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Why Short Sellers Are Betting Against Intel (INTC), the Most Shorted Dow Stock
247Wallst· 2026-03-10 15:15
(NASDAQ:INTC) prematurely heading into earnings on January 22, but it ended up being a disappointment. Revenue and…## Wall Street Expects Big Things From Advanced Micro Devices' Earnings TodayJordan Chussler | Feb 3, 2026 at 11:10 AM EST Advanced Micro Devices (NASDAQ: AMD) | AMD Price Prediction reports FY2025 full-year and Q4 earnings on Feb. 3, 2026, after…## Three Problems Explain Why Intel Stock Dropped 7.5% This WeekEric Bleeker | Feb 14, 2026 at 3:30 PM EST Intel Corporation (NASDAQ:INTC) had a rough ...
半导体 - 晶圆厂产能规划:上调台积电 2027e 与 2028e 资本开支-Greater China Semiconductors-The Foundry Floorplan Raise TSMC's 2027e and 2028e Capex
2026-03-10 10:17
March 9, 2026 03:01 PM GMT Greater China Semiconductors | Asia Pacific The Foundry Floorplan: Raise TSMC's 2027e and 2028e Capex Our checks with equipment vendors suggest that another 20% capex increase in 2027 is likely, supporting stronger revenue growth in 2027 and beyond. Our TSMC "fab plan research" suggests more aggressive expansion: We recently spoke to TSMC's equipment and chemical suppliers and found TSMC's infrastructure buildout (more clean rooms) more aggressive than we thought. From now to end- ...
Can Intel's AI Push With Infosys Deal Drive Long-Term Growth?
ZACKS· 2026-03-09 15:21
Core Insights - Intel Corporation is enhancing its enterprise AI strategy through a partnership with Infosys Limited to facilitate the transition from AI experiments to large-scale deployments [1] - The collaboration integrates Intel's computing infrastructure with Infosys' AI software to accelerate the adoption of advanced AI solutions in enterprises [1][2] Group 1: Partnership and Technology Integration - Intel will combine its computing technologies with Infosys Topaz Fabric to create a flexible ecosystem for AI deployment across edge devices and cloud data centers [2] - The initiative aims to optimize AI workloads on Intel Xeon processors, Gaudi AI accelerators, and AI-enabled PCs, ensuring efficient AI operations while managing performance, security, and cost [2][3] Group 2: Infrastructure and AI Solutions - The partnership is designed to provide right-sized AI infrastructure that aligns with enterprises' operational needs while controlling computing costs [3] - It will support advanced AI agents and enterprise workloads, enabling organizations to operate secure and reliable AI systems in complex environments [3] Group 3: Product Development and Market Position - Intel has introduced the Panther Lake AI chip for PCs, which enhances AI performance and efficiency in personal computing [4] - The company is also promoting AI adoption through initiatives like the AI-PC Acceleration Program and edge AI software suites, aimed at improving the effectiveness of AI workloads [4][5] Group 4: Competitive Landscape - Intel faces competition from NVIDIA and AMD, with NVIDIA investing in new technologies and AI infrastructure, while AMD has secured a deal with Meta Platforms for AI infrastructure deployment [6][7] Group 5: Financial Performance and Valuation - Intel's shares have increased by 117.9% over the past year, outperforming the industry growth of 61.2% [8] - The company's shares currently trade at a price/book ratio of 1.72, which is lower than the industry average of 26.48 [10] - Earnings estimates for Intel have declined, with a 15.5% decrease for 2026 to 49 cents per share and a 12% decrease for 2027 to 98 cents [11]
Contrarian Take: Vanguard's 3 Worst-Performing Equity ETFs in 2026 Are All Buys in March
Yahoo Finance· 2026-03-09 13:20
Core Insights - The performance of exchange-traded funds (ETFs) has shifted, with sectors like energy and materials outperforming growth stocks in the current year [1] - Vanguard's low-cost equity-focused ETFs have seen poor performance year-to-date, particularly the Vanguard Mega Cap Growth ETF, Vanguard Growth ETF, and Vanguard Financials ETF [2] Group 1: ETF Performance - The Vanguard Mega Cap Growth ETF has been a strong performer historically, but it is currently the worst-performing equity ETF in Vanguard's lineup for 2026 [9] - The Vanguard Growth ETF, while slightly better, still relies heavily on its largest holdings, with 66.2% of its weighting in the top ten stocks [10] Group 2: Market Dynamics - Nvidia exemplifies the current market dynamic where stock prices may not reflect underlying earnings growth, as its stock price has remained unchanged despite significant revenue and earnings growth [6] - Concerns exist among investors regarding excessive spending on artificial intelligence (AI) by companies, leading to fears that these investments may not yield immediate returns [7] Group 3: Investment Strategy - The current market environment suggests a potential opportunity to buy into growth stocks that are currently undervalued due to inflated valuations [5] - The Vanguard Mega Cap Growth ETF's focus on leading tech companies positions it as a long-term bet against the S&P 500, despite its recent underperformance [8]
12 Low Price High Volume Stocks to Buy Right Now
Insider Monkey· 2026-03-09 01:50
In this article, we will discuss 12 Low Price High Volume Stocks to Buy Right Now.In equity markets, the most compelling opportunities often emerge where accessibility meets strong market participation. Stocks that combine relatively low share prices with high trading volume can offer investors a unique balance of growth potential and liquidity, making them attractive candidates for both opportunistic and strategic portfolios.Low-priced stocks allow investors to acquire a larger number of shares with relati ...
Cathie Wood Goes Bargain Hunting: 2 AI Stocks She Just Bought After the Tech Pullback
Yahoo Finance· 2026-03-07 23:30
Market Overview - The market has experienced turbulence due to concerns over AI stock valuations, economic conditions, interest rate cuts, and geopolitical issues, particularly the conflict in Iran, leading to fluctuations in the S&P 500 [1] Long-term Investment Strategy - Long-term investing, defined as holding stocks for at least five years, is recommended as it allows investors to ride out market volatility and capitalize on lower stock prices during downturns [2] Company Focus: CoreWeave - CoreWeave has been identified as a significant player in the AI sector, providing essential Nvidia GPUs for AI workloads, which has led to explosive revenue growth as companies seek to leverage AI technology [5][6] - Cathie Wood, founder of Ark Invest, has increased her investment in CoreWeave, which is now the 21st-largest holding in her Ark Innovation fund, reflecting a 1.8% weighting after a 14% decline in stock price in February [4]
Opinion | When Intel Came to Town to Build a Chip Factory
WSJ· 2026-03-06 18:14
Core Insights - New Albany, Ohio, was anticipated to experience significant economic growth, but this was disrupted by market fluctuations and political factors [1] Economic Impact - The expected economic boom in New Albany was linked to various development projects that were anticipated to create jobs and attract investments [1] - Market conditions and political decisions have led to uncertainty, affecting the overall economic outlook for the region [1] Development Projects - Several key development initiatives were planned to enhance the local economy, but their progress has been hindered by external factors [1] - The potential for job creation and investment influx was high, but the current situation has stalled these opportunities [1]
Is Synopsys, Inc. (SNPS) A Good Stock To Buy Now?
Yahoo Finance· 2026-03-06 14:46
Is SNPS a good stock to buy? We came across a bullish thesis on Synopsys, Inc. on Rijnberk InvestInsights’s Substack by Daan | InvestInsights. In this article, we will summarize the bulls’ thesis on SNPS. Synopsys, Inc.'s share was trading at $424.32 as of March 3rd. SNPS’s trailing and forward P/E were 65.18 and 29.41, respectively according to Yahoo Finance. 10 AI Stocks to Watch: Broadcom, AMD, and More Synopsys, Inc. provides design IP solutions in the semiconductor and electronics industries. SNPS h ...
12 Best Very Cheap Stocks to Buy in 2026
Insider Monkey· 2026-03-06 12:19
In this article, we will discuss 12 Low Price High Volume Stocks to Buy Right Now.In equity markets, the most compelling opportunities often emerge where accessibility meets strong market participation. Stocks that combine relatively low share prices with high trading volume can offer investors a unique balance of growth potential and liquidity, making them attractive candidates for both opportunistic and strategic portfolios.Low-priced stocks allow investors to acquire a larger number of shares with relati ...
Littelfuse Appoints Holly B. Paeper to Board of Directors
Businesswire· 2026-03-05 21:15
Littelfuse Appoints Holly B. Paeper to Board of Directors-# Littelfuse Appoints Holly B. Paeper to Board of DirectorsShare---Holly B. PaeperCHICAGO--(BUSINESS WIRE)-- Littelfuse, Inc.(NASDAQ: LFUS), a leader in developing smart solutions that enable safe and efficient electrical energy transfer, today announced the appointment of Holly B. Paeper to the company's board of directors, effective March 4, 2026. Paeper was also appointed to the Technology Committee."We are pleased to welcome Holly to the Littelfu ...