When Microsoft Corp. unveiled a line of PCs and software this week designed to make the most of the artificial-intelligence revolution, it showcased a main processing chip — but it wasn't from the software giant's usual chip partner.
Intel launched its Meteor Lake laptop CPUs late last year, but the chips could be outclassed by Qualcomm's latest PC CPU efforts. Intel plans to follow up Meteor Lake in short order with Lunar Lake, with systems set to be available for the holiday season this year.
Trade tensions between the world's two largest economic powerhouses, the United States and China, resume. The Biden Administration has chosen to not only continue with Trump-era economic policy that has pitted the two countries against one another but also sought to intensify matters.
Nvidia stock has risen 530% in value over the past three years. This huge performance has caused investors to look at other chip stocks like Intel.
Don't sleep on Intel (NASDAQ: INTC ) even though Intel stock is clearly overshadowed by rivals Nvidia (NASDAQ: NVDA ) and AMD (NASDAQ: AMD ) in the high-performance computing world. When Intel announces the launch of its Intel 20A and Intel 18A investors will have something to get excited about.
Nvidia posted strong results in its first-quarter earnings report and dismissed concerns about competition. Nvidia also announced a 10-for-1 stock split, stoking expectations that it could replace Intel in the Dow.
It's never a good feeling to be caught holding a firm's shares in freefall, especially as the rest of the market continues rising. We're in a rather healthy bull market, but the broad stock market rally has left some firms behind.
Nvidia could soon become a member of the very exclusive stock market club.
The Nasdaq recently soared to yet another record high, but that doesn't mean it's too late to invest in tech stocks. Some players -- even those that have gained recently -- still represent great long-term opportunities.
The semiconductor industry is heading into a massive cyclical upturn as demand for artificial intelligence soars.
It just so happened that Intel's management had to scale back its expectations after the Q1 2024 results - which of course confirmed Intel's status as a "laggard" for many. Despite missing expectations regarding future guidance, overall, we can't say that Q1 results were that terrible. I believe Gaudi 3 may have a competitive advantage in the long run, especially for enterprise AI applications where efficiency and cost-effectiveness are critical.
Investing in retirement is different. Once out of the workforce and living on a fixed income, investors need to become more defensive to protect their nest egg.