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X @Investopedia
Investopedia· 2025-10-23 13:30
Stock futures are slightly lower as investors review earnings reports from Tesla, IBM and other major companies, while chipmaking giant Intel is due to release results after the closing bell. Here's what you need to know today. https://t.co/45PquzW4OG ...
Options Corner: INTC Earnings Trade
Youtube· 2025-10-23 13:23
Time now for options corner. Joining us to take a deeper look at the chart is Rick Dukat, lead market technician. Now to be fair, this year has been a strong year for Intel especially given it seems the wind is at its back with this government stake and beyond.What trends do you notice, Rick. >> Yes, Intel once a king of the this sector here has fallen on some harder times. But the past few weeks have been pretty interesting.You can see Intel has surged up. It's now outpacing uh the semiconductor sector, SM ...
Analyst Says Intel (INTC) Doesn’t Have AI Strategy ‘As Visible’ As Top Rivals
Yahoo Finance· 2025-10-23 12:35
Group 1 - Intel Corp (NASDAQ: INTC) is currently a trending stock, but analysts express caution regarding its near-term performance [1] - Ben Reitzes from Melius Research acknowledges Intel's leadership but does not recommend the stock due to a lack of visible AI strategy compared to competitors [1] - The backing of the US government is seen as a positive factor for Intel, but analysts believe the stock may take a rest after its recent surge [1] Group 2 - There is a belief that certain AI stocks may offer higher returns and limited downside risk compared to Intel [2] - A report is available highlighting an extremely cheap AI stock that benefits from Trump tariffs and onshoring [2]
股价飙升、资金涌入,英特尔(INTC.US)面临高业绩门槛考验
智通财经网· 2025-10-23 11:46
智通财经APP获悉,此前,白宫、英伟达(NVDA.US)和软银集团(Softbank Group Corp.)的一波投资推动 英特尔(INTC.US)股价在不到三个月内飙升86%,这家芯片制造商即将于周四盘后披露第三季度财报, 投资者在净利润数据之外,还将重点关此次财报成绩单透露的深层信息。 此次股价涨势迅猛,以至于近几周多名分析师下调了其评级。美国银行上周在给客户的报告中将英特尔 评级从"中性"下调至"跑输大盘",并表示担忧该股"涨得太快、太高"。市场热情的高涨也推高了英特尔 股价的估值——目前其未来12个月动态市盈率已达63倍,远高于1月的约20倍,跻身标普500指数成分股 中估值最高的15家公司之列。 这一涨幅格外引人注目,因为就在大约一年前,英特尔被道琼斯工业平均指数剔除——它自1999年起便 已加入该指数——取而代之的是其竞争对手、人工智能领域热门企业英伟达。 周三,特朗普政府表示正考虑针对科技行业出台对华出口限制措施,受此影响,英特尔股价承压,当日 收跌3.2%,报36.92美元,但这一价格仍远高于市场共识的12个月目标价28.80美元。费城证券交易所半 导体指数当日下跌2.4%,除一只成分股外, ...
Nvidia's New Partner And Rival: Intel, AMD Witness Improving Technical Indicators Amid Solid Momentum Gains
Benzinga· 2025-10-23 11:21
Group 1 - The semiconductor sector is experiencing a shift with Nvidia Corp. partnering with Intel Corp. and Advanced Micro Devices Inc. (AMD), indicating a potential change in the tech landscape [1][3] - AMD and Intel have shown significant momentum in their stock rankings, with Intel's momentum increasing to 90.21 from 88.31 and AMD's rising to 93.41 from 89.51, reflecting positive price trends [2] - Despite the momentum gains, Intel's growth rankings are low at the 16.50th percentile, while AMD maintains strong growth and quality rankings but has a poor value score [2] Group 2 - Nvidia's $5 billion investment in Intel aims to create custom AI and PC solutions, integrating Intel's x86 CPUs with Nvidia's NVLink and RTX GPUs, marking a transition from rivalry to cooperation [3] - AMD continues to compete with Nvidia in the AI and gaming sectors, with its Radeon Instinct accelerators and Intel's Arc GPUs challenging Nvidia's market dominance [4] - The momentum ranking methodology by Benzinga Stock Edge reflects a stock's relative strength based on price movement patterns and volatility, serving as a key measure for evaluating market trends [5]
X @Bloomberg
Bloomberg· 2025-10-23 10:30
Investors will be looking beyond the bottom line in chipmaker Intel's third-quarter earnings after a wave of investments https://t.co/D0cS91sczK ...
