February wasn't the best month for the S&P 500. The stock market's most followed (and important) index finished the month down 1.42%, lowering its year-to-date return through February to 1.24%.
Broadcom CEO Hock Tan said he is not interested in pursuing a mergers and acquisitions deal for a unit of Intel.
The road ahead for Intel is bumpy and strewn with daunting challenges, and how it navigates these roadblocks in the coming days remains to be seen.
In today's video, I discuss recent updates impacting Intel (INTC -2.14%). To learn more, check out the short video, consider subscribing, and click the special offer link below.
Intel Corporation NASDAQ: INTC is at a critical juncture. Reports are coming out that two major industry players are considering Intel's advanced 18A manufacturing process.
Intel Corporation (NASDAQ:INTC ) Morgan Stanley Technology, Media & Telecom Conference March 5, 2025 4:50 PM ET Company Participants John Pitzer - Corporate Vice President of Investor Relations Conference Call Participants Joe Moore - Morgan Stanley Joe Moore Welcome back, everybody. I'm Joe Moore, Morgan Stanley Semiconductor Research.
Intel (INTC -4.73%) stock is getting hit with another round of sell-offs in Wednesday's trading. The company's share price was down 4.6% as of 1 p.m.
Intel won the dismissal of a shareholder lawsuit accusing the chipmaker of fraudulently concealing problems in its foundry business, leading to job cuts and a dividend suspension that wiped out more than $32 billion of market value in one day.
Trump is against using tax credits to encourage chip production in the U.S., but semiconductor makers don't seem to mind.
TSMC's $100B U.S. expansion secures semiconductor supply chains, strengthens U.S. tech leadership, and mitigates geopolitical risk, establishing Arizona as the new hub for advanced chip manufacturing. With projected 30% EPS growth in FY 2025 and 20% in FY 2026, TSMC trades near its five-year average valuation, offering a compelling risk-reward profile. My 2026 PT implies a 27.78% upside. This investment de-risks TSMC's geographic exposure, enhances AI and robotics development, and cements its dominance as the world's most advanced semiconductor foundry. A long-term buy.
U.S. chipmaker Intel Corp INTC stock is trading lower on Tuesday. Based on his industry survey, KGI Securities analyst Ming-Chi Kuo noted that Intel has postponed the mass production timeline for Panther Lake (PTL) from early September 2025 to the mid-fourth quarter of 2025.
Intel (INTC -4.27%) stock is selling off again in Tuesday's trading. The semiconductor company's share price was down 4.5% as of 3 p.m.