intel EPIC Supplier Award for 2025. This award recognizes the top performers in the Intel supply chain for their world-class commitment to continuous improvement and performance excellence over the past year. “Congratulations to Veeco on receiving the Intel EPIC Supplier Award, Intel’s highest supplier recognition,” said Frank Sanders, corporate vice president and g ...

市场消息：银湖私募将支付34亿美元现金来购买英特尔公司持有的Altera股份。 ...

On Monday, Intel Corp INTC announced plans to sell 51% of its Altera business to Silver Lake at a valuation of $8.75 billion.Intel will own the remaining 49% of the Altera business, enabling it to participate in Altera’s future success while focusing on its core business.Intel also announced that Raghib Hussain will succeed Sandra Rivera as CEO of Altera, effective May 5. Also Read: Taiwan Semiconductor Clocks Massive Q1 Revenue Growth Despite US TensionsThe transaction will likely close in the second half ...