Intel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead

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Intel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead

MarketWatch2021-04-16

Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy' Recent enthusiasm for Intel Corp.'s new chief executive and his ambitious plans to transform the company ...

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Comment（28）

DesmondChin
·2021-04-18
Haha, intel oh intel.. hope for your success
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geoffery
·2021-04-16
Good
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ZefactoTrader
·2021-04-16
For the dip and go in ???
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KaiKaiMinMin
·2021-04-16
Good read
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1
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- KaiKaiMinMin:
  Good read
  2021-04-20
  Reply
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- ZefactoTrader:
  Thankd
  2021-04-17
  Reply
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- KaiKaiMinMin:
  Good read
  2021-04-17
  Reply
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kohaku84
·2021-04-16
Amd is innovating
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2
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- ZefactoTrader:
  Like this reply thanks
  2021-04-16
  Reply
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Coconutlee88
·2021-04-16
Coins
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1
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andybian
·2021-04-16
How about buying both?
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2
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- rachelicing:
  enough cash?
  2021-04-16
  Reply
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Timtan85
·2021-04-16
Like n comment
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2
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- Chriz:
  comment pls
  2021-04-16
  Reply
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Kess
·2021-04-16
Yet when they announced the new plant their share price spiked. Strange.
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1
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- KLS:
  Buy or sell
  2021-04-16
  Reply
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Lynny
·2021-04-16
Yes they are always doing this - pumping shares they like and FUD on the ones they are trying to buy but at lower price. Once he’s bought he’ll pump up Intel for sure ?
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5
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- Sumei:
  Yes likely but i am long on nvidia
  2021-04-16
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Yoxin
·2021-04-16
Ok
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4
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- Hxhx111:
  Ok
  2021-04-17
  Reply
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- Timtan85:
  Ok like n commenf
  2021-04-16
  Reply
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- Yoxin:
  Ok
  2021-04-16
  Reply
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KenYH
·2021-04-16
Like and comment thanks
Reply
3
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- Chriz:
  ok
  2021-04-16
  Reply
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erichosk
·2021-04-16
Intel has to fight off tsmc first.
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1
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Joycechan84
·2021-04-16
Like
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1
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benlye
·2021-04-16
posting
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3
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- Chriz:
  ok
  2021-04-16
  Reply
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xiaobaii
·2021-04-16
kindly give me a like & a comment please, thank you very much.
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3
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- Silverlitz:
  ARK predicts that Intel will lose its dominant position
  2021-04-16
  Reply
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xiaobaii
·2021-04-16
kindly give me a like & a comment please, thank you very much.
Reply
4
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- erichosk:
  please reciprocate. Thank you.
  2021-04-16
  Reply
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Sufiknight
·2021-04-16
Indeed. Squeeze by AMD and now NVDA
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3
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- Sufiknight:
  intc also squeeze by TSMC
  2021-04-16
  Reply
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- Sufiknight:
  NVDA's takeover of ARM is a game-changer in my opinion.
  2021-04-16
  Reply
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MrGreen
·2021-04-16
Comment pls
Reply
2
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- xiaobaii:
  kindly give me a like & a comment please, thank you very much.
  2021-04-16
  Reply
  Report
BigRobin
·2021-04-16
Like and comment thanks
Reply
4
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Fold Replies
- BigRobin:
  ?
  2021-04-17
  Reply
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- BigRobin:
  ?
  2021-04-17
  Reply
  Report
- szueyann:
  done
  2021-04-16
  Reply
  Report

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Gelsinger recently laid out plans for Intel to expand its manufacturing capacity and launch a foundry business that would make chips for other companies, but Caso has concerns about the prospects for and cost of success.\n\"Our underperform rating reflects not just the risk that Intel won't reach that goal, but also the pain they will likely endure in pursuit of that goal in terms of capex, lost market share, and a shifting landscape in datacenter that will make the industry less dependent on Intel,\" he wrote in a note to clients.\nCaso worries that demand for personal computers has been \"significantly pulled forward\" due to the pandemic, which could eventually lead to a reversion to the mean. The problem for Intel is that the mean reversion \"may unfortunately occur just as Intel needs to ramp investment.\"\nEven though Intel could receive some government assistance, Caso expects that the company's plans to open a foundry business will be expensive. \"We therefore believe the fall analyst day could be a negative catalyst, as investors get the bill for that investment,\" he wrote. In addition, he's skeptical that the company has the technology to effectively compete in this business.\n\"For investors who have a higher confidence in a turnaround than we do, we simply don't see a reason to make that bet now since any turnaround would be several years away, with many cyclical and Intel-specific issues that could weigh on estimates in the meantime,\" Caso wrote.\nHe's partial to other chip names, including Nvidia Corp. $(NVDA)$, which he upgraded to strong buy from outperform Thursday in a sign of his \"conviction in both the short and long term.\" Caso also initiated coverage of Advanced Micro Devices Inc. $(AMD)$ with an outperform rating and $100 price target, arguing that the company has \"a durable technical advantage versus Intel.\"\nAMD shares have lost 7% over the past three months, as Nvidia shares have risen 24% and as Intel shares have increased 14%. 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Gelsinger recently laid out plans for Intel to expand its manufacturing capacity and launch a foundry business that would make chips for other companies, but Caso has concerns about the prospects for and cost of success.</p>\n<p>\"Our underperform rating reflects not just the risk that Intel won't reach that goal, but also the pain they will likely endure in pursuit of that goal in terms of capex, lost market share, and a shifting landscape in datacenter that will make the industry less dependent on Intel,\" he wrote in a note to clients.</p>\n<p>Caso worries that demand for personal computers has been \"significantly pulled forward\" due to the pandemic, which could eventually lead to a reversion to the mean. The problem for Intel is that the mean reversion \"may unfortunately occur just as Intel needs to ramp investment.\"</p>\n<p>Even though Intel could receive some government assistance, Caso expects that the company's plans to open a foundry business will be expensive. \"We therefore believe the fall analyst day could be a negative catalyst, as investors get the bill for that investment,\" he wrote. In addition, he's skeptical that the company has the technology to effectively compete in this business.</p>\n<p>\"For investors who have a higher confidence in a turnaround than we do, we simply don't see a reason to make that bet now since any turnaround would be several years away, with many cyclical and Intel-specific issues that could weigh on estimates in the meantime,\" Caso wrote.</p>\n<p>He's partial to other chip names, including Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>, which he upgraded to strong buy from outperform Thursday in a sign of his \"conviction in both the short and long term.\" Caso also initiated coverage of Advanced Micro Devices Inc. <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> with an outperform rating and $100 price target, arguing that the company has \"a durable technical advantage versus Intel.\"</p>\n<p>AMD shares have lost 7% over the past three months, as Nvidia shares have risen 24% and as Intel shares have increased 14%. The S&amp;P 500 is up 10% in that span, while the PHLX Semiconductor Index has gained 9%.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-16 11:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/intel-faces-a-costly-and-uncertain-road-back-to-glory-analyst-warns-of-pain-ahead-11618502833?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'\nRecent enthusiasm for Intel Corp.'s new chief executive and his ambitious plans to transform the company ...</p>\n\n<a href=\"https://www.marketwatch.com/story/intel-faces-a-costly-and-uncertain-road-back-to-glory-analyst-warns-of-pain-ahead-11618502833?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","INTC":"英特尔","NVDA":"英伟达"},"source_url":"https://www.marketwatch.com/story/intel-faces-a-costly-and-uncertain-road-back-to-glory-analyst-warns-of-pain-ahead-11618502833?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2127865888","content_text":"Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'\nRecent enthusiasm for Intel Corp.'s new chief executive and his ambitious plans to transform the company overlooks the risks and costs associated with the chipmaker's strategy, an analyst argued Thursday.\nChris Caso of Raymond James downgraded Intel's stock to underperform from market perform, writing that Intel $(INTC)$ faces an expensive and uncertain journey as it tries to recover from a series of missteps and reassert its dominance in the chip landscape.\nIntel shares are up 21% since the company announced that Pat Gelsinger, who had been serving as chief executive of VMware Inc. $(VMW)$, would be taking over the top spot at Intel. Gelsinger recently laid out plans for Intel to expand its manufacturing capacity and launch a foundry business that would make chips for other companies, but Caso has concerns about the prospects for and cost of success.\n\"Our underperform rating reflects not just the risk that Intel won't reach that goal, but also the pain they will likely endure in pursuit of that goal in terms of capex, lost market share, and a shifting landscape in datacenter that will make the industry less dependent on Intel,\" he wrote in a note to clients.\nCaso worries that demand for personal computers has been \"significantly pulled forward\" due to the pandemic, which could eventually lead to a reversion to the mean. The problem for Intel is that the mean reversion \"may unfortunately occur just as Intel needs to ramp investment.\"\nEven though Intel could receive some government assistance, Caso expects that the company's plans to open a foundry business will be expensive. \"We therefore believe the fall analyst day could be a negative catalyst, as investors get the bill for that investment,\" he wrote. In addition, he's skeptical that the company has the technology to effectively compete in this business.\n\"For investors who have a higher confidence in a turnaround than we do, we simply don't see a reason to make that bet now since any turnaround would be several years away, with many cyclical and Intel-specific issues that could weigh on estimates in the meantime,\" Caso wrote.\nHe's partial to other chip names, including Nvidia Corp. $(NVDA)$, which he upgraded to strong buy from outperform Thursday in a sign of his \"conviction in both the short and long term.\" Caso also initiated coverage of Advanced Micro Devices Inc. $(AMD)$ with an outperform rating and $100 price target, arguing that the company has \"a durable technical advantage versus Intel.\"\nAMD shares have lost 7% over the past three months, as Nvidia shares have risen 24% and as Intel shares have increased 14%. The S&P 500 is up 10% in that span, while the PHLX Semiconductor Index has gained 9%.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":370103078,"gmtCreate":1618558980194,"gmtModify":1704712710837,"author":{"id":"3581648247379219","authorId":"3581648247379219","name":"geoffery","avatar":"https://static.tigerbbs.com/a2a7fdfb28f9a4b2aebeb99857ff6398","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3581648247379219","authorIdStr":"3581648247379219"},"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/370103078","repostId":2127865888,"repostType":4,"repost":{"id":"2127865888","kind":"highlight","pubTimestamp":1618543026,"share":"https://ttm.financial/m/news/2127865888?lang=&edition=fundamental","pubTime":"2021-04-16 11:17","market":"us","language":"en","title":"Intel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead","url":"https://stock-news.laohu8.com/highlight/detail?id=2127865888","media":"MarketWatch","summary":"Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'\nRecent","content":"<p>Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'</p>\n<p>Recent enthusiasm for Intel Corp.'s new chief executive and his ambitious plans to transform the company overlooks the risks and costs associated with the chipmaker's strategy, an analyst argued Thursday.</p>\n<p>Chris Caso of Raymond James downgraded Intel's stock to underperform from market perform, writing that Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> faces an expensive and uncertain journey as it tries to recover from a series of missteps and reassert its dominance in the chip landscape.</p>\n<p>Intel shares are up 21% since the company announced that Pat Gelsinger, who had been serving as chief executive of VMware Inc. <a href=\"https://laohu8.com/S/VMW\">$(VMW)$</a>, would be taking over the top spot at Intel. Gelsinger recently laid out plans for Intel to expand its manufacturing capacity and launch a foundry business that would make chips for other companies, but Caso has concerns about the prospects for and cost of success.</p>\n<p>\"Our underperform rating reflects not just the risk that Intel won't reach that goal, but also the pain they will likely endure in pursuit of that goal in terms of capex, lost market share, and a shifting landscape in datacenter that will make the industry less dependent on Intel,\" he wrote in a note to clients.</p>\n<p>Caso worries that demand for personal computers has been \"significantly pulled forward\" due to the pandemic, which could eventually lead to a reversion to the mean. The problem for Intel is that the mean reversion \"may unfortunately occur just as Intel needs to ramp investment.\"</p>\n<p>Even though Intel could receive some government assistance, Caso expects that the company's plans to open a foundry business will be expensive. \"We therefore believe the fall analyst day could be a negative catalyst, as investors get the bill for that investment,\" he wrote. In addition, he's skeptical that the company has the technology to effectively compete in this business.</p>\n<p>\"For investors who have a higher confidence in a turnaround than we do, we simply don't see a reason to make that bet now since any turnaround would be several years away, with many cyclical and Intel-specific issues that could weigh on estimates in the meantime,\" Caso wrote.</p>\n<p>He's partial to other chip names, including Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>, which he upgraded to strong buy from outperform Thursday in a sign of his \"conviction in both the short and long term.\" Caso also initiated coverage of Advanced Micro Devices Inc. <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> with an outperform rating and $100 price target, arguing that the company has \"a durable technical advantage versus Intel.\"</p>\n<p>AMD shares have lost 7% over the past three months, as Nvidia shares have risen 24% and as Intel shares have increased 14%. The S&amp;P 500 is up 10% in that span, while the PHLX Semiconductor Index has gained 9%.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-16 11:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/intel-faces-a-costly-and-uncertain-road-back-to-glory-analyst-warns-of-pain-ahead-11618502833?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'\nRecent enthusiasm for Intel Corp.'s new chief executive and his ambitious plans to transform the company ...</p>\n\n<a href=\"https://www.marketwatch.com/story/intel-faces-a-costly-and-uncertain-road-back-to-glory-analyst-warns-of-pain-ahead-11618502833?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","INTC":"英特尔","NVDA":"英伟达"},"source_url":"https://www.marketwatch.com/story/intel-faces-a-costly-and-uncertain-road-back-to-glory-analyst-warns-of-pain-ahead-11618502833?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2127865888","content_text":"Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'\nRecent enthusiasm for Intel Corp.'s new chief executive and his ambitious plans to transform the company overlooks the risks and costs associated with the chipmaker's strategy, an analyst argued Thursday.\nChris Caso of Raymond James downgraded Intel's stock to underperform from market perform, writing that Intel $(INTC)$ faces an expensive and uncertain journey as it tries to recover from a series of missteps and reassert its dominance in the chip landscape.\nIntel shares are up 21% since the company announced that Pat Gelsinger, who had been serving as chief executive of VMware Inc. $(VMW)$, would be taking over the top spot at Intel. Gelsinger recently laid out plans for Intel to expand its manufacturing capacity and launch a foundry business that would make chips for other companies, but Caso has concerns about the prospects for and cost of success.\n\"Our underperform rating reflects not just the risk that Intel won't reach that goal, but also the pain they will likely endure in pursuit of that goal in terms of capex, lost market share, and a shifting landscape in datacenter that will make the industry less dependent on Intel,\" he wrote in a note to clients.\nCaso worries that demand for personal computers has been \"significantly pulled forward\" due to the pandemic, which could eventually lead to a reversion to the mean. The problem for Intel is that the mean reversion \"may unfortunately occur just as Intel needs to ramp investment.\"\nEven though Intel could receive some government assistance, Caso expects that the company's plans to open a foundry business will be expensive. \"We therefore believe the fall analyst day could be a negative catalyst, as investors get the bill for that investment,\" he wrote. In addition, he's skeptical that the company has the technology to effectively compete in this business.\n\"For investors who have a higher confidence in a turnaround than we do, we simply don't see a reason to make that bet now since any turnaround would be several years away, with many cyclical and Intel-specific issues that could weigh on estimates in the meantime,\" Caso wrote.\nHe's partial to other chip names, including Nvidia Corp. $(NVDA)$, which he upgraded to strong buy from outperform Thursday in a sign of his \"conviction in both the short and long term.\" Caso also initiated coverage of Advanced Micro Devices Inc. $(AMD)$ with an outperform rating and $100 price target, arguing that the company has \"a durable technical advantage versus Intel.\"\nAMD shares have lost 7% over the past three months, as Nvidia shares have risen 24% and as Intel shares have increased 14%. The S&P 500 is up 10% in that span, while the PHLX Semiconductor Index has gained 9%.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":370315810,"gmtCreate":1618551655030,"gmtModify":1704712622565,"author":{"id":"3574980150965538","authorId":"3574980150965538","name":"ZefactoTrader","avatar":"https://static.tigerbbs.com/394063a289e727c8c5c2734207c9aabd","vip":1,"hat":"https://static.tigerbbs.com/50a4c8d97279fa9f8f1fa9749a6bdff4","crmLevel":9,"crmLevelSwitch":1,"idStr":"3574980150965538","authorIdStr":"3574980150965538"},"htmlText":"For the dip and go in ???","listText":"For the dip and go in ???","text":"For the dip and go in ???