Shares in Nvidia Corporation and other chip technology companies are down in premarket trading this morning after Nvidia confirmed that it would take a significant financial hit to cover costs associated with a newly required export license so it can ship some of its latest chips outside of the United States. Here's what you need to know about the new requirement and its effect on tech stocks.
American chipmaker Intel has informed Chinese clients it will start needing a license to sell some of its advanced artificial intelligence processors, the Financial Times reported on Wednesday.
When Intel Corp. reports earnings next week, its results could benefit from a surprise lift in notebook builds. But don't read too much into that, analysts warn.
NEW YORK--(BUSINESS WIRE)--Cyware, the leader in AI-powered threat intelligence management, security sharing and collaboration, as well as hyper-orchestration and response, today launched the addition of Compromised Credential Management to the Cyware Intel Packaged Solution, a pre-configured threat intelligence program-in-a-box that enables security teams to operationalize threat intelligence ...
The Intel Corporation stock selloff seen since mid-2021 has already priced in most of the bad news. Now, I think there are potential bullish catalysts for recovery. Intel's Q4 FY2024 results showed resilience, with revenue and EPS beating expectations driven by Client Computing Group's performance. The new CEO, Lip-Bu Tan, and strategic moves like asset monetization and reduced CapEx aim to str...
Intel Corporation's new CEO is not holding back on cost cuts, announcing the sale of a 51% stake in Altera to Silver Lake on Monday. My call to buy Intel was based on the cost-cutting efforts paying off big time, and INTC stock being extremely undervalued. I'm more sure of this after the news on Altera and after the stock price got super discounted on tariff panic.
Focused asset sales and Trump tariffs on imported semiconductors could significantly impact Intel's valuation and future profitability. A foundry asset partnership, with ownership stakes sold to the top chip names in America could net $15-20 billion for Intel, while still keeping a substantial position. Intel's majority ownership in Mobileye, Altera and other assets could raise an extra $15+ bi...
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