Go Intel!

Like
Comment
Favorite

Go Intel!

Intel's "Make-Or-Break Year" Will Put Stock's Recent Surge to the Test

Intel reports fourth-quarter earnings Thursday afternoon — and its forward commentary will be closely watched ahead of a busy 2024Intel reports earnings Thursday afternoon.Intel Corp. just kicked off

Intel's "Make-Or-Break Year" Will Put Stock's Recent Surge to the Test

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

Report

Comment

Top
Latest

No comments yet

Most Discussed

Terms and Conditions·Privacy Policy

Company: TTMF Limited. Tech supported by Xiangshang Yixin.

Email：uservice@ttm.financial

{"i18n":{"language":"en_US"},"data":{"magic":2,"id":266358227021864,"tweetId":"266358227021864","gmtCreate":1706064388561,"gmtModify":1706064402718,"author":{"id":3580699589385230,"authorId":3580699589385230,"authorIdStr":"3580699589385230","name":"Mr. T","avatar":"https://static.tigerbbs.com/ffcbb09604bf679c78d4b172e4ad0c39","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":3,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-1","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Elite Trader","description":"Total number of securities or futures transactions reached 30","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"60.88%","individualDisplayEnabled":0},"individualDisplayBadges":[],"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>Go Intel!</p></body></html>","htmlText":"<html><head></head><body><p>Go Intel!</p></body></html>","text":"Go Intel!","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/266358227021864","repostId":2405433067,"repostType":2,"repost":{"id":"2405433067","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1706063281,"share":"https://www.laohu8.com/m/news/2405433067?lang=&edition=full","pubTime":"2024-01-24 10:28","market":"us","language":"en","title":"Intel's \"Make-Or-Break Year\" Will Put Stock's Recent Surge to the Test","url":"https://stock-news.laohu8.com/highlight/detail?id=2405433067","media":"Dow Jones","summary":"Intel reports fourth-quarter earnings Thursday afternoon — and its forward commentary will be closely watched ahead of a busy 2024Intel reports earnings Thursday afternoon.Intel Corp. just kicked off ","content":"<html><head></head><body><p>Intel reports fourth-quarter earnings Thursday afternoon — and its forward commentary will be closely watched ahead of a busy 2024</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d07eaee43398a242b2933578589e562d\" alt=\"Intel reports earnings Thursday afternoon.\" title=\"Intel reports earnings Thursday afternoon.\" tg-width=\"1045\" tg-height=\"615\"/><span>Intel reports earnings Thursday afternoon.</span></p><p>Intel Corp. just kicked off a pivotal year, and investors are about to learn more about what to expect from it.</p><p style=\"text-align: start;\">The chip company is in the midst of recovering off its lows, and its upcoming report Thursday afternoon will bear that out — adjusted earnings per share could rise more than 300% from a year earlier, while revenue is expected to increase by 8%.</p><p>But Intel still faces a host of uncertainties, as it prepares to relaunch its foundry business and makes a push to capture frenzied spending on artificial intelligence. “This is setting up to be a make-or-break year for Intel, with a lot of events, moving pieces and change on the horizon,” Bernstein’s Stacy Rasgon wrote recently.</p><p>He noted that Intel will start breaking out the financials of its manufacturing business starting in the first quarter and is looking to cut at least $5 billion from its cost of goods sold through 2025 due to the tough economics of that business. The timing of those cuts, though, is “an open question,” according to Rasgon.</p><p>Plus, there are areas “open for debate” within the core business, including the PC market, which has appeared to make a recovery relative to prepandemic levels. But at the same time, data points like fourth-quarter shipments deserve watching, Rasgon noted, as they showed potentially a bit of weakness.</p><p>There’s also the very essence of being a chipmaker. “Investors wait to see if Intel can continue to execute on their process roadmap, which (at least according to management) remains apparently on-track for now, as well as whether or not it will make a difference even if they do,” he wrote.</p><p style=\"text-align: start;\">The company’s upcoming earnings call should offer new insight on management’s expectations for Intel’s various puzzle pieces, though Rasgon isn’t sure whether executives will give an annual forecast.</p><p style=\"text-align: start;\">Intel’s stock has underperformed dramatically over the past five years, with near-flat performance compared with a 84% rise for the S&amp;P 500 and a 272% surge for the PHLX Semiconductor Index over that span. But it’s riding a nice recent rally, up 44% over the past three months, beating both the S&amp;P 500 (up 15%) and the PHLX Semiconductor Index (up 34%).