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/370315810","repostId":2127865888,"repostType":4,"repost":{"id":"2127865888","kind":"highlight","pubTimestamp":1618543026,"share":"https://ttm.financial/m/news/2127865888?lang=&edition=fundamental","pubTime":"2021-04-16 11:17","market":"us","language":"en","title":"Intel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead","url":"https://stock-news.laohu8.com/highlight/detail?id=2127865888","media":"MarketWatch","summary":"Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'\nRecent","content":"<p>Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'</p>\n<p>Recent enthusiasm for Intel Corp.'s new chief executive and his ambitious plans to transform the company overlooks the risks and costs associated with the chipmaker's strategy, an analyst argued Thursday.</p>\n<p>Chris Caso of Raymond James downgraded Intel's stock to underperform from market perform, writing that Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> faces an expensive and uncertain journey as it tries to recover from a series of missteps and reassert its dominance in the chip landscape.</p>\n<p>Intel shares are up 21% since the company announced that Pat Gelsinger, who had been serving as chief executive of VMware Inc. <a href=\"https://laohu8.com/S/VMW\">$(VMW)$</a>, would be taking over the top spot at Intel. Gelsinger recently laid out plans for Intel to expand its manufacturing capacity and launch a foundry business that would make chips for other companies, but Caso has concerns about the prospects for and cost of success.</p>\n<p>\"Our underperform rating reflects not just the risk that Intel won't reach that goal, but also the pain they will likely endure in pursuit of that goal in terms of capex, lost market share, and a shifting landscape in datacenter that will make the industry less dependent on Intel,\" he wrote in a note to clients.</p>\n<p>Caso worries that demand for personal computers has been \"significantly pulled forward\" due to the pandemic, which could eventually lead to a reversion to the mean. The problem for Intel is that the mean reversion \"may unfortunately occur just as Intel needs to ramp investment.\"</p>\n<p>Even though Intel could receive some government assistance, Caso expects that the company's plans to open a foundry business will be expensive. \"We therefore believe the fall analyst day could be a negative catalyst, as investors get the bill for that investment,\" he wrote. In addition, he's skeptical that the company has the technology to effectively compete in this business.</p>\n<p>\"For investors who have a higher confidence in a turnaround than we do, we simply don't see a reason to make that bet now since any turnaround would be several years away, with many cyclical and Intel-specific issues that could weigh on estimates in the meantime,\" Caso wrote.</p>\n<p>He's partial to other chip names, including Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>, which he upgraded to strong buy from outperform Thursday in a sign of his \"conviction in both the short and long term.\" Caso also initiated coverage of Advanced Micro Devices Inc. <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> with an outperform rating and $100 price target, arguing that the company has \"a durable technical advantage versus Intel.\"</p>\n<p>AMD shares have lost 7% over the past three months, as Nvidia shares have risen 24% and as Intel shares have increased 14%. The S&amp;P 500 is up 10% in that span, while the PHLX Semiconductor Index has gained 9%.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-16 11:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/intel-faces-a-costly-and-uncertain-road-back-to-glory-analyst-warns-of-pain-ahead-11618502833?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'\nRecent enthusiasm for Intel Corp.'s new chief executive and his ambitious plans to transform the company ...</p>\n\n<a href=\"https://www.marketwatch.com/story/intel-faces-a-costly-and-uncertain-road-back-to-glory-analyst-warns-of-pain-ahead-11618502833?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","INTC":"英特尔","NVDA":"英伟达"},"source_url":"https://www.marketwatch.com/story/intel-faces-a-costly-and-uncertain-road-back-to-glory-analyst-warns-of-pain-ahead-11618502833?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2127865888","content_text":"Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'\nRecent enthusiasm for Intel Corp.'s new chief executive and his ambitious plans to transform the company overlooks the risks and costs associated with the chipmaker's strategy, an analyst argued Thursday.\nChris Caso of Raymond James downgraded Intel's stock to underperform from market perform, writing that Intel $(INTC)$ faces an expensive and uncertain journey as it tries to recover from a series of missteps and reassert its dominance in the chip landscape.\nIntel shares are up 21% since the company announced that Pat Gelsinger, who had been serving as chief executive of VMware Inc. $(VMW)$, would be taking over the top spot at Intel. Gelsinger recently laid out plans for Intel to expand its manufacturing capacity and launch a foundry business that would make chips for other companies, but Caso has concerns about the prospects for and cost of success.\n\"Our underperform rating reflects not just the risk that Intel won't reach that goal, but also the pain they will likely endure in pursuit of that goal in terms of capex, lost market share, and a shifting landscape in datacenter that will make the industry less dependent on Intel,\" he wrote in a note to clients.\nCaso worries that demand for personal computers has been \"significantly pulled forward\" due to the pandemic, which could eventually lead to a reversion to the mean. The problem for Intel is that the mean reversion \"may unfortunately occur just as Intel needs to ramp investment.\"\nEven though Intel could receive some government assistance, Caso expects that the company's plans to open a foundry business will be expensive. \"We therefore believe the fall analyst day could be a negative catalyst, as investors get the bill for that investment,\" he wrote. In addition, he's skeptical that the company has the technology to effectively compete in this business.\n\"For investors who have a higher confidence in a turnaround than we do, we simply don't see a reason to make that bet now since any turnaround would be several years away, with many cyclical and Intel-specific issues that could weigh on estimates in the meantime,\" Caso wrote.\nHe's partial to other chip names, including Nvidia Corp. $(NVDA)$, which he upgraded to strong buy from outperform Thursday in a sign of his \"conviction in both the short and long term.\" Caso also initiated coverage of Advanced Micro Devices Inc. $(AMD)$ with an outperform rating and $100 price target, arguing that the company has \"a durable technical advantage versus Intel.\"\nAMD shares have lost 7% over the past three months, as Nvidia shares have risen 24% and as Intel shares have increased 14%. The S&P 500 is up 10% in that span, while the PHLX Semiconductor Index has gained 9%.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":370315078,"gmtCreate":1618551592194,"gmtModify":1704712622078,"author":{"id":"3579525498777789","authorId":"3579525498777789","name":"KaiKaiMinMin","avatar":"https://static.tigerbbs.com/53fbf4adb5b70e38aa5b055a501e5aa1","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"3579525498777789","authorIdStr":"3579525498777789"},"htmlText":"Good read","listText":"Good read","text":"Good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/370315078","repostId":2127865888,"repostType":4,"repost":{"id":"2127865888","kind":"highlight","pubTimestamp":1618543026,"share":"https://ttm.financial/m/news/2127865888?lang=&edition=fundamental","pubTime":"2021-04-16 11:17","market":"us","language":"en","title":"Intel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead","url":"https://stock-news.laohu8.com/highlight/detail?id=2127865888","media":"MarketWatch","summary":"Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'\nRecent","content":"<p>Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'</p>\n<p>Recent enthusiasm for Intel Corp.'s new chief executive and his ambitious plans to transform the company overlooks the risks and costs associated with the chipmaker's strategy, an analyst argued Thursday.</p>\n<p>Chris Caso of Raymond James downgraded Intel's stock to underperform from market perform, writing that Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> faces an expensive and uncertain journey as it tries to recover from a series of missteps and reassert its dominance in the chip landscape.</p>\n<p>Intel shares are up 21% since the company announced that Pat Gelsinger, who had been serving as chief executive of VMware Inc. <a href=\"https://laohu8.com/S/VMW\">$(VMW)$</a>, would be taking over the top spot at Intel. Gelsinger recently laid out plans for Intel to expand its manufacturing capacity and launch a foundry business that would make chips for other companies, but Caso has concerns about the prospects for and cost of success.</p>\n<p>\"Our underperform rating reflects not just the risk that Intel won't reach that goal, but also the pain they will likely endure in pursuit of that goal in terms of capex, lost market share, and a shifting landscape in datacenter that will make the industry less dependent on Intel,\" he wrote in a note to clients.</p>\n<p>Caso worries that demand for personal computers has been \"significantly pulled forward\" due to the pandemic, which could eventually lead to a reversion to the mean. The problem for Intel is that the mean reversion \"may unfortunately occur just as Intel needs to ramp investment.\"</p>\n<p>Even though Intel could receive some government assistance, Caso expects that the company's plans to open a foundry business will be expensive. \"We therefore believe the fall analyst day could be a negative catalyst, as investors get the bill for that investment,\" he wrote. In addition, he's skeptical that the company has the technology to effectively compete in this business.</p>\n<p>\"For investors who have a higher confidence in a turnaround than we do, we simply don't see a reason to make that bet now since any turnaround would be several years away, with many cyclical and Intel-specific issues that could weigh on estimates in the meantime,\" Caso wrote.</p>\n<p>He's partial to other chip names, including Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>, which he upgraded to strong buy from outperform Thursday in a sign of his \"conviction in both the short and long term.\" Caso also initiated coverage of Advanced Micro Devices Inc. <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> with an outperform rating and $100 price target, arguing that the company has \"a durable technical advantage versus Intel.\"</p>\n<p>AMD shares have lost 7% over the past three months, as Nvidia shares have risen 24% and as Intel shares have increased 14%. The S&amp;P 500 is up 10% in that span, while the PHLX Semiconductor Index has gained 9%.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-16 11:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/intel-faces-a-costly-and-uncertain-road-back-to-glory-analyst-warns-of-pain-ahead-11618502833?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'\nRecent enthusiasm for Intel Corp.'s new chief executive and his ambitious plans to transform the company ...</p>\n\n<a href=\"https://www.marketwatch.com/story/intel-faces-a-costly-and-uncertain-road-back-to-glory-analyst-warns-of-pain-ahead-11618502833?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","INTC":"英特尔","NVDA":"英伟达"},"source_url":"https://www.marketwatch.com/story/intel-faces-a-costly-and-uncertain-road-back-to-glory-analyst-warns-of-pain-ahead-11618502833?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2127865888","content_text":"Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'\nRecent enthusiasm for Intel Corp.'s new chief executive and his ambitious plans to transform the company overlooks the risks and costs associated with the chipmaker's strategy, an analyst argued Thursday.\nChris Caso of Raymond James downgraded Intel's stock to underperform from market perform, writing that Intel $(INTC)$ faces an expensive and uncertain journey as it tries to recover from a series of missteps and reassert its dominance in the chip landscape.\nIntel shares are up 21% since the company announced that Pat Gelsinger, who had been serving as chief executive of VMware Inc. $(VMW)$, would be taking over the top spot at Intel. Gelsinger recently laid out plans for Intel to expand its manufacturing capacity and launch a foundry business that would make chips for other companies, but Caso has concerns about the prospects for and cost of success.\n\"Our underperform rating reflects not just the risk that Intel won't reach that goal, but also the pain they will likely endure in pursuit of that goal in terms of capex, lost market share, and a shifting landscape in datacenter that will make the industry less dependent on Intel,\" he wrote in a note to clients.\nCaso worries that demand for personal computers has been \"significantly pulled forward\" due to the pandemic, which could eventually lead to a reversion to the mean. The problem for Intel is that the mean reversion \"may unfortunately occur just as Intel needs to ramp investment.\"\nEven though Intel could receive some government assistance, Caso expects that the company's plans to open a foundry business will be expensive. \"We therefore believe the fall analyst day could be a negative catalyst, as investors get the bill for that investment,\" he wrote. In addition, he's skeptical that the company has the technology to effectively compete in this business.\n\"For investors who have a higher confidence in a turnaround than we do, we simply don't see a reason to make that bet now since any turnaround would be several years away, with many cyclical and Intel-specific issues that could weigh on estimates in the meantime,\" Caso wrote.\nHe's partial to other chip names, including Nvidia Corp. $(NVDA)$, which he upgraded to strong buy from outperform Thursday in a sign of his \"conviction in both the short and long term.\" Caso also initiated coverage of Advanced Micro Devices Inc. $(AMD)$ with an outperform rating and $100 price target, arguing that the company has \"a durable technical advantage versus Intel.\"\nAMD shares have lost 7% over the past three months, as Nvidia shares have risen 24% and as Intel shares have increased 14%. The S&P 500 is up 10% in that span, while the PHLX Semiconductor Index has gained 9%.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4082470,"gmtCreate":1618913326431,"gmtModify":1680784794141,"authorId":3579525498777789,"author":{"id":3579525498777789,"idStr":"3579525498777789","authorId":3579525498777789,"name":"KaiKaiMinMin","avatar":"https://static.tigerbbs.com/53fbf4adb5b70e38aa5b055a501e5aa1","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":370315078,"type":1,"supId":4050789,"prevId":0,"content":"Good <u>read</u>","text":"Good <u>read</u>","html":"Good <u>read</u>"},{"id":4058141,"gmtCreate":1618628060767,"gmtModify":1680784414159,"authorId":3574980150965538,"author":{"id":3574980150965538,"idStr":"3574980150965538","authorId":3574980150965538,"name":"ZefactoTrader","avatar":"https://static.tigerbbs.com/394063a289e727c8c5c2734207c9aabd","vip":1,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.11%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":9,"crmLevelSwitch":1,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Have published 3 or more picked posts, and have published at least one picked post and participated in comments within 30 days","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.12.22","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":0,"categoryType":2007}]},"repliedAuthorId":0,"objectId":370315078,"type":1,"supId":4050789,"prevId":0,"content":"Thankd","text":"Thankd","html":"Thankd"},{"id":4058136,"gmtCreate":1618628022922,"gmtModify":1680784410615,"authorId":3579525498777789,"author":{"id":3579525498777789,"idStr":"3579525498777789","authorId":3579525498777789,"name":"KaiKaiMinMin","avatar":"https://static.tigerbbs.com/53fbf4adb5b70e38aa5b055a501e5aa1","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":370315078,"type":1,"supId":4050789,"prevId":0,"content":"Good read","text":"Good read","html":"Good read"},{"id":4050789,"gmtCreate":1618551674049,"gmtModify":1680784306188,"authorId":3574980150965538,"author":{"id":3574980150965538,"idStr":"3574980150965538","authorId":3574980150965538,"name":"ZefactoTrader","avatar":"https://static.tigerbbs.com/394063a289e727c8c5c2734207c9aabd","vip":1,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.11%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":9,"crmLevelSwitch":1,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Have published 3 or more picked posts, and have published at least one picked post and participated in comments within 30 days","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.12.22","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":0,"categoryType":2007}]},"repliedAuthorId":0,"objectId":370315078,"type":1,"supId":0,"prevId":0,"content":"Like this reply\n<br>Thanks","text":"Like this reply\n<br>Thanks","html":"Like this reply\n<br>Thanks"}],"langContent":"EN"},{"id":370310441,"gmtCreate":1618551028383,"gmtModify":1704712613665,"author":{"id":"3571784946922966","authorId":"3571784946922966","name":"kohaku84","avatar":"https://static.tigerbbs.com/ced1f1ad7dc4fefc13b10ec983b8fd7e","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3571784946922966","authorIdStr":"3571784946922966"},"htmlText":"Amd is innovating","listText":"Amd is innovating","text":"Amd is innovating","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/370310441","repostId":2127865888,"repostType":4,"repost":{"id":"2127865888","kind":"highlight","pubTimestamp":1618543026,"share":"https://ttm.financial/m/news/2127865888?lang=&edition=fundamental","pubTime":"2021-04-16 11:17","market":"us","language":"en","title":"Intel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead","url":"https://stock-news.laohu8.com/highlight/detail?id=2127865888","media":"MarketWatch","summary":"Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'\nRecent","content":"<p>Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'</p>\n<p>Recent enthusiasm for Intel Corp.'s new chief executive and his ambitious plans to transform the company overlooks the risks and costs associated with the chipmaker's strategy, an analyst argued Thursday.</p>\n<p>Chris Caso of Raymond James downgraded Intel's stock to underperform from market perform, writing that Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> faces an expensive and uncertain journey as it tries to recover from a series of missteps and reassert its dominance in the chip landscape.</p>\n<p>Intel shares are up 21% since the company announced that Pat Gelsinger, who had been serving as chief executive of VMware Inc. <a href=\"https://laohu8.com/S/VMW\">$(VMW)$</a>, would be taking over the top spot at Intel. Gelsinger recently laid out plans for Intel to expand its manufacturing capacity and launch a foundry business that would make chips for other companies, but Caso has concerns about the prospects for and cost of success.</p>\n<p>\"Our underperform rating reflects not just the risk that Intel won't reach that goal, but also the pain they will likely endure in pursuit of that goal in terms of capex, lost market share, and a shifting landscape in datacenter that will make the industry less dependent on Intel,\" he wrote in a note to clients.</p>\n<p>Caso worries that demand for personal computers has been \"significantly pulled forward\" due to the pandemic, which could eventually lead to a reversion to the mean. The problem for Intel is that the mean reversion \"may unfortunately occur just as Intel needs to ramp investment.\"</p>\n<p>Even though Intel could receive some government assistance, Caso expects that the company's plans to open a foundry business will be expensive. \"We therefore believe the fall analyst day could be a negative catalyst, as investors get the bill for that investment,\" he wrote. In addition, he's skeptical that the company has the technology to effectively compete in this business.</p>\n<p>\"For investors who have a higher confidence in a turnaround than we do, we simply don't see a reason to make that bet now since any turnaround would be several years away, with many cyclical and Intel-specific issues that could weigh on estimates in the meantime,\" Caso wrote.</p>\n<p>He's partial to other chip names, including Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>, which he upgraded to strong buy from outperform Thursday in a sign of his \"conviction in both the short and long term.\" Caso also initiated coverage of Advanced Micro Devices Inc. <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> with an outperform rating and $100 price target, arguing that the company has \"a durable technical advantage versus Intel.