Intel's 109% Rally Faces Q3 Test as Nasdaq, S&P Traders Eye Fundamentals vs. Hype
FX Empire· 2025-10-23 09:26
Core Insights - The article emphasizes the importance of conducting thorough due diligence before making any financial decisions, particularly in the context of investments and trading activities [1] Group 1 - The content includes general news and personal analysis intended for educational and research purposes [1] - It highlights that the information provided may not be accurate or in real-time, and prices may be sourced from market makers rather than exchanges [1] - The article warns that trading decisions should be made at the individual's full responsibility, and reliance on the information provided is discouraged [1] Group 2 - The website discusses complex financial instruments such as cryptocurrencies and contracts for difference (CFDs), which carry a high risk of losing money [1] - It encourages individuals to perform their own research and understand the risks involved before investing in any financial instruments [1] - The content does not constitute any recommendation or advice for taking specific actions, including investments [1]
Nvidia's Dominance Faces New Challenge As Israeli Startup NextSilicon Develops Central Processor That Could Rival Intel, AMD - NVIDIA (NASDAQ:NVDA)
Benzinga· 2025-10-23 08:27
Group 1: NextSilicon's Developments - NextSilicon, an Israeli startup, is developing a central processor to compete with Intel and AMD, while also targeting Nvidia's platforms [1] - The company has introduced Arbel, an enterprise-grade RISC-V core built on TSMC's 5nm process, designed to compete directly with AMD and Intel offerings [2] - NextSilicon's flagship chip, Maverick-2, is engineered for precision scientific computing tasks, including nuclear weapons modeling [3] Group 2: Market Position and Funding - The startup has secured $300 million in funding and its chips are currently under review by U.S. national labs, indicating strong market interest [4] - Analysts note that Nvidia's shift towards lower-precision computing has opened opportunities for startups like NextSilicon to capitalize on the changing landscape [4] Group 3: Intel's Financial Performance - Intel is expected to report third-quarter revenue of $13.14 billion, slightly down from $13.28 billion in the same period last year [6] - The company has consistently surpassed revenue expectations, achieving this for four consecutive quarters and beating estimates in eight of the last ten quarters [6]
TurinTech and Intel Partner to Deliver Fully Offline Version of Artemis Optimized for AI PCs
Businesswire· 2025-10-23 08:00
Core Insights - TurinTech and Intel have partnered to develop an offline, on-device version of Artemis, specifically optimized for Intel-powered AI PCs [1] Company Developments - The collaboration aims to enhance the functionality of AI applications on devices powered by Intel, indicating a strategic move to improve user experience and performance [1] Industry Trends - The development of offline AI solutions reflects a growing trend in the tech industry towards enhancing data privacy and reducing reliance on cloud computing [1]
“ 红蓝厂”主导的服务器CPU迎来新势力! NextSilicon携RISC-V架构挑战英特尔与AMD
Zhi Tong Cai Jing· 2025-10-23 07:25
Core Insights - NextSilicon, an Israeli chip startup, is developing a new CPU based on the open-source RISC-V architecture, aiming to compete with AMD and Intel in the data center server CPU market [1][2] - The company's flagship product, the Maverick-2 data stream accelerator, is designed to significantly enhance precision scientific computing tasks, previously dominated by Nvidia [2] - NextSilicon's upcoming RISC-V architecture CPU, named "Arbel," is intended for high-performance computing (HPC) scenarios and aims to challenge the traditional x86+GPU architecture [5][6] Company Developments - NextSilicon has raised approximately $300 million in funding to support its chip development efforts [2] - The Maverick-2 is currently in mass production, while the Arbel CPU is still in the testing phase [4] - The company claims that its architecture can execute similar computing tasks as Nvidia's GPUs with faster speeds and lower power consumption without requiring extensive software code rewrites [4] Industry Context - The RISC-V architecture is gaining traction in the chip design sector, positioning itself as a competitor to the established x86 and ARM architectures [5] - RISC-V's open nature allows free access and usage, making it popular among academia, startups, and large tech companies [5] - The integration of RISC-V in data centers is expected to challenge the dominance of x86 and ARM architectures, potentially reshaping market dynamics [5][6]