Intel (INTC 1.19%) was one of the rare semiconductor stocks that performed poorly in 2024.*Stock prices used were the afternoon prices of Dec. 31, 2024. The video was published on Jan. 2, 2024. ...

The ongoing US-China trade war has intensified, with technology being a primary battleground. What began as a tussle over trade imbalances has evolved into a strategic clash over technological supremacy. Over the past few years, the United States has tightened its export restrictions, limiting China's access to advanced semiconductor technologies critical for Artificial Intelligence (AI), 5G and supercomputing. Key players like NVIDIA Corporation (NVDA) , Micron Technology, Inc. (MU) , Intel Corporation (IN ...

Company Performance - Intel is expected to report an EPS of $0 12 for the upcoming quarter, a 77 78% decline compared to the same quarter last year [1] - Quarterly revenue is anticipated to be $13 77 billion, down 10 61% year-over-year [1] - For the annual period, Intel is projected to have an EPS of -$0 09 and revenue of $52 59 billion, representing declines of 108 57% and 3 01%, respectively, from the previous year [2] - Intel's shares have lost 18 78% over the past month, underperforming the Computer and Technology sector's gain of 5 09% and the S&P 500's gain of 0 22% [5] - In the most recent trading session, Intel's stock closed at $20 40, reflecting a 0 99% increase from the previous day, lagging behind the S&P 500's 1 1% gain, the Dow's 0 91% rise, and the Nasdaq's 1 35% appreciation [8] Industry and Market Context - The Semiconductor - General industry, part of the Computer and Technology sector, has a Zacks Industry Rank of 76, placing it in the top 31% of all 250+ industries [10] - The Zacks Industry Rank shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7] Analyst Estimates and Revisions - The Zacks Consensus EPS estimate for Intel has remained unchanged over the last 30 days [3] - Intel currently holds a Zacks Rank of 3 (Hold) [3] - Analyst estimate revisions are crucial as they reflect changing near-term business trends, with upward revisions indicating positive sentiment towards the company's operations and profitability [9]

The PC market has struggled to bounce back following a post-pandemic plunge in demand. Global PC shipments dipped slightly in the third quarter on a year-over-year basis, and forecasts put shipment growth for 2025 in the single-digit percentage range. The introduction of artificial intelligence (AI) PCs, which have enough dedicated AI processing power to run some AI workloads directly, has so far failed to capture consumers' attention.A tough PC market means that Intel (INTC 3.48%) can't rely on rising dema ...

Intel's Market Position and Challenges - Intel lags behind NVIDIA in innovation, with NVIDIA's H100 and Blackwell GPUs being highly successful [1] - Intel's stock has plunged 59.3% in the past year, significantly underperforming the industry's growth of 123.4% [4] - The company faces intense price-sensitive competition and challenges in retaining customers, which may impact financial results [2] Strategic Shifts and Product Launches - Intel is transitioning from Integrated Device Manufacturing to a world-class foundry, aiming for efficiency with a "no capital left behind" mindset [3] - The company launched Intel Core Ultra 200V series processors and Arrow Lake, with Panther Lake expected in the second half of 2025 [7] - Intel announced the launch of glass substrates for advanced chip packaging, targeting 1 trillion transistors on a package by 2030 [7] - Intel remains committed to its 5N4Y program to regain transistor performance and power performance leadership by 2025 [8] - Intel Xeon 6 processors with E-cores (Sierra Forest) and P-cores (Granite Rapids) were launched, along with the Intel Gaudi 3 AI accelerator [10] Financial and Operational Challenges - Intel's short-term margins were affected by the accelerated ramp-up of AI PCs and higher wafer costs at its Ireland facility [9] - The company incurred an operating loss of $5.8 billion in the last reported quarter for its Intel Foundry division [11] - Intel reiterated its revenue guidance of $13.3-$14.3 billion for the fourth quarter of 2024, focusing on operational goals [12] Leadership and Structural Changes - Intel replaced CEO Pat Gelsinger with David Zinsner and Michelle Johnston Holthaus as interim Co-CEOs [11] - The company is considering splitting its product design and manufacturing divisions and evaluating factory project terminations [11] - Intel plans to establish Intel Foundry as an independent subsidiary to improve capital efficiency [11] AI and Future Prospects - Intel launched AI chips for data centers and PCs, marking one of the largest architectural shifts in 40 years [13] - The company aims to gain a stronger foothold in the AI sector, spanning cloud, enterprise servers, networks, and edge environments [13] - The road ahead for Intel is challenging, with significant obstacles to navigate in 2025 [14]