\"</p>\n<p>AMD shares have lost 7% over the past three months, as Nvidia shares have risen 24% and as Intel shares have increased 14%. The S&amp;P 500 is up 10% in that span, while the PHLX Semiconductor Index has gained 9%.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-16 11:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/intel-faces-a-costly-and-uncertain-road-back-to-glory-analyst-warns-of-pain-ahead-11618502833?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'\nRecent enthusiasm for Intel Corp.'s new chief executive and his ambitious plans to transform the company ...</p>\n\n<a href=\"https://www.marketwatch.com/story/intel-faces-a-costly-and-uncertain-road-back-to-glory-analyst-warns-of-pain-ahead-11618502833?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","INTC":"英特尔","NVDA":"英伟达"},"source_url":"https://www.marketwatch.com/story/intel-faces-a-costly-and-uncertain-road-back-to-glory-analyst-warns-of-pain-ahead-11618502833?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2127865888","content_text":"Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'\nRecent enthusiasm for Intel Corp.'s new chief executive and his ambitious plans to transform the company overlooks the risks and costs associated with the chipmaker's strategy, an analyst argued Thursday.\nChris Caso of Raymond James downgraded Intel's stock to underperform from market perform, writing that Intel $(INTC)$ faces an expensive and uncertain journey as it tries to recover from a series of missteps and reassert its dominance in the chip landscape.\nIntel shares are up 21% since the company announced that Pat Gelsinger, who had been serving as chief executive of VMware Inc. $(VMW)$, would be taking over the top spot at Intel. Gelsinger recently laid out plans for Intel to expand its manufacturing capacity and launch a foundry business that would make chips for other companies, but Caso has concerns about the prospects for and cost of success.\n\"Our underperform rating reflects not just the risk that Intel won't reach that goal, but also the pain they will likely endure in pursuit of that goal in terms of capex, lost market share, and a shifting landscape in datacenter that will make the industry less dependent on Intel,\" he wrote in a note to clients.\nCaso worries that demand for personal computers has been \"significantly pulled forward\" due to the pandemic, which could eventually lead to a reversion to the mean. The problem for Intel is that the mean reversion \"may unfortunately occur just as Intel needs to ramp investment.\"\nEven though Intel could receive some government assistance, Caso expects that the company's plans to open a foundry business will be expensive. \"We therefore believe the fall analyst day could be a negative catalyst, as investors get the bill for that investment,\" he wrote. In addition, he's skeptical that the company has the technology to effectively compete in this business.\n\"For investors who have a higher confidence in a turnaround than we do, we simply don't see a reason to make that bet now since any turnaround would be several years away, with many cyclical and Intel-specific issues that could weigh on estimates in the meantime,\" Caso wrote.\nHe's partial to other chip names, including Nvidia Corp. $(NVDA)$, which he upgraded to strong buy from outperform Thursday in a sign of his \"conviction in both the short and long term.\" Caso also initiated coverage of Advanced Micro Devices Inc. $(AMD)$ with an outperform rating and $100 price target, arguing that the company has \"a durable technical advantage versus Intel.\"\nAMD shares have lost 7% over the past three months, as Nvidia shares have risen 24% and as Intel shares have increased 14%. The S&P 500 is up 10% in that span, while the PHLX Semiconductor Index has gained 9%.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4050791,"gmtCreate":1618551681189,"gmtModify":1680784304547,"authorId":3574980150965538,"author":{"id":3574980150965538,"idStr":"3574980150965538","authorId":3574980150965538,"name":"ZefactoTrader","avatar":"https://static.tigerbbs.com/394063a289e727c8c5c2734207c9aabd","vip":1,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.11%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":9,"crmLevelSwitch":1,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Have published 3 or more picked posts, and have published at least one picked post and participated in comments within 30 days","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.12.22","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":0,"categoryType":2007}]},"repliedAuthorId":0,"objectId":370310441,"type":1,"supId":0,"prevId":0,"content":"Like this reply thanks","text":"Like this reply thanks","html":"Like this reply thanks"}],"langContent":"EN"},{"id":370334791,"gmtCreate":1618550805313,"gmtModify":1704712610904,"author":{"id":"3563353171417443","authorId":"3563353171417443","name":"Coconutlee88","avatar":"https://static.tigerbbs.com/e2df1066dc32b92b308e037aa198cc74","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3563353171417443","authorIdStr":"3563353171417443"},"htmlText":"Coins","listText":"Coins","text":"Coins","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/370334791","repostId":2127865888,"repostType":4,"repost":{"id":"2127865888","kind":"highlight","pubTimestamp":1618543026,"share":"https://ttm.financial/m/news/2127865888?lang=&edition=fundamental","pubTime":"2021-04-16 11:17","market":"us","language":"en","title":"Intel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead","url":"https://stock-news.laohu8.com/highlight/detail?id=2127865888","media":"MarketWatch","summary":"Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'\nRecent","content":"<p>Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'</p>\n<p>Recent enthusiasm for Intel Corp.'s new chief executive and his ambitious plans to transform the company overlooks the risks and costs associated with the chipmaker's strategy, an analyst argued Thursday.</p>\n<p>Chris Caso of Raymond James downgraded Intel's stock to underperform from market perform, writing that Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> faces an expensive and uncertain journey as it tries to recover from a series of missteps and reassert its dominance in the chip landscape.</p>\n<p>Intel shares are up 21% since the company announced that Pat Gelsinger, who had been serving as chief executive of VMware Inc. <a href=\"https://laohu8.com/S/VMW\">$(VMW)$</a>, would be taking over the top spot at Intel. Gelsinger recently laid out plans for Intel to expand its manufacturing capacity and launch a foundry business that would make chips for other companies, but Caso has concerns about the prospects for and cost of success.</p>\n<p>\"Our underperform rating reflects not just the risk that Intel won't reach that goal, but also the pain they will likely endure in pursuit of that goal in terms of capex, lost market share, and a shifting landscape in datacenter that will make the industry less dependent on Intel,\" he wrote in a note to clients.</p>\n<p>Caso worries that demand for personal computers has been \"significantly pulled forward\" due to the pandemic, which could eventually lead to a reversion to the mean. The problem for Intel is that the mean reversion \"may unfortunately occur just as Intel needs to ramp investment.\"</p>\n<p>Even though Intel could receive some government assistance, Caso expects that the company's plans to open a foundry business will be expensive. \"We therefore believe the fall analyst day could be a negative catalyst, as investors get the bill for that investment,\" he wrote. In addition, he's skeptical that the company has the technology to effectively compete in this business.</p>\n<p>\"For investors who have a higher confidence in a turnaround than we do, we simply don't see a reason to make that bet now since any turnaround would be several years away, with many cyclical and Intel-specific issues that could weigh on estimates in the meantime,\" Caso wrote.</p>\n<p>He's partial to other chip names, including Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>, which he upgraded to strong buy from outperform Thursday in a sign of his \"conviction in both the short and long term.\" Caso also initiated coverage of Advanced Micro Devices Inc. <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> with an outperform rating and $100 price target, arguing that the company has \"a durable technical advantage versus Intel.\"</p>\n<p>AMD shares have lost 7% over the past three months, as Nvidia shares have risen 24% and as Intel shares have increased 14%. The S&amp;P 500 is up 10% in that span, while the PHLX Semiconductor Index has gained 9%.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-16 11:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/intel-faces-a-costly-and-uncertain-road-back-to-glory-analyst-warns-of-pain-ahead-11618502833?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'\nRecent enthusiasm for Intel Corp.'s new chief executive and his ambitious plans to transform the company ...</p>\n\n<a href=\"https://www.marketwatch.com/story/intel-faces-a-costly-and-uncertain-road-back-to-glory-analyst-warns-of-pain-ahead-11618502833?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","INTC":"英特尔","NVDA":"英伟达"},"source_url":"https://www.marketwatch.com/story/intel-faces-a-costly-and-uncertain-road-back-to-glory-analyst-warns-of-pain-ahead-11618502833?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2127865888","content_text":"Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'\nRecent enthusiasm for Intel Corp.'s new chief executive and his ambitious plans to transform the company overlooks the risks and costs associated with the chipmaker's strategy, an analyst argued Thursday.\nChris Caso of Raymond James downgraded Intel's stock to underperform from market perform, writing that Intel $(INTC)$ faces an expensive and uncertain journey as it tries to recover from a series of missteps and reassert its dominance in the chip landscape.\nIntel shares are up 21% since the company announced that Pat Gelsinger, who had been serving as chief executive of VMware Inc. $(VMW)$, would be taking over the top spot at Intel. Gelsinger recently laid out plans for Intel to expand its manufacturing capacity and launch a foundry business that would make chips for other companies, but Caso has concerns about the prospects for and cost of success.\n\"Our underperform rating reflects not just the risk that Intel won't reach that goal, but also the pain they will likely endure in pursuit of that goal in terms of capex, lost market share, and a shifting landscape in datacenter that will make the industry less dependent on Intel,\" he wrote in a note to clients.\nCaso worries that demand for personal computers has been \"significantly pulled forward\" due to the pandemic, which could eventually lead to a reversion to the mean. The problem for Intel is that the mean reversion \"may unfortunately occur just as Intel needs to ramp investment.\"\nEven though Intel could receive some government assistance, Caso expects that the company's plans to open a foundry business will be expensive. \"We therefore believe the fall analyst day could be a negative catalyst, as investors get the bill for that investment,\" he wrote. In addition, he's skeptical that the company has the technology to effectively compete in this business.\n\"For investors who have a higher confidence in a turnaround than we do, we simply don't see a reason to make that bet now since any turnaround would be several years away, with many cyclical and Intel-specific issues that could weigh on estimates in the meantime,\" Caso wrote.\nHe's partial to other chip names, including Nvidia Corp. $(NVDA)$, which he upgraded to strong buy from outperform Thursday in a sign of his \"conviction in both the short and long term.\" Caso also initiated coverage of Advanced Micro Devices Inc. $(AMD)$ with an outperform rating and $100 price target, arguing that the company has \"a durable technical advantage versus Intel.\"\nAMD shares have lost 7% over the past three months, as Nvidia shares have risen 24% and as Intel shares have increased 14%. The S&P 500 is up 10% in that span, while the PHLX Semiconductor Index has gained 9%.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":370339962,"gmtCreate":1618550005156,"gmtModify":1704712599576,"author":{"id":"3579868315520587","authorId":"3579868315520587","name":"andybian","avatar":"https://static.tigerbbs.com/4c74644b433cb4c92e518b5e3d2a2cf1","vip":1,"crmLevel":8,"crmLevelSwitch":0,"idStr":"3579868315520587","authorIdStr":"3579868315520587"},"htmlText":"How about buying both?","listText":"How about buying both?","text":"How about buying both?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/370339962","repostId":2127865888,"repostType":4,"repost":{"id":"2127865888","kind":"highlight","pubTimestamp":1618543026,"share":"https://ttm.financial/m/news/2127865888?lang=&edition=fundamental","pubTime":"2021-04-16 11:17","market":"us","language":"en","title":"Intel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead","url":"https://stock-news.laohu8.com/highlight/detail?id=2127865888","media":"MarketWatch","summary":"Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'\nRecent","content":"<p>Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'</p>\n<p>Recent enthusiasm for Intel Corp.'s new chief executive and his ambitious plans to transform the company overlooks the risks and costs associated with the chipmaker's strategy, an analyst argued Thursday.</p>\n<p>Chris Caso of Raymond James downgraded Intel's stock to underperform from market perform, writing that Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> faces an expensive and uncertain journey as it tries to recover from a series of missteps and reassert its dominance in the chip landscape.</p>\n<p>Intel shares are up 21% since the company announced that Pat Gelsinger, who had been serving as chief executive of VMware Inc. <a href=\"https://laohu8.com/S/VMW\">$(VMW)$</a>, would be taking over the top spot at Intel. Gelsinger recently laid out plans for Intel to expand its manufacturing capacity and launch a foundry business that would make chips for other companies, but Caso has concerns about the prospects for and cost of success.</p>\n<p>\"Our underperform rating reflects not just the risk that Intel won't reach that goal, but also the pain they will likely endure in pursuit of that goal in terms of capex, lost market share, and a shifting landscape in datacenter that will make the industry less dependent on Intel,\" he wrote in a note to clients.</p>\n<p>Caso worries that demand for personal computers has been \"significantly pulled forward\" due to the pandemic, which could eventually lead to a reversion to the mean. The problem for Intel is that the mean reversion \"may unfortunately occur just as Intel needs to ramp investment.\"</p>\n<p>Even though Intel could receive some government assistance, Caso expects that the company's plans to open a foundry business will be expensive. \"We therefore believe the fall analyst day could be a negative catalyst, as investors get the bill for that investment,\" he wrote. In addition, he's skeptical that the company has the technology to effectively compete in this business.</p>\n<p>\"For investors who have a higher confidence in a turnaround than we do, we simply don't see a reason to make that bet now since any turnaround would be several years away, with many cyclical and Intel-specific issues that could weigh on estimates in the meantime,\" Caso wrote.</p>\n<p>He's partial to other chip names, including Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>, which he upgraded to strong buy from outperform Thursday in a sign of his \"conviction in both the short and long term.\" Caso also initiated coverage of Advanced Micro Devices Inc. <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> with an outperform rating and $100 price target, arguing that the company has \"a durable technical advantage versus Intel.\"</p>\n<p>AMD shares have lost 7% over the past three months, as Nvidia shares have risen 24% and as Intel shares have increased 14%. The S&amp;P 500 is up 10% in that span, while the PHLX Semiconductor Index has gained 9%.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-16 11:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/intel-faces-a-costly-and-uncertain-road-back-to-glory-analyst-warns-of-pain-ahead-11618502833?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'\nRecent enthusiasm for Intel Corp.'s new chief executive and his ambitious plans to transform the company ...</p>\n\n<a href=\"https://www.marketwatch.com/story/intel-faces-a-costly-and-uncertain-road-back-to-glory-analyst-warns-of-pain-ahead-11618502833?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","INTC":"英特尔","NVDA":"英伟达"},"source_url":"https://www.marketwatch.com/story/intel-faces-a-costly-and-uncertain-road-back-to-glory-analyst-warns-of-pain-ahead-11618502833?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2127865888","content_text":"Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'\nRecent enthusiasm for Intel Corp.'s new chief executive and his ambitious plans to transform the company overlooks the risks and costs associated with the chipmaker's strategy, an analyst argued Thursday.\nChris Caso of Raymond James downgraded Intel's stock to underperform from market perform, writing that Intel $(INTC)$ faces an expensive and uncertain journey as it tries to recover from a series of missteps and reassert its dominance in the chip landscape.\nIntel shares are up 21% since the company announced that Pat Gelsinger, who had been serving as chief executive of VMware Inc. $(VMW)$, would be taking over the top spot at Intel. Gelsinger recently laid out plans for Intel to expand its manufacturing capacity and launch a foundry business that would make chips for other companies, but Caso has concerns about the prospects for and cost of success.\n\"Our underperform rating reflects not just the risk that Intel won't reach that goal, but also the pain they will likely endure in pursuit of that goal in terms of capex, lost market share, and a shifting landscape in datacenter that will make the industry less dependent on Intel,\" he wrote in a note to clients.\nCaso worries that demand for personal computers has been \"significantly pulled forward\" due to the pandemic, which could eventually lead to a reversion to the mean. The problem for Intel is that the mean reversion \"may unfortunately occur just as Intel needs to ramp investment.\"\nEven though Intel could receive some government assistance, Caso expects that the company's plans to open a foundry business will be expensive. \"We therefore believe the fall analyst day could be a negative catalyst, as investors get the bill for that investment,\" he wrote. In addition, he's skeptical that the company has the technology to effectively compete in this business.\n\"For investors who have a higher confidence in a turnaround than we do, we simply don't see a reason to make that bet now since any turnaround would be several years away, with many cyclical and Intel-specific issues that could weigh on estimates in the meantime,\" Caso wrote.\nHe's partial to other chip names, including Nvidia Corp. $(NVDA)$, which he upgraded to strong buy from outperform Thursday in a sign of his \"conviction in both the short and long term.\" Caso also initiated coverage of Advanced Micro Devices Inc. $(AMD)$ with an outperform rating and $100 price target, arguing that the company has \"a durable technical advantage versus Intel.\"\nAMD shares have lost 7% over the past three months, as Nvidia shares have risen 24% and as Intel shares have increased 14%. The S&P 500 is up 10% in that span, while the PHLX Semiconductor Index has gained 9%.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4050671,"gmtCreate":1618550585372,"gmtModify":1680784295382,"authorId":3574937002842984,"author":{"id":3574937002842984,"idStr":"3574937002842984","authorId":3574937002842984,"name":"rachelicing","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":370339962,"type":1,"supId":0,"prevId":0,"content":"enough cash?","text":"enough cash?","html":"enough cash?"}],"langContent":"EN"},{"id":370392190,"gmtCreate":1618549587510,"gmtModify":1704712592575,"author":{"id":"3573460795152662","authorId":"3573460795152662","name":"Timtan85","avatar":"https://static.tigerbbs.com/5ac241a703d94ceba483abb0655d0b6b","vip":1,"hat":"https://static.tigerbbs.com/a3dee1aa3a3a3c1814833a4d3f8a5669","crmLevel":2,"crmLevelSwitch":0,"idStr":"3573460795152662","authorIdStr":"3573460795152662"},"htmlText":"Like n comment","listText":"Like n comment","text":"Like n comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/370392190","repostId":2127865888,"repostType":4,"repost":{"id":"2127865888","kind":"highlight","pubTimestamp":1618543026,"share":"https://ttm.financial/m/news/2127865888?lang=&edition=fundamental","pubTime":"2021-04-16 11:17","market":"us","language":"en","title":"Intel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead","url":"https://stock-news.laohu8.com/highlight/detail?id=2127865888","media":"MarketWatch","summary":"Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'\nRecent","content":"<p>Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'</p>\n<p>Recent enthusiasm for Intel Corp.'s new chief executive and his ambitious plans to transform the company overlooks the risks and costs associated with the chipmaker's strategy, an analyst argued Thursday.