Latest news with #IntelCorp
Yahoo
26-05-2025
- Business
- Yahoo
Intel's Xeon 6 CPU Selected for Nvidia's DGX B300 AI System
On Thursday, Intel Corp. (NASDAQ:INTC) announced its latest central processing units/CPUs for servers, with one of them securing a spot in NVIDIA Corp's (NASDAQ:NVDA) DGX B300 AI computer. Intel also unveiled three new additions to its Intel Xeon 6 series of CPUs, specifically designed to manage advanced graphics processing unit/GPU-powered AI systems. A technician soldering components for a semiconductor board. One of these new processors will serve as the host CPU for NVIDIA's DGX B300, which is the AI leader's newest generation of AI-accelerated systems. Intel's Xeon 6 processors incorporate a technology called Priority Core Turbo, which dynamically adjusts workloads between high-priority compute cores and low-priority cores to maximize efficiency. Karin Eibschitz Segal, corporate vice president and interim general manager of Intel's Data Center Group, expressed excitement about deepening collaboration with NVIDIA to deliver high-performing AI systems and accelerate AI adoption across various industries. Intel Corp. (NASDAQ:INTC) designs, develops, manufactures, markets, and sells computing and related products and services worldwide. While we acknowledge the potential of INTC to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than INTC and that has 100x upside potential, check out our report about the cheapest AI stock. READ NEXT: and . Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
25-05-2025
- Business
- Yahoo
Intel's Xeon 6 CPU Selected for Nvidia's DGX B300 AI System
On Thursday, Intel Corp. (NASDAQ:INTC) announced its latest central processing units/CPUs for servers, with one of them securing a spot in NVIDIA Corp's (NASDAQ:NVDA) DGX B300 AI computer. Intel also unveiled three new additions to its Intel Xeon 6 series of CPUs, specifically designed to manage advanced graphics processing unit/GPU-powered AI systems. A technician soldering components for a semiconductor board. One of these new processors will serve as the host CPU for NVIDIA's DGX B300, which is the AI leader's newest generation of AI-accelerated systems. Intel's Xeon 6 processors incorporate a technology called Priority Core Turbo, which dynamically adjusts workloads between high-priority compute cores and low-priority cores to maximize efficiency. Karin Eibschitz Segal, corporate vice president and interim general manager of Intel's Data Center Group, expressed excitement about deepening collaboration with NVIDIA to deliver high-performing AI systems and accelerate AI adoption across various industries. Intel Corp. (NASDAQ:INTC) designs, develops, manufactures, markets, and sells computing and related products and services worldwide. While we acknowledge the potential of INTC to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than INTC and that has 100x upside potential, check out our report about the cheapest AI stock. READ NEXT: and . Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
20-05-2025
- Business
- Yahoo
Analyst Explains Why Intel (INTC) is ‘Dead Money'
Intel (NASDAQ:INTC) is making moves on reports that the company is considering selling its network and edge businesses. However, many analysts believe it would take a long time for INTC to see the impact of its turnaround efforts. Christopher Rolland, Susquehanna senior analyst, said in a recent program on CNBC that Intel Corp (NASDAQ:INTC) is 'dead money' in its current strategic form. 'I do think it's dead money in its current strategic form. I would love to see this company broken up into manufacturing on one side and product on the other. I think particularly with Trump's pro-USA stance, manufacturing might even have a chance here. There's also rumors out today of increased interest in their 18A foundry operation, and I would love to see large hyperscalers building out in America using Intel.' The analyst also explained why the stock fell despite decent quarterly results. His analysis shows that Intel Corp (NASDAQ:INTC) is not seeing a broader turnaround as of yet, and it would take a long time for the investors to see some positive developments. 'The 2Q guide was light, and even though 1Q beat, there's a couple of things here to note in the presentation. So number one, they said better volumes on PC — we think that's PC-related pull-in because of tariffs. Secondly, they called out more competition. We think AMD is taking share here, even in the first quarter. And then lastly, data center, which also beat in 1Q — they noted that this was related to AI head nodes. What that means is, for every four GPUs that Nvidia sells, Intel sells one CPU for DGX. And so this was really where data center beat, which really isn't a standalone Intel product.' Intel Corp (NASDAQ:INTC) turnaround plan has many moving parts, and the stock is a hold only for those who can wait. The company is reportedly mulling a 20% reduction in workforce and a partnership with TSMC. It has already postponed its $28 billion factory project in Ohio to 2030. If the company reduces its foundry operations, it could focus on more promising areas of its business. Tariffs and trade wars are key headwinds for Intel. China imports $10 billion worth of chips from the U.S. annually, with Intel Corp (NASDAQ:INTC) U.S.