Intel has been struggling to keep up with AMD and Nvidia but there might finally be some good news for investors.In this video, I will cover the recent updates regarding Intel (INTC 2.41%). Watch the short video to learn more, consider subscribing, and click the special offer link below.*Stock prices used were from the trading day of Dec. 20, 2024. The video was published on Dec. 20, 2024. ...

Together with Intel Automotive, Karma is Creating an Open Ecosystem for SDVA, Transforming Software Development Practices to Benefit the Entire Industry IRVINE, Calif., Dec. 23, 2024 /PRNewswire/ -- Earlier this year, Karma Automotive announced its bilateral collaboration with Intel Automotive to co-develop SDVA (Software Defined Vehicle Architecture) which will underpin its upcoming vehicles starting with the 2026 Karma Kaveya super-coupe, and to demonstrate and validate critical concepts for the advanceme ...

Intel Stock Performance - Intel's stock has lost more than half its value in 2024, with shares down 61% for the year [1][10] - The PHLX Semiconductor Index (SOX) is up about 19% in 2024, while Nvidia has more than doubled in value [10] Analyst Sentiment - Wall Street is broadly cautious about Intel's stock, with 13 of 16 analysts tracked by Visible Alpha having "hold" ratings and three with "sells" [3] - Bernstein analysts advised investors to "stay far away" from Intel's stock [7] - The consensus price target for Intel is around $24, representing a roughly 23% premium to recent prices [3] Leadership and Strategy - The departure of former CEO Pat Gelsinger has raised concerns about Intel's future [2] - The appointment of a new CEO and changes to Intel's turnaround plans could be near-term catalysts for the stock [6][9] - Interim co-CEOs Dave Zinsner and Michelle Johnston Holthaus called the possibility of a full separation of Intel's foundry business an "open question for another day" [8] Business Challenges - Intel faces significant challenges in proving its competitiveness, with a "lagging position" in both chip design and production [5] - The company's turnaround could depend on its foundry business, which is set to receive billions of dollars in CHIPS Act funds tied to meeting manufacturing milestones [4] - Analysts suggest that the business challenges facing Intel could take months—or years—to work through [9] Potential Breakup - A breakup of Intel's operations could become more likely, with some analysts suggesting it could benefit shareholders in the short term [4][5] - Gelsinger had been a proponent of keeping Intel's own manufacturing and contract foundry businesses as part of his turnaround effort [10]

Watching Intel (NASDAQ: INTC ) (NEOE: INTC:CA ) has been pretty painful the last year or so, and with the exception of blips here and there, it has been primarily bad news. But some of it is justI primarily invest based on knowledge of technology, and rarely if ever try to time stocks. The only way I've been effective investing is by understanding the technology behind the products a company sells, and the market they sell in, while being dispassionate and unbiased.Analyst’s Disclosure: I/we have a benefici ...

Clockwise from top: Former Boeing CEO Dave Calhoun (CNBC), Starbucks former CEO Laxman Narasimhan (Getty Images), former Nike CEO John Donahoe (Reuters), former Intel CEO Pat Gelsinger (Getty Images)TL: CNBC | TR: Getty Images | BL: Reuters | BR: Getty ImagesRetired, ousted or poached, CEOs headed for the exits this year.U.S. public companies announced 327 chief executive changes this year through November, according to outplacement firm Challenger, Gray & Christmas.That's more than in any other year since ...