To The Moon

$Qualcomm(QCOM)$ has expressed interest in acquiring $Intel(INTC)$ , which could become one of the largest and most influential deals in recent years. But as always, there’s a chance this deal might not go through. So, potential investors need to consider whether Intel is still worth holding as a standalone company.Based on its latest inventory data, things aren’t looking great. Inventory levels often signal where we are in the business cycle. For cyclical companies, rising inventory can be a warning sign that they’re producing too much despite weakening demand. On the flip side, shrinking inventory signals strong demand.图片Intel's balance sheet shows a troubling trend. Back in December 2014, the company h

Market Overview The stock market continues to showcase mixed trends, with tech giants and semiconductor stocks in focus due to acquisition rumors and the evolving chip industry landscape. Intel Corporation $Intel(INTC)$  has captured investors' attention after reports of a potential takeover offer from Qualcomm $Qualcomm(QCOM)$  surfaced. The rumors are fueling speculation in the semiconductor industry, which remains volatile amid ongoing concerns about supply chain issues and antitrust scrutiny. In this uncertain market, it's crucial to evaluate how such a takeover could impact investment portfolios and how investors can best positio

$Intel(INTC)$Holding untill NVDA aquires....

$英特爾(INTC)$  to the moon 

$Intel(INTC)$  Intel’s stock (INTC) is expected to rise over the next 12 months, with an average price target around $32.04, which suggests a potential gain of roughly 36% from its current value of $23.54 . Analysts’ forecasts vary, with some predicting higher targets around $50.30, while others offer more cautious estimates close to $27.12. The range of estimates reflects Intel’s ongoing struggles in the competitive semiconductor market, especially as it works to close the gap with rivals like AMD and Nvidia. Despite its substantial investments in cutting-edge technologies such as AI and chip manufacturing, the company’s turnaround is expected to take time. As a result, most analysts recommend holding the stock rather than buying, reflectin

$Intel(INTC)$  

$Intel(INTC)$  $24. Not very confident with Intel in the short term

$Intel(INTC)$  INTEL has enormous debt, answer unlikely 

$Intel(INTC)$ Right time to buy ? Keen to hear your comments!

$NVIDIA Corp(NVDA)$   $NVDA Morgan Stanley says Hopper/Blackwell demand is strong - Nvidia’s Blackwell chips are now entering volume production, with demand from major customers driving significant growth potential for the company - The Hopper H200 chips are seeing increased demand from smaller cloud service providers and sovereign AI projects - Blackwell chips are expected to see 450,000 units produced in the fourth quarter of 2024, translating into a potential revenue opportunity exceeding $10 billion for Nvidia - While Nvidia is still resolving some technical challenges with its GB200 server racks, these issues are part of the normal debugging process for new product launches - Hon Hai, Nvidia’s assembly par

$Intel(INTC)$ My price will be around $24.40 

can trade intel but I wouldn't call it a long term hold. qualcomm on the other hand, looks like a good solid stock to invest in. however, rumors of acquiring intel might push the price down.

$Intel(INTC)$  nice event

$Intel(INTC)$  for Intel to go from failing to growth. Intel must international for the future of the company. Or the companies with take the business from them. Like businesses have fallen in the past

First, limited synergiesIt is well known in the industry that $Qualcomm(QCOM)$ strength is cell phone chips, and PC and AI server chips are Qualcomm's deficiencies. $Intel(INTC)$ has a certain advantage in PC chips, cell phone chips have no advantage at all, and AI server chips are also Intel's weakness.Therefore, Qualcomm's acquisition of Intel may only help the chip business on the PC side.And originally Qualcomm has raised capital expenditures, full expansion of the PC and AI side of the ecosystem, the latest quarter of CapEx reached 390 million dollars, in other words, Qualcomm's own investment in this area has been sent to the car.So if you spend $100 billion to acquire Intel just for PC chips, it's

$Intel(INTC)$   Should Qualcomm Buy Intel? Intel Corporation is struggling with high costs, a weak balance sheet, and declining market share, making it a potential acquisition target for more profitable chip companies. Qualcomm Incorporated, with strong free cash flows and better management, could be interested in acquiring Intel, but the deal poses significant risks and complexities. A stock-for-stock deal would result in substantial dilution and lower earnings per share for Qualcomm, making the acquisition unattractive for QCOM shareholders. Regulatory hurdles are high, and the FTC is likely to oppose such a large deal in the semiconductor space, further reducing the likelihood of a successful acquisition. Re

