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Intel Corporation

All articles tagged with #intel corporation

finance1 year ago•2 min saved

"Intel Stock: Riding the Semiconductor Rebound to 2025 Success"

Ariel Global Fund's fourth-quarter 2023 investor letter highlighted Intel Corporation (INTC) as a new holding, noting the company's outperformance driven by the rebound in semiconductor demand, particularly in the personal computer and central processing unit sectors. The letter also emphasized Intel's progress in regaining its manufacturing technology advantage and its potential in the foundry business. Despite not being among the 30 most popular stocks among hedge funds, Intel was held by 86 hedge fund portfolios at the end of the fourth quarter.

via Yahoo Finance|

#ariel-global-fund #finance #hedge-funds

finance1 year ago•4 min saved

"Analyzing the Investment Potential of Intel Corporation"

Intel Corporation is undergoing a transformation to become a leading semiconductor manufacturer, but its recent fourth-quarter earnings disappointed Wall Street, leading to uncertainty about whether it's a good investment. The company's ambitious fab business and AI chip strategy face challenges, and its increasing debt and uncertain footing in AI make it a risky bet. With unclear growth potential and significant moving parts, Intel's stock appears more like a dice roll, making it a stock to avoid until there is a clearer picture of its future competitiveness.

via The Motley Fool|

#artificial-intelligence #data-centers #finance

businesstechnology2 years ago•48 min saved

"Intel's Q4 2023 Earnings Report Sparks Stock Drop"

Intel Corporation's Q4 2023 earnings call highlighted strong financial results, with revenue at the higher end of guidance and strong EPS upside. The company's CEO, Pat Gelsinger, emphasized progress on their IDM 2.0 transformation, including process leadership, capacity expansion, and AI integration across product segments. They also discussed advancements in process technology, foundry ecosystem, and AI products, positioning themselves to participate in the growing AI semiconductor market. Despite subseasonal Q1 guidance due to inventory corrections in Mobileye and PSG, Intel remains confident in driving progress and considerable growth throughout fiscal year '24.

via Seeking Alpha|

#ai-everywhere #businesstechnology #foundry-strategy