Core Viewpoint - NVIDIA Corporation is facing increasing competitive pressures and financial challenges, leading to a "Sell" rating from Seaport Global Securities with a price target of $140 [1]. Competitive Risks - The firm has identified competitive risks from Google's TPUs, which can outperform NVIDIA systems on various metrics [2][3]. - NVIDIA's reliance on financial arrangements, including $26 billion in cloud compute service agreements, may significantly impact gross margins, potentially reducing them by 400 basis points next year, equating to at least $0.30 per share [2]. Financial Commitments - NVIDIA has made substantial investments, spending $6 billion this year in private companies and committing an additional $17 billion, which includes $5 billion to Intel [3]. - The potential agreement with OpenAI, although not yet signed, could add another $100 billion to NVIDIA's commitments [3]. Working Capital Dynamics - There has been a significant increase in working capital this quarter, which may indicate strong demand but is also viewed as a strategy to manage working capital needs among its ODM customers [3]. Investment Outlook - While NVIDIA has potential as an investment, there are other AI stocks that may offer greater upside potential with less downside risk [4].

Semiconductor company Marvell on Tuesday announced that it will acquire Celestial AI for at least $3.25 billion in cash and stock.The purchase price could increase to $5.5 billion if Celestial hits revenue milestones, Marvell said. The deal is an aggressive move for Marvell to acquire complimentary technology to its semiconductor networking business. The addition of Celestial could enable Marvell to sell more chips and parts to companies that are currently committing to spend hundreds of billions of dollars ...

The ailing chipmaker may have a new contract.Shares of Intel (INTC +8.55%) gained on Tuesday, finishing the day up 8.7%. The rise came as the S&P 500 and the Nasdaq Composite jumped 0.2% and 0.5%, respectively. Intel's stock continued to climb today, driven by Friday's unconfirmed report that the chipmaker is set to begin manufacturing semiconductors for Apple's MacBook Air and iPad Pro.NASDAQ : INTCIntelToday's Change( 8.55 %) $ 3.42Current Price$ 43.43Key Data PointsMarket Cap$191BDay's Range$ 40.06 - $ 4 ...

Whales with a lot of money to spend have taken a noticeably bullish stance on Intel.Looking at options history for Intel (NASDAQ:INTC) we detected 114 trades.If we consider the specifics of each trade, it is accurate to state that 55% of the investors opened trades with bullish expectations and 37% with bearish.From the overall spotted trades, 23 are puts, for a total amount of $3,805,664 and 91, calls, for a total amount of $9,236,525.What's The Price Target?Analyzing the Volume and Open Interest in these ...

Intel stock (NASDAQ: INTC) surged to $43.34 on Tuesday, marking a fresh 52-week high. The rally followed supply-chain analyst Ming-Chi Kuo's revelation that Apple is actively preparing to qualify Int... ...

Intel (NASDAQ: INTC) has been in a sharp uptrend in recent sessions following news that Apple (NASDAQ: AAPL) could become its foundry customer by early 2027. However, while symbolically important for ... ...

One analyst expects Apple to become a major customer of Intel's foundry services.While nothing is official or guaranteed, Intel (INTC 1.36%) may be on track to win Apple (AAPL +1.52%) as a major foundry customer. In a recent post on X, Analyst Ming-Chi Kuo noted that visibility around Intel becoming an advanced node supplier had "improved significantly."According to Kuo, Apple's experience with an early process design kit (PDK) for Intel's 18A-P process, an enhanced version of its Intel 18A process, has met ...

false Trading Ideas Stock Market Crypto Forex Economic Commodity Video World Intel expands Malaysia semiconductor operations with new investment boost Written by Diya PoddarDiya P. Diya Poddar Staff Reporter Diya Poddar Staff Reporter Diya is a Staff Reporter at Invezz covering cryptocurrency and stock markets. She's honed her news reporting skills by interviewing business leaders and financial experts. read more. Written onDec 2, 2025 Reading time 3 minutes Malaysia's position in the global semiconductor s ...

December 1, 2025 05:27 AM GMT Semiconductors | North America Asia trip takeaways highlight AI strength testing the limits of semiconductor ecosystem | What's Changed | | | | --- | --- | --- | | Broadcom Inc. (AVGO.O) | From | To | | Price Target | $409.00 | $443.00 | | NVIDIA Corp. (NVDA.O) | | | | Price Target | $235.00 | $250.00 | Focus is AI strength across the board; we raise estimates on AVGO but importantly also for NVDA, as we see both ramping materially next year. We also focus on memory strength an ...

XLight to get up to $150 million to develop ultraprecise lasers for squeezing more circuits onto semiconductors ...