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5a8c47de7d46bcf6a654edbf453e6177\" tg-width=\"965\" tg-height=\"683\"/></p><p>“Against the substantial recent rally in the stock, this is not a great tactical setup for the stock in our view,” UBS analyst Timothy Arcuri wrote in a note to clients last week.</p><p>Part of Intel’s recent stock run hinges on optimism that the company can capitalize on AI-hardware spending, and it remains to be seen how that narrative plays out.</p><p style=\"text-align: start;\">“We continue to focus on Intel’s ability to increasingly participate in the rapidly growing (and undersupplied) data-center AI market with their upcoming Gaudi3 AI processor,” Wells Fargo’s Aaron Rakers wrote. “We expect Intel to reiterate its Gaudi3 launch in early 2024…and highlight its growing pipeline, any quantification of which would be incremental.”</p><p>Meanwhile, Raymond James analyst Srini Pajjuri will be watching for commentary on the nascent AI PC market, which he called “an emerging opportunity that could offer incremental opportunities as applications such as MSFT Copilot gain broader adoption.”</p></body></html>","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's \"Make-Or-Break Year\" Will Put Stock's Recent Surge to the Test</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's \"Make-Or-Break Year\" Will Put Stock's Recent Surge to the Test\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-01-24 10:28</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Intel reports fourth-quarter earnings Thursday afternoon — and its forward commentary will be closely watched ahead of a busy 2024</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d07eaee43398a242b2933578589e562d\" alt=\"Intel reports earnings Thursday afternoon.\" title=\"Intel reports earnings Thursday afternoon.\" tg-width=\"1045\" tg-height=\"615\"/><span>Intel reports earnings Thursday afternoon.</span></p><p>Intel Corp. just kicked off a pivotal year, and investors are about to learn more about what to expect from it.</p><p style=\"text-align: start;\">The chip company is in the midst of recovering off its lows, and its upcoming report Thursday afternoon will bear that out — adjusted earnings per share could rise more than 300% from a year earlier, while revenue is expected to increase by 8%.</p><p>But Intel still faces a host of uncertainties, as it prepares to relaunch its foundry business and makes a push to capture frenzied spending on artificial intelligence. “This is setting up to be a make-or-break year for Intel, with a lot of events, moving pieces and change on the horizon,” Bernstein’s Stacy Rasgon wrote recently.</p><p>He noted that Intel will start breaking out the financials of its manufacturing business starting in the first quarter and is looking to cut at least $5 billion from its cost of goods sold through 2025 due to the tough economics of that business. The timing of those cuts, though, is “an open question,” according to Rasgon.</p><p>Plus, there are areas “open for debate” within the core business, including the PC market, which has appeared to make a recovery relative to prepandemic levels. But at the same time, data points like fourth-quarter shipments deserve watching, Rasgon noted, as they showed potentially a bit of weakness.</p><p>There’s also the very essence of being a chipmaker. “Investors wait to see if Intel can continue to execute on their process roadmap, which (at least according to management) remains apparently on-track for now, as well as whether or not it will make a difference even if they do,” he wrote.</p><p style=\"text-align: start;\">The company’s upcoming earnings call should offer new insight on management’s expectations for Intel’s various puzzle pieces, though Rasgon isn’t sure whether executives will give an annual forecast.</p><p style=\"text-align: start;\">Intel’s stock has underperformed dramatically over the past five years, with near-flat performance compared with a 84% rise for the S&amp;P 500 and a 272% surge for the PHLX Semiconductor Index over that span. But it’s riding a nice recent rally, up 44% over the past three months, beating both the S&amp;P 500 (up 15%) and the PHLX Semiconductor Index (up 34%).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5a8c47de7d46bcf6a654edbf453e6177\" tg-width=\"965\" tg-height=\"683\"/></p><p>“Against the substantial recent rally in the stock, this is not a great tactical setup for the stock in our view,” UBS analyst Timothy Arcuri wrote in a note to clients last week.</p><p>Part of Intel’s recent stock run hinges on optimism that the company can capitalize on AI-hardware spending, and it remains to be seen how that narrative plays out.