</p>\n<p>Chris Caso of Raymond James downgraded Intel's stock to underperform from market perform, writing that Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> faces an expensive and uncertain journey as it tries to recover from a series of missteps and reassert its dominance in the chip landscape.</p>\n<p>Intel shares are up 21% since the company announced that Pat Gelsinger, who had been serving as chief executive of VMware Inc. <a href=\"https://laohu8.com/S/VMW\">$(VMW)$</a>, would be taking over the top spot at Intel. Gelsinger recently laid out plans for Intel to expand its manufacturing capacity and launch a foundry business that would make chips for other companies, but Caso has concerns about the prospects for and cost of success.</p>\n<p>\"Our underperform rating reflects not just the risk that Intel won't reach that goal, but also the pain they will likely endure in pursuit of that goal in terms of capex, lost market share, and a shifting landscape in datacenter that will make the industry less dependent on Intel,\" he wrote in a note to clients.</p>\n<p>Caso worries that demand for personal computers has been \"significantly pulled forward\" due to the pandemic, which could eventually lead to a reversion to the mean. The problem for Intel is that the mean reversion \"may unfortunately occur just as Intel needs to ramp investment.\"</p>\n<p>Even though Intel could receive some government assistance, Caso expects that the company's plans to open a foundry business will be expensive. \"We therefore believe the fall analyst day could be a negative catalyst, as investors get the bill for that investment,\" he wrote. In addition, he's skeptical that the company has the technology to effectively compete in this business.</p>\n<p>\"For investors who have a higher confidence in a turnaround than we do, we simply don't see a reason to make that bet now since any turnaround would be several years away, with many cyclical and Intel-specific issues that could weigh on estimates in the meantime,\" Caso wrote.</p>\n<p>He's partial to other chip names, including Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>, which he upgraded to strong buy from outperform Thursday in a sign of his \"conviction in both the short and long term.\" Caso also initiated coverage of Advanced Micro Devices Inc. <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> with an outperform rating and $100 price target, arguing that the company has \"a durable technical advantage versus Intel.\"</p>\n<p>AMD shares have lost 7% over the past three months, as Nvidia shares have risen 24% and as Intel shares have increased 14%. The S&amp;P 500 is up 10% in that span, while the PHLX Semiconductor Index has gained 9%.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-16 11:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/intel-faces-a-costly-and-uncertain-road-back-to-glory-analyst-warns-of-pain-ahead-11618502833?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'\nRecent enthusiasm for Intel Corp.'s new chief executive and his ambitious plans to transform the company ...</p>\n\n<a href=\"https://www.marketwatch.com/story/intel-faces-a-costly-and-uncertain-road-back-to-glory-analyst-warns-of-pain-ahead-11618502833?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","INTC":"英特尔","NVDA":"英伟达"},"source_url":"https://www.marketwatch.com/story/intel-faces-a-costly-and-uncertain-road-back-to-glory-analyst-warns-of-pain-ahead-11618502833?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2127865888","content_text":"Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'\nRecent enthusiasm for Intel Corp.'s new chief executive and his ambitious plans to transform the company overlooks the risks and costs associated with the chipmaker's strategy, an analyst argued Thursday.\nChris Caso of Raymond James downgraded Intel's stock to underperform from market perform, writing that Intel $(INTC)$ faces an expensive and uncertain journey as it tries to recover from a series of missteps and reassert its dominance in the chip landscape.\nIntel shares are up 21% since the company announced that Pat Gelsinger, who had been serving as chief executive of VMware Inc. $(VMW)$, would be taking over the top spot at Intel. Gelsinger recently laid out plans for Intel to expand its manufacturing capacity and launch a foundry business that would make chips for other companies, but Caso has concerns about the prospects for and cost of success.\n\"Our underperform rating reflects not just the risk that Intel won't reach that goal, but also the pain they will likely endure in pursuit of that goal in terms of capex, lost market share, and a shifting landscape in datacenter that will make the industry less dependent on Intel,\" he wrote in a note to clients.\nCaso worries that demand for personal computers has been \"significantly pulled forward\" due to the pandemic, which could eventually lead to a reversion to the mean. The problem for Intel is that the mean reversion \"may unfortunately occur just as Intel needs to ramp investment.\"\nEven though Intel could receive some government assistance, Caso expects that the company's plans to open a foundry business will be expensive. \"We therefore believe the fall analyst day could be a negative catalyst, as investors get the bill for that investment,\" he wrote. In addition, he's skeptical that the company has the technology to effectively compete in this business.\n\"For investors who have a higher confidence in a turnaround than we do, we simply don't see a reason to make that bet now since any turnaround would be several years away, with many cyclical and Intel-specific issues that could weigh on estimates in the meantime,\" Caso wrote.\nHe's partial to other chip names, including Nvidia Corp. $(NVDA)$, which he upgraded to strong buy from outperform Thursday in a sign of his \"conviction in both the short and long term.\" Caso also initiated coverage of Advanced Micro Devices Inc. $(AMD)$ with an outperform rating and $100 price target, arguing that the company has \"a durable technical advantage versus Intel.\"\nAMD shares have lost 7% over the past three months, as Nvidia shares have risen 24% and as Intel shares have increased 14%. The S&P 500 is up 10% in that span, while the PHLX Semiconductor Index has gained 9%.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4050662,"gmtCreate":1618550508678,"gmtModify":1680784296016,"authorId":3561335246727315,"author":{"id":3561335246727315,"idStr":"3561335246727315","authorId":3561335246727315,"name":"Chriz","avatar":"https://static.tigerbbs.com/8c393b32112334e204b0590fb83bbc7d","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":370392190,"type":1,"supId":0,"prevId":0,"content":"comment <u>pls</u>","text":"comment <u>pls</u>","html":"comment <u>pls</u>"}],"langContent":"EN"},{"id":370399388,"gmtCreate":1618549141544,"gmtModify":1704712585607,"author":{"id":"3574940130653589","authorId":"3574940130653589","name":"Kess","avatar":"https://static.tigerbbs.com/845998be69a2f9e60a4fdec19f22cc21","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"3574940130653589","authorIdStr":"3574940130653589"},"htmlText":"Yet when they announced the new plant their share price spiked. Strange.","listText":"Yet when they announced the new plant their share price spiked. Strange.","text":"Yet when they announced the new plant their share price spiked. Strange.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/370399388","repostId":2127865888,"repostType":4,"repost":{"id":"2127865888","kind":"highlight","pubTimestamp":1618543026,"share":"https://ttm.financial/m/news/2127865888?lang=&edition=fundamental","pubTime":"2021-04-16 11:17","market":"us","language":"en","title":"Intel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead","url":"https://stock-news.laohu8.com/highlight/detail?id=2127865888","media":"MarketWatch","summary":"Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'\nRecent","content":"<p>Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'</p>\n<p>Recent enthusiasm for Intel Corp.'s new chief executive and his ambitious plans to transform the company overlooks the risks and costs associated with the chipmaker's strategy, an analyst argued Thursday.</p>\n<p>Chris Caso of Raymond James downgraded Intel's stock to underperform from market perform, writing that Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> faces an expensive and uncertain journey as it tries to recover from a series of missteps and reassert its dominance in the chip landscape.</p>\n<p>Intel shares are up 21% since the company announced that Pat Gelsinger, who had been serving as chief executive of VMware Inc. <a href=\"https://laohu8.com/S/VMW\">$(VMW)$</a>, would be taking over the top spot at Intel. Gelsinger recently laid out plans for Intel to expand its manufacturing capacity and launch a foundry business that would make chips for other companies, but Caso has concerns about the prospects for and cost of success.</p>\n<p>\"Our underperform rating reflects not just the risk that Intel won't reach that goal, but also the pain they will likely endure in pursuit of that goal in terms of capex, lost market share, and a shifting landscape in datacenter that will make the industry less dependent on Intel,\" he wrote in a note to clients.</p>\n<p>Caso worries that demand for personal computers has been \"significantly pulled forward\" due to the pandemic, which could eventually lead to a reversion to the mean. The problem for Intel is that the mean reversion \"may unfortunately occur just as Intel needs to ramp investment.\"</p>\n<p>Even though Intel could receive some government assistance, Caso expects that the company's plans to open a foundry business will be expensive. \"We therefore believe the fall analyst day could be a negative catalyst, as investors get the bill for that investment,\" he wrote. In addition, he's skeptical that the company has the technology to effectively compete in this business.</p>\n<p>\"For investors who have a higher confidence in a turnaround than we do, we simply don't see a reason to make that bet now since any turnaround would be several years away, with many cyclical and Intel-specific issues that could weigh on estimates in the meantime,\" Caso wrote.</p>\n<p>He's partial to other chip names, including Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>, which he upgraded to strong buy from outperform Thursday in a sign of his \"conviction in both the short and long term.\" Caso also initiated coverage of Advanced Micro Devices Inc. <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> with an outperform rating and $100 price target, arguing that the company has \"a durable technical advantage versus Intel.\"</p>\n<p>AMD shares have lost 7% over the past three months, as Nvidia shares have risen 24% and as Intel shares have increased 14%. The S&amp;P 500 is up 10% in that span, while the PHLX Semiconductor Index has gained 9%.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-16 11:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/intel-faces-a-costly-and-uncertain-road-back-to-glory-analyst-warns-of-pain-ahead-11618502833?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'\nRecent enthusiasm for Intel Corp.'s new chief executive and his ambitious plans to transform the company ...</p>\n\n<a href=\"https://www.marketwatch.com/story/intel-faces-a-costly-and-uncertain-road-back-to-glory-analyst-warns-of-pain-ahead-11618502833?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","INTC":"英特尔","NVDA":"英伟达"},"source_url":"https://www.marketwatch.com/story/intel-faces-a-costly-and-uncertain-road-back-to-glory-analyst-warns-of-pain-ahead-11618502833?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2127865888","content_text":"Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'\nRecent enthusiasm for Intel Corp.'s new chief executive and his ambitious plans to transform the company overlooks the risks and costs associated with the chipmaker's strategy, an analyst argued Thursday.\nChris Caso of Raymond James downgraded Intel's stock to underperform from market perform, writing that Intel $(INTC)$ faces an expensive and uncertain journey as it tries to recover from a series of missteps and reassert its dominance in the chip landscape.\nIntel shares are up 21% since the company announced that Pat Gelsinger, who had been serving as chief executive of VMware Inc. $(VMW)$, would be taking over the top spot at Intel. Gelsinger recently laid out plans for Intel to expand its manufacturing capacity and launch a foundry business that would make chips for other companies, but Caso has concerns about the prospects for and cost of success.\n\"Our underperform rating reflects not just the risk that Intel won't reach that goal, but also the pain they will likely endure in pursuit of that goal in terms of capex, lost market share, and a shifting landscape in datacenter that will make the industry less dependent on Intel,\" he wrote in a note to clients.\nCaso worries that demand for personal computers has been \"significantly pulled forward\" due to the pandemic, which could eventually lead to a reversion to the mean. The problem for Intel is that the mean reversion \"may unfortunately occur just as Intel needs to ramp investment.\"\nEven though Intel could receive some government assistance, Caso expects that the company's plans to open a foundry business will be expensive. \"We therefore believe the fall analyst day could be a negative catalyst, as investors get the bill for that investment,\" he wrote. In addition, he's skeptical that the company has the technology to effectively compete in this business.\n\"For investors who have a higher confidence in a turnaround than we do, we simply don't see a reason to make that bet now since any turnaround would be several years away, with many cyclical and Intel-specific issues that could weigh on estimates in the meantime,\" Caso wrote.\nHe's partial to other chip names, including Nvidia Corp. $(NVDA)$, which he upgraded to strong buy from outperform Thursday in a sign of his \"conviction in both the short and long term.\" Caso also initiated coverage of Advanced Micro Devices Inc. $(AMD)$ with an outperform rating and $100 price target, arguing that the company has \"a durable technical advantage versus Intel.\"\nAMD shares have lost 7% over the past three months, as Nvidia shares have risen 24% and as Intel shares have increased 14%. The S&P 500 is up 10% in that span, while the PHLX Semiconductor Index has gained 9%.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4050579,"gmtCreate":1618549578772,"gmtModify":1680784296988,"authorId":3551655093075927,"author":{"id":3551655093075927,"idStr":"3551655093075927","authorId":3551655093075927,"name":"KLS","avatar":"https://static.tigerbbs.com/60fe00969bbce4cfecf0d17a38c77628","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":370399388,"type":1,"supId":0,"prevId":0,"content":"Buy or <u>sell</u>","text":"Buy or <u>sell</u>","html":"Buy or <u>sell</u>"}],"langContent":"EN"},{"id":370390797,"gmtCreate":1618549136619,"gmtModify":1704712585933,"author":{"id":"3576275613425159","authorId":"3576275613425159","name":"Lynny","avatar":"https://static.tigerbbs.com/7c0b8b78e97626dedf9ed61da1957ab7","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"3576275613425159","authorIdStr":"3576275613425159"},"htmlText":"Yes they are always doing this -&nbsp;pumping shares they like and FUD on the ones they are trying to buy but at lower price. Once he’s bought he’ll pump up Intel for sure ?","listText":"Yes they are always doing this -&nbsp;pumping shares they like and FUD on the ones they are trying to buy but at lower price. Once he’s bought he’ll pump up Intel for sure ?","text":"Yes they are always doing this - pumping shares they like and FUD on the ones they are trying to buy but at lower price. Once he’s bought he’ll pump up Intel for sure ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/370390797","repostId":2127865888,"repostType":4,"repost":{"id":"2127865888","kind":"highlight","pubTimestamp":1618543026,"share":"https://ttm.financial/m/news/2127865888?lang=&edition=fundamental","pubTime":"2021-04-16 11:17","market":"us","language":"en","title":"Intel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead","url":"https://stock-news.laohu8.com/highlight/detail?id=2127865888","media":"MarketWatch","summary":"Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'\nRecent","content":"<p>Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'</p>\n<p>Recent enthusiasm for Intel Corp.'s new chief executive and his ambitious plans to transform the company overlooks the risks and costs associated with the chipmaker's strategy, an analyst argued Thursday.</p>\n<p>Chris Caso of Raymond James downgraded Intel's stock to underperform from market perform, writing that Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> faces an expensive and uncertain journey as it tries to recover from a series of missteps and reassert its dominance in the chip landscape.</p>\n<p>Intel shares are up 21% since the company announced that Pat Gelsinger, who had been serving as chief executive of VMware Inc. <a href=\"https://laohu8.com/S/VMW\">$(VMW)$</a>, would be taking over the top spot at Intel. Gelsinger recently laid out plans for Intel to expand its manufacturing capacity and launch a foundry business that would make chips for other companies, but Caso has concerns about the prospects for and cost of success.</p>\n<p>\"Our underperform rating reflects not just the risk that Intel won't reach that goal, but also the pain they will likely endure in pursuit of that goal in terms of capex, lost market share, and a shifting landscape in datacenter that will make the industry less dependent on Intel,\" he wrote in a note to clients.</p>\n<p>Caso worries that demand for personal computers has been \"significantly pulled forward\" due to the pandemic, which could eventually lead to a reversion to the mean. The problem for Intel is that the mean reversion \"may unfortunately occur just as Intel needs to ramp investment.\"</p>\n<p>Even though Intel could receive some government assistance, Caso expects that the company's plans to open a foundry business will be expensive. \"We therefore believe the fall analyst day could be a negative catalyst, as investors get the bill for that investment,\" he wrote. In addition, he's skeptical that the company has the technology to effectively compete in this business.</p>\n<p>\"For investors who have a higher confidence in a turnaround than we do, we simply don't see a reason to make that bet now since any turnaround would be several years away, with many cyclical and Intel-specific issues that could weigh on estimates in the meantime,\" Caso wrote.</p>\n<p>He's partial to other chip names, including Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>, which he upgraded to strong buy from outperform Thursday in a sign of his \"conviction in both the short and long term.\" Caso also initiated coverage of Advanced Micro Devices Inc. <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> with an outperform rating and $100 price target, arguing that the company has \"a durable technical advantage versus Intel.\"</p>\n<p>AMD shares have lost 7% over the past three months, as Nvidia shares have risen 24% and as Intel shares have increased 14%. The S&amp;P 500 is up 10% in that span, while the PHLX Semiconductor Index has gained 9%.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-16 11:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/intel-faces-a-costly-and-uncertain-road-back-to-glory-analyst-warns-of-pain-ahead-11618502833?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'\nRecent enthusiasm for Intel Corp.'s new chief executive and his ambitious plans to transform the company ...</p>\n\n<a href=\"https://www.marketwatch.com/story/intel-faces-a-costly-and-uncertain-road-back-to-glory-analyst-warns-of-pain-ahead-11618502833?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","INTC":"英特尔","NVDA":"英伟达"},"source_url":"https://www.marketwatch.com/story/intel-faces-a-costly-and-uncertain-road-back-to-glory-analyst-warns-of-pain-ahead-11618502833?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2127865888","content_text":"Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'\nRecent enthusiasm for Intel Corp.'s new chief executive and his ambitious plans to transform the company overlooks the risks and costs associated with the chipmaker's strategy, an analyst argued Thursday.\nChris Caso of Raymond James downgraded Intel's stock to underperform from market perform, writing that Intel $(INTC)$ faces an expensive and uncertain journey as it tries to recover from a series of missteps and reassert its dominance in the chip landscape.