Intel(INTC)

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Why Intel Stock Is Soaring Today
The Motley Fool· 2025-02-11 20:52
Shares of Intel (INTC 6.70%) are flying higher on Tuesday. The company's stock gained 6.6% as of 3 p.m. ET but was up as much as 10.7% earlier in the day. The gain comes as the S&P 500 slipped 0.1% and the Nasdaq Composite was down 0.2% on the day.What happenedIntel announced yesterday that the head of its data center and artificial intelligence (AI) operations, Justin Hotard, was leaving the company for Nokia. This comes on the heels of the embattled chipmaker losing its CEO in December.Why it mattersIntel ...
Intel shares rise after VP Vance promises to safeguard American AI and chips
CNBC· 2025-02-11 18:14
U.S. Vice President JD Vance arrives for a meeting with international investors in IA at the Elysee Palace as part of the Artificial Intelligence (AI) Action Summit in Paris, France, February 10, 2025.While the vice president didn't directly refer to the emergence of China's DeepSeek , Vance emphasized the importance of working with allies to "close pathways to adversaries attaining AI capabilities that threaten all of our people.""Some authoritarian regimes have stolen and used AI to strengthen their milit ...
Intel: It's Time To Let Go
Seeking Alpha· 2025-02-10 14:45
Intel's stock (NASDAQ: INTC ) has been really struggling since 2021, losing more than 65% in value, dropping from $68 to trading around $20, revenue dropping from $70-80B to around $55B and suspending its dividend as of Q4 2024. Intel's current situation has been developingBorn and raised in Belgium and graduated with a masters in Nanoscience, Nanotechnology and Nano-Engineering from the university of Leuven. I did my master thesis at the research center IMEC and started working as an opto-mechanical engine ...
Nokia CEO Lundmark to be replaced by Intel AI chief Hotard
Techxplore· 2025-02-10 09:18
This article has been reviewed according to Science X's editorial process and policies . Editors have highlighted the following attributes while ensuring the content's credibility: Nokia chief executive Pekka Lundmark (L) stands next to chairwoman Sari Baldauf (C) and his successor Justin Hotard (R), the head of AI at Intel. Finnish telecommunications equipment giant Nokia announced on Monday that chief executive Pekka Lundmark would step down and be replaced by Justin Hotard, the head of AI and data cente ...
Intel Continues to See Revenue Declines. Can the Stock Rebound?
The Motley Fool· 2025-02-09 17:09
Intel's (INTC -1.45%) fourth-quarter results topped analysts' expectations but also showed a company that continues to struggle to find its footing. Its revenues once again declined, and it delayed an important chip launch. The stock is down more than 50% over the past year.Let's take a closer look at the semiconductor company's Q4 results, and whether it can pull off a turnaround.Revenue declines and foundry lossesFor the third consecutive quarter, Intel saw its revenue decline. For Q4, revenue dropped 7% ...
Intel Loses Numerous Battles Across PC, AI, And Foundry - Recovery Uncertain
Seeking Alpha· 2025-02-08 15:00
I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure: I/we have a beneficial long position in the shares of NVDA, AMD, TSM, AVGO, GOOG, META either through stock ownership, options, or other derivative ...
Why Is Everyone Talking About Intel Stock?
The Motley Fool· 2025-02-08 12:03
Intel (INTC -1.45%) is one of the worst-performing semiconductor stocks of the last two years.*Stock prices used were the afternoon prices of Feb. 5, 2025. The video was published on Feb. 7, 2025. ...
Should INTC Be in Your Portfolio Post Healthy Q4 Earnings?
ZACKS· 2025-02-07 15:26
Core Financial Performance - Intel Corporation reported strong fourth-quarter 2024 results, with adjusted earnings and revenues exceeding Zacks Consensus Estimate, and revenues were near the higher end of the company's guided range [1] - The company experienced healthy growth in its core x86 architecture and strong interest in the Intel 18A process node [1] AI and Product Development - Intel is witnessing significant traction in AI PCs, aiming to ship over 100 million units by the end of 2025, with new products like Panther Lake and Clearwater Forest set for launch in 2025 and 2026 respectively [5] - The introduction of the Intel Core Ultra features a neural processing unit that offers 2.5x better power efficiency than previous generations, enhancing AI acceleration capabilities [6] Strategic Focus and Challenges - Intel's interim management confirmed that the core strategy remains unchanged, focusing on operational efficiency and establishing itself as a leading foundry [3] - A cultural shift is necessary for Intel to transition from Integrated Device Manufacturing to a world-class foundry, emphasizing efficiency in capital use [4] Competitive Landscape - Despite scaling its AI footprint, Intel is lagging behind NVIDIA in innovation, with NVIDIA's GPUs being highly successful in the market [7] - The competitive landscape is intensifying, with price-sensitive competition expected to affect customer retention and overall financial results [9] Financial Outlook and Estimate Revisions - Earnings estimates for Intel for 2025 have declined from 78 cents to 51 cents, and for 2026, estimates have decreased by 19.6% to $1.19, indicating bearish sentiment [16] - The stock has underperformed, plunging 54.7% over the past year compared to the industry's growth of 59.4% [12] Operational Adjustments - Intel is considering various options, including splitting its product design and manufacturing divisions and establishing Intel Foundry as an independent subsidiary to improve capital efficiency [13] - The division incurred an operating loss of $2.26 billion in the fourth quarter, highlighting the need for operational adjustments [13]
Intel Q4: 18A Products Can Mark Its Turning Point
Seeking Alpha· 2025-02-06 16:39
Group 1 - The last analysis on Intel Corporation (NASDAQ: INTC) stock was published on January 6, 2025, indicating a need for time for the stock to stabilize [1] - The core investment style emphasizes providing actionable and clear ideas from independent research [1] Group 2 - The service has helped members outperform the S&P 500 and avoid significant drawdowns amid extreme market volatility in both equity and bond markets [2] - A 100% risk-free trial is offered to assess the effectiveness of the proven investment method [2]
Intel Q4: Too Early To Bet On A 2026 Turnaround
Seeking Alpha· 2025-02-06 13:34
Core Viewpoint - The article emphasizes that a HODL strategy may not yield significant alpha or maintain a high Sharpe ratio over the long term, suggesting that active management is essential for maximizing returns and minimizing opportunity costs [1]. Group 1: Investment Strategy - The article argues that seeking high positive returns does not equate to generating high alpha, highlighting the importance of active management in investment strategies [1]. Group 2: Analyst Background - The analyst has a strong educational background with a degree in Business Economics from UCLA and a Master of Accounting from UMich Ross School of Business, indicating a solid foundation in financial analysis [1]. - The analyst is currently a senior analyst at a multi-strategy hedge fund, which suggests experience in diverse investment strategies [1].