</p><p style=\"text-align: start;\">“We continue to focus on Intel’s ability to increasingly participate in the rapidly growing (and undersupplied) data-center AI market with their upcoming Gaudi3 AI processor,” Wells Fargo’s Aaron Rakers wrote. “We expect Intel to reiterate its Gaudi3 launch in early 2024…and highlight its growing pipeline, any quantification of which would be incremental.”</p><p>Meanwhile, Raymond James analyst Srini Pajjuri will be watching for commentary on the nascent AI PC market, which he called “an emerging opportunity that could offer incremental opportunities as applications such as MSFT Copilot gain broader adoption.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4543":"AI","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4512":"苹果概念","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4549":"软银资本持仓","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4548":"巴美列捷福持仓","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4127":"投资银行业与经纪业","LU0079474960.USD":"联博美国增长基金A","LU0082616367.USD":"摩根大通美国科技A（dist）","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","BK4535":"淡马锡持仓","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4534":"瑞士信贷持仓","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0106831901.USD":"贝莱德世界金融基金A2","INTC":"英特尔"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2405433067","content_text":"Intel reports fourth-quarter earnings Thursday afternoon — and its forward commentary will be closely watched ahead of a busy 2024Intel reports earnings Thursday afternoon.Intel Corp. just kicked off a pivotal year, and investors are about to learn more about what to expect from it.The chip company is in the midst of recovering off its lows, and its upcoming report Thursday afternoon will bear that out — adjusted earnings per share could rise more than 300% from a year earlier, while revenue is expected to increase by 8%.But Intel still faces a host of uncertainties, as it prepares to relaunch its foundry business and makes a push to capture frenzied spending on artificial intelligence. “This is setting up to be a make-or-break year for Intel, with a lot of events, moving pieces and change on the horizon,” Bernstein’s Stacy Rasgon wrote recently.He noted that Intel will start breaking out the financials of its manufacturing business starting in the first quarter and is looking to cut at least $5 billion from its cost of goods sold through 2025 due to the tough economics of that business. The timing of those cuts, though, is “an open question,” according to Rasgon.Plus, there are areas “open for debate” within the core business, including the PC market, which has appeared to make a recovery relative to prepandemic levels. But at the same time, data points like fourth-quarter shipments deserve watching, Rasgon noted, as they showed potentially a bit of weakness.There’s also the very essence of being a chipmaker. “Investors wait to see if Intel can continue to execute on their process roadmap, which (at least according to management) remains apparently on-track for now, as well as whether or not it will make a difference even if they do,” he wrote.The company’s upcoming earnings call should offer new insight on management’s expectations for Intel’s various puzzle pieces, though Rasgon isn’t sure whether executives will give an annual forecast.Intel’s stock has underperformed dramatically over the past five years, with near-flat performance compared with a 84% rise for the S&P 500 and a 272% surge for the PHLX Semiconductor Index over that span. But it’s riding a nice recent rally, up 44% over the past three months, beating both the S&P 500 (up 15%) and the PHLX Semiconductor Index (up 34%).“Against the substantial recent rally in the stock, this is not a great tactical setup for the stock in our view,” UBS analyst Timothy Arcuri wrote in a note to clients last week.Part of Intel’s recent stock run hinges on optimism that the company can capitalize on AI-hardware spending, and it remains to be seen how that narrative plays out.“We continue to focus on Intel’s ability to increasingly participate in the rapidly growing (and undersupplied) data-center AI market with their upcoming Gaudi3 AI processor,” Wells Fargo’s Aaron Rakers wrote. “We expect Intel to reiterate its Gaudi3 launch in early 2024…and highlight its growing pipeline, any quantification of which would be incremental.”Meanwhile, Raymond James analyst Srini Pajjuri will be watching for commentary on the nascent AI PC market, which he called “an emerging opportunity that could offer incremental opportunities as applications such as MSFT Copilot gain broader adoption.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":163,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":8,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}