🚀💰 Intel is expanding in America with a gigantic plan to invest over $100 billion! 💰🚀
Semiconductor giant Intel $INTC announced yesterday that it has received over $20 billion in federal funding thanks to the CHIPS and Science Act ! 🌟
Lately, I don't even know which news about Intel to believe and which one to take seriously, as we've seen in the past few weeks when Pentagon ann... Read more
The 100 billion INTC has to invest to keep up with the competition is money that an investor might otherwise get;) This is a company Buffett probably wouldn't invest in for $20.
Only time will tell if they make up for what they lost over the years, it would be a small miracle in this sector.
📉 Intel Corp $INTCshares fell by more than 5 % after thePentagon announced the withdrawal of a $2.5 billion chip grant . I wrote here last week about the company getting that grant, and then losing it again a week later. This move, I believe, may affect Intel's access to federal funding, this in turn may lead to Intel seeking other sources of... Read more
Oh yeah, well, I don't have stock, but I'm still pretty sorry. I thought this was going to be a cool move and as you write, this is such a pitchfork thrown in.
Yeah DIS makes me really happy, I looked at it yesterday and I'm +40% there, which makes me really happy. Otherwise, I'm accumulating cash, but I'll be adding more REITs.
On Monday , theU.S. governmentannounced that it will contribute $1.5 billion to GlobalFoundries $GFS under the Chip Act, boosting domestic manufacturing. Intel $INTC also finds itself in the game with possible subsidies in excess of $10 billion! 💰
I'm quite curious how they'll manage to pull off that TSM lead. I've been reading some analysis on the new machines from ASML and it looks like they're more expensive to produce than the ones TSM is currently using and they can't manage to produce everything they have planned for 2030. Even if Intel delivers what they've been promising for a few years now, it's quite possible they'll make less profit on it than TSM. Factoring in the cost of human labor in Taiwan, they're not going to have an easy time getting to their original margins.
I've sold Intel and Micron and only hold TSM with ASML in semis anymore.
AMD has seen its stock rise an impressive more than 123 %primarily due to the trend of artificial intelligence (AI). However, it is worth questioning whether this growth reflects future... Read more
I see that $INTCstock is down about 14% this year. Intel is an interesting and great company, but I already have other stocks in my portfolio from this sector and INTC stock is quite expensive. If the stock gets below $30, I might think about buying it.
Intel announces poor outlook for the first quarter, shares fall!🖥️
Shares of Intel $INTC plunged Friday to o 12 %after the company announced a miserable outlook for the first quarter 2024. While fourth-quarter results beat expectations, first-quarter forecasts aren't leaving investors in a good mood.
Today's developments in the stock market are fascinating: U.S. stocks are rising again and technology companies are back in the lead! 🖥️⚙️
Right at the opening bell, U.S. stocks started rising, leading S&P 500 index to another record. Investors are expressing optimism about economic developments and are expecting interesting results that could indicate the rise of technology... Read more
The San Jose-based company, which focuses on database equipment such as servers, routers or switches and complete IT solutions, may benefit from relaxed monetary policy in 2024 🤯
Being in the IT field myself, I can say that $SMCI 's equipment is used a lot. The servers contain the latest processor from $INTC called Xeon! I started following the... Read more
Intel stock is down about 5% probably following the news from ASML. The drop is quite visible on the chart and it was not small, however I would buy $INTC stock down to below $35.
Hello, investors. As you can see the stock of $INTC, since the beginning of the year the stock price has increased by 90%. What do you think Intel's chances are in the market versus $AMD or $NVDA?
Nvidia is strengthening its dominance in the chip markets.
Today I read a new report that Nvidia $NVDA and AMD $AMD are working on Arm-based PC chips. These Arm-based chips, also used for smartphones, often consume significantly less power, which is critical for battery-powered devices.
Intel said it plans to spin off its programmable chip unit and make an initial public offering within two to three years. I don't really know how to view this news, positive or negative? The $INTC stock initially weakened today but is already going back into the black.
I also can't really see a scenario where Intel is the winner. Victor's right. The stock is just riding a positive wave.