Key Points Intel stock soared on better-than-expected earnings results. Cost cuts under CEO Lip-Bu Tan have paid off. The company has also shored up its balance sheet. 10 stocks we like better than Intel › Intel's (NASDAQ: INTC) comeback continued on Thursday as the legacy chip company posted better-than-expected results in its third quarter. Revenue growth was weak again, up just 3% to $13.7 billion, but was still well ahead of the consensus at $13.14 billion, showing how low expectations have s ...

Intel Corporation(NASDAQ: INTC ) has reported its Q3 2025 earnings on Thursday, October 23, 2025, after market close. For the quarter, Intel delivered revenue of $13.7 billion and an EPS of $0.23, convincingly beating the upper end ofMy investing approach is finding companies with leadership economics associated with their business models and selling at a reasonable price. My articles will primarily discuss a company's strategy to drive growth, competitive advantage that drives superior return on capital, c ...

Intel Corporation(NASDAQ: INTC ) has reported its Q3 2025 earnings on Thursday, October 23, 2025, after market close. For the quarter, Intel delivered revenue of $13.7 billion and an EPS of $0.23, convincingly beating the upper end ofMy investing approach is finding companies with leadership economics associated with their business models and selling at a reasonable price. My articles will primarily discuss a company's strategy to drive growth, competitive advantage that drives superior return on capital, c ...

Core Insights - Japanese automaker Mazda has partnered with its joint venture with China's Changan to pool carbon credits, aiming to mitigate potential carbon emissions fines as indicated in an EU document [1] Group 1 - Mazda is collaborating with Changan to address carbon emissions compliance [1] - The partnership focuses on pooling carbon credits to avoid fines related to carbon emissions [1]

格隆汇10月27日｜德意志银行将英特尔的目标价从30美元上调至35美元，维持"持有"评级。(格隆汇) ...

Core Insights - The article discusses the investment positions held by analysts in major semiconductor companies, specifically Intel (INTC), NVIDIA (NVDA), and AMD, indicating a bullish sentiment towards these stocks [1]. Company Analysis - Intel (INTC) is highlighted as a company with significant long positions from analysts, suggesting confidence in its future performance [1]. - NVIDIA (NVDA) is also mentioned as a company where analysts have beneficial long positions, reflecting optimism about its growth prospects in the semiconductor market [1]. - AMD is included in the discussion, with analysts expressing a favorable outlook based on their investment positions, indicating potential for future gains [1].

Truist将英特尔的目标价从21美元上调至39美元，维持"持有"评级。(格隆汇) ...

Market Analysis by covering: Intel Corporation, Trilogy Metals Inc, VanEck Rare Earth and Strategic Metals ETF, Global X Lithium & Battery Tech ETF. Read 's Market Analysis on Investing.com ...

智通财经APP获悉，近日，英特尔(INTC.US)召开了2025年第三季度财报电话会。公司表示， 18A制程 是一个全新的领域，目前的良率足以应对供应需求，但尚未达到理想的利润率水平。要使18A在成本结 构上完全实现利润贡献，还需要进一步改善良率。 公司预计到明年年底将能达到这一水平，并确信在后年将达到行业公认的良率水平。产能方面，明年公 司不会为18A额外新增产能。但会在明年全年逐步提升18A的产量。 整体看三季度，公司营收137亿美元，超出预期区间的上限，环比增长 6%。毛利率为 40%，较业绩指 引高出4个百分点。 英特尔管理层还表示，关于服务器CPU和其他CPU的供应限制，公司在Intel 10 和 Intel 7 制程上的产能 确实非常紧张。短缺情况预计将在第一季度达到顶峰。在运营支出上，仍认为160亿美元是明年的合理 水平。 AI方面，公司指，AI确实驱动着巨大增长，公司的战略重点在于重振x86架构，针对新的AI工作负载开 发定制化的CPU和GPU，AI战略将重点开拓推理市场。 Q&A 问答 Q：本季度你们宣布了大量合作并强化了资产负债表，在开场陈述中对代工进展的语调也听起来更加自 信。这种信心是 ...

Group 1: Company Performance and Financials - Wentech's semiconductor revenue from the Chinese market accounts for nearly half of its total revenue, indicating its role as a growth core [2][4] - Wentech reported Q3 revenue of 4.427 billion yuan, a year-on-year decline of 77.38%, while net profit was 1.04 billion yuan, a year-on-year increase of 279.29% [4] - For the first three quarters, Wentech's revenue was 29.769 billion yuan, down 44.00%, with net profit at 1.513 billion yuan, up 265.09% [4] - Intel reported revenue of $13.7 billion, a 3% year-on-year increase, exceeding Wall Street's expectation of $13.2 billion [16] Group 2: AI and Technology Developments - Tencent's R&D report reveals that over 90% of its engineers use AI programming assistant CodeBuddy, with 50% of new code generated by AI, enhancing overall R&D efficiency by over 20% [5] - Apple has begun shipping advanced AI servers from its new factory in Houston, Texas, aimed at supporting its latest AI functionalities [12] - OpenAI is actively developing AI music models in collaboration with a U.S. music academy, focusing on high-quality data for training [11] Group 3: Investments and Financing - SoftBank's board approved a $22.5 billion investment in OpenAI, which will support its R&D and commercialization efforts [10] - JBD completed over 1 billion yuan in B2 round financing, setting a record for single financing in the MicroLED micro-display sector [7] Group 4: Regulatory and Compliance Issues - The European Commission has preliminarily found that Meta violated the Digital Services Act by failing to provide effective reporting mechanisms for illegal content [13]