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Intel Targets Lower Spending With Altera Sale Complete
The Motley Fool· 2025-09-16 09:10
Intel has completed its sale of a majority stake in Altera.Semiconductor giant Intel (INTC 2.74%) agreed earlier this year to sell a majority stake in FPGA designer Altera to an investment firm. Intel paid $16.7 billion for Altera back in 2015, but it was never able to thrive within the larger company. During the first half of 2025, Altera generated revenue of $816 million, a gross margin of 55%, and had $356 million in operating expenses, according to an SEC filing from Intel.For comparison, Altera generat ...
GPT-5惨遭零分打脸,顶级AI全军覆没,奥特曼AI博士级能力神话破灭
3 6 Ke· 2025-09-16 00:39
Group 1 - The FormulaOne benchmark test reveals the limitations of top AI models, with GPT-5 achieving only about 4% accuracy on advanced questions and scoring zero on the most difficult problems [1][6][19] - The benchmark, developed by AAI, aims to measure algorithmic reasoning depth beyond competitive programming, focusing on real-world optimization problems [8][15] - The test consists of 220 novel graph-based dynamic programming problems categorized into three levels of difficulty: shallow, deeper, and deepest [16][18] Group 2 - AAI was founded by Amnon Shashua, co-founder of Mobileye, and focuses on AI research and development [10][11] - The benchmark's problems are designed to be easily understandable but require significant creativity and deep reasoning to solve [19][22] - The challenges presented in the deepest level of the benchmark highlight the gap between current AI capabilities and the reasoning required for complex real-world problems [25][30]
Why Intel Rallied Today
The Motley Fool· 2025-09-15 17:47
The cost-cutting stage of the Lip-Bu Tan era continues, and is likely nearing its conclusion.Shares of Intel (INTC 3.03%) rallied on Monday, rising as much as 5.7% before retreating to a 3.8% gain as of 12:08 p.m. ET.Intel has been a controversial turnaround play in the semiconductor industry for a few years, and is currently pinning its hopes on the strategy of new CEO Lip-Bu Tan, who was hired in March.Today, Intel disclosed some mildly positive news on the cost-cutting front. Given its low valuation, it ...
Intel lowers 2025 operating expense guidance following Altera sale, shares jump
Proactiveinvestors NA· 2025-09-15 16:50
About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...
Lynas: Key Asset In The Rare Earth Race
Seeking Alpha· 2025-09-15 16:40
Hello readers! Passionate about technology, my focus will be on finding and analyzing companies that can play a relevant role in today's geopolitics, leverage their IP, and eventually, with time, become new leaders. Therefore, the investment style will correspond to growth companies with a bias on the mid-cap segment. The main sectors under study will be biotechnologies, computer chips, cloud technology, energy, and commodities. Special attention will be given to risks surrounding business cases, with a top ...
How Chinese Luckin Is Taking On Starbucks In the U.S.
Youtube· 2025-09-15 16:38
China's largest coffee chain, is taking on the US. At the beginning of September 2025, just two months since its launch, Luckin had opened five stores in New York City. The coffee giant has only been around since 2017, but it's become a dominant force in its domestic market with almost all of its 26,000 locations in China.For reference, Starbucks has just under 8000 in China and about 17,000 in the US. CNBC visited one of the first lock in locations in New York. It had a number on the coffee counter 00002.T ...
Intel lowers full-year expense target
Reuters· 2025-09-15 10:19
Core Viewpoint - Intel has reduced its full-year 2025 adjusted operating expense target to $16.8 billion from $17 billion, reflecting the deconsolidation of its programmable chip business [1] Group 1 - The adjusted operating expense target for 2025 is now set at $16.8 billion, a decrease from the previous target of $17 billion [1] - The reduction in operating expense is attributed to the deconsolidation of Intel's programmable chip business [1]
Intel Stock: America’s $8.9 Billion Stake In A Semiconductor Resurrection (NASDAQ:INTC)
Seeking Alpha· 2025-09-14 03:58
Group 1 - Intel is experiencing a potential turnaround after facing significant challenges in recent years [1] - Oliver Rodzianko, an investor and capital allocator, emphasizes a high-alpha portfolio strategy and first-principles research [1] - The Invictus Hydra portfolio managed by Oliver Rodzianko significantly outperforms the Nasdaq-100 while maintaining around 20% in cash reserves for market dislocations [1] Group 2 - Oliver Rodzianko conducts in-depth research for Social Capital and provides daily market updates as Tech Trader for Briefing.com [1] - His published research has reached millions of readers across various platforms, indicating a broad influence in the investment community [1]
Intel: America's $8.9 Billion Stake In A Semiconductor Resurrection
Seeking Alpha· 2025-09-14 03:58
Group 1 - Intel is experiencing a potential turnaround after facing significant challenges in recent years [1] - Oliver Rodzianko, an investor and capital allocator, emphasizes a high-alpha portfolio strategy and first-principles research [1] - The Invictus Hydra portfolio managed by Oliver Rodzianko significantly outperforms the Nasdaq-100 while maintaining around 20% in cash reserves for market dislocations [1] Group 2 - Oliver Rodzianko conducts in-depth research for Social Capital and provides daily market updates as Tech Trader for Briefing.com [1] - His published research has reached millions of readers across various platforms, indicating a broad influence in the investment community [1]
Intel's Silent Comeback: 3 Pillars the Market Is Overlooking
MarketBeat· 2025-09-12 15:16
Intel TodayINTCIntel$24.32 -0.30 (-1.20%) 52-Week Range$17.67▼$27.55Price Target$22.17Add to WatchlistThe foundation of Intel’s NASDAQ: INTC turnaround is a deep, structural overhaul designed to create a more agile and profitable company. The recent major leadership reshuffle under CEO Lip-Bu Tan is a deliberate step to instill a flatter, engineering-first culture. This was highlighted by the strategic hiring of Kevork Kechichian, the new head of the critical Data Center Group, who was recruited directly f ...