-assembled CPUs accounting for $8 billion of that total. The EPS estimate for the fiscal year ending December 2026 stands at $0.86, giving the stock a forward price-to-earnings (PE) ratio of 23.44. For the fiscal year ending December 2027, the forward PE ratio drops to 13.50. This valuation is modest and attractive only if Intel Corp (NASDAQ:INTC) is able to successfully execute its turnaround plan. A technician soldering components for a semiconductor board. Invesco Growth and Income Fund stated the following regarding Intel Corporation (NASDAQ:INTC) in its Q3 2024 investor letter: 'Intel Corporation (NASDAQ:INTC): The chipmaker reported weaker-than-expected quarterly results as revenues declined and earnings were below expectations. Management also provided weaker guidance going forward; the stock fell on the news. We sold the position during the quarter. While we acknowledge the potential of INTC as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than INTC and that has 100x upside potential, check out our report about the cheapest AI stock. Sign in to access your portfolio
Yahoo
15-05-2025
- Business
- Yahoo
Is SPDR S&P Semiconductor ETF (XSD) a Strong ETF Right Now?
The SPDR S&P Semiconductor ETF (XSD) was launched on 01/31/2006, and is a smart beta exchange traded fund designed to offer broad exposure to the Technology ETFs category of the market. The ETF industry has traditionally been dominated by products based on market capitalization weighted indexes that are designed to represent the market or a particular segment of the market. Investors who believe in market efficiency should consider market cap indexes, as they replicate market returns in a low-cost, convenient, and transparent way. If you're the kind of investor who would rather try and beat the market through good stock selection, then smart beta funds are your best choice; this fund class is known for tracking non-cap weighted strategies. This kind of index follows this same mindset, as it attempts to pick stocks that have better chances of risk-return performance; non-cap weighted strategies base selection on certain fundamental characteristics, or a mix of such characteristics. This area offers many different investment choices, such as simplest equal-weighting, fundamental weighting and volatility/momentum based weighting methodologies; however, not all of these strategies can deliver superior results. The fund is managed by State Street Global Advisors. XSD has been able to amass assets over $1.21 billion, making it one of the larger ETFs in the Technology ETFs. XSD, before fees and expenses, seeks to match the performance of the S&P Semiconductor Select Industry Index. The S&P Semiconductor Select Industry Index represents the Semiconductor sub-industry portion of the S&P Total Markets Index. The S&P TMI tracks all the U.S. common stocks listed on the NYSE, AMEX, NASDAQ National Market and NASDAQ Small Cap exchanges. The Semiconductor Index is a modified equal weight index. When considering an ETF's total return, expense ratios are an important factor. And, cheaper funds can significantly outperform their more expensive cousins in the long term if all other factors remain equal. With one of the least expensive products in the space, this ETF has annual operating expenses of 0.35%. It's 12-month trailing dividend yield comes in at 0.26%. ETFs offer diversified exposure and thus minimize single stock risk, but it is still important to delve into a fund's holdings before investing. Most ETFs are very transparent products and many disclose their holdings on a daily basis. XSD's heaviest allocation is in the Information Technology sector, which is about 100% of the portfolio. Taking into account individual holdings, Intel Corp (INTC) accounts for about 3.26% of the fund's total assets, followed by Semtech Corp (SMTC) and Qorvo Inc (QRVO). Its top 10 holdings account for approximately 30.47% of XSD's total assets under management. Year-to-date, the SPDR S&P Semiconductor ETF has lost about -4.92% so far, and is up about 0.79% over the last 12 months (as of 05/15/2025). XSD has traded between $160.63 and $273.98 in this past 52-week period. The ETF has a beta of 1.49 and standard deviation of 38.63% for the trailing three-year period, making it a high risk choice in the space. With about 43 holdings, it has more concentrated exposure than peers. SPDR S&P Semiconductor ETF is an excellent option for investors seeking to outperform the Technology ETFs segment of the market. There are other ETFs in the space which investors could consider as well. IShares Semiconductor ETF (SOXX) tracks PHLX SOX Semiconductor Sector Index and the VanEck Semiconductor ETF (SMH) tracks MVIS US Listed Semiconductor 25 Index. IShares Semiconductor ETF has $12.38 billion in assets, VanEck Semiconductor ETF has $21.92 billion. SOXX has an expense ratio of 0.35% and SMH charges 0.35%. Investors looking for cheaper and lower-risk options should consider traditional market cap weighted ETFs that aim to match the returns of the Technology ETFs. To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. 