Management does not expect the foundry business to be in full swing until 2026.The foundry business is ramping up after years of expansion, research, and development investments.*Stock prices used were the afternoon prices of Nov. 10, 2024. The video was published on Nov. 12, 2024. ...

Quarterly earnings for Intel Corporation (NASDAQ: INTC ) last week were expectedly nasty, showing that the chip company is bogged down by an ongoing and painful restructuring.A 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, and strive to provide readers with ample research and invest ...

With just one subscription to Beyond the Wall Investing , you can save thousands of dollars a year on equity research reports from banks. You'll keep your finger on the pulse and have access to the latest and highest-quality analysis of this type of information.In mid-July 2024, I i nitiated coverage of Intel Corporation (NASDAQ: INTC ) (NEOE: INTC:CA ) stock with a "Buy" rating. I anticipated that revenue in the company's key segments - CCG and DCAI - would start to recover steadily in theHe leads the inve ...

Core Viewpoint - Intel's stock has seen a significant increase of nearly 14% following the election of Donald Trump, with investors optimistic about potential benefits for the company under a second Trump term, despite ongoing challenges in the semiconductor market [1]. Group 1: Stock Performance and Market Context - Intel's stock performance has been volatile over the past four years, with annual returns of 6% in 2021, -47% in 2022, and 95% in 2023, contrasting with the more stable performance of the Trefis High Quality Portfolio [1]. - The uncertain macroeconomic environment raises questions about whether Intel will underperform the S&P 500 again in the next 12 months or recover [1]. Group 2: Regulatory Environment and Manufacturing - Trump's pro-manufacturing policies could favor Intel, which has a significant fabrication presence in the U.S., unlike competitors AMD and Nvidia that rely on foundries [1][2]. - Potential regulatory support for domestic chip production, including tariffs on foreign fabrication companies, could enhance Intel's business prospects [1][2]. - Intel's foundry division may experience increased demand as companies seek U.S. suppliers to avoid duties, aligning with national security interests emphasized by Trump [2]. Group 3: CHIPs Act and Funding - The CHIPs Act, which includes approximately $39 billion in incentives for domestic semiconductor production, could benefit Intel, although there are uncertainties regarding its future under a new administration [3]. - Intel is positioned to receive up to $8.5 billion in direct funding from the CHIPs Act, with the potential for an additional $11 billion in loans [3]. Group 4: Manufacturing Technology and Product Pipeline - Intel's future success is closely tied to its new 18A manufacturing process, set to begin production in 2025, which aims to enhance competitiveness in CPUs and AI chips [4][5]. - Transitioning to the 18A process could lead to higher utilization rates and reduced costs, with the first external foundry customer expected to begin production in 2025 [5]. Group 5: Competitive Landscape - Intel has lost market share to AMD, which now holds nearly 25% of the x86 CPU market, but upcoming products like Lunar Lake and Arrow Lake could help regain competitiveness [6]. - The recovery of the PC market and new product launches may boost Intel's revenue, particularly in the AI sector, where Intel aims to challenge Nvidia with its Gaudi AI accelerators [7]. Group 6: Revenue Projections - Intel projects $4 billion in AI chip sales for 2024, with Gaudi 3 expected to contribute $500 million, indicating a potential significant revenue growth driver [7].

Intel is aggressively investing in expanding the company's capabilities in terms of breadth and scope.Intel's (INTC -0.11%) ambitious goal of retaking a leadership role in the semiconductor manufacturing industry is weighing on its financial position.*Stock prices used were the afternoon prices of Nov. 7, 2024. The video was published on Nov. 9, 2024. ...

Lawmakers and Wall Street analysts are worried about the future of the chip giant Intel.Intel is set to receive federal aid under the CHIPS Act to boost US semiconductor production.Here's what needs to go right for Intel, the only US-based manufacturer of powerful chips. Sign up to get the inside scoop on today’s biggest stories in markets, tech, and business — delivered daily. Read preview Thanks for signing up! Go to newsletter preferences Thanks for signing up! Access your favorite topics in a ...

Intel has a lot to gain or lose from the next White House.Like much of the stock market on Wednesday, Intel (INTC -0.11%) shares soared along with broad gains in tech and chips stocks. Investors applauded Donald Trump's election victory Tuesday night, expecting tax cuts and looser regulations to encourage business investment and profit growth.However, few companies have as much riding on the next administration as Intel, which stands to be a major beneficiary of the CHIPS Act and is also in disarray after y ...

Some Dow Jones components are far from passive income powerhouses.The Dow Jones Industrial Average (^DJI 0.59%) is making its second major change in 2024. Earlier this year, Amazon (AMZN -0.89%) replaced Walgreens Boots Alliance. Now, Nvidia (NVDA -0.84%) is swapping with Intel, and Sherwin-Williams is replacing chemical giant Dow.Here's why the shakeups in the 128-year-old index reflect broader market leadership, and why the very definition of what it means to be a blue chip stock could need an update. In ...

Despite a 54% haircut, the stock may be fairly valued.Intel (INTC -0.11%) stock delivered decent returns from 2010 through 2020, but over the last five years, its shares have been a lousy investment. The stock started to rebound in 2023 before plunging 54% in 2024. The share price is trading at the lowest level since 2013.Anytime a blue chip stock like Intel, a member of the Dow Jones Industrial Average, falls to multiyear lows, it can be easy to declare the stock "cheap" and buy it hoping for a big rebound ...

Intel Corporation (NASDAQ: INTC ) stock has been in turn since April 2021, although it had a pretty good recovery in 2023. However, since January 2024, it is down more than 50%, even as the whole semiconductor and tech sector is on the bull run. IntelWe bring a rigorous research-driven approach to uncovering high-conviction stocks with compelling growth potential across dynamic sectors like big tech, semiconductors, AI, and healthcare. Leveraging comprehensive sector insights, We analyze both low-risk and s ...