In the tech world, Intel Corp INTC is stumbling its way through a corporate reboot, while Oracle Corp ORCL is racing ahead, planting a $6.5 billion artificial intelligence and cloud flag in Malaysia. Let's break down the current state of affairs for these two giants.Intel: A Tough Love Takeover?Intel’s stock has taken a beating, down over 53% year-to-date, with market cap dropping below $100 billion for the first time in over a decade. The buzz? Private equity heavyweight Apollo Global Management Inc APO is ...

These two stocks have traded in opposite directions this year.Among companies in the semiconductor contract manufacturing space, two stocks that have gone in opposite directions this year are Taiwan Semiconductor Manufacturing (TSM 0.94%), or TSMC for short, and Intel (INTC 1.48%). The latter has struggled with its stock down more than 50% this year, while the former is up more than 70% over the same period.While TSMC has been the clear winner this year, the question is which will be the better stock moving ...

Intel just won another multibillion-dollar deal from the CHIPS Act.Semiconductor stocks have been some of the biggest winners from the red-hot artificial intelligence (AI) race. Among higher-profile chip companies is Intel (INTC 1.48%), which recently won a deal worth up to $3 billion with the U.S. Department of Defense (DOD).Let's dig into this deal and how it's playing a role in Intel's growth right now. Moreover, after a thorough analysis of the stock, I'll provide my views on whether now is a good time ...

Group 1 - The article presents a bullish perspective on Intel (NASDAQ: INTC), suggesting that the recent 30% dip in stock price since July 5 represents a buying opportunity rather than a failure of the previous bullish call [1] - The author emphasizes a blend of hands-on experience and academic background in corporate finance, focusing on long-duration growth opportunities and balancing the portfolio with low-volatility dividend stocks [1] - The analysis prioritizes fundamentals, business strategy, and financial performance, aiming to identify high-quality companies with reasonable valuations rather than seeking deep discounts [1] Group 2 - The author invites readers to subscribe and follow the analysis, highlighting a focus on high-quality names, including potential new stars capable of delivering exponential share price growth over the long term [1]

Core Viewpoint - Intel Corporation (NASDAQ: INTC) is experiencing abnormal stock activity, which may present a buying opportunity for investors [1]. Group 1 - The last coverage of Intel was on May 14th, 2024, highlighting a steep descent in stock price [1]. - The stock was trading under conditions described as incredibly abnormal, indicating potential volatility [1].

Core Insights - Intel's data center business has faced significant challenges, with revenue dropping from $23.5 billion in 2019 to $15.5 billion in 2023, resulting in an operating loss of $530 million [1] - AMD has gained substantial market share, with its x86 server CPU market share increasing from 2.9% five years ago to 23.6% in Q1 2024, significantly impacting Intel's pricing power [2] - Intel's recent launch of Granite Rapids server CPUs aims to regain competitiveness against AMD, featuring a maximum core count of 128 and improved performance [3] Revenue and Market Share - Intel's data center segment revenue decreased from $23.5 billion in 2019 to $15.5 billion in 2023, with a notable operating loss of $530 million [1] - AMD's revenue share in the x86 server CPU market reached 33% in Q1 2024, indicating that Intel has had to reduce prices to maintain market share [2] Product Development - The Granite Rapids CPU lineup is expected to close the performance gap with AMD, utilizing the new Intel 3 manufacturing process and offering significant efficiency gains [3] - The flagship Xeon 6980P is priced at $17,800, higher than AMD's EPYC Genoa 9654 priced at $11,805, indicating Intel's strategy to charge more for competitive products [4] Future Outlook - While 2024 may be challenging for Intel's data center segment, the introduction of Granite Rapids is anticipated to improve profitability and market position in 2025 and beyond [5]

Intel Corporation (INTC) has plunged 55.8% year to date against the industry’s growth of 97.8%, lagging its peers Advanced Micro Devices, Inc. (AMD) and NVIDIA Corporation (NVDA) . Much of this underperformance is due to severe financial difficulties and operational challenges, which have forced management to undertake a comprehensive review of its businesses. Intel is mulling various options, including the potential split of its product design and manufacturing divisions and evaluating which factory projec ...

Nvidia stock just got a double dose of good news.Semiconductors star Nvidia (NVDA 3.55%) shot higher on Thursday morning, rising nearly 5% before retreating to about a 3% gain as of 11:11 a.m. ET. According to CNBC, there's no great mystery as to why. Citing comments made on the network's own Closing Bell: Overtime broadcast, CNBC quoted CEO Jensen Huang saying demand for Nvidia's new Blackwell chip for artificial intelligence (AI) functions is going "insane."Oh, and Blackwell is still on schedule to go on ...

The latest trading session saw Intel (INTC) ending at $22.39, denoting a -1.32% adjustment from its last day's close. The stock trailed the S&P 500, which registered a daily gain of 0.01%. On the other hand, the Dow registered a gain of 0.09%, and the technology-centric Nasdaq increased by 0.08%. Prior to today's trading, shares of the world's largest chipmaker had gained 12.89% over the past month. This has outpaced the Computer and Technology sector's gain of 1.03% and the S&P 500's gain of 1.21% in that ...

Core Viewpoint - Intel is undergoing a significant transformation, investing heavily in manufacturing and aiming to establish a competitive foundry business, while facing challenges from rivals like AMD and a downturn in the PC market [1][2]. Group 1: Product Development and Performance - Intel has faced delays in its manufacturing processes, particularly with the 10nm process, which hindered its ability to compete with AMD [3]. - Recent launches of the Sierra Forest and Granite Rapids server CPUs have shown promise, with early reviews indicating that Granite Rapids has closed the performance gap with AMD [3][4]. - The company has outsourced production for its upcoming Lunar Lake and Arrow Lake chips to TSMC, which has resulted in improved battery life and efficiency [4]. Group 2: Manufacturing and Foundry Business - The Intel 18A manufacturing process is crucial for the company, with plans to produce many products in-house and attract significant customers like Microsoft and Amazon [5]. - The foundry segment is currently operating at a loss, but this is expected as Intel makes substantial investments ahead of revenue generation [6]. - Intel is restructuring its foundry business into a subsidiary to attract outside investment and potentially go public in the future [6]. Group 3: Market Position and Valuation - Intel's stock has dropped significantly, trading below book value, which reflects a pessimistic market outlook despite the company's leading position in PC and server CPUs [2]. - The investment in Intel is viewed as a long-term bet, with the expectation that the current low valuation will eventually yield positive results [7].