Susquehanna analyst Mehdi Hosseini recommends selling Super Micro Computer stock, and Rosenblatt analyst Kevin Cassidy recommends selling Intel stock. Super Micro Computer is a leading supplier of artificial intelligence (AI) servers, but there is nothing particularly unique about the company.
Intel returned to profitability in its third-quarter earnings report. CEO Lip-Bu Tan said that artificial intelligence "is a strong foundation for sustainable long-term growth.
Tesla (TSLA) earnings were mixed, with margin pressure and near-term uncertainty, but revenue beat expectations and investors remain in wait-and-see mode. GM surged 15% after beating earnings and raising guidance, as tariff impacts were less severe and market share reached a multi-year high.
The great Nvidia (NASDAQ:NVDA) has had a rather lukewarm year, rising just north of 31% while comfortably topping the Nasdaq 100, which is up close to 20%.
Intel delivered a strong earnings surprise, signaling early success in its turnaround and benefiting from government support. INTC's foundry business is crucial, with government deals incentivizing continued domestic chip manufacturing despite ongoing losses and execution challenges. Political tailwinds, including the Trump Administration backing and partnerships like Nvidia's $5B investment, c...
Intel (INTC) shares rose Friday morning after the chipmaker swung to a profit that sailed past Wall Street expectations, signaling its closely watched turnaround plan is gaining traction.
Intel Corp (NASDAQ:INTC, ETR:INL) reported third quarter earnings that exceeded both its own guidance and Wall Street expectations, sending its shares modestly higher on Friday morning to about $39. The report promoted a mix of cautious optimism and tempered outlooks from analysts at Wedbush and Baird.
Analysts say Intel's hot demand stems primarily from older chips, and they worry about profit pressure down the road.
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