Intel Gaining Momentum in AI PC Market: Will the Uptrend Persist?
Intel faces fierce competition from Qualcomm Incorporated QCOM and Advanced Micro Devices AMD in this market. Qualcomm took the market by storm with the launch of the Snapdragon X chip for mid-range AI desktops and laptops. This SoC is the fourth such product in the Snapdragon X processor line, following the successful launch of the Snapdragon X Plus 8-core, Snapdragon X Plus and Snapdragon X Elite series. Several OEMs such as Dell, ASUS and Samsung expanding their collaboration with Qualcomm to develop AI PCs.AMD's flagship Ryzen AI 300 Series is also witnessing broad industrywide adoption. With a strong AI computing and integrated graphics, processors like AMD Ryzen AI 9 HX 375 can pose major challenge to leading edge processor like Intel Core Ultra 9 Processor 185H.
Intel has lost 31% over the past year against the industry's growth of 11.2%.
Image Source: Zacks Investment Research
Going by the price/book ratio, the company's shares currently trade at 0.87 book value, lower than 31.65 of the industry. It carries a Value Score of D.
Image Source: Zacks Investment Research
Intel's earnings estimates for 2025 and 2026 have declined 39.58% to 29 cents per share and 29.36% to 77 cents, respectively, over the past year
Image Source: Zacks Investment ResearchIntel stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
Intel Corporation (INTC) : Free Stock Analysis Report
QUALCOMM Incorporated (QCOM) : Free Stock Analysis Report
Advanced Micro Devices, Inc. (AMD) : Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).
Zacks Investment Research
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Yahoo
32 minutes ago
- Yahoo
Intel's advantages from a Trump deal could be worth as much as the money
What would it take for Intel (INTC) to turn its business around? Caught flatfooted by the explosion of AI, analysts have called on the ailing company to get out of the chip manufacturing business or reconsider its approach to its third-party chip foundry. As the nation's last premier chipmaker, Intel's standing goes beyond its modest market cap. The company's importance is tied to national security interests and increasingly relevant discussions about technological sovereignty and an AI arms race. In that context, it's easier to see why the White House would take such an interest in Intel — literally and figuratively. The Trump administration is in discussions to take a roughly 10% stake of the company, according to multiple reports, becoming the chipmaker's largest shareholder by turning billions in CHIPS Act grants into partial ownership. But the government potentially using funding for equity goes beyond the money. It signals the administration's ambitions to revive domestic semiconductor manufacturing, even as such a deal challenges free market principles around private sector decision making and the free flow of capital. Sign up for the Yahoo Finance Morning Brief By subscribing, you are agreeing to Yahoo's AGB and Datenschutzerklärung Intel continues to struggle in the early stages of its new leadership under CEO Lip-Bu Tan. Last month, the company reported revenue that was flat for the quarter, while losses grew from $1.6 billion a year ago to $2.9 billion, representing the sixth consecutive quarterly finish in the red. While Intel missed the initial stages of the AI transition, leaving the company stuck with an outdated business model, Tan has embarked on a turnaround mission to churn out chips for the booming AI market, among other updates to its lineup. Adding to the market-moving reports about a possible government intervention, Intel shares surged as much as 9% on Tuesday following the announcement that SoftBank Group (SFTBY) will take a $2 billion stake in the chip giant. For Intel, the cash is undeniably good. But the benefits of having the explicit backing of the Trump administration? As Billy Crudup says in the Mastercard ads, "Priceless." Treasury Secretary Scott Bessent has said any US investment in Intel would be aimed at helping the company stabilize its business, and that the government would not force other companies to buy chips from Intel. But if the 2025 trade war is any indication, there are many ways for the administration to help a company's fortunes without explicitly forcing CEOs or state leaders to do anything. An ask from the Oval Office bears a different level of power, of course. Dealmaking is part of the administration's brand, though — just ask Boeing (BA), Nippon Steel (NPSCY), Nvidia (NVDA), or Coca-Cola (KO). Whether using a company's business as a bargaining chip, extracting revenue for export deals, or getting a new soda variant, Trump has convinced and cajoled business leaders to do his bidding with minimal pushback. He's picking winners and losers to help achieve his policy aims. And from corporate America's perspective, it's useful to have the president on their side. Or rather, to not be on his bad side. It helps to have a high-performing business. But if you're struggling with that, having friends in the highest places can sometimes do the trick. Hamza Shaban is a reporter for Yahoo Finance covering markets and the economy. Follow Hamza on X @hshaban. Melden Sie sich an, um Ihr Portfolio aufzurufen.
Yahoo
32 minutes ago
- Yahoo
US Explores 10% Stake in Intel to Boost Domestic Chip Manufacturing
The White House has confirmed that the Trump administration is in talks to acquire a 10% stake in chipmaker Intel.
Axios
34 minutes ago
- Axios
Columbus' growth could strain its water supply
Columbus' explosive growth could someday strain our water supply without more planning, warns a new Alliance for the Great Lakes report. Why it matters: Residents, data centers, farms and manufacturers such as Intel are all tapping the same supply — and if it can't keep up, that could result in higher bills, shortages or restrictions. Groundwater extraction is already causing our city to slowly sink, we recently reported. State of play: Our local supply is currently sufficient. But more infrastructure investments and water recycling strategies will be necessary to maintain it into the future, a state-led study concluded earlier this year. The Central Ohio Water Advisory Council, housed within the Mid-Ohio Regional Planning Commission (MORPC), is coming up with a plan for the 15-county region. Ohio was also the first Midwest state to join the WateReuse Association last year, to begin exploring water recycling solutions. Zoom in: Columbus' drinking water comes mostly from three reservoirs — Griggs and O'Shaughnessy, on the Scioto River, and Hoover, on Big Walnut Creek. The rest is pumped from aquifers in southern Franklin County. Three water treatment plants pump an average of 145 million gallons daily. Columbus is annexing the land around Hoover to protect it. It's also building a fourth facility, a $1.6 billion water treatment plant in southwestern Delaware County, to meet increasing demand. It should be online in about five years. Between the lines: Intel and data centers — which typically evaporate water to cool machinery — are big factors, as is residential growth. Dan Diorio, the Data Center Coalition's vice president of state policy, tells Axios the industry continues to "innovate" to reduce its footprint. The big picture: The Great Lakes report illustrates how Central Ohio is a microcosm of a larger challenge throughout the Midwest. It calls for stronger groundwater protections and more transparency on data center consumption, which is largely considered proprietary. It also notes that climate change will make future management more challenging. What they're saying: "I call our water resources our 'liquid gold' here in Central Ohio," says Edwina Teye, MORPC's senior water and natural resources program manager.
