Many artificial intelligence (AI) stocks have taken off this year, rebounding strongly from early-year weakness. Still, there has been differentiation among AI beneficiaries.
Intel stock has the potential for an 18% annualized return over the next 2.25 years due to an incredibly low valuation, government oversight, and entrenched infrastructure to capitalize on. When a stock like this isn't a consensus Buy on Wall Street, that's exactly when elite capital allocators do buy, pre-inflection. That said, this thesis is going to take time. Risks are not insignificant. Ma...
Advances in artificial intelligence (AI) have the power to create huge opportunities for some businesses, while completely disrupting others. A company that can't adapt to the changing environment stands to fall behind or see its products or services made obsolete by tech-driven alternatives.
The foundation of Intel's NASDAQ: INTC turnaround is a deep, structural overhaul designed to create a more agile and profitable company. The recent major leadership reshuffle under CEO Lip-Bu Tan is a deliberate step to instill a flatter, engineering-first culture.
The three major microchip stocks in this analysis are all looking to turn things to the upside on Friday, as we are looking forward to rate cuts coming out of the Federal Reserve on Thursday.
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