\nIntel shares are up 21% since the company announced that Pat Gelsinger, who had been serving as chief executive of VMware Inc. $(VMW)$, would be taking over the top spot at Intel. Gelsinger recently laid out plans for Intel to expand its manufacturing capacity and launch a foundry business that would make chips for other companies, but Caso has concerns about the prospects for and cost of success.\n\"Our underperform rating reflects not just the risk that Intel won't reach that goal, but also the pain they will likely endure in pursuit of that goal in terms of capex, lost market share, and a shifting landscape in datacenter that will make the industry less dependent on Intel,\" he wrote in a note to clients.\nCaso worries that demand for personal computers has been \"significantly pulled forward\" due to the pandemic, which could eventually lead to a reversion to the mean. The problem for Intel is that the mean reversion \"may unfortunately occur just as Intel needs to ramp investment.\"\nEven though Intel could receive some government assistance, Caso expects that the company's plans to open a foundry business will be expensive. \"We therefore believe the fall analyst day could be a negative catalyst, as investors get the bill for that investment,\" he wrote. In addition, he's skeptical that the company has the technology to effectively compete in this business.\n\"For investors who have a higher confidence in a turnaround than we do, we simply don't see a reason to make that bet now since any turnaround would be several years away, with many cyclical and Intel-specific issues that could weigh on estimates in the meantime,\" Caso wrote.\nHe's partial to other chip names, including Nvidia Corp. $(NVDA)$, which he upgraded to strong buy from outperform Thursday in a sign of his \"conviction in both the short and long term.\" Caso also initiated coverage of Advanced Micro Devices Inc. $(AMD)$ with an outperform rating and $100 price target, arguing that the company has \"a durable technical advantage versus Intel.\"\nAMD shares have lost 7% over the past three months, as Nvidia shares have risen 24% and as Intel shares have increased 14%. The S&P 500 is up 10% in that span, while the PHLX Semiconductor Index has gained 9%.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4054564,"gmtCreate":1618586363856,"gmtModify":1680784355525,"authorId":3566259831309087,"author":{"id":3566259831309087,"idStr":"3566259831309087","authorId":3566259831309087,"name":"Sumei","avatar":"https://static.tigerbbs.com/ae0a2af1baf6b07a87ffdf41ea17959a","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":370390797,"type":1,"supId":0,"prevId":0,"content":"Yes likely but i am long on nvidia","text":"Yes likely but i am long on nvidia","html":"Yes likely but i am long on nvidia"}],"langContent":"EN"},{"id":370307805,"gmtCreate":1618548977507,"gmtModify":1704712582690,"author":{"id":"3571470148893542","authorId":"3571470148893542","name":"Yoxin","avatar":"https://static.tigerbbs.com/3184024bf3d660bd49cc2158ebd27b3f","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3571470148893542","authorIdStr":"3571470148893542"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/370307805","repostId":2127865888,"repostType":4,"repost":{"id":"2127865888","kind":"highlight","pubTimestamp":1618543026,"share":"https://ttm.financial/m/news/2127865888?lang=&edition=fundamental","pubTime":"2021-04-16 11:17","market":"us","language":"en","title":"Intel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead","url":"https://stock-news.laohu8.com/highlight/detail?id=2127865888","media":"MarketWatch","summary":"Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'\nRecent","content":"<p>Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'</p>\n<p>Recent enthusiasm for Intel Corp.'s new chief executive and his ambitious plans to transform the company overlooks the risks and costs associated with the chipmaker's strategy, an analyst argued Thursday.</p>\n<p>Chris Caso of Raymond James downgraded Intel's stock to underperform from market perform, writing that Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> faces an expensive and uncertain journey as it tries to recover from a series of missteps and reassert its dominance in the chip landscape.</p>\n<p>Intel shares are up 21% since the company announced that Pat Gelsinger, who had been serving as chief executive of VMware Inc. <a href=\"https://laohu8.com/S/VMW\">$(VMW)$</a>, would be taking over the top spot at Intel. Gelsinger recently laid out plans for Intel to expand its manufacturing capacity and launch a foundry business that would make chips for other companies, but Caso has concerns about the prospects for and cost of success.</p>\n<p>\"Our underperform rating reflects not just the risk that Intel won't reach that goal, but also the pain they will likely endure in pursuit of that goal in terms of capex, lost market share, and a shifting landscape in datacenter that will make the industry less dependent on Intel,\" he wrote in a note to clients.</p>\n<p>Caso worries that demand for personal computers has been \"significantly pulled forward\" due to the pandemic, which could eventually lead to a reversion to the mean. The problem for Intel is that the mean reversion \"may unfortunately occur just as Intel needs to ramp investment.\"</p>\n<p>Even though Intel could receive some government assistance, Caso expects that the company's plans to open a foundry business will be expensive. \"We therefore believe the fall analyst day could be a negative catalyst, as investors get the bill for that investment,\" he wrote. In addition, he's skeptical that the company has the technology to effectively compete in this business.</p>\n<p>\"For investors who have a higher confidence in a turnaround than we do, we simply don't see a reason to make that bet now since any turnaround would be several years away, with many cyclical and Intel-specific issues that could weigh on estimates in the meantime,\" Caso wrote.</p>\n<p>He's partial to other chip names, including Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>, which he upgraded to strong buy from outperform Thursday in a sign of his \"conviction in both the short and long term.\" Caso also initiated coverage of Advanced Micro Devices Inc. <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> with an outperform rating and $100 price target, arguing that the company has \"a durable technical advantage versus Intel.\"</p>\n<p>AMD shares have lost 7% over the past three months, as Nvidia shares have risen 24% and as Intel shares have increased 14%. The S&amp;P 500 is up 10% in that span, while the PHLX Semiconductor Index has gained 9%.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-16 11:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/intel-faces-a-costly-and-uncertain-road-back-to-glory-analyst-warns-of-pain-ahead-11618502833?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'\nRecent enthusiasm for Intel Corp.'s new chief executive and his ambitious plans to transform the company ...</p>\n\n<a href=\"https://www.marketwatch.com/story/intel-faces-a-costly-and-uncertain-road-back-to-glory-analyst-warns-of-pain-ahead-11618502833?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","INTC":"英特尔","NVDA":"英伟达"},"source_url":"https://www.marketwatch.com/story/intel-faces-a-costly-and-uncertain-road-back-to-glory-analyst-warns-of-pain-ahead-11618502833?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2127865888","content_text":"Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'\nRecent enthusiasm for Intel Corp.'s new chief executive and his ambitious plans to transform the company overlooks the risks and costs associated with the chipmaker's strategy, an analyst argued Thursday.\nChris Caso of Raymond James downgraded Intel's stock to underperform from market perform, writing that Intel $(INTC)$ faces an expensive and uncertain journey as it tries to recover from a series of missteps and reassert its dominance in the chip landscape.\nIntel shares are up 21% since the company announced that Pat Gelsinger, who had been serving as chief executive of VMware Inc. $(VMW)$, would be taking over the top spot at Intel. Gelsinger recently laid out plans for Intel to expand its manufacturing capacity and launch a foundry business that would make chips for other companies, but Caso has concerns about the prospects for and cost of success.\n\"Our underperform rating reflects not just the risk that Intel won't reach that goal, but also the pain they will likely endure in pursuit of that goal in terms of capex, lost market share, and a shifting landscape in datacenter that will make the industry less dependent on Intel,\" he wrote in a note to clients.\nCaso worries that demand for personal computers has been \"significantly pulled forward\" due to the pandemic, which could eventually lead to a reversion to the mean. The problem for Intel is that the mean reversion \"may unfortunately occur just as Intel needs to ramp investment.\"\nEven though Intel could receive some government assistance, Caso expects that the company's plans to open a foundry business will be expensive. \"We therefore believe the fall analyst day could be a negative catalyst, as investors get the bill for that investment,\" he wrote. In addition, he's skeptical that the company has the technology to effectively compete in this business.\n\"For investors who have a higher confidence in a turnaround than we do, we simply don't see a reason to make that bet now since any turnaround would be several years away, with many cyclical and Intel-specific issues that could weigh on estimates in the meantime,\" Caso wrote.\nHe's partial to other chip names, including Nvidia Corp. $(NVDA)$, which he upgraded to strong buy from outperform Thursday in a sign of his \"conviction in both the short and long term.\" Caso also initiated coverage of Advanced Micro Devices Inc. $(AMD)$ with an outperform rating and $100 price target, arguing that the company has \"a durable technical advantage versus Intel.\"\nAMD shares have lost 7% over the past three months, as Nvidia shares have risen 24% and as Intel shares have increased 14%. The S&P 500 is up 10% in that span, while the PHLX Semiconductor Index has gained 9%.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4059152,"gmtCreate":1618637343935,"gmtModify":1680784425146,"authorId":3578021129942953,"author":{"id":3578021129942953,"idStr":"3578021129942953","authorId":3578021129942953,"name":"Hxhx111","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":370307805,"type":1,"supId":0,"prevId":0,"content":"Ok","text":"Ok","html":"Ok"},{"id":4050580,"gmtCreate":1618549599720,"gmtModify":1680784297034,"authorId":3573460795152662,"author":{"id":3573460795152662,"idStr":"3573460795152662","authorId":3573460795152662,"name":"Timtan85","avatar":"https://static.tigerbbs.com/5ac241a703d94ceba483abb0655d0b6b","vip":1,"currentWearingBadge":{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.10.09","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":370307805,"type":1,"supId":0,"prevId":0,"content":"Ok like n commenf","text":"Ok like n commenf","html":"Ok like n commenf"},{"id":4050515,"gmtCreate":1618548983712,"gmtModify":1680784296708,"authorId":3571470148893542,"author":{"id":3571470148893542,"idStr":"3571470148893542","authorId":3571470148893542,"name":"Yoxin","avatar":"https://static.tigerbbs.com/3184024bf3d660bd49cc2158ebd27b3f","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":370307805,"type":1,"supId":0,"prevId":0,"content":"Ok","text":"Ok","html":"Ok"}],"langContent":"EN"},{"id":370301747,"gmtCreate":1618548413489,"gmtModify":1704712577024,"author":{"id":"3577328076842122","authorId":"3577328076842122","name":"KenYH","avatar":"https://static.tigerbbs.com/d66ef119b8f92fe120002147d2397bdd","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3577328076842122","authorIdStr":"3577328076842122"},"htmlText":"Like and comment thanks","listText":"Like and comment thanks","text":"Like and comment thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/370301747","repostId":2127865888,"repostType":4,"repost":{"id":"2127865888","kind":"highlight","pubTimestamp":1618543026,"share":"https://ttm.financial/m/news/2127865888?lang=&edition=fundamental","pubTime":"2021-04-16 11:17","market":"us","language":"en","title":"Intel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead","url":"https://stock-news.laohu8.com/highlight/detail?id=2127865888","media":"MarketWatch","summary":"Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'\nRecent","content":"<p>Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'</p>\n<p>Recent enthusiasm for Intel Corp.'s new chief executive and his ambitious plans to transform the company overlooks the risks and costs associated with the chipmaker's strategy, an analyst argued Thursday.</p>\n<p>Chris Caso of Raymond James downgraded Intel's stock to underperform from market perform, writing that Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> faces an expensive and uncertain journey as it tries to recover from a series of missteps and reassert its dominance in the chip landscape.</p>\n<p>Intel shares are up 21% since the company announced that Pat Gelsinger, who had been serving as chief executive of VMware Inc. <a href=\"https://laohu8.com/S/VMW\">$(VMW)$</a>, would be taking over the top spot at Intel. Gelsinger recently laid out plans for Intel to expand its manufacturing capacity and launch a foundry business that would make chips for other companies, but Caso has concerns about the prospects for and cost of success.</p>\n<p>\"Our underperform rating reflects not just the risk that Intel won't reach that goal, but also the pain they will likely endure in pursuit of that goal in terms of capex, lost market share, and a shifting landscape in datacenter that will make the industry less dependent on Intel,\" he wrote in a note to clients.</p>\n<p>Caso worries that demand for personal computers has been \"significantly pulled forward\" due to the pandemic, which could eventually lead to a reversion to the mean. The problem for Intel is that the mean reversion \"may unfortunately occur just as Intel needs to ramp investment.\"</p>\n<p>Even though Intel could receive some government assistance, Caso expects that the company's plans to open a foundry business will be expensive. \"We therefore believe the fall analyst day could be a negative catalyst, as investors get the bill for that investment,\" he wrote. In addition, he's skeptical that the company has the technology to effectively compete in this business.</p>\n<p>\"For investors who have a higher confidence in a turnaround than we do, we simply don't see a reason to make that bet now since any turnaround would be several years away, with many cyclical and Intel-specific issues that could weigh on estimates in the meantime,\" Caso wrote.</p>\n<p>He's partial to other chip names, including Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>, which he upgraded to strong buy from outperform Thursday in a sign of his \"conviction in both the short and long term.\" Caso also initiated coverage of Advanced Micro Devices Inc. <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> with an outperform rating and $100 price target, arguing that the company has \"a durable technical advantage versus Intel.\"</p>\n<p>AMD shares have lost 7% over the past three months, as Nvidia shares have risen 24% and as Intel shares have increased 14%. The S&amp;P 500 is up 10% in that span, while the PHLX Semiconductor Index has gained 9%.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-16 11:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/intel-faces-a-costly-and-uncertain-road-back-to-glory-analyst-warns-of-pain-ahead-11618502833?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'\nRecent enthusiasm for Intel Corp.'s new chief executive and his ambitious plans to transform the company ...</p>\n\n<a href=\"https://www.marketwatch.com/story/intel-faces-a-costly-and-uncertain-road-back-to-glory-analyst-warns-of-pain-ahead-11618502833?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","INTC":"英特尔","NVDA":"英伟达"},"source_url":"https://www.marketwatch.com/story/intel-faces-a-costly-and-uncertain-road-back-to-glory-analyst-warns-of-pain-ahead-11618502833?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2127865888","content_text":"Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'\nRecent enthusiasm for Intel Corp.'s new chief executive and his ambitious plans to transform the company overlooks the risks and costs associated with the chipmaker's strategy, an analyst argued Thursday.\nChris Caso of Raymond James downgraded Intel's stock to underperform from market perform, writing that Intel $(INTC)$ faces an expensive and uncertain journey as it tries to recover from a series of missteps and reassert its dominance in the chip landscape.\nIntel shares are up 21% since the company announced that Pat Gelsinger, who had been serving as chief executive of VMware Inc. $(VMW)$, would be taking over the top spot at Intel. Gelsinger recently laid out plans for Intel to expand its manufacturing capacity and launch a foundry business that would make chips for other companies, but Caso has concerns about the prospects for and cost of success.\n\"Our underperform rating reflects not just the risk that Intel won't reach that goal, but also the pain they will likely endure in pursuit of that goal in terms of capex, lost market share, and a shifting landscape in datacenter that will make the industry less dependent on Intel,\" he wrote in a note to clients.\nCaso worries that demand for personal computers has been \"significantly pulled forward\" due to the pandemic, which could eventually lead to a reversion to the mean. The problem for Intel is that the mean reversion \"may unfortunately occur just as Intel needs to ramp investment.\"\nEven though Intel could receive some government assistance, Caso expects that the company's plans to open a foundry business will be expensive. \"We therefore believe the fall analyst day could be a negative catalyst, as investors get the bill for that investment,\" he wrote. In addition, he's skeptical that the company has the technology to effectively compete in this business.\n\"For investors who have a higher confidence in a turnaround than we do, we simply don't see a reason to make that bet now since any turnaround would be several years away, with many cyclical and Intel-specific issues that could weigh on estimates in the meantime,\" Caso wrote.\nHe's partial to other chip names, including Nvidia Corp. $(NVDA)$, which he upgraded to strong buy from outperform Thursday in a sign of his \"conviction in both the short and long term.\" Caso also initiated coverage of Advanced Micro Devices Inc. $(AMD)$ with an outperform rating and $100 price target, arguing that the company has \"a durable technical advantage versus Intel.\"\nAMD shares have lost 7% over the past three months, as Nvidia shares have risen 24% and as Intel shares have increased 14%. The S&P 500 is up 10% in that span, while the PHLX Semiconductor Index has gained 9%.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4050663,"gmtCreate":1618550523076,"gmtModify":1680784297704,"authorId":3561335246727315,"author":{"id":3561335246727315,"idStr":"3561335246727315","authorId":3561335246727315,"name":"Chriz","avatar":"https://static.tigerbbs.com/8c393b32112334e204b0590fb83bbc7d","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":370301747,"type":1,"supId":0,"prevId":0,"content":"<u>ok</u>","text":"<u>ok</u>","html":"<u>ok</u>"}],"langContent":"EN"},{"id":370309782,"gmtCreate":1618548272446,"gmtModify":1704712572970,"author":{"id":"3575433293784452","authorId":"3575433293784452","name":"erichosk","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"hat":"https://static.tigerbbs.com/a3dee1aa3a3a3c1814833a4d3f8a5669","crmLevel":1,"crmLevelSwitch":0,"idStr":"3575433293784452","authorIdStr":"3575433293784452"},"htmlText":"Intel has to fight off tsmc first.","listText":"Intel has to fight off tsmc first.","text":"Intel has to fight off tsmc first.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/370309782","repostId":2127865888,"repostType":4,"repost":{"id":"2127865888","kind":"highlight","pubTimestamp":1618543026,"share":"https://ttm.financial/m/news/2127865888?lang=&edition=fundamental","pubTime":"2021-04-16 11:17","market":"us","language":"en","title":"Intel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead","url":"https://stock-news.laohu8.com/highlight/detail?id=2127865888","media":"MarketWatch","summary":"Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'\nRecent","content":"<p>Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'</p>\n<p>Recent enthusiasm for Intel Corp.'s new chief executive and his ambitious plans to transform the company overlooks the risks and costs associated with the chipmaker's strategy, an analyst argued Thursday.</p>\n<p>Chris Caso of Raymond James downgraded Intel's stock to underperform from market perform, writing that Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> faces an expensive and uncertain journey as it tries to recover from a series of missteps and reassert its dominance in the chip landscape.