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 SPDR S&P Semiconductor ETF (XSD): ETF Research Reports Intel Corporation (INTC) : Free Stock Analysis Report Semtech Corporation (SMTC) : Free Stock Analysis Report VanEck Semiconductor ETF (SMH): ETF Research Reports iShares Semiconductor ETF (SOXX): ETF Research Reports Qorvo, Inc. (QRVO) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
02-05-2025
- Business
- Yahoo
Intel Corp (INTC): Jim Cramer Says 'This Man Will Save Intel' — The Lip-Bu Tan Revolution Is Underway
We recently published a list of . In this article, we are going to take a look at where Intel Corp (NASDAQ:INTC) stands against other stocks that Jim Cramer discusses. In his recent appearance on CNBC's Squawk on the Street, Jim Cramer commented on the supply chain disruption that firms were facing and planning for in the wake of President Trump's tariffs. 'I think that this was the week where people said I better have an alternative supply chain, I just have to. Wherever it is, which is going to hurt the gross margins,' Cramer said. Cramer also linked the current supply chain disruptions to the one that businesses faced during the coronavirus pandemic. Cramer mentioned an unnamed CEO who had prepared for the current disruption by learning lessons from COVID. According to Cramer: 'I'm speaking to a major CEO, at a major tech company who said, do you think that we didn't learn anything from COVID? COVID was a total shutdown [in] China and we learned to move away from China. And China misjudged what we learned during COVID.' The conversation then shifted to President Trump's negotiations with America's trading partners. While most media attention has focused on China, he mentioned negotiations with Japan and South Korea. Starting with Japan, Cramer outlined: 'I was talking to someone who has been in on the Japanese negotiations. And I asked for color. And he said, they're color-full. But that someone's playing very hardball, in our country, and I presume, that someone is, obviously our President. And I said, does he know that you are our friends, and he just didn't respond. I thought it was interesting.' As for Korea, he believes that the country is the Trump administration's favorite due to its already sizable manufacturing presence in the US. Cramer shared: 'My answer on Korea is, that. . . they are loved. . . Okay, so Korea builds plants here right, and they are not the plants like the Germans they are not assembly plants, they make everything here, so they are brought up, constantly as the paradigm, like why can't you guys be like Korea? Where all the intellectual property is made here. And I think it's rather amazing. . .I brought them up as being why are they getting a free ride to some people? And they said no, there's no free ride, they actually listened to what we wanted.' Of course, since China is the President's first target when it comes to negotiations, it was unsurprising that the country came up. Cramer isn't a fan of China. What amazed Cramer was Hayman Capital Management founder and CIO, Kyle Bass's comments where he outlined 'one country lies, one country doesn't. . .China lies. Look I find these talks unfathomable. I don't see any progress.' As for who has the cards in the negotiations between the US and China, Cramer said: 'Well, that's the problem. We don't know.' To make our list of the stocks that Jim Cramer talked about, we listed down the stocks he mentioned during CNBC's Squawk on the Street aired on April 25th. For these stocks, we also mentioned the number of hedge fund investors. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (). A technician soldering components for a semiconductor board. Number of Hedge Fund Holders In Q4 2024: 83 Intel Corp (NASDAQ:INTC) is the largest integrated chip manufacturer in the world. It is also one of the most struggling firms in the technology industry after having lost data center market share to AMD and chip manufacturing led to Taiwan's TSMC. Intel Corp (NASDAQ:INTC) is currently in the early stages of another turnaround effort, this time by the firm's CEO Lip-Bu Tan. In his previous remarks, Cramer has praised the new CEO. He kept the tone again and shared what he thinks Tan might do: 'I know. And you could talk about Intel, when it comes to that, also OpEx. Intel being a great manufacturer that is in no mood to be able to expand. Wow.' Overall, INTC ranks 8th on our list of stocks that Jim Cramer discusses. While we acknowledge the potential of INTC as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than INTC but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey.
