Intel exceeded Q3 earnings and revenue estimates, driven by strong growth in its Client Computing Group and robust processor demand. INTC launched the Central Engineering Group recently to compete with Broadcom in custom chip-making and announced major CapEx spending this year to upgrade manufacturing capabilities. Despite positive momentum and strategic partnerships, INTC still lags Nvidia and...
Alex King from Cestrian Capital Research and Growth Investor Pro encourages a disciplined, price-focused approach, favoring fundamentals, technicals, and capital rotation over hype. The AI cycle is still early; Nvidia and other leaders may face future disruption, but current price trends remain strong until proven otherwise.
In this video, I will go over Intel's (INTC +0.31%) third-quarter earnings report and comments made by management during the call. Watch the short video to learn more, consider subscribing, and click the special offer link below.
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%.
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