</p>\n<p>Intel shares are up 21% since the company announced that Pat Gelsinger, who had been serving as chief executive of VMware Inc. <a href=\"https://laohu8.com/S/VMW\">$(VMW)$</a>, would be taking over the top spot at Intel. Gelsinger recently laid out plans for Intel to expand its manufacturing capacity and launch a foundry business that would make chips for other companies, but Caso has concerns about the prospects for and cost of success.</p>\n<p>\"Our underperform rating reflects not just the risk that Intel won't reach that goal, but also the pain they will likely endure in pursuit of that goal in terms of capex, lost market share, and a shifting landscape in datacenter that will make the industry less dependent on Intel,\" he wrote in a note to clients.</p>\n<p>Caso worries that demand for personal computers has been \"significantly pulled forward\" due to the pandemic, which could eventually lead to a reversion to the mean. The problem for Intel is that the mean reversion \"may unfortunately occur just as Intel needs to ramp investment.\"</p>\n<p>Even though Intel could receive some government assistance, Caso expects that the company's plans to open a foundry business will be expensive. \"We therefore believe the fall analyst day could be a negative catalyst, as investors get the bill for that investment,\" he wrote. In addition, he's skeptical that the company has the technology to effectively compete in this business.</p>\n<p>\"For investors who have a higher confidence in a turnaround than we do, we simply don't see a reason to make that bet now since any turnaround would be several years away, with many cyclical and Intel-specific issues that could weigh on estimates in the meantime,\" Caso wrote.</p>\n<p>He's partial to other chip names, including Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>, which he upgraded to strong buy from outperform Thursday in a sign of his \"conviction in both the short and long term.\" Caso also initiated coverage of Advanced Micro Devices Inc. <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> with an outperform rating and $100 price target, arguing that the company has \"a durable technical advantage versus Intel.\"</p>\n<p>AMD shares have lost 7% over the past three months, as Nvidia shares have risen 24% and as Intel shares have increased 14%. The S&amp;P 500 is up 10% in that span, while the PHLX Semiconductor Index has gained 9%.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-16 11:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/intel-faces-a-costly-and-uncertain-road-back-to-glory-analyst-warns-of-pain-ahead-11618502833?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'\nRecent enthusiasm for Intel Corp.'s new chief executive and his ambitious plans to transform the company ...</p>\n\n<a href=\"https://www.marketwatch.com/story/intel-faces-a-costly-and-uncertain-road-back-to-glory-analyst-warns-of-pain-ahead-11618502833?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","INTC":"英特尔","NVDA":"英伟达"},"source_url":"https://www.marketwatch.com/story/intel-faces-a-costly-and-uncertain-road-back-to-glory-analyst-warns-of-pain-ahead-11618502833?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2127865888","content_text":"Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'\nRecent enthusiasm for Intel Corp.'s new chief executive and his ambitious plans to transform the company overlooks the risks and costs associated with the chipmaker's strategy, an analyst argued Thursday.\nChris Caso of Raymond James downgraded Intel's stock to underperform from market perform, writing that Intel $(INTC)$ faces an expensive and uncertain journey as it tries to recover from a series of missteps and reassert its dominance in the chip landscape.\nIntel shares are up 21% since the company announced that Pat Gelsinger, who had been serving as chief executive of VMware Inc. $(VMW)$, would be taking over the top spot at Intel. Gelsinger recently laid out plans for Intel to expand its manufacturing capacity and launch a foundry business that would make chips for other companies, but Caso has concerns about the prospects for and cost of success.\n\"Our underperform rating reflects not just the risk that Intel won't reach that goal, but also the pain they will likely endure in pursuit of that goal in terms of capex, lost market share, and a shifting landscape in datacenter that will make the industry less dependent on Intel,\" he wrote in a note to clients.\nCaso worries that demand for personal computers has been \"significantly pulled forward\" due to the pandemic, which could eventually lead to a reversion to the mean. The problem for Intel is that the mean reversion \"may unfortunately occur just as Intel needs to ramp investment.\"\nEven though Intel could receive some government assistance, Caso expects that the company's plans to open a foundry business will be expensive. \"We therefore believe the fall analyst day could be a negative catalyst, as investors get the bill for that investment,\" he wrote. In addition, he's skeptical that the company has the technology to effectively compete in this business.\n\"For investors who have a higher confidence in a turnaround than we do, we simply don't see a reason to make that bet now since any turnaround would be several years away, with many cyclical and Intel-specific issues that could weigh on estimates in the meantime,\" Caso wrote.\nHe's partial to other chip names, including Nvidia Corp. $(NVDA)$, which he upgraded to strong buy from outperform Thursday in a sign of his \"conviction in both the short and long term.\" Caso also initiated coverage of Advanced Micro Devices Inc. $(AMD)$ with an outperform rating and $100 price target, arguing that the company has \"a durable technical advantage versus Intel.\"\nAMD shares have lost 7% over the past three months, as Nvidia shares have risen 24% and as Intel shares have increased 14%. The S&P 500 is up 10% in that span, while the PHLX Semiconductor Index has gained 9%.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":370975685,"gmtCreate":1618547796247,"gmtModify":1704712566103,"author":{"id":"3578477133421337","authorId":"3578477133421337","name":"Joycechan84","avatar":"https://static.tigerbbs.com/9d28271c533a57ef3744a5d1a37de0fa","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3578477133421337","authorIdStr":"3578477133421337"},"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/370975685","repostId":2127865888,"repostType":4,"repost":{"id":"2127865888","kind":"highlight","pubTimestamp":1618543026,"share":"https://ttm.financial/m/news/2127865888?lang=&edition=fundamental","pubTime":"2021-04-16 11:17","market":"us","language":"en","title":"Intel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead","url":"https://stock-news.laohu8.com/highlight/detail?id=2127865888","media":"MarketWatch","summary":"Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'\nRecent","content":"<p>Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'</p>\n<p>Recent enthusiasm for Intel Corp.'s new chief executive and his ambitious plans to transform the company overlooks the risks and costs associated with the chipmaker's strategy, an analyst argued Thursday.</p>\n<p>Chris Caso of Raymond James downgraded Intel's stock to underperform from market perform, writing that Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> faces an expensive and uncertain journey as it tries to recover from a series of missteps and reassert its dominance in the chip landscape.</p>\n<p>Intel shares are up 21% since the company announced that Pat Gelsinger, who had been serving as chief executive of VMware Inc. <a href=\"https://laohu8.com/S/VMW\">$(VMW)$</a>, would be taking over the top spot at Intel. Gelsinger recently laid out plans for Intel to expand its manufacturing capacity and launch a foundry business that would make chips for other companies, but Caso has concerns about the prospects for and cost of success.</p>\n<p>\"Our underperform rating reflects not just the risk that Intel won't reach that goal, but also the pain they will likely endure in pursuit of that goal in terms of capex, lost market share, and a shifting landscape in datacenter that will make the industry less dependent on Intel,\" he wrote in a note to clients.</p>\n<p>Caso worries that demand for personal computers has been \"significantly pulled forward\" due to the pandemic, which could eventually lead to a reversion to the mean. The problem for Intel is that the mean reversion \"may unfortunately occur just as Intel needs to ramp investment.\"</p>\n<p>Even though Intel could receive some government assistance, Caso expects that the company's plans to open a foundry business will be expensive. \"We therefore believe the fall analyst day could be a negative catalyst, as investors get the bill for that investment,\" he wrote. In addition, he's skeptical that the company has the technology to effectively compete in this business.</p>\n<p>\"For investors who have a higher confidence in a turnaround than we do, we simply don't see a reason to make that bet now since any turnaround would be several years away, with many cyclical and Intel-specific issues that could weigh on estimates in the meantime,\" Caso wrote.</p>\n<p>He's partial to other chip names, including Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>, which he upgraded to strong buy from outperform Thursday in a sign of his \"conviction in both the short and long term.\" Caso also initiated coverage of Advanced Micro Devices Inc. <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> with an outperform rating and $100 price target, arguing that the company has \"a durable technical advantage versus Intel.\"</p>\n<p>AMD shares have lost 7% over the past three months, as Nvidia shares have risen 24% and as Intel shares have increased 14%. The S&amp;P 500 is up 10% in that span, while the PHLX Semiconductor Index has gained 9%.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-16 11:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/intel-faces-a-costly-and-uncertain-road-back-to-glory-analyst-warns-of-pain-ahead-11618502833?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'\nRecent enthusiasm for Intel Corp.'s new chief executive and his ambitious plans to transform the company ...</p>\n\n<a href=\"https://www.marketwatch.com/story/intel-faces-a-costly-and-uncertain-road-back-to-glory-analyst-warns-of-pain-ahead-11618502833?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","INTC":"英特尔","NVDA":"英伟达"},"source_url":"https://www.marketwatch.com/story/intel-faces-a-costly-and-uncertain-road-back-to-glory-analyst-warns-of-pain-ahead-11618502833?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2127865888","content_text":"Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'\nRecent enthusiasm for Intel Corp.'s new chief executive and his ambitious plans to transform the company overlooks the risks and costs associated with the chipmaker's strategy, an analyst argued Thursday.\nChris Caso of Raymond James downgraded Intel's stock to underperform from market perform, writing that Intel $(INTC)$ faces an expensive and uncertain journey as it tries to recover from a series of missteps and reassert its dominance in the chip landscape.\nIntel shares are up 21% since the company announced that Pat Gelsinger, who had been serving as chief executive of VMware Inc. $(VMW)$, would be taking over the top spot at Intel. Gelsinger recently laid out plans for Intel to expand its manufacturing capacity and launch a foundry business that would make chips for other companies, but Caso has concerns about the prospects for and cost of success.\n\"Our underperform rating reflects not just the risk that Intel won't reach that goal, but also the pain they will likely endure in pursuit of that goal in terms of capex, lost market share, and a shifting landscape in datacenter that will make the industry less dependent on Intel,\" he wrote in a note to clients.\nCaso worries that demand for personal computers has been \"significantly pulled forward\" due to the pandemic, which could eventually lead to a reversion to the mean. The problem for Intel is that the mean reversion \"may unfortunately occur just as Intel needs to ramp investment.\"\nEven though Intel could receive some government assistance, Caso expects that the company's plans to open a foundry business will be expensive. \"We therefore believe the fall analyst day could be a negative catalyst, as investors get the bill for that investment,\" he wrote. In addition, he's skeptical that the company has the technology to effectively compete in this business.\n\"For investors who have a higher confidence in a turnaround than we do, we simply don't see a reason to make that bet now since any turnaround would be several years away, with many cyclical and Intel-specific issues that could weigh on estimates in the meantime,\" Caso wrote.\nHe's partial to other chip names, including Nvidia Corp. $(NVDA)$, which he upgraded to strong buy from outperform Thursday in a sign of his \"conviction in both the short and long term.\" Caso also initiated coverage of Advanced Micro Devices Inc. $(AMD)$ with an outperform rating and $100 price target, arguing that the company has \"a durable technical advantage versus Intel.\"\nAMD shares have lost 7% over the past three months, as Nvidia shares have risen 24% and as Intel shares have increased 14%. The S&P 500 is up 10% in that span, while the PHLX Semiconductor Index has gained 9%.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":370975339,"gmtCreate":1618547765721,"gmtModify":1704712565617,"author":{"id":"3567752858658977","authorId":"3567752858658977","name":"benlye","avatar":"https://static.tigerbbs.com/cdeeb14b6e0a3873563f8b6c5c96dd80","vip":1,"crmLevel":8,"crmLevelSwitch":0,"idStr":"3567752858658977","authorIdStr":"3567752858658977"},"htmlText":"posting","listText":"posting","text":"posting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/370975339","repostId":2127865888,"repostType":4,"repost":{"id":"2127865888","kind":"highlight","pubTimestamp":1618543026,"share":"https://ttm.financial/m/news/2127865888?lang=&edition=fundamental","pubTime":"2021-04-16 11:17","market":"us","language":"en","title":"Intel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead","url":"https://stock-news.laohu8.com/highlight/detail?id=2127865888","media":"MarketWatch","summary":"Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'\nRecent","content":"<p>Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'</p>\n<p>Recent enthusiasm for Intel Corp.'s new chief executive and his ambitious plans to transform the company overlooks the risks and costs associated with the chipmaker's strategy, an analyst argued Thursday.</p>\n<p>Chris Caso of Raymond James downgraded Intel's stock to underperform from market perform, writing that Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> faces an expensive and uncertain journey as it tries to recover from a series of missteps and reassert its dominance in the chip landscape.</p>\n<p>Intel shares are up 21% since the company announced that Pat Gelsinger, who had been serving as chief executive of VMware Inc. <a href=\"https://laohu8.com/S/VMW\">$(VMW)$</a>, would be taking over the top spot at Intel. Gelsinger recently laid out plans for Intel to expand its manufacturing capacity and launch a foundry business that would make chips for other companies, but Caso has concerns about the prospects for and cost of success.</p>\n<p>\"Our underperform rating reflects not just the risk that Intel won't reach that goal, but also the pain they will likely endure in pursuit of that goal in terms of capex, lost market share, and a shifting landscape in datacenter that will make the industry less dependent on Intel,\" he wrote in a note to clients.</p>\n<p>Caso worries that demand for personal computers has been \"significantly pulled forward\" due to the pandemic, which could eventually lead to a reversion to the mean. The problem for Intel is that the mean reversion \"may unfortunately occur just as Intel needs to ramp investment.\"</p>\n<p>Even though Intel could receive some government assistance, Caso expects that the company's plans to open a foundry business will be expensive. \"We therefore believe the fall analyst day could be a negative catalyst, as investors get the bill for that investment,\" he wrote. In addition, he's skeptical that the company has the technology to effectively compete in this business.</p>\n<p>\"For investors who have a higher confidence in a turnaround than we do, we simply don't see a reason to make that bet now since any turnaround would be several years away, with many cyclical and Intel-specific issues that could weigh on estimates in the meantime,\" Caso wrote.</p>\n<p>He's partial to other chip names, including Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>, which he upgraded to strong buy from outperform Thursday in a sign of his \"conviction in both the short and long term.\" Caso also initiated coverage of Advanced Micro Devices Inc. <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> with an outperform rating and $100 price target, arguing that the company has \"a durable technical advantage versus Intel.\"</p>\n<p>AMD shares have lost 7% over the past three months, as Nvidia shares have risen 24% and as Intel shares have increased 14%. The S&amp;P 500 is up 10% in that span, while the PHLX Semiconductor Index has gained 9%.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-16 11:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/intel-faces-a-costly-and-uncertain-road-back-to-glory-analyst-warns-of-pain-ahead-11618502833?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'\nRecent enthusiasm for Intel Corp.'s new chief executive and his ambitious plans to transform the company ...</p>\n\n<a href=\"https://www.marketwatch.com/story/intel-faces-a-costly-and-uncertain-road-back-to-glory-analyst-warns-of-pain-ahead-11618502833?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","INTC":"英特尔","NVDA":"英伟达"},"source_url":"https://www.marketwatch.com/story/intel-faces-a-costly-and-uncertain-road-back-to-glory-analyst-warns-of-pain-ahead-11618502833?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2127865888","content_text":"Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'\nRecent enthusiasm for Intel Corp.'s new chief executive and his ambitious plans to transform the company overlooks the risks and costs associated with the chipmaker's strategy, an analyst argued Thursday.\nChris Caso of Raymond James downgraded Intel's stock to underperform from market perform, writing that Intel $(INTC)$ faces an expensive and uncertain journey as it tries to recover from a series of missteps and reassert its dominance in the chip landscape.\nIntel shares are up 21% since the company announced that Pat Gelsinger, who had been serving as chief executive of VMware Inc. $(VMW)$, would be taking over the top spot at Intel. Gelsinger recently laid out plans for Intel to expand its manufacturing capacity and launch a foundry business that would make chips for other companies, but Caso has concerns about the prospects for and cost of success.\n\"Our underperform rating reflects not just the risk that Intel won't reach that goal, but also the pain they will likely endure in pursuit of that goal in terms of capex, lost market share, and a shifting landscape in datacenter that will make the industry less dependent on Intel,\" he wrote in a note to clients.\nCaso worries that demand for personal computers has been \"significantly pulled forward\" due to the pandemic, which could eventually lead to a reversion to the mean. The problem for Intel is that the mean reversion \"may unfortunately occur just as Intel needs to ramp investment.\"\nEven though Intel could receive some government assistance, Caso expects that the company's plans to open a foundry business will be expensive. \"We therefore believe the fall analyst day could be a negative catalyst, as investors get the bill for that investment,\" he wrote. In addition, he's skeptical that the company has the technology to effectively compete in this business.\n\"For investors who have a higher confidence in a turnaround than we do, we simply don't see a reason to make that bet now since any turnaround would be several years away, with many cyclical and Intel-specific issues that could weigh on estimates in the meantime,\" Caso wrote.\nHe's partial to other chip names, including Nvidia Corp. $(NVDA)$, which he upgraded to strong buy from outperform Thursday in a sign of his \"conviction in both the short and long term.\" Caso also initiated coverage of Advanced Micro Devices Inc. $(AMD)$ with an outperform rating and $100 price target, arguing that the company has \"a durable technical advantage versus Intel.\"\nAMD shares have lost 7% over the past three months, as Nvidia shares have risen 24% and as Intel shares have increased 14%. The S&P 500 is up 10% in that span, while the PHLX Semiconductor Index has gained 9%.