$Intel(INTC)$  Just a news won't make it 

$Intel(INTC)$  Green[Cool]  [Cool]  [Cool]  

thanks for sharing

$Intel(INTC)$  up up and away 

$Qualcomm(QCOM)$ has expressed interest in acquiring $Intel(INTC)$ , which could become one of the largest and most influential deals in recent years. But as always, there’s a chance this deal might not go through. So, potential investors need to consider whether Intel is still worth holding as a standalone company.Based on its latest inventory data, things aren’t looking great. Inventory levels often signal where we are in the business cycle. For cyclical companies, rising inventory can be a warning sign that they’re producing too much despite weakening demand. On the flip side, shrinking inventory signals strong demand.图片Intel's balance sheet shows a troubling trend. Back in December 2014, the company h

Market Overview The stock market continues to showcase mixed trends, with tech giants and semiconductor stocks in focus due to acquisition rumors and the evolving chip industry landscape. Intel Corporation $Intel(INTC)$  has captured investors' attention after reports of a potential takeover offer from Qualcomm $Qualcomm(QCOM)$  surfaced. The rumors are fueling speculation in the semiconductor industry, which remains volatile amid ongoing concerns about supply chain issues and antitrust scrutiny. In this uncertain market, it's crucial to evaluate how such a takeover could impact investment portfolios and how investors can best positio

Recently, $Qualcomm(QCOM)$ has been in talks with $Intel(INTC)$ regarding a potential acquisition. This news sent Intel's stock soaring over 9% at one point last Friday, while Qualcomm's shares fell more than 5%. According to Reuters, Qualcomm CEO Cristiano Amon is personally involved in the acquisition discussions, exploring various options. However, these negotiations are still in the early stages, and Qualcomm hasn’t made a formal offer yet.A Major Shift in the PC Chip LandscapeInsiders warn that talks have only taken place in the past few days, and the uncertainty surrounding the deal is high. Even if Intel is open to it, such a massive transaction would likely face antitrust scrutiny. Still, this mov

Overview: The semiconductor industry is abuzz with speculation around Intel $Intel(INTC)$  potentially being acquired by Qualcomm$Qualcomm(QCOM)$  , while Intel's strategic pivot to regain its market position has drawn a $5 billion investment offer from Apollo Global Management. This vote of confidence from Apollo comes at a critical juncture for Intel, which is facing its largest crisis in decades. The potential Qualcomm-Intel merger could become one of the largest tech deals in history, reshaping the semiconductor landscape. As investors eye opportunities, there are key strategies to benefit from these developments. Semiconductor St

Stock market on Monday (16 Sep) saw the DJIA jumped more than 200 points to close +0.55% higher setting a new record high. S&P 500 has a modest rise +0.13% which is still 0.6% below its all-time high. NASDAQ was the only decliner with -0.52% decline. NASDAQ’s performance was dragged down by Mega cap names and semiconductor shares, which outperformed last week. Apple (APPL) down by more than 2% after speculation that iPhone16 Pro demand has been weaker than expected. Other names like NVIDIA (NVDA), Amazon.com (AMZN), and Broadcom (AVGO) also influence the decline in NASDAQ. The Invesco S&P 500 Equal Weight ETF (RSP) closed 0.7% higher, and advancers had a 2-to-1 lead over decliners at the NYSE. Information Technology and Consumer Discretionary Sector The Only Decliner Nine sectors

Market Overview The semiconductor industry is currently facing significant turbulence as companies adapt to the rapidly evolving technological landscape. Intel $Intel(INTC)$  , once the leader in this sector, is grappling with strategic missteps and intensified competition from firms like NVIDIA $NVIDIA Corp(NVDA)$  . This report examines Intel's recent challenges and the broader implications for investors and industry players. Strategic Missteps: The Fall of a Giant Three years ago, Intel's market capitalization was more than double its current value. Under CEO Pat Gelsinger, the company pursued an ambitious transformation strategy a

