文章核心观点 - 英特尔(Intel)目前股价大幅下跌,但公司的基础业务和新产品仍有潜力 [3][4] - 英特尔是一个具有吸引力的收购目标,其制造能力和市场地位可以为收购方带来价值 [2][5][6] - 英伟达(Nvidia)可能是一个更合适的收购方,其有能力支付更高的溢价并充分利用英特尔的资产 [2][5][6][8] 英特尔的业务现状和前景 - 英特尔在PC和服务器市场份额正在下降,收入从2019年的720亿美元下降到2022年的540亿美元 [8] - 但英特尔的新一代制造工艺和产品线有望提振业绩,包括PC、数据中心CPU和加速计算处理器 [3] - 英特尔正在大幅削减成本,计划到明年削减最多100亿美元 [3] 英特尔作为收购目标的价值 - 英特尔拥有50多年的芯片设计和制造经验,这些资产在英伟达手中可以发挥更大价值 [2] - 英特尔的制造工艺,特别是即将推出的18A工艺,可以为英伟达提供成本优势和供应链稳定性 [6] - 英特尔在PC和服务器市场的地位,可以让英伟达通过交叉销售产品来增加收入 [5] 英伟达收购英特尔的潜在收益 - 如果英伟达能够利用英特尔的技术和市场地位,预计可以为英特尔业务带来约120亿美元的额外收益 [8] - 通过制造和其他成本节约,英伟达还可以为合并后的公司带来约40亿美元的额外利润 [8] - 综合这些因素,英伟达可能愿意以英特尔当前市值45%的溢价收购英特尔 [8]

When interest rate-cutting cycles hit the stock market, investors typically assume that they will positively affect most stocks, but that’s just not the case. Some could benefit, such as consumer discretionary names and others in the energy sector, considering that consumer and business activity tends to rise after cuts.However, those who are directly related to the financial sector, like banking stocks, see the effects of interest rate cuts get to them before anyone else. For this reason, investors should ...

MALVERN, Pa., Sept. 24, 2024 (GLOBE NEWSWIRE) -- Ocugen, Inc. (Ocugen or the Company) (NASDAQ: OCGN), a biotechnology company focused on discovering, developing, and commercializing novel gene and cell therapies, and vaccines, today announced that Dr. Arun Upadhyay, Chief Scientific Officer, Head of Research & Development, will participate in an in-person fireside chat moderated by Daniil Gataulin, PhD, Senior Biotech Research Analyst, at Chardan’s 8th Annual Genetic Medicines Conference being held Septembe ...

WILMINGTON, N.C., Sept. 24, 2024 (GLOBE NEWSWIRE) -- nCino, Inc. (NASDAQ: NCNO), the leading provider of intelligent, best-in-class banking solutions, today announced that BankNewport is live on the nCino Platform. Since selecting nCino as a foundational technology partner, the Rhode Island-based community bank has implemented multiple nCino solutions, including Commercial Lending, Marine Lending, Business and Consumer Deposit Account Opening (DAO), and Portfolio Analytics, bringing together multiple lines ...

NEW YORK and VIENNA, Sept. 24, 2024 (GLOBE NEWSWIRE) -- HOOKIPA Pharma Inc. (NASDAQ: HOOK) (“HOOKIPA” or the “Company”), a clinical-stage biopharmaceutical company developing next generation immunotherapeutics for the treatment of cancer and serious infectious diseases, today announced that the Company will present preclinical data related to the HB-700 program for the treatment of KRAS mutated cancers at the 6th Annual RAS-Targeted Drug Development Summit being held in Boston, Massachusetts from September ...

WALTHAM, Mass., Sept. 24, 2024 (GLOBE NEWSWIRE) -- Repligen Corporation (NASDAQ:RGEN), a life sciences company focused on bioprocessing technology leadership, today announced the grand opening of its Repligen Training & Innovation Center (“RTIC”) at its Waltham headquarters. The opening celebration, held on the evening of September 23, attracted a group of over 150 biopharma and CDMO customers. The RTIC buildout, which features product exhibits, purpose-built demonstration areas and technical training space ...

KP1077 demonstrates clinically meaningful benefits for key IH symptoms Top-line data provide key information for the design of a Phase 3 study CELEBRATION, Fla., Sept. 24, 2024 (GLOBE NEWSWIRE) -- Zevra Therapeutics, Inc. (NasdaqGS: ZVRA) (Zevra, or the Company) a commercial-stage rare disease therapeutics company, today announced that Rene Braeckman, Ph.D., Zevra’s Senior Vice President of Clinical Development, will present top-line data from the placebo-controlled, double-blind, randomized withdrawal Phas ...

Commander 3XL to be used as a primary transport vehicle for the TB2 Aerospace DROPS UAV Cargo POD for autonomous tactical resupply Saskatoon Sask, Sept. 24, 2024 (GLOBE NEWSWIRE) -- Draganfly Inc. (NASDAQ: DPRO) (CSE: DPRO) (FSE: 3U8A) (“Draganfly” or the “Company”), an award-winning, industry-leading drone solutions and systems developer, is pleased to announce that it has received a purchase order from TB2 Aerospace (TB2) for Commander 3XL Drones to be deployed with TB2 Drone Recharging Operational Payloa ...

Ahead of ADHD Awareness Month, Busy is sharing her ADHD diagnosis and Qelbree® (viloxazine extended-release capsules) treatment story to empower women living with ADHD to advocate for their care.ADHD often presents differently in women than in men, which can make it more challenging to recognize in women and ultimately leaving them undiagnosed and untreated.1 ROCKVILLE, Md., Sept. 24, 2024 (GLOBE NEWSWIRE) -- In a continued collaboration with Supernus Pharmaceuticals, actress, author, podcaster, late-night ...

I am a highly experienced Chief Financial Officer (CFO) with a strong background in the oilfield and real estate industries. With over a decade of experience in finance, I have led numerous complex due diligence efforts and M&A transactions, both domestically and internationally.In recent years, I have developed a keen interest in equity research and analysis of public companies. This interest has led me to render equity research services for a Dubai-based family office with over $20 million in assets under ...