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This AI Stock Is a No-Brainer for Investors Focused on Real Profits
The Motley Fool· 2025-08-27 09:20
Warning: You're probably not going to think this is a very original idea.I was recently asked to suggest a "no-brainer" artificial intelligence stock for investors focused on "real profits." And by real profits, I mean actual free cash flow that remains after deducting a company's capital expenditures from its operating cash flow -- not mere GAAP profits, or even squishier pro forma non-GAAP (adjusted) earnings.I admit: My first thought was to recommend Taiwan Semiconductor Manufacturing Company (TSM 1.26%) ...
Stock Market Today: Dow Futures Waver and Dollar Weakens; Nvidia Earnings in Focus
The Wall Street Journal· 2025-08-27 08:04
Markets are holding steady as investors await much-anticipated earnings from chip-making giant Nvidia. The results, due after the market close, could have ramifications for the artificial intelligence trade, the strength of which has been tested in recent weeks.The dollar strengthened a tad early Wednesday, having weakened Tuesday following President Trump's move to fire Federal Reserve governor Lisa Cook. Trump is weighing quickly announcing a nominee to replace Cook on the Fed's board, The Wall Street Jou ...
Nvidia's Epic Stock Run Hits A Wall—And $150 Is Suddenly In Focus
Benzinga· 2025-08-26 15:06
NVIDIA Corp.'s NVDA blockbuster 90% run up from April lows has started to cool at a critical time. With the company set to report Q2 earnings on Wednesday after the close, the technical breakdown should be watched closely by investors. NVDA stock is flat ahead of earnings. See the real-time chart here. Broken UptrendNvidia shares have broken the clean uptrend channel that carried the stock through much of 2025 as the stock has struggled to gain traction in recent weeks. Despite a broad market rally in reac ...
Wolfspeed Q4营收1.97亿美元超预期 等待法院批准重组计划
Ge Long Hui A P P· 2025-08-26 13:24
格隆汇8月26日|芯片制造商Wolfspeed公布,第四季度营收为1.97亿美元,同比下降2%,仍超过分析师 预期的1.918亿美元;Non-GAAP每股亏损0.77美元,而分析师预期每股亏损0.72美元。Wolfspeed表示, 下一个重要里程碑是法院下月批准重组计划,公司将在此后不久摆脱破产保护。 ...
Here are the risks involved with the US-Intel deal, according to the company
Business Insider· 2025-08-26 03:00
Core Viewpoint - The US government's investment of $8.9 billion for a 9.9% stake in Intel presents both opportunities and significant risks for the company, particularly regarding shareholder interests and future business operations [1][2]. Group 1: Investment Details - The deal reflects the US Administration's confidence in Intel's role in advancing national priorities and the domestic semiconductor industry [2]. - Intel is issuing stock to the government at a discount, which will dilute the shares of existing stockholders [3]. - The US government could become Intel's largest stockholder, reducing the voting rights and power of existing shareholders [4]. Group 2: Risks to Shareholders - The investment may limit Intel's ability to pursue future transactions that could benefit shareholders, potentially deterring third parties from engaging with the company [5]. - The deal could negatively impact Intel's international business, as 76% of its sales come from outside the US, exposing the company to additional regulations and restrictions [6]. - The conversion of government grants into equity stakes could limit Intel's ability to secure future government funding [7][12]. Group 3: Uncertainties and Legal Risks - The timing of the deal's completion is uncertain, with potential changes in laws or federal administration affecting the outcome [13]. - Financial, tax, and accounting impacts of the deal remain unclear due to its complexity [14]. - The deal could lead to adverse reactions from various stakeholders, including investors and foreign governments, and may result in lawsuits or increased scrutiny of Intel [14][15].