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4050667,"gmtCreate":1618550537457,"gmtModify":1680784293359,"authorId":3561335246727315,"author":{"id":3561335246727315,"idStr":"3561335246727315","authorId":3561335246727315,"name":"Chriz","avatar":"https://static.tigerbbs.com/8c393b32112334e204b0590fb83bbc7d","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":370975339,"type":1,"supId":0,"prevId":0,"content":"<u>ok</u>","text":"<u>ok</u>","html":"<u>ok</u>"}],"langContent":"EN"},{"id":370979960,"gmtCreate":1618547341750,"gmtModify":1704712556393,"author":{"id":"3571345352614779","authorId":"3571345352614779","name":"xiaobaii","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3571345352614779","authorIdStr":"3571345352614779"},"htmlText":"kindly give me a like &amp; a comment please, thank you very much.","listText":"kindly give me a like &amp; a comment please, thank you very much.","text":"kindly give me a like & a comment please, thank you very much.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/370979960","repostId":2127865888,"repostType":4,"repost":{"id":"2127865888","kind":"highlight","pubTimestamp":1618543026,"share":"https://ttm.financial/m/news/2127865888?lang=&edition=fundamental","pubTime":"2021-04-16 11:17","market":"us","language":"en","title":"Intel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead","url":"https://stock-news.laohu8.com/highlight/detail?id=2127865888","media":"MarketWatch","summary":"Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'\nRecent","content":"<p>Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'</p>\n<p>Recent enthusiasm for Intel Corp.'s new chief executive and his ambitious plans to transform the company overlooks the risks and costs associated with the chipmaker's strategy, an analyst argued Thursday.</p>\n<p>Chris Caso of Raymond James downgraded Intel's stock to underperform from market perform, writing that Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> faces an expensive and uncertain journey as it tries to recover from a series of missteps and reassert its dominance in the chip landscape.</p>\n<p>Intel shares are up 21% since the company announced that Pat Gelsinger, who had been serving as chief executive of VMware Inc. <a href=\"https://laohu8.com/S/VMW\">$(VMW)$</a>, would be taking over the top spot at Intel. Gelsinger recently laid out plans for Intel to expand its manufacturing capacity and launch a foundry business that would make chips for other companies, but Caso has concerns about the prospects for and cost of success.</p>\n<p>\"Our underperform rating reflects not just the risk that Intel won't reach that goal, but also the pain they will likely endure in pursuit of that goal in terms of capex, lost market share, and a shifting landscape in datacenter that will make the industry less dependent on Intel,\" he wrote in a note to clients.</p>\n<p>Caso worries that demand for personal computers has been \"significantly pulled forward\" due to the pandemic, which could eventually lead to a reversion to the mean. The problem for Intel is that the mean reversion \"may unfortunately occur just as Intel needs to ramp investment.\"</p>\n<p>Even though Intel could receive some government assistance, Caso expects that the company's plans to open a foundry business will be expensive. \"We therefore believe the fall analyst day could be a negative catalyst, as investors get the bill for that investment,\" he wrote. In addition, he's skeptical that the company has the technology to effectively compete in this business.</p>\n<p>\"For investors who have a higher confidence in a turnaround than we do, we simply don't see a reason to make that bet now since any turnaround would be several years away, with many cyclical and Intel-specific issues that could weigh on estimates in the meantime,\" Caso wrote.</p>\n<p>He's partial to other chip names, including Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>, which he upgraded to strong buy from outperform Thursday in a sign of his \"conviction in both the short and long term.\" Caso also initiated coverage of Advanced Micro Devices Inc. <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> with an outperform rating and $100 price target, arguing that the company has \"a durable technical advantage versus Intel.\"</p>\n<p>AMD shares have lost 7% over the past three months, as Nvidia shares have risen 24% and as Intel shares have increased 14%. The S&amp;P 500 is up 10% in that span, while the PHLX Semiconductor Index has gained 9%.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-16 11:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/intel-faces-a-costly-and-uncertain-road-back-to-glory-analyst-warns-of-pain-ahead-11618502833?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'\nRecent enthusiasm for Intel Corp.'s new chief executive and his ambitious plans to transform the company ...</p>\n\n<a href=\"https://www.marketwatch.com/story/intel-faces-a-costly-and-uncertain-road-back-to-glory-analyst-warns-of-pain-ahead-11618502833?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","INTC":"英特尔","NVDA":"英伟达"},"source_url":"https://www.marketwatch.com/story/intel-faces-a-costly-and-uncertain-road-back-to-glory-analyst-warns-of-pain-ahead-11618502833?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2127865888","content_text":"Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'\nRecent enthusiasm for Intel Corp.'s new chief executive and his ambitious plans to transform the company overlooks the risks and costs associated with the chipmaker's strategy, an analyst argued Thursday.\nChris Caso of Raymond James downgraded Intel's stock to underperform from market perform, writing that Intel $(INTC)$ faces an expensive and uncertain journey as it tries to recover from a series of missteps and reassert its dominance in the chip landscape.\nIntel shares are up 21% since the company announced that Pat Gelsinger, who had been serving as chief executive of VMware Inc. $(VMW)$, would be taking over the top spot at Intel. Gelsinger recently laid out plans for Intel to expand its manufacturing capacity and launch a foundry business that would make chips for other companies, but Caso has concerns about the prospects for and cost of success.\n\"Our underperform rating reflects not just the risk that Intel won't reach that goal, but also the pain they will likely endure in pursuit of that goal in terms of capex, lost market share, and a shifting landscape in datacenter that will make the industry less dependent on Intel,\" he wrote in a note to clients.\nCaso worries that demand for personal computers has been \"significantly pulled forward\" due to the pandemic, which could eventually lead to a reversion to the mean. The problem for Intel is that the mean reversion \"may unfortunately occur just as Intel needs to ramp investment.\"\nEven though Intel could receive some government assistance, Caso expects that the company's plans to open a foundry business will be expensive. \"We therefore believe the fall analyst day could be a negative catalyst, as investors get the bill for that investment,\" he wrote. In addition, he's skeptical that the company has the technology to effectively compete in this business.\n\"For investors who have a higher confidence in a turnaround than we do, we simply don't see a reason to make that bet now since any turnaround would be several years away, with many cyclical and Intel-specific issues that could weigh on estimates in the meantime,\" Caso wrote.\nHe's partial to other chip names, including Nvidia Corp. $(NVDA)$, which he upgraded to strong buy from outperform Thursday in a sign of his \"conviction in both the short and long term.\" Caso also initiated coverage of Advanced Micro Devices Inc. $(AMD)$ with an outperform rating and $100 price target, arguing that the company has \"a durable technical advantage versus Intel.\"\nAMD shares have lost 7% over the past three months, as Nvidia shares have risen 24% and as Intel shares have increased 14%. The S&P 500 is up 10% in that span, while the PHLX Semiconductor Index has gained 9%.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4050384,"gmtCreate":1618547583513,"gmtModify":1680784296643,"authorId":3570362135363824,"author":{"id":3570362135363824,"idStr":"3570362135363824","authorId":3570362135363824,"name":"Silverlitz","avatar":"https://static.tigerbbs.com/abc7af211be1f2d501fd1885af02f33e","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":370979960,"type":1,"supId":0,"prevId":0,"content":"ARK predicts that Intel will lose its dominant position","text":"ARK predicts that Intel will lose its dominant position","html":"ARK predicts that Intel will lose its dominant position"}],"langContent":"EN"},{"id":370970592,"gmtCreate":1618547318516,"gmtModify":1704712555746,"author":{"id":"3571345352614779","authorId":"3571345352614779","name":"xiaobaii","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3571345352614779","authorIdStr":"3571345352614779"},"htmlText":"kindly give me a like &amp; a comment please, thank you very much.","listText":"kindly give me a like &amp; a comment please, thank you very much.","text":"kindly give me a like & a comment please, thank you very much.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/370970592","repostId":2127865888,"repostType":4,"repost":{"id":"2127865888","kind":"highlight","pubTimestamp":1618543026,"share":"https://ttm.financial/m/news/2127865888?lang=&edition=fundamental","pubTime":"2021-04-16 11:17","market":"us","language":"en","title":"Intel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead","url":"https://stock-news.laohu8.com/highlight/detail?id=2127865888","media":"MarketWatch","summary":"Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'\nRecent","content":"<p>Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'</p>\n<p>Recent enthusiasm for Intel Corp.'s new chief executive and his ambitious plans to transform the company overlooks the risks and costs associated with the chipmaker's strategy, an analyst argued Thursday.</p>\n<p>Chris Caso of Raymond James downgraded Intel's stock to underperform from market perform, writing that Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> faces an expensive and uncertain journey as it tries to recover from a series of missteps and reassert its dominance in the chip landscape.</p>\n<p>Intel shares are up 21% since the company announced that Pat Gelsinger, who had been serving as chief executive of VMware Inc. <a href=\"https://laohu8.com/S/VMW\">$(VMW)$</a>, would be taking over the top spot at Intel. Gelsinger recently laid out plans for Intel to expand its manufacturing capacity and launch a foundry business that would make chips for other companies, but Caso has concerns about the prospects for and cost of success.</p>\n<p>\"Our underperform rating reflects not just the risk that Intel won't reach that goal, but also the pain they will likely endure in pursuit of that goal in terms of capex, lost market share, and a shifting landscape in datacenter that will make the industry less dependent on Intel,\" he wrote in a note to clients.</p>\n<p>Caso worries that demand for personal computers has been \"significantly pulled forward\" due to the pandemic, which could eventually lead to a reversion to the mean. The problem for Intel is that the mean reversion \"may unfortunately occur just as Intel needs to ramp investment.\"</p>\n<p>Even though Intel could receive some government assistance, Caso expects that the company's plans to open a foundry business will be expensive. \"We therefore believe the fall analyst day could be a negative catalyst, as investors get the bill for that investment,\" he wrote. In addition, he's skeptical that the company has the technology to effectively compete in this business.</p>\n<p>\"For investors who have a higher confidence in a turnaround than we do, we simply don't see a reason to make that bet now since any turnaround would be several years away, with many cyclical and Intel-specific issues that could weigh on estimates in the meantime,\" Caso wrote.</p>\n<p>He's partial to other chip names, including Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>, which he upgraded to strong buy from outperform Thursday in a sign of his \"conviction in both the short and long term.\" Caso also initiated coverage of Advanced Micro Devices Inc. <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> with an outperform rating and $100 price target, arguing that the company has \"a durable technical advantage versus Intel.\"</p>\n<p>AMD shares have lost 7% over the past three months, as Nvidia shares have risen 24% and as Intel shares have increased 14%. The S&amp;P 500 is up 10% in that span, while the PHLX Semiconductor Index has gained 9%.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-16 11:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/intel-faces-a-costly-and-uncertain-road-back-to-glory-analyst-warns-of-pain-ahead-11618502833?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'\nRecent enthusiasm for Intel Corp.'s new chief executive and his ambitious plans to transform the company ...</p>\n\n<a href=\"https://www.marketwatch.com/story/intel-faces-a-costly-and-uncertain-road-back-to-glory-analyst-warns-of-pain-ahead-11618502833?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","INTC":"英特尔","NVDA":"英伟达"},"source_url":"https://www.marketwatch.com/story/intel-faces-a-costly-and-uncertain-road-back-to-glory-analyst-warns-of-pain-ahead-11618502833?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2127865888","content_text":"Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'\nRecent enthusiasm for Intel Corp.'s new chief executive and his ambitious plans to transform the company overlooks the risks and costs associated with the chipmaker's strategy, an analyst argued Thursday.\nChris Caso of Raymond James downgraded Intel's stock to underperform from market perform, writing that Intel $(INTC)$ faces an expensive and uncertain journey as it tries to recover from a series of missteps and reassert its dominance in the chip landscape.\nIntel shares are up 21% since the company announced that Pat Gelsinger, who had been serving as chief executive of VMware Inc. $(VMW)$, would be taking over the top spot at Intel. Gelsinger recently laid out plans for Intel to expand its manufacturing capacity and launch a foundry business that would make chips for other companies, but Caso has concerns about the prospects for and cost of success.\n\"Our underperform rating reflects not just the risk that Intel won't reach that goal, but also the pain they will likely endure in pursuit of that goal in terms of capex, lost market share, and a shifting landscape in datacenter that will make the industry less dependent on Intel,\" he wrote in a note to clients.\nCaso worries that demand for personal computers has been \"significantly pulled forward\" due to the pandemic, which could eventually lead to a reversion to the mean. The problem for Intel is that the mean reversion \"may unfortunately occur just as Intel needs to ramp investment.\"\nEven though Intel could receive some government assistance, Caso expects that the company's plans to open a foundry business will be expensive. \"We therefore believe the fall analyst day could be a negative catalyst, as investors get the bill for that investment,\" he wrote. In addition, he's skeptical that the company has the technology to effectively compete in this business.\n\"For investors who have a higher confidence in a turnaround than we do, we simply don't see a reason to make that bet now since any turnaround would be several years away, with many cyclical and Intel-specific issues that could weigh on estimates in the meantime,\" Caso wrote.\nHe's partial to other chip names, including Nvidia Corp. $(NVDA)$, which he upgraded to strong buy from outperform Thursday in a sign of his \"conviction in both the short and long term.\" Caso also initiated coverage of Advanced Micro Devices Inc. $(AMD)$ with an outperform rating and $100 price target, arguing that the company has \"a durable technical advantage versus Intel.\"\nAMD shares have lost 7% over the past three months, as Nvidia shares have risen 24% and as Intel shares have increased 14%. The S&P 500 is up 10% in that span, while the PHLX Semiconductor Index has gained 9%.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4050492,"gmtCreate":1618548717101,"gmtModify":1680784296056,"authorId":3575433293784452,"author":{"id":3575433293784452,"idStr":"3575433293784452","authorId":3575433293784452,"name":"erichosk","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"currentWearingBadge":{"badgeId":"1026c425416b44e0aac28c11a0848493-1","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Debut Tiger","description":"Join the tiger community for 500 days","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.07.24","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":370970592,"type":1,"supId":0,"prevId":0,"content":"please reciprocate. Thank you.","text":"please reciprocate. Thank you.","html":"please reciprocate. Thank you."}],"langContent":"EN"},{"id":370970157,"gmtCreate":1618547305379,"gmtModify":1704712555096,"author":{"id":"3553398469738690","authorId":"3553398469738690","name":"Sufiknight","avatar":"https://static.tigerbbs.com/15e40690d5aba75f7d0bfb1c31e35254","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3553398469738690","authorIdStr":"3553398469738690"},"htmlText":"Indeed. Squeeze by AMD and now NVDA","listText":"Indeed. Squeeze by AMD and now NVDA","text":"Indeed. Squeeze by AMD and now NVDA","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/370970157","repostId":2127865888,"repostType":4,"repost":{"id":"2127865888","kind":"highlight","pubTimestamp":1618543026,"share":"https://ttm.financial/m/news/2127865888?lang=&edition=fundamental","pubTime":"2021-04-16 11:17","market":"us","language":"en","title":"Intel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead","url":"https://stock-news.laohu8.com/highlight/detail?id=2127865888","media":"MarketWatch","summary":"Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'\nRecent","content":"<p>Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'</p>\n<p>Recent enthusiasm for Intel Corp.'s new chief executive and his ambitious plans to transform the company overlooks the risks and costs associated with the chipmaker's strategy, an analyst argued Thursday.</p>\n<p>Chris Caso of Raymond James downgraded Intel's stock to underperform from market perform, writing that Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> faces an expensive and uncertain journey as it tries to recover from a series of missteps and reassert its dominance in the chip landscape.</p>\n<p>Intel shares are up 21% since the company announced that Pat Gelsinger, who had been serving as chief executive of VMware Inc. <a href=\"https://laohu8.com/S/VMW\">$(VMW)$</a>, would be taking over the top spot at Intel. Gelsinger recently laid out plans for Intel to expand its manufacturing capacity and launch a foundry business that would make chips for other companies, but Caso has concerns about the prospects for and cost of success.</p>\n<p>\"Our underperform rating reflects not just the risk that Intel won't reach that goal, but also the pain they will likely endure in pursuit of that goal in terms of capex, lost market share, and a shifting landscape in datacenter that will make the industry less dependent on Intel,\" he wrote in a note to clients.</p>\n<p>Caso worries that demand for personal computers has been \"significantly pulled forward\" due to the pandemic, which could eventually lead to a reversion to the mean. The problem for Intel is that the mean reversion \"may unfortunately occur just as Intel needs to ramp investment.\"</p>\n<p>Even though Intel could receive some government assistance, Caso expects that the company's plans to open a foundry business will be expensive. \"We therefore believe the fall analyst day could be a negative catalyst, as investors get the bill for that investment,\" he wrote. In addition, he's skeptical that the company has the technology to effectively compete in this business.</p>\n<p>\"For investors who have a higher confidence in a turnaround than we do, we simply don't see a reason to make that bet now since any turnaround would be several years away, with many cyclical and Intel-specific issues that could weigh on estimates in the meantime,\" Caso wrote.</p>\n<p>He's partial to other chip names, including Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>, which he upgraded to strong buy from outperform Thursday in a sign of his \"conviction in both the short and long term.\" Caso also initiated coverage of Advanced Micro Devices Inc. <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> with an outperform rating and $100 price target, arguing that the company has \"a durable technical advantage versus Intel.\"</p>\n<p>AMD shares have lost 7% over the past three months, as Nvidia shares have risen 24% and as Intel shares have increased 14%. The S&amp;P 500 is up 10% in that span, while the PHLX Semiconductor Index has gained 9%.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-16 11:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/intel-faces-a-costly-and-uncertain-road-back-to-glory-analyst-warns-of-pain-ahead-11618502833?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'\nRecent enthusiasm for Intel Corp.'s new chief executive and his ambitious plans to transform the company ...</p>\n\n<a href=\"https://www.marketwatch.com/story/intel-faces-a-costly-and-uncertain-road-back-to-glory-analyst-warns-of-pain-ahead-11618502833?