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Intel Newsroom
What is Biden planning to do in the last few weeks of his term? The focus will be on AI, pardons, and climate goals...
① Biden plