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Intel's Rebound: Why I Am Skeptical
Seeking Alpha· 2024-09-19 03:15
文章核心观点 - 公司近期业绩表现不佳,可能陷入价值陷阱 [1] - 公司未来收入前景存在不确定性,需要密切关注 [2] 行业和公司分析 行业分析 - 公司所处行业收入前景存在不确定性,需要密切关注 [2] 公司分析 - 公司近期业绩表现不佳,可能陷入价值陷阱 [1] - 公司未来收入前景存在不确定性,需要密切关注 [2] - 公司提供了一些投资建议,如参与"金融先知"的全天候投资组合,实现最佳投资收益 [3]
Intel's Foundry Finally Has Some Good News. Has the Chipmaker Learned Its Lesson?
The Motley Fool· 2024-09-19 01:04
The stock is moving higher, but can the momentum last?Intel's (INTC -2.19%) stock price collapse at the start of August on news out of its earnings report wasn't a big surprise. The chipmaker had fallen behind after years of operating a money-losing foundry business, while fabless rivals, like Advanced Micro Devices, have gained market share.Intel has long dominated the PC processor business, but a cultural aversion to risk-taking prevented the company from extending that leading position into other areas. ...
Best Semiconductor Stocks to Buy: Intel Stock vs. Micron Stock
The Motley Fool· 2024-09-18 20:38
Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool recommends Intel and recommends the following options: short November 2024 $24 calls on Intel. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...
You'll Wish You Hadn't Ignored Intel Stock
Forbes· 2024-09-18 20:00
SAN FRANCISCO, CA - JUNE 26: In this handout photo provided by Intel, Tom Kilroy, vice president of ... [+] Intel?s Digital Enterprise Group, displays Intel's new Dual-Core Xeon Processor 5100 on June 26, 2006 at an event in San Francisco. Available for high-volume servers, workstation and communications markets, the 64-bit processor is based on the Intel Core Microarchitecture for increased performance with reduced energy consumption. (Photo by Court Mast/Intel via Getty Images)Getty ImagesIntel stock (NAS ...
Intel and Amazon Expand Partnership: Time to Buy These Iconic Tech Stocks?
ZACKS· 2024-09-18 08:01
文章核心观点 - Intel和亚马逊宣布扩大合作,共同开发定制AI芯片,以提升亚马逊云服务(AWS)的AI服务能力 [1][2] - 这对Intel来说是一个重要机会,可以帮助其重拾作为主要芯片制造商的地位,弥补近年来市场份额大幅下降的局面 [3][4] - 亚马逊作为Intel的重要合作伙伴,财务实力雄厚,有利于支持Intel的芯片业务发展 [6][7] 根据相关目录分别进行总结 行业概况 - Intel近年来的销售和经营业绩有所下滑,但预计在2025财年会有温和反弹 [4] - 为提高其代工业务的效率,Intel将把代工业务独立为一个子公司 [4] 公司表现 - Intel股价在8月跌至10年低点18美元,但在此次合作消息公布后上涨8% [1] - 亚马逊股价今年迄今已上涨超过20%,接近200美元 [1] - 亚马逊拥有890亿美元的现金及等价物,总资产达5541.8亿美元,财务实力雄厚 [6][7] - 亚马逊预计2024和2025财年的每股收益将实现高个位数的增长,营收也将超过7000亿美元 [7][8]
Intel's Beaten-Down Stock Is Getting a Reprieve Today
Investopedia· 2024-09-18 02:06
文章核心观点 - 英特尔股价近期创下本月新高,投资者对英特尔CEO帕特·格尔辛格提出的扭转计划做出积极反应 [1] - 一些华尔街分析师仍持谨慎态度,维持之前的评级和目标价格 [2][3] 公司情况总结 - 英特尔正在进行转型,包括成本削减、融资和战略调整等 [1][3] - 转型过程中的成本可能会在未来至少一年内继续影响公司的财务状况,限制每股收益和自由现金流的上升 [3] - 分析师认为英特尔的转型正朝着正确的方向发展,但转型过程中的成本可能会限制股价上涨 [3] 行业情况总结 - 英特尔股价近期创下本月新高,但仍较年初下跌约一半 [1] - 一些分析师认为,英特尔最近被媒体报道的一些更激进的并购选择可能暂时搁置,使得公司前景主要取决于自身经营能力的改善 [2]
Intel Teams Up With Amazon. Is the Chip Stock a Buy Now?
The Motley Fool· 2024-09-18 01:08
Intel scored a new deal with Amazon.After hanging on the ropes for much of August and September, Intel (INTC 3.93%) is suddenly having a banner week.The stock jumped yesterday after the company secured $3 billion in funding from the CHIPS Act, and today it's climbing again after it announced a new partnership with Amazon (AMZN 1.08%). At 12:23 p.m. ET, the stock was up 4.4% on the news. Investors see it as a sign that the company is reinventing itself after announcing a massive restructuring in its second-q ...
Intel Extends Collaboration With AWS for Custom Chip: Stock to Gain?
ZACKS· 2024-09-18 00:35
Intel Corporation (INTC) recently announced that it had extended its collaboration with Amazon Web Services, Inc. (AWS), a wholly-owned subsidiary of Amazon.com (AMZN) . The collaboration involves co-investment by the companies in custom chip designs under a multi-year, multi-billion-dollar framework.Under this expanded agreement, the semiconductor company will develop an AI fabric chip for AWS, leveraging its most advanced Intel 18A process node. Additionally, a custom Xeon 6 chip will be produced on Intel ...
Intel Stock Rises On Multibillion Dollar AWS Deal, US Chip Grant Boost: What Do Analysts Think?
Benzinga· 2024-09-18 00:01
Intel Corp INTC shares climbed in early trading on Tuesday, after the company reported a multi-billion-dollar deal with Amazon.com Inc's AMZN cloud unit and received a U.S. semiconductor grant.Here are some key analyst takeaways.BofA Securities On IntelAnalyst Vivek Arya reiterated an Underperform rating and price target of $21.Intel announced a collaboration with Amazon Web Services (AWS) on a custom AI fabric chip and custom Xeon server CPU chip, as well as a funding of $3 billion for government chips, Ar ...
Intel Stock Can Be A Buy At The Right Price
Seeking Alpha· 2024-09-17 23:51
I never thought I'd be writing a bullish article on Intel (NASDAQ: INTC ), but I guess any stock can be worth buying at the right price. Intel gained 6.4% on September 16 and another 8% in after-hours trading to a priceI prefer to look for GARP (growth at a reasonable price) stocks but also look for opportunities everywhere else. I don't have a specified time horizon. I invest in a stock for as long as my thesis holds true, and I get out when the facts change. In addition, I have developed market-beating al ...