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","INTC":"英特尔","NVDA":"英伟达"},"source_url":"https://www.marketwatch.com/story/intel-faces-a-costly-and-uncertain-road-back-to-glory-analyst-warns-of-pain-ahead-11618502833?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2127865888","content_text":"Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'\nRecent enthusiasm for Intel Corp.'s new chief executive and his ambitious plans to transform the company overlooks the risks and costs associated with the chipmaker's strategy, an analyst argued Thursday.\nChris Caso of Raymond James downgraded Intel's stock to underperform from market perform, writing that Intel $(INTC)$ faces an expensive and uncertain journey as it tries to recover from a series of missteps and reassert its dominance in the chip landscape.\nIntel shares are up 21% since the company announced that Pat Gelsinger, who had been serving as chief executive of VMware Inc. $(VMW)$, would be taking over the top spot at Intel. Gelsinger recently laid out plans for Intel to expand its manufacturing capacity and launch a foundry business that would make chips for other companies, but Caso has concerns about the prospects for and cost of success.\n\"Our underperform rating reflects not just the risk that Intel won't reach that goal, but also the pain they will likely endure in pursuit of that goal in terms of capex, lost market share, and a shifting landscape in datacenter that will make the industry less dependent on Intel,\" he wrote in a note to clients.\nCaso worries that demand for personal computers has been \"significantly pulled forward\" due to the pandemic, which could eventually lead to a reversion to the mean. The problem for Intel is that the mean reversion \"may unfortunately occur just as Intel needs to ramp investment.\"\nEven though Intel could receive some government assistance, Caso expects that the company's plans to open a foundry business will be expensive. \"We therefore believe the fall analyst day could be a negative catalyst, as investors get the bill for that investment,\" he wrote. In addition, he's skeptical that the company has the technology to effectively compete in this business.\n\"For investors who have a higher confidence in a turnaround than we do, we simply don't see a reason to make that bet now since any turnaround would be several years away, with many cyclical and Intel-specific issues that could weigh on estimates in the meantime,\" Caso wrote.\nHe's partial to other chip names, including Nvidia Corp. $(NVDA)$, which he upgraded to strong buy from outperform Thursday in a sign of his \"conviction in both the short and long term.\" Caso also initiated coverage of Advanced Micro Devices Inc. $(AMD)$ with an outperform rating and $100 price target, arguing that the company has \"a durable technical advantage versus Intel.\"\nAMD shares have lost 7% over the past three months, as Nvidia shares have risen 24% and as Intel shares have increased 14%. The S&P 500 is up 10% in that span, while the PHLX Semiconductor Index has gained 9%.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4050809,"gmtCreate":1618551874012,"gmtModify":1680784302503,"authorId":3553398469738690,"author":{"id":3553398469738690,"idStr":"3553398469738690","authorId":3553398469738690,"name":"Sufiknight","avatar":"https://static.tigerbbs.com/15e40690d5aba75f7d0bfb1c31e35254","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":370970157,"type":1,"supId":4050389,"prevId":0,"content":"intc also squeeze by <u>TSMC</u>","text":"intc also squeeze by <u>TSMC</u>","html":"intc also squeeze by <u>TSMC</u>"},{"id":4050389,"gmtCreate":1618547660922,"gmtModify":1680784291436,"authorId":3553398469738690,"author":{"id":3553398469738690,"idStr":"3553398469738690","authorId":3553398469738690,"name":"Sufiknight","avatar":"https://static.tigerbbs.com/15e40690d5aba75f7d0bfb1c31e35254","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":370970157,"type":1,"supId":0,"prevId":0,"content":"NVDA's takeover of ARM is a game-changer in my opinion.","text":"NVDA's takeover of ARM is a game-changer in my opinion.","html":"NVDA's takeover of ARM is a game-changer in my opinion."}],"langContent":"EN"},{"id":370947914,"gmtCreate":1618547246438,"gmtModify":1704712553641,"author":{"id":"3576511277084418","authorId":"3576511277084418","name":"MrGreen","avatar":"https://static.tigerbbs.com/15d34383baa6cc8886d9224669a807d4","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"3576511277084418","authorIdStr":"3576511277084418"},"htmlText":"Comment pls","listText":"Comment pls","text":"Comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/370947914","repostId":2127865888,"repostType":4,"repost":{"id":"2127865888","kind":"highlight","pubTimestamp":1618543026,"share":"https://ttm.financial/m/news/2127865888?lang=&edition=fundamental","pubTime":"2021-04-16 11:17","market":"us","language":"en","title":"Intel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead","url":"https://stock-news.laohu8.com/highlight/detail?id=2127865888","media":"MarketWatch","summary":"Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'\nRecent","content":"<p>Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'</p>\n<p>Recent enthusiasm for Intel Corp.'s new chief executive and his ambitious plans to transform the company overlooks the risks and costs associated with the chipmaker's strategy, an analyst argued Thursday.</p>\n<p>Chris Caso of Raymond James downgraded Intel's stock to underperform from market perform, writing that Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> faces an expensive and uncertain journey as it tries to recover from a series of missteps and reassert its dominance in the chip landscape.</p>\n<p>Intel shares are up 21% since the company announced that Pat Gelsinger, who had been serving as chief executive of VMware Inc. <a href=\"https://laohu8.com/S/VMW\">$(VMW)$</a>, would be taking over the top spot at Intel. Gelsinger recently laid out plans for Intel to expand its manufacturing capacity and launch a foundry business that would make chips for other companies, but Caso has concerns about the prospects for and cost of success.</p>\n<p>\"Our underperform rating reflects not just the risk that Intel won't reach that goal, but also the pain they will likely endure in pursuit of that goal in terms of capex, lost market share, and a shifting landscape in datacenter that will make the industry less dependent on Intel,\" he wrote in a note to clients.</p>\n<p>Caso worries that demand for personal computers has been \"significantly pulled forward\" due to the pandemic, which could eventually lead to a reversion to the mean. The problem for Intel is that the mean reversion \"may unfortunately occur just as Intel needs to ramp investment.\"</p>\n<p>Even though Intel could receive some government assistance, Caso expects that the company's plans to open a foundry business will be expensive. \"We therefore believe the fall analyst day could be a negative catalyst, as investors get the bill for that investment,\" he wrote. In addition, he's skeptical that the company has the technology to effectively compete in this business.</p>\n<p>\"For investors who have a higher confidence in a turnaround than we do, we simply don't see a reason to make that bet now since any turnaround would be several years away, with many cyclical and Intel-specific issues that could weigh on estimates in the meantime,\" Caso wrote.</p>\n<p>He's partial to other chip names, including Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>, which he upgraded to strong buy from outperform Thursday in a sign of his \"conviction in both the short and long term.\" Caso also initiated coverage of Advanced Micro Devices Inc. <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> with an outperform rating and $100 price target, arguing that the company has \"a durable technical advantage versus Intel.\"</p>\n<p>AMD shares have lost 7% over the past three months, as Nvidia shares have risen 24% and as Intel shares have increased 14%. The S&amp;P 500 is up 10% in that span, while the PHLX Semiconductor Index has gained 9%.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-16 11:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/intel-faces-a-costly-and-uncertain-road-back-to-glory-analyst-warns-of-pain-ahead-11618502833?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'\nRecent enthusiasm for Intel Corp.'s new chief executive and his ambitious plans to transform the company ...</p>\n\n<a href=\"https://www.marketwatch.com/story/intel-faces-a-costly-and-uncertain-road-back-to-glory-analyst-warns-of-pain-ahead-11618502833?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","INTC":"英特尔","NVDA":"英伟达"},"source_url":"https://www.marketwatch.com/story/intel-faces-a-costly-and-uncertain-road-back-to-glory-analyst-warns-of-pain-ahead-11618502833?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2127865888","content_text":"Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'\nRecent enthusiasm for Intel Corp.'s new chief executive and his ambitious plans to transform the company overlooks the risks and costs associated with the chipmaker's strategy, an analyst argued Thursday.\nChris Caso of Raymond James downgraded Intel's stock to underperform from market perform, writing that Intel $(INTC)$ faces an expensive and uncertain journey as it tries to recover from a series of missteps and reassert its dominance in the chip landscape.\nIntel shares are up 21% since the company announced that Pat Gelsinger, who had been serving as chief executive of VMware Inc. $(VMW)$, would be taking over the top spot at Intel. Gelsinger recently laid out plans for Intel to expand its manufacturing capacity and launch a foundry business that would make chips for other companies, but Caso has concerns about the prospects for and cost of success.\n\"Our underperform rating reflects not just the risk that Intel won't reach that goal, but also the pain they will likely endure in pursuit of that goal in terms of capex, lost market share, and a shifting landscape in datacenter that will make the industry less dependent on Intel,\" he wrote in a note to clients.\nCaso worries that demand for personal computers has been \"significantly pulled forward\" due to the pandemic, which could eventually lead to a reversion to the mean. The problem for Intel is that the mean reversion \"may unfortunately occur just as Intel needs to ramp investment.\"\nEven though Intel could receive some government assistance, Caso expects that the company's plans to open a foundry business will be expensive. \"We therefore believe the fall analyst day could be a negative catalyst, as investors get the bill for that investment,\" he wrote. In addition, he's skeptical that the company has the technology to effectively compete in this business.\n\"For investors who have a higher confidence in a turnaround than we do, we simply don't see a reason to make that bet now since any turnaround would be several years away, with many cyclical and Intel-specific issues that could weigh on estimates in the meantime,\" Caso wrote.\nHe's partial to other chip names, including Nvidia Corp. $(NVDA)$, which he upgraded to strong buy from outperform Thursday in a sign of his \"conviction in both the short and long term.\" Caso also initiated coverage of Advanced Micro Devices Inc. $(AMD)$ with an outperform rating and $100 price target, arguing that the company has \"a durable technical advantage versus Intel.\"\nAMD shares have lost 7% over the past three months, as Nvidia shares have risen 24% and as Intel shares have increased 14%. The S&P 500 is up 10% in that span, while the PHLX Semiconductor Index has gained 9%.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4050355,"gmtCreate":1618547330013,"gmtModify":1680784295222,"authorId":3571345352614779,"author":{"id":3571345352614779,"idStr":"3571345352614779","authorId":3571345352614779,"name":"xiaobaii","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":370947914,"type":1,"supId":0,"prevId":0,"content":"kindly give me a like &amp; a comment please, thank you very much.","text":"kindly give me a like &amp; a comment please, thank you very much.","html":"kindly give me a like &amp; a comment please, thank you very much."}],"langContent":"EN"},{"id":370955209,"gmtCreate":1618546415001,"gmtModify":1704712537921,"author":{"id":"3576794832586725","authorId":"3576794832586725","name":"BigRobin","avatar":"https://static.tigerbbs.com/0bd188d11433a12be927e0d94ecf3c28","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3576794832586725","authorIdStr":"3576794832586725"},"htmlText":"Like and comment thanks&nbsp;","listText":"Like and comment thanks&nbsp;","text":"Like and comment thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/370955209","repostId":2127865888,"repostType":4,"repost":{"id":"2127865888","kind":"highlight","pubTimestamp":1618543026,"share":"https://ttm.financial/m/news/2127865888?lang=&edition=fundamental","pubTime":"2021-04-16 11:17","market":"us","language":"en","title":"Intel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead","url":"https://stock-news.laohu8.com/highlight/detail?id=2127865888","media":"MarketWatch","summary":"Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'\nRecent","content":"<p>Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'</p>\n<p>Recent enthusiasm for Intel Corp.'s new chief executive and his ambitious plans to transform the company overlooks the risks and costs associated with the chipmaker's strategy, an analyst argued Thursday.</p>\n<p>Chris Caso of Raymond James downgraded Intel's stock to underperform from market perform, writing that Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> faces an expensive and uncertain journey as it tries to recover from a series of missteps and reassert its dominance in the chip landscape.</p>\n<p>Intel shares are up 21% since the company announced that Pat Gelsinger, who had been serving as chief executive of VMware Inc. <a href=\"https://laohu8.com/S/VMW\">$(VMW)$</a>, would be taking over the top spot at Intel. Gelsinger recently laid out plans for Intel to expand its manufacturing capacity and launch a foundry business that would make chips for other companies, but Caso has concerns about the prospects for and cost of success.</p>\n<p>\"Our underperform rating reflects not just the risk that Intel won't reach that goal, but also the pain they will likely endure in pursuit of that goal in terms of capex, lost market share, and a shifting landscape in datacenter that will make the industry less dependent on Intel,\" he wrote in a note to clients.</p>\n<p>Caso worries that demand for personal computers has been \"significantly pulled forward\" due to the pandemic, which could eventually lead to a reversion to the mean. The problem for Intel is that the mean reversion \"may unfortunately occur just as Intel needs to ramp investment.\"</p>\n<p>Even though Intel could receive some government assistance, Caso expects that the company's plans to open a foundry business will be expensive. \"We therefore believe the fall analyst day could be a negative catalyst, as investors get the bill for that investment,\" he wrote. In addition, he's skeptical that the company has the technology to effectively compete in this business.</p>\n<p>\"For investors who have a higher confidence in a turnaround than we do, we simply don't see a reason to make that bet now since any turnaround would be several years away, with many cyclical and Intel-specific issues that could weigh on estimates in the meantime,\" Caso wrote.</p>\n<p>He's partial to other chip names, including Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>, which he upgraded to strong buy from outperform Thursday in a sign of his \"conviction in both the short and long term.\" Caso also initiated coverage of Advanced Micro Devices Inc. <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> with an outperform rating and $100 price target, arguing that the company has \"a durable technical advantage versus Intel.\"</p>\n<p>AMD shares have lost 7% over the past three months, as Nvidia shares have risen 24% and as Intel shares have increased 14%. The S&amp;P 500 is up 10% in that span, while the PHLX Semiconductor Index has gained 9%.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-16 11:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/intel-faces-a-costly-and-uncertain-road-back-to-glory-analyst-warns-of-pain-ahead-11618502833?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'\nRecent enthusiasm for Intel Corp.'s new chief executive and his ambitious plans to transform the company ...</p>\n\n<a href=\"https://www.marketwatch.com/story/intel-faces-a-costly-and-uncertain-road-back-to-glory-analyst-warns-of-pain-ahead-11618502833?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","INTC":"英特尔","NVDA":"英伟达"},"source_url":"https://www.marketwatch.com/story/intel-faces-a-costly-and-uncertain-road-back-to-glory-analyst-warns-of-pain-ahead-11618502833?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2127865888","content_text":"Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'\nRecent enthusiasm for Intel Corp.'s new chief executive and his ambitious plans to transform the company overlooks the risks and costs associated with the chipmaker's strategy, an analyst argued Thursday.\nChris Caso of Raymond James downgraded Intel's stock to underperform from market perform, writing that Intel $(INTC)$ faces an expensive and uncertain journey as it tries to recover from a series of missteps and reassert its dominance in the chip landscape.\nIntel shares are up 21% since the company announced that Pat Gelsinger, who had been serving as chief executive of VMware Inc. $(VMW)$, would be taking over the top spot at Intel. Gelsinger recently laid out plans for Intel to expand its manufacturing capacity and launch a foundry business that would make chips for other companies, but Caso has concerns about the prospects for and cost of success.\n\"Our underperform rating reflects not just the risk that Intel won't reach that goal, but also the pain they will likely endure in pursuit of that goal in terms of capex, lost market share, and a shifting landscape in datacenter that will make the industry less dependent on Intel,\" he wrote in a note to clients.\nCaso worries that demand for personal computers has been \"significantly pulled forward\" due to the pandemic, which could eventually lead to a reversion to the mean. The problem for Intel is that the mean reversion \"may unfortunately occur just as Intel needs to ramp investment.\"\nEven though Intel could receive some government assistance, Caso expects that the company's plans to open a foundry business will be expensive. \"We therefore believe the fall analyst day could be a negative catalyst, as investors get the bill for that investment,\" he wrote. In addition, he's skeptical that the company has the technology to effectively compete in this business.\n\"For investors who have a higher confidence in a turnaround than we do, we simply don't see a reason to make that bet now since any turnaround would be several years away, with many cyclical and Intel-specific issues that could weigh on estimates in the meantime,\" Caso wrote.\nHe's partial to other chip names, including Nvidia Corp. $(NVDA)$, which he upgraded to strong buy from outperform Thursday in a sign of his \"conviction in both the short and long term.\" Caso also initiated coverage of Advanced Micro Devices Inc. $(AMD)$ with an outperform rating and $100 price target, arguing that the company has \"a durable technical advantage versus Intel.\"\nAMD shares have lost 7% over the past three months, as Nvidia shares have risen 24% and as Intel shares have increased 14%. The S&P 500 is up 10% in that span, while the PHLX Semiconductor Index has gained 9%.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4059843,"gmtCreate":1618647171819,"gmtModify":1680784433768,"authorId":3576794832586725,"author":{"id":3576794832586725,"idStr":"3576794832586725","authorId":3576794832586725,"name":"BigRobin","avatar":"https://static.tigerbbs.com/0bd188d11433a12be927e0d94ecf3c28","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":370955209,"type":1,"supId":0,"prevId":0,"content":"?","text":"?","html":"?"},{"id":4059845,"gmtCreate":1618647182324,"gmtModify":1680784432565,"authorId":3576794832586725,"author":{"id":3576794832586725,"idStr":"3576794832586725","authorId":3576794832586725,"name":"BigRobin","avatar":"https://static.tigerbbs.com/0bd188d11433a12be927e0d94ecf3c28","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":370955209,"type":1,"supId":0,"prevId":0,"content":"?","text":"?","html":"?"},{"id":4050442,"gmtCreate":1618548205127,"gmtModify":1680784294290,"authorId":3573721781255613,"author":{"id":3573721781255613,"idStr":"3573721781255613","authorId":3573721781255613,"name":"szueyann","avatar":"https://static.tigerbbs.com/cba9c6b1e785a9cf7301a7e6a2ff2354","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":370955209,"type":1,"supId":0,"prevId":0,"content":"<u>done</u>","text":"<u>done</u>","html":"<u>done</u>"}],"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":81,"commentSize":28,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}