Companies can often boost their stock prices when they decide to spin off different divisions of the business. Oftentimes, this can mean shedding a non-core business or even a money-losing business into a separate entity. This can boost shareholder value as the market attempts to quantify the value of two separate companies priced as one. When the spin-off occurs, the core business usually retains a chunk of the spun-off business, thereby benefitting from the growth of the newly independent company. Here ar ...

The legacy chipmaker faces another challenge.Intel (INTC -2.93%) stock popped Friday after it reported ugly third-quarter results but its outlook for the fourth quarter was better than expected. However, the celebration was short-lived, as S&P Global announced after hours that rival Nvidia would replace Intel in the Dow Jones Industrial Average (^DJI -0.61%).S&P Global said that the move would give a more representative exposure to the semiconductor industry as the Dow Jones is a price-weighted index and Nv ...

As Intel (NASDAQ: INTC ) is nearing the completion of its “5 nodes in 4 years” roadmap, this will substantially improve its economics. Combined with its ongoing restructuring and other cost-saving measures, this positions Intel for achieving decentAnalyst’s Disclosure: I/we have a beneficial long position in the shares of INTC either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from S ...

Intel Corporation (NASDAQ: INTC ), one of the leading chipmakers in the world, has been struggling to benefit from the rise of AI. Intel's missteps with GPU development have resulted in Nvidia ( NVDAAs a value investor concentrating on companies with long-term growth potential at a reasonable price, I prioritize those undergoing strategic changes. These changes can activate corrective forces that often return the company to a more appropriate valuation, basically mean reversion. My approach centers on analy ...

Core Viewpoint - Intel's recent Q3 results and guidance for Q4 suggest a potential turnaround, despite challenges in the semiconductor market, particularly in the AI sector, indicating optimism for 2025 [1][2]. Group 1: Q3 Results and Guidance - Intel reported Q3 revenue of $3.3 billion, a 6% decline year-over-year, but above analyst expectations of $3.0 billion, and an increase from $12.9 billion in Q2 [4]. - Adjusted earnings per share (EPS) were $0.17, significantly better than the anticipated loss of $0.03 per share [4]. - Q4 revenue guidance is projected between $13.3 billion and $14.3 billion, with positive adjusted EPS of $0.12, exceeding estimates [5]. Group 2: Product Performance and Profitability - Intel's newer products, particularly the Lunar Lake chip for notebooks, have shown success, with notebook sales increasing by 9.1% quarter-over-quarter [7][8]. - The operating profit for the Client segment rose by 9% despite a slight revenue decline, indicating improved profitability from newer technologies [8]. - The data center business saw a 9.9% increase in revenue and a 25.7% rise in operating profit compared to Q2, driven by new Xeon 6 server products [9]. Group 3: Future Prospects and Technology Development - Intel's 18A node is on track for mass production in mid-2025, with Amazon as a customer for custom Xeon processors [10][11]. - The company is reportedly making significant progress in next-generation technologies, which could position it favorably against competitors like TSMC [11][12]. - Despite some setbacks, such as lower-than-expected uptake of Gaudi 3 accelerator chips, the overall outlook remains positive with technology and profit improvements being key highlights [13][14].

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Last Thursday afternoon, we received third quarter results from Intel (NASDAQ: INTC ). The chipmaker has been one of the most disappointing names in recent years, failing to fully capitalize on tremendous growth in its space, sending shares crashing downI am a market enthusiast and part-time trader. I started writing for Seeking Alpha in 2011, and it has been a tremendous opportunity and learning experience. I have been interested in the markets since elementary school, and hope to pursue a career in the in ...

The veteran chip stock is losing its membership in the Dow.Shares of Intel (INTC -4.25%) were falling today in response to news after hours on Friday that it would be removed from the Dow Jones Industrial Average and replaced by rival Nvidia.The news was anticipated after Nvidia split its stock in June, but it nonetheless marks the end of an era for Intel, which has been part of the Dow for 25 years.As of 11:16 a.m. ET, shares of Intel were down 3.2% on the news. Intel's retreat continuesIntel's removal fro ...

JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...

Investors have been discouraged from purchasing Intel stock because of its poor performance in recent years.Intel (INTC -4.14%) is making progress across its strategic initiatives, but it will take time for all the company's investments to bear fruit.*Stock prices used were the afternoon prices of Nov. 1, 2024. The video was published on Nov. 3, 2024. ...