Intel's Comeback Story Gains Momentum

Intel’s revenue reached $35.9 billion YTD 2024, growing 6.2%, while operating margins rose to 27%, showing cost management improvements.
Core Ultra 200V and 200S processors address AI demand in mobile and desktop markets, with a projected 100 million AI PCs by 2025.
The x86 Ecosystem Advisory Group boosts software compatibility, accelerating the adoption of AI-compatible Intel-based systems.
Intel’s independent foundry unit targets new clients backed by AWS investments and U.S. government funding.
Intel faces intense competition from Nvidia, production delays, and financial strain from workforce cuts and unproven foundry ventures.

tupungato

Investment Thesis

Intel Corporation (NASDAQ:INTC) is stepping up its game with a powerful combination of AI-driven innovations, bold alliances, and strategic shifts in chip manufacturing. With its Core Ultra processors and partnerships like the x86 Ecosystem Advisory Group, Intel is doubling

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":368655976653104,"tweetId":"368655976653104","gmtCreate":1730823671000,"gmtModify":1731030356029,"author":{"id":4114775922899662,"idStr":"4114775922899662","authorId":4114775922899662,"authorIdStr":"4114775922899662","name":"Yiannis","avatar":"https://community-static.tradeup.com/news/0196a755f37421d4c173301ca5159810","vip":8,"userType":8,"introduction":"Growth, Growth At A Reasonable Price, Value, Long-Term Horizon","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":926,"starInvestorFlag":false},"themes":[],"images":[{"img":"https://static.tigerbbs.com/91d8a340d8e216c49c450aa6b290394b"}],"coverImages":[{"img":"https://static.tigerbbs.com/91d8a340d8e216c49c450aa6b290394b"}],"title":"Intel's Comeback Story Gains Momentum","html":"<html><head></head><body><ul>\n <li>Intel’s revenue reached $35.9 billion YTD 2024, growing 6.2%, while operating margins rose to 27%, showing cost management improvements.</li>\n <li>Core Ultra 200V and 200S processors address AI demand in mobile and desktop markets, with a projected 100 million AI PCs by 2025.</li>\n <li>The x86 Ecosystem Advisory Group boosts software compatibility, accelerating the adoption of AI-compatible Intel-based systems.</li>\n <li>Intel’s independent foundry unit targets new clients backed by AWS investments and U.S. government funding.</li>\n <li>Intel faces intense competition from Nvidia, production delays, and financial strain from workforce cuts and unproven foundry ventures.</li>\n</ul>\n<p></p><img src=\"https://static.tigerbbs.com/91d8a340d8e216c49c450aa6b290394b\">\n<p class=\"item-credits\">tupungato</p>\n<p></p>\n<div class=\"inline_ad_placeholder\"></div>\n<h2>Investment Thesis</h2>\n<p><strong>Intel Corporation</strong> (<span class=\"ticker-hover-wrapper\">NASDAQ:<a href=\"https://seekingalpha.com/symbol/INTC\">INTC</a></span>) is stepping up its game with a powerful combination of AI-driven innovations, bold alliances, and strategic shifts in chip manufacturing. With its Core Ultra processors and partnerships like the x86 Ecosystem Advisory Group, Intel is doubling</p></body></html>","htmlText":"<html><head></head><body><ul>\n <li>Intel’s revenue reached $35.9 billion YTD 2024, growing 6.2%, while operating margins rose to 27%, showing cost management improvements.</li>\n <li>Core Ultra 200V and 200S processors address AI demand in mobile and desktop markets, with a projected 100 million AI PCs by 2025.</li>\n <li>The x86 Ecosystem Advisory Group boosts software compatibility, accelerating the adoption of AI-compatible Intel-based systems.</li>\n <li>Intel’s independent foundry unit targets new clients backed by AWS investments and U.S. government funding.</li>\n <li>Intel faces intense competition from Nvidia, production delays, and financial strain from workforce cuts and unproven foundry ventures.</li>\n</ul>\n<p></p><img src=\"https://static.tigerbbs.com/91d8a340d8e216c49c450aa6b290394b\">\n<p class=\"item-credits\">tupungato</p>\n<p></p>\n<div class=\"inline_ad_placeholder\"></div>\n<h2>Investment Thesis</h2>\n<p><strong>Intel Corporation</strong> (<span class=\"ticker-hover-wrapper\">NASDAQ:<a href=\"https://seekingalpha.com/symbol/INTC\">INTC</a></span>) is stepping up its game with a powerful combination of AI-driven innovations, bold alliances, and strategic shifts in chip manufacturing. With its Core Ultra processors and partnerships like the x86 Ecosystem Advisory Group, Intel is doubling</p></body></html>","text":"Intel’s revenue reached $35.9 billion YTD 2024, growing 6.2%, while operating margins rose to 27%, showing cost management improvements. Core Ultra 200V and 200S processors address AI demand in mobile and desktop markets, with a projected 100 million AI PCs by 2025. The x86 Ecosystem Advisory Group boosts software compatibility, accelerating the adoption of AI-compatible Intel-based systems. Intel’s independent foundry unit targets new clients backed by AWS investments and U.S. government funding. Intel faces intense competition from Nvidia, production delays, and financial strain from workforce cuts and unproven foundry ventures. tupungato Investment Thesis Intel Corporation (NASDAQ:INTC) is stepping up its game with a powerful combination of AI-driven innovations, bold alliances, and strategic shifts in chip manufacturing. With its Core Ultra processors and partnerships like the x86 Ecosystem Advisory Group, Intel is doubling","highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/368655976653104","repostId":0,"isVote":1,"tweetType":1,"viewCount":156,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["INTC","WRD"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":810,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/368655976653104"}