The chip industry was abuzz on Friday after reports surfaced that Qualcomm ( $Qualcomm(QCOM)$ ) had approached Intel ( $Intel(INTC)$ ) with a potential acquisition offer, valuing the latter at roughly $90 billion. While the details of this proposal remain unclear, the market responded with mixed signals: Intel shares jumped 3%, while Qualcomm’s stock dipped 3%. Let's explore whether this acquisition could be a strategic win or a financial risk while assessing the potential impact on Intel’s stock price, which I still target at $25. The Strategic Rationale Behind Qualcomm’s Move Qualcomm’s interest in Intel, though surprising, is not completely out of left field. Qualcomm is predominantly seen as a mobile

First, limited synergiesIt is well known in the industry that $Qualcomm(QCOM)$ strength is cell phone chips, and PC and AI server chips are Qualcomm's deficiencies. $Intel(INTC)$ has a certain advantage in PC chips, cell phone chips have no advantage at all, and AI server chips are also Intel's weakness.Therefore, Qualcomm's acquisition of Intel may only help the chip business on the PC side.And originally Qualcomm has raised capital expenditures, full expansion of the PC and AI side of the ecosystem, the latest quarter of CapEx reached 390 million dollars, in other words, Qualcomm's own investment in this area has been sent to the car.So if you spend $100 billion to acquire Intel just for PC chips, it's

Intel Corporation ( $Intel(INTC)$ ) has been making headlines recently with its ambitious restructuring efforts, AI-driven initiatives, and crucial deals with tech giants like Amazon. Despite these positive developments, the company's challenges persist, raising questions about whether Intel has reached a bottom in its stock price and presents a buying opportunity under $20. Key Developments Driving Investor Confidence Intel's multi-year collaboration with Amazon Web Services (AWS) to manufacture custom AI chips is a significant step forward. This deal highlights Intel’s commitment to expanding its presence in AI, a sector currently dominated by competitors like NVIDIA. The custom AI chip production, alongside Intel’s proposed restructuring of its

Overview:  The semiconductor sector is under pressure as Intel (INTC) $Intel(INTC)$  faces delays in receiving U.S. government subsidies promised under the CHIPS Act. This setback comes at a time when Intel is battling financial challenges, reporting a significant $1.6 billion loss in Q2 2024, and announcing a 15% workforce reduction. The company's stock has plunged, erasing over $32 billion in market value almost overnight. Meanwhile, competitors like TSMC $Taiwan Semiconductor Manufacturing(TSM)$  and Samsung continue to make notable advancements, raising questions about Intel’s ability to stay competitive. Government Delays in CHIPS Act Funding In March

$Qualcomm(QCOM)$  $Intel(INTC)$  $Taiwan Semiconductor Manufacturing(TSM)$   The rise of artificial intelligence (AI) is ushering in a new era for the semiconductor supply chain. Large server companies, once at the helm of component procurement, are now grappling with the complex demands of advanced GPU/CPU and accelerator subsystems. These high-performance components, often integrated with high-bandwidth memory using advanced packaging technology, necessitate power-hungry servers that require liquid cooling for optimal operation. Despite the seismic shifts

Overview of the Overall Markets:  Global markets remain volatile, with inflationary pressures and geopolitical uncertainties weighing heavily on investor sentiment. The technology sector, particularly semiconductor companies, has seen mixed performance as supply chain disruptions, competition, and evolving industry dynamics impact growth. In the case of Intel (INTC)$Intel(INTC)$  , the company has faced significant challenges in maintaining its market position amidst fierce competition and strategic shifts. Intel’s Market Position: A Decline in Value  Intel, once a dominant player in the semiconductor industry, has seen its market value plummet by 60% this year. CEO Pat Gelsinger recently met with U.S. Commerce Secretary Gina R

Market Overview The broader market is experiencing mixed sentiments, driven by inflation concerns, interest rate fluctuations, and global geopolitical tensions. The tech sector, once the darling of the stock market, is facing increasing scrutiny as giants like Intel $Intel(INTC)$  navigate tough competition and structural challenges. Investors are torn between short-term profit expectations and long-term growth strategies, especially as companies like Nvidia $NVIDIA Corp(NVDA)$  and AMD$Advanced Micro Devices(AMD)$   dominate the AI and specialized chip mark

