hapabapa Intel Corporation (NASDAQ:INTC) delivered a decent earnings sheet for the first fiscal quarter that beat earnings consensus estimates, but that also showed a drop-off in revenues in the company’s core Client Computing Group. Intel unfortunately also presented a weak outlook for the second fiscal quarter, which explains Intel’s sharp drop after earnings. After Intel’s…
Leon Neal Intel (NASDAQ:INTC) shares have returned about 23% since I have upgraded the stock to “Buy”, compared to a gain of about 16% for the S&P 500 (SP500). And as INTC shares are trading very close to my previously established target price of $45.5/ share, I feel it is time for me to revisit…
Sean Gallup/Getty Images News Investment Thesis In light of recent US government grants for domestic chip production, I believe Intel (NASDAQ:INTC)’s foundry business is expected to be a key factor in their future growth and currently underappreciated. Intel’s fabrication unit is starting to capitalize on the semiconductor industry’s shift towards supply chain diversification by bringing…
JHVEPhoto Introduction With 27% of Intel Corporation’s (NASDAQ:INTC) revenue coming from China, the news of a ban on using its chips in Chinese government computers is the kind of negative development that could create significant pressure on the semiconductor giant’s stock. Intel Q4 2023 Earnings Release However, after an initial 4% dip earlier this week,…
JHVEPhoto Investment Thesis – Q4 FY23 Update Intel is a semiconductor firm that faces multiple headwinds moving into 2024. Decreased demand for their x86-based chips has hurt Intel’s revenues and profitability significantly while a soft computing landscape has further hurt the firm’s bottom- and top-line. While their IFS business has the potential to generate massive…
troyek It is safe to say that we got the thesis wrong about Intel Corporation (NASDAQ:INTC). When you get such price action after your first (and only) “Sell” call, then you have to acknowledge that you got things wrong. 3 Things The Wall Street Cheerleaders Are Getting Wrong Even more embarrassingly, this is total return…
Leon Neal Business History and Overview Intel (NASDAQ:INTC) was once the darling stock of American equities. A unique fusion of manufacturing dominance and technological leadership, Intel had it all. They pioneered the still-dominant chip scaling idea known as “Moore’s Law” which posits that semiconductor transistor density will double every two years. With density doubling, so…
hapabapa Intel Corporation (NASDAQ:INTC) stock certainly has turned around after being in a position where its technology was seemingly behind the curve of many competitors. The stock has had an amazing run just quarters after reporting its largest loss in history. We traded this one, as we saw shares a buy when they were in…
FinkAvenue Intel Corporation (NASDAQ:INTC) was announced as our top investment recommendation for 2023 at the start of the year. Since that article was written, the company has had a total return of more than 70%, versus the S&P 500 (SP500), which returned just over 20%. As we’ll see throughout this article, despite tripling the market,…
SweetBunFactory The AI Investment Surge of 2023 2023 is marked by a significant investment surge in AI, offering promising long-term opportunities in areas from chip manufacturing to end-user devices. This trend has notably boosted tech industry stocks. However, this investment boom also poses challenges in identifying long-term winners, as many stocks might already reflect their…
4kodiak The Intel Investment Thesis Data by YCharts Year to date, Intel Corporation (NASDAQ:INTC) has rewarded shareholders handsomely, but over the past 5 years, the story has been different as Intel has yet to return to its 2020 highs. But a huge TAM, positive comments from the management about future opportunities, and big promises have…
Justin Sullivan Investment Thesis Intel (NASDAQ:INTC) represents an attractive opportunity given the company’s strong financials and dominance in the semiconductor industry. Intel is meeting customer demand efficiently with new product launches, regaining process leadership through R&D and scaling efforts, expanding production capacity globally with government funding, and delivering strong financial performance including revenue and earnings…
JHVEPhoto/iStock Editorial via Getty Images Introduction The Q3 GDP report showed the US economy grew at a 4.9% annualized rate, exceeding analyst estimates. However, markets seemed unimpressed as the report contained some warning signs about the outlook. While consumer spending and business investment drove the GDP growth, disposable income fell 1% during the quarter. US…
FinkAvenue Intel Corporation (NASDAQ:INTC) announces its Q3 2023 earnings post-market on October 26, 2023. In the last quarter, Intel exceeded expectations, despite a nearly 16% year-on-year drop in total revenue. Notably, the company managed to halt the quarter-over-quarter declines in two of its critical business segments, possibly indicating a potential stabilization for the chipmaker, which…
Bet_Noire/iStock via Getty Images Moore’s Legacy and the Semiconductor Landscape’s Shift Intel (NASDAQ:INTC) founder Gordon Moore, known for Moore’s Law, passed away on March 24, 2023. His observation that the number of transistors on a microchip doubled every two years guided semiconductor advancement for decades. This vision propelled Intel’s rise as the industry leader until…
BryanLever/E+ via Getty Images Intel Corporation (NASDAQ:INTC) is still trying to emerge from its darkest hour. Remember earlier this year when the company reported its largest loss in history. While the company is not dead, it is fighting obliteration, as it is simply behind the curve relative to the competition. Most specifically, with the artificial…