VANCOUVER, BC - TheNewswire - September 19, 2025/ Infinitum Copper Corp. (TSXV: INFI) (“Infinitum” or the “Company”) is pleased to announce the voting results on matters considered at its annual general and special meeting of shareholders held on September 18, 2025 (the “Meeting”), as well as an update on the previously announced transaction with Kenadyr Metals Corp. (“Kenadyr”).  A summary of the Meeting results is as follows: 1. Number of DirectorsThe number of directors was set at four (4). The Company ...

If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Intel Corporation (NASDAQ: INTC ) stock has surged more than 50% since my last report . The sharp increase in the stock price comes after a flurry of announcements, which are generally perceived as positive by theDhierin runs the investing group Th ...

City today not buying all the hype, downgrading the stock to a sell from a neutral today. They see a limited impact from the partnership and say Intel's foundry business has minimal chances to succeed. Joining us now is the analyst behind that call, Chris Danley, senior semiconductor analysts at City Research.Chris, great to have you with us. >> Thanks for having me. >> Um, so you're you're totally not buying the hype.Why would Nvidia get behind an Intel if you they didn't think that Intel was, you know, a ...

Group 1: Investment and Collaborations - Intel Corporation secured a $5 billion investment from NVIDIA to jointly develop AI infrastructure solutions [1] - Softbank invested $2 billion in Intel, acquiring approximately 2% ownership, to support AI research and digital transformation initiatives [2] - Intel received $7.86 billion in funding from the U.S. Department of Commerce under the U.S. CHIPS and Science Act to enhance semiconductor manufacturing [7] Group 2: Strategic Focus and Operational Goals - The capital infusions will enable Intel to expand its manufacturing capacity and accelerate its IDM 2.0 strategy while maintaining its core strategy [3] - Intel is focusing on simplifying its portfolio to unlock efficiencies and create value [3] Group 3: Market Position and Performance - Intel shares have gained 39.9% over the past year, slightly underperforming the industry growth of 41.4% [6] - The company's shares currently trade at a price/sales ratio of 2.50, significantly lower than the industry average of 13.97 [8] - Earnings estimates for Intel have decreased by 46.4% to 15 cents per share for 2025 and by 5.6% to 68 cents for 2026 over the past 60 days [9]

Company Insights - Intel's stock surged 23% after announcing a co-development deal with Nvidia, which includes a $5 billion investment from Nvidia, marking a significant turnaround for Intel, which had been perceived as lagging in the AI sector [6][8][10] - FedEx reported a 3% revenue increase and a 6% profit increase, attributed to cost-cutting initiatives, although it faces macroeconomic headwinds such as tariffs and potential declines in consumer demand [8][20][21] - Tesla's stock rose 26% over the past month, with Elon Musk's recent purchase of over $1 billion in Tesla stock signaling confidence in the company's future [10][12][14] - Caterpillar's stock has increased 77% since its April lows, benefiting from the demand for machinery related to AI infrastructure build-out [14][16][18] Industry Trends - The Federal Reserve's dot plot indicates expectations for two rate cuts this year, with a 92% chance of a cut in October and an 80% chance of a 50 basis point cut by December, reflecting market sentiment on economic conditions [8][19] - The inflation rate remains around 3%, higher than the Fed's target of 2%, indicating persistent inflationary pressures in the economy [8][19] - Darden Restaurants experienced an 8% drop in stock price after missing expectations, highlighting the impact of tariffs on costs and the need for innovation in pricing strategies [20][21][23]

A semiconductor partnership between NVIDIA Corporation NVDA and Intel Corp INTC could benefit both companies, but one analyst sees a clear winner in the tie-up.The NVDA, INTC Analyst: JPMorgan analyst Harlan Sur maintained an Overweight rating on Nvidia with a $215 price target.Sur maintained an Underweight rating on Intel with a $21 price target.Read Also: Nvidia Q2 Earnings Highlights: Double Beat, $60B Share Buyback, Huang Says ‘AI Race Is On’The Analyst Takeaways: An agreement to co-develop some product ...

Core Viewpoint - The semiconductor sector, particularly driven by Nvidia's success, has become a focal point for investors, with new concentrated investment strategies emerging in this space [1]. Group 1: Semiconductor ETFs - The VanEck Semiconductor ETF (SMH) has become a benchmark for capturing sector growth, with a portfolio that includes major players like Nvidia, TSMC, and ASML, and has grown to nearly $30 billion, up close to 30% year-to-date [2]. - Other ETFs such as the iShares Semiconductor ETF (SOXX) and Invesco PHLX Semiconductor ETF (SOXQ) also provide exposure to the semiconductor industry, attracting investors seeking concentrated investments [5]. - The SPDR S&P Semiconductor ETF (XSD) offers an equal-weighting approach, allowing smaller companies like Astera Labs and Credo Technology to have equal representation with larger firms like Nvidia [6][7]. Group 2: Nvidia's Role - Nvidia's CEO described the company's Blackwell platform as a significant advancement in AI technology, with demand being characterized as "extraordinary" [4]. - Nvidia's investment of $5 billion in Intel to co-develop data centers and PC chips highlights its growing influence across the tech sector [4]. Group 3: Investment Strategies - The Invesco Semiconductors ETF (PSI) utilizes a custom index to select semiconductor companies based on various momentum factors, providing a different exposure compared to traditional market-cap weighted ETFs [11][12]. - The newly launched VanEck Fabless Semiconductor ETF (SMHX) focuses on fabless companies, with Nvidia as its top holding, catering to investors seeking targeted exposure within the semiconductor space [13][14].

Core Insights - JR Research is recognized as a top analyst in technology, software, and internet sectors, focusing on growth and GARP strategies [1] - The investment approach emphasizes identifying attractive risk/reward opportunities with robust price action to generate alpha above the S&P 500 [1][2] - The investment group Ultimate Growth Investing specializes in high-potential opportunities across various sectors with a focus on strong growth potential and contrarian plays [3] Investment Strategy - The strategy combines sharp price action analysis with fundamentals investing, avoiding overhyped stocks while targeting battered stocks with recovery potential [2] - The investment outlook is typically 18 to 24 months for the thesis to materialize, aiming for robust fundamentals and attractive valuations [3] Target Audience - The group is designed for investors looking to capitalize on growth stocks with strong fundamentals, buying momentum, and turnaround plays [3]

Group 1: Stock Performance - Intel shares increased by 22.8% in the last trading session, closing at $30.57, with significantly higher trading volume compared to normal sessions [1] - Over the past four weeks, Intel's stock has gained 5.8% [1] Group 2: Strategic Investment and Collaboration - Intel secured a $5 billion investment from NVIDIA to jointly develop advanced solutions for the AI infrastructure ecosystem [2] - The collaboration aims to leverage NVIDIA's AI and accelerated computing strengths alongside Intel's CPU technologies and x86 ecosystem [2] Group 3: Earnings Expectations - Intel is expected to report quarterly earnings of $0.00 per share, reflecting a year-over-year change of +100% [3] - Revenue expectations for the upcoming report are $13.12 billion, which is a decrease of 1.3% from the previous year [3] Group 4: Earnings Estimate Trends - The consensus EPS estimate for Intel has remained unchanged over the last 30 days, indicating a potential lack of momentum in stock price movement [4] - A strong correlation exists between earnings estimate revisions and near-term stock price movements, suggesting that monitoring these trends is crucial for future performance [3][4] Group 5: Industry Context - Intel is part of the Zacks Semiconductor - General industry, where Texas Instruments also operates [4] - Texas Instruments has a consensus EPS estimate of $1.48 for its upcoming report, unchanged over the past month, representing a year-over-year change of +0.7% [5]

Group 1 - Intel's shares surged by 23% following Nvidia's announcement of a $5 billion investment in the company [2][7] - The Nasdaq, S&P 500, Dow Jones Industrial Average, and Russell 2000 all reached new highs, with the Nasdaq closing 0.9% higher [2][7] - FedEx reported earnings that exceeded expectations and raised its revenue growth guidance for the year to a range of 4-6% [6] Group 2 - The Trump administration is considering a $550 billion investment in manufacturing jobs, funded by a trade deal with Japan [4] - President Trump and Chinese President Xi are scheduled to discuss the future of TikTok, which has generated an estimated $15 billion in revenue for small businesses in 2023 [5] - The FTC is suing Ticketmaster and Live Nation for allegedly engaging in illegal ticket resale activities, costing consumers billions [6]