Overview of Market Landscape:  Intel $Intel(INTC)$  , once a dominant force in the semiconductor industry, now finds itself facing its biggest crisis in 56 years. Once the top chipmaker by market value, Intel has been outpaced by AI-driven companies like Nvidia. Analysts warn that Intel’s problems may worsen, with calls for the company to consider selling off parts of its business to stem losses. As Intel struggles to compete in the rapidly advancing AI chip market, Wall Street analysts suggest distancing from Intel in favor of stronger players like Nvidia $NVIDIA Corp(NVDA)$  and Broadcom $

$NVIDIA Corp(NVDA)$ $Advanced Micro Devices(AMD)$ $Intel(INTC)$  🎯🎯🎯 Data Centre Royal Rumble: $NVDA, $AMD, & $INTC Battle for AI Supremacy! 🎯🎯🎯 Kia ora Tiger traders! In the rapidly evolving world of data centres, three titans~NVIDIA $NVDA, Advanced Micro Devices $AMD, and Intel $INTC~are engaged in an epic showdown, each vying for dominance in AI-driven technology. Let’s dive deep into their performance, strategies, and the battlefield dynamics that could shape the future of AI. 🥇 NVIDIA $NVDA: The Unstoppable AI Juggernaut NVIDIA continues to lead the charge in the data centre market, reporting an astronomical 1182.81% surge in data centre revenue sinc

$Intel(INTC)$  Qualcomm's potential acquisition of Intel's modem business (actually announced in 2019,5 years ago). As of 2024, 5 years from the last announcement: *The potential takeover of Intel by Qualcomm is sending shockwaves through the stock market. Intel's stock has seen its biggest one-day drop in over 50 years, with a 26% decline, and its shares are down 53% this year ¹. On the other hand, Qualcomm's approach has boosted Intel's stock recently. If the deal goes through, it would be one of the largest tech acquisitions in history, with Intel's market capitalization exceeding $93 billion. However, regulatory hurdles and antitrust scrutiny are major concerns. *Impact on Intel Stock:* - _Short-term boost_: Intel's stock has seen a recen

As Intel navigates one of the most challenging periods in its history, investors are keeping a close eye on the company’s strategic moves. The tech giant, once a dominant force in the semiconductor industry, has been struggling to regain its footing amid fierce competition and internal challenges. Recent reports suggest that Intel might consider spinning off or selling its foundry division—a potential game-changer for the company and its shareholders. The question remains: is now the right time to invest in Intel, especially if the stock dips to $20? Market's Harsh Punishment of Intel Intel’s $Intel(INTC)$ stock has been battered by the market this year, a reflection of its underperformance and disappointing earnings. In early August, Intel report

Options Market Statistics: Intel Jumps 7.9% After Hours Following Foundry Split and Amazon Deal; Options Pop $Intel(INTC)$   shares jumped 6.36% Monday to close at $20.91, with option volume of 0.81 million, and calls accounted for 80.4% of the volume. The $21 calls expiring September 20 lead the flow with the highest volume. Shares further surged approximately 8% in after-hours trading on Monday following a series of positive developments.  The company is reportedly set to qualify for up to $3 billion in federal funding aimed at producing semiconductors for U.S. military applications. This influx of potential funding coincided with Intel's announcement that it will spin off its struggling foundry busi

The Dow notched a record high close on Thursday (Aug 29) in mixed trading following robust U.S. economic data, while artificial intelligence chipmaker Nvidia dropped after its largely in-line forecast failed to impress investors.Regarding the options market, a total volume of 43,242,038 contracts was traded on Thursday.Top 10 Option VolumesTop 10: $NVDA(NVDA)$; $TSLA(TSLA)$; $AAPL(AAPL)$; $INTC(INTC)$; $SOFI(SOFI)$; $AMD(AMD)$; $PDD(PDD)$; $AFRM(AFRM)$;

$Intel(INTC)$ 's stock has plummeted nearly 60% this year, making it one of the worst performers in the chip sector. Meanwhile, the S&P 500 has risen by nearly 20%, and the Philadelphia Semiconductor Index has surged nearly 30%.Intel was a flagship enterprise in Silicon Valley. In the mid-1980s, Intel and Microsoft jointly ushered in the PC era, enabling Intel to become a global giant in the chip industry.However, Intel isn't even the top earner in semiconductor revenue anymore. Its market cap has dropped below $90 billion, while Nvidia's market cap is approaching $3 trillion—over 30 times Intel’s.$Taiwan Semiconductor Manufacturing(TSM)$ ’s market cap is close to $900 billion, ten times Intel’s. AMD,