Intel Corporation (NASDAQ: INTC ) had its moment of truth recently when the chip company and global foundry made its earnings presentation for the fourth quarter. Intel suffered another sales drop YoY, this time 7%, on weakness in allA financial researcher and avid investor with a keen eye for innovation and disruption, as well as growth buy-outs and value stocks. Keeping an eye on the pace of high tech and early growth companies, I write about current events and the biggest news surrounding the industry, a ...

Chip giant Intel (INTC 6.07%) has faced multiple challenges in its PC CPU business over the past year. For starters, the rebound in PC demand following the post-pandemic crash has been a disappointment. Global PC shipments edged up just 1% in 2024, according to IDC.While overall demand for PCs is mostly out of Intel's control, the company has made some mistakes as well. First, Intel's last generation Raptor Lake CPUs suffered from well-documented stability issues, forcing the company to extend warranties as ...

Shares of Intel (INTC 6.70%) are flying higher on Tuesday. The company's stock gained 6.6% as of 3 p.m. ET but was up as much as 10.7% earlier in the day. The gain comes as the S&P 500 slipped 0.1% and the Nasdaq Composite was down 0.2% on the day.What happenedIntel announced yesterday that the head of its data center and artificial intelligence (AI) operations, Justin Hotard, was leaving the company for Nokia. This comes on the heels of the embattled chipmaker losing its CEO in December.Why it mattersIntel ...

U.S. Vice President JD Vance arrives for a meeting with international investors in IA at the Elysee Palace as part of the Artificial Intelligence (AI) Action Summit in Paris, France, February 10, 2025.While the vice president didn't directly refer to the emergence of China's DeepSeek , Vance emphasized the importance of working with allies to "close pathways to adversaries attaining AI capabilities that threaten all of our people.""Some authoritarian regimes have stolen and used AI to strengthen their milit ...

Intel's stock (NASDAQ: INTC ) has been really struggling since 2021, losing more than 65% in value, dropping from $68 to trading around $20, revenue dropping from $70-80B to around $55B and suspending its dividend as of Q4 2024. Intel's current situation has been developingBorn and raised in Belgium and graduated with a masters in Nanoscience, Nanotechnology and Nano-Engineering from the university of Leuven. I did my master thesis at the research center IMEC and started working as an opto-mechanical engine ...

This article has been reviewed according to Science X's editorial process and policies . Editors have highlighted the following attributes while ensuring the content's credibility: Nokia chief executive Pekka Lundmark (L) stands next to chairwoman Sari Baldauf (C) and his successor Justin Hotard (R), the head of AI at Intel. Finnish telecommunications equipment giant Nokia announced on Monday that chief executive Pekka Lundmark would step down and be replaced by Justin Hotard, the head of AI and data cente ...

Intel's (INTC -1.45%) fourth-quarter results topped analysts' expectations but also showed a company that continues to struggle to find its footing. Its revenues once again declined, and it delayed an important chip launch. The stock is down more than 50% over the past year.Let's take a closer look at the semiconductor company's Q4 results, and whether it can pull off a turnaround.Revenue declines and foundry lossesFor the third consecutive quarter, Intel saw its revenue decline. For Q4, revenue dropped 7% ...

Core Insights - The article discusses the author's investment positions in various technology stocks, indicating a long-term bullish outlook on companies like NVDA, AMD, TSM, AVGO, GOOG, and META [2]. Group 1 - The author holds beneficial long positions in several major technology companies, suggesting confidence in their future performance [2]. - The analysis aims to provide contrasting views on the author's portfolio, reflecting a diverse investment strategy [1]. Group 2 - The article emphasizes the importance of conducting personal in-depth research before making investment decisions, highlighting the inherent risks involved [3].

Group 1 - Intel is identified as one of the worst-performing semiconductor stocks over the past two years [1] - The stock prices referenced were from the afternoon of February 5, 2025, with the video published on February 7, 2025 [1]

Core Financial Performance - Intel Corporation reported strong fourth-quarter 2024 results, with adjusted earnings and revenues exceeding Zacks Consensus Estimate, and revenues were near the higher end of the company's guided range [1] - The company experienced healthy growth in its core x86 architecture and strong interest in the Intel 18A process node [1] AI and Product Development - Intel is witnessing significant traction in AI PCs, aiming to ship over 100 million units by the end of 2025, with new products like Panther Lake and Clearwater Forest set for launch in 2025 and 2026 respectively [5] - The introduction of the Intel Core Ultra features a neural processing unit that offers 2.5x better power efficiency than previous generations, enhancing AI acceleration capabilities [6] Strategic Focus and Challenges - Intel's interim management confirmed that the core strategy remains unchanged, focusing on operational efficiency and establishing itself as a leading foundry [3] - A cultural shift is necessary for Intel to transition from Integrated Device Manufacturing to a world-class foundry, emphasizing efficiency in capital use [4] Competitive Landscape - Despite scaling its AI footprint, Intel is lagging behind NVIDIA in innovation, with NVIDIA's GPUs being highly successful in the market [7] - The competitive landscape is intensifying, with price-sensitive competition expected to affect customer retention and overall financial results [9] Financial Outlook and Estimate Revisions - Earnings estimates for Intel for 2025 have declined from 78 cents to 51 cents, and for 2026, estimates have decreased by 19.6% to $1.19, indicating bearish sentiment [16] - The stock has underperformed, plunging 54.7% over the past year compared to the industry's growth of 59.4% [12] Operational Adjustments - Intel is considering various options, including splitting its product design and manufacturing divisions and establishing Intel Foundry as an independent subsidiary to improve capital efficiency [13] - The division incurred an operating loss of $2.26 billion in the fourth quarter, highlighting the need for operational adjustments [13]