Intel's CPUs use way more power than AMD's latest chips.Intel (INTC 3.12%) stumbled through manufacturing issues in the past, and only now is it starting to right the ship. The company's entire desktop CPU lineup is still made on its Intel 7 manufacturing process, which is based on the same 10nm node that was originally slated for high-volume production in 2016. Meanwhile, rival AMD (AMD 4.52%) has taken advantage of TSMC's manufacturing progress with each new release.A massive efficiency edge for AMDDespit ...

hapabapa Investment Thesis Intel (NASDAQ:NASDAQ:INTC) delivered very disappointing 2Q FY2024 results, with nearly all financial metrics falling short of market estimates. Despite its goal of catching up with other semi players amid the current AI boom, INTC seems to be moving in the opposite direction. The company not only missed revenue and EPS consensus but also issued a weak outlook for 3Q and beyond. Additionally, the management announced a 15% reduction in workforce, cuts to infrastructure investme ...

These companies' stocks are trading at far better values than Intel, especially after a sell-off.Intel (INTC 0.87%) was one of the biggest victims of a recent tech sell-off, with its share price down 42% over the last month. Fears of a recession caused doubt among tech investors, triggering a dip for dozens of companies' stocks. Market uncertainty combined with weaker-than-expected quarterly earnings from Intel triggered a significant decline in its shares.Usually, such a dramatic sell-off would produce a b ...

Can Intel turn things around?In today's video, I discuss recent updates impacting Intel (INTC 0.87%). Check out the short video to learn more, consider subscribing, and click the special offer link below.*Stock prices used were the after-market prices of August 15, 2024. The video was published on August 15, 2024. ...

Core Insights - Intel Corporation has announced a collaboration with Karma Automotive to develop a Software Defined Vehicle Architecture (SDVA) aimed at transforming the automotive industry by creating intelligent, efficient, and sustainable vehicles [1][3] - The SDVA will integrate various vehicle functions into Intel's centralized and zonal compute systems, offering flexibility, cost reduction, enhanced performance, and improved energy efficiency [1][2] - Karma Automotive plans to utilize SDVA in its upcoming Karma Kaveya super coupe, which is expected to deliver up to 1,000 horsepower and accelerate from 0-60 mph in under three seconds, with a starting price of around $300,000 [2] Company Developments - The partnership between Intel and Karma Automotive signifies a shift towards innovative vehicle technology, combining Intel's computing expertise with Karma's industry knowledge [3] - The Karma Kaveya will be the first vehicle developed from the ground up with true SDVA, setting new benchmarks in performance, efficiency, and luxury [2] Market Performance - Intel's shares have decreased by 36.5% over the past year, contrasting with the automotive industry's growth of 128.4% [3]

As Intel (NASDAQ: INTC) has suffered a string of troubles in recent weeks due to defects in its products and corporate operational issues, competitors like Qualcomm (NASDAQ: QCOM) are eyeing bigger PC processor market share and artificial intelligence (AI) models are bullish on their stock prices.Indeed, Qualcomm might end up being one of the benefactors of Intel’s recent misfortunes, the current conditions representing an ideal opportunity for the company to make inroads into the AI PC market, particularly ...

Core Viewpoint - Intel is viewed as a potential investment opportunity despite its recent market value decline of 68% since 2021, with analysts Eric Fry and Thomas Yeung remaining bullish on the company's long-term prospects [3][4][11] Company Performance - Intel's recent earnings report showed a 1% revenue decline and a significant drop in adjusted gross margins from 45.1% to 38.7%, leading to a 30% drop in share price [5][6] - The company has invested $16 billion in research and development in 2023, which is larger than the combined R&D budgets of Nvidia ($8.6 billion) and TSMC ($5.8 billion) [4][5] Strategic Direction - Intel is shifting production to a high-cost, high-volume plant in Ireland to enhance output and is focusing on developing advanced chips (4nm, 3nm, and 20A) instead of catching up with current standards [6][7] - The company aims to position itself as a leader in AI technology, with the belief that its Meteor Lake AI processor will be well-received in the market [6][11] Market Sentiment - Current market sentiment is negative towards Intel, with popular opinion favoring Nvidia, but analysts suggest that Intel's undervaluation presents a significant investment opportunity [7][8] - Intel's stock trades at 11.5 times this year's cash flows and 0.74 times book value, indicating it is at one of its lowest valuation points in history [8][11] Future Outlook - Analysts predict that even modest improvements in Intel's performance could lead to substantial increases in its stock price, contrasting with Nvidia's high valuation expectations [8][11] - The upcoming focus on Artificial General Intelligence (AGI) is expected to create significant investment opportunities, with Intel positioned to benefit from advancements in this area [12][13][14]

Suddenly, the "soft landing" scenario is back on. Shares of semiconductor leaders Taiwan Semiconductor Manufacturing (TSM 2.67%), Intel (INTC 3.24%), and ASML Holdings (ASML 5.42%) were rallying today, up 2.5%, 4.2%, and 5.1%, respectively, as of 1:36 p.m. ET. There wasn't much company-specific news today. In fact, there was a slight negative for Intel and slight positive for TSMC. And yet, Intel rallied more than TSMC did today. So the reason behind the sectorwide rally was likely two big macroeconomic dat ...

These companies have vastly different positions in AI but could go far over the long term.There has been some pullback in artificial intelligence (AI) stocks over the last month, illustrated by a 13% dip in the Nasdaq-100 technology sector. Concerns over a potential recession triggered a sell-off that wasn't kind to tech companies.However, recent earnings from a range of tech giants active in AI suggest the industry still has much to offer over the long term. Market leaders like Advanced Micro Devices, Amaz ...

Key TakeawaysIntel sold its stake in Arm during the second quarter as chipmaker works to cut costs, a filing showed.Intel recently reported a wider-than-expected loss for the second quarter and announced a $10 billion plan to cut costs that includes laying off 15% of its workforce.Analysts have questioned whether Intel's cost-savings plan will be enough to help the chipmaker recover. Intel (INTC) sold its stake in Arm (ARM) as the chipmaker works to bring down costs, according to a Securities and Exchange C ...