Billionaire Stanley Druckenmiller Just Bought More of My Favorite Artificial Intelligence (AI) Pick
The Motley Fool· 2025-08-23 09:15
Taiwan Semiconductor is a smart investment to make in the AI realm.With the latest rounds of 13Fs available to investors, they can see what billionaire hedge fund managers have been doing with their money lately. Every quarter, these funds must disclose their end-of-quarter holdings to the Securities and Exchange Commission (SEC), which is then made available to the public 45 days later in a Form 13F. One investor I like to follow is the Duquense Family Office, managed by longtime investment manager Stanley ...
英特尔与美政府达成协议
Zheng Quan Shi Bao Wang· 2025-08-22 23:50
人民财讯8月23日电,美国芯片制造商英特尔公司22日宣布与美国联邦政府达成协议,后者将向英特尔 普通股投资89亿美元,以每股20.47美元的价格收购4.333亿股英特尔普通股,相当于该公司9.9%的股 份。 转自:证券时报 ...
Machine learning algorithm predicts Nvidia stock price on September 1, 2025
Finbold· 2025-08-21 14:55
While not without competition, Nvidia (NASDAQ: NVDA) is still the king of the semiconductor industry. However, some recent market developments, in particular the company’s obligation to pay the government a 15% share on some of its sales in China as part of the renewed shipping deal, have generated a lot of speculation regarding the short-term future of the stock.Also contributing to the debate is the upcoming earnings report, scheduled for August 27, which is expected to be another major catalyst, especial ...
Analog Devices (ADI) Beats Q3 Earnings and Revenue Estimates
ZACKS· 2025-08-20 13:15
Core Viewpoint - Analog Devices (ADI) reported quarterly earnings of $2.05 per share, exceeding the Zacks Consensus Estimate of $1.93 per share, and showing a year-over-year increase from $1.58 per share [1] Financial Performance - The company achieved revenues of $2.88 billion for the quarter ended July 2025, surpassing the Zacks Consensus Estimate by 4.45%, compared to $2.31 billion in the same quarter last year [2] - Over the last four quarters, Analog Devices has consistently exceeded consensus EPS estimates [2] Stock Performance - Analog Devices shares have increased approximately 8.5% since the beginning of the year, while the S&P 500 has gained 9% [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating expectations of outperforming the market in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $1.98 on revenues of $2.79 billion, and for the current fiscal year, it is $7.40 on revenues of $10.58 billion [7] - The trend of estimate revisions for Analog Devices was favorable prior to the earnings release [6] Industry Context - The Semiconductor - Analog and Mixed industry is currently ranked in the top 18% of over 250 Zacks industries, suggesting a positive outlook for stocks within this sector [8]
Trump Goes From Intel Critic To Cheerleader In Record Time: Tepper Saw It Coming
Benzinga· 2025-08-19 17:26
Core Insights - Donald Trump's relationship with Intel Corp has dramatically shifted from criticism to support, highlighting the influence of political sentiment on investor confidence [1][2] - The Trump administration is contemplating a significant investment in Intel, potentially making the U.S. government the largest shareholder, which would signal strong confidence in the company's strategic importance [3] - SoftBank's $2 billion investment further reinforces belief in Intel's manufacturing ambitions and turnaround efforts [3][4] Investment Activity - Notable hedge funds have increased their stakes in Intel, with Appaloosa Management acquiring 8 million shares, AQR Capital increasing its stake by over 210%, Citadel Advisors adding 6.25 million shares, and Renaissance Technologies making a remarkable 1,947% increase by acquiring 7.22 million shares [5] - These investment moves indicate that prominent investors view Intel as a significant turnaround opportunity [5] Leadership and Strategy - CEO Lip-Bu Tan has been leading Intel through a critical restructuring phase since March, focusing on regaining market share, streamlining operations, and boosting investor confidence [6][7] - Tan's strategic vision is seen as a key factor in the stock's momentum, alongside government interest and high-profile investments [7] Overall Outlook - The combination of government backing, hedge fund investments, strategic leadership, and foreign investment suggests that Intel's recent stock rally is not a coincidence [8] - Intel is positioned to be a major comeback story in the tech sector, with strong confidence in its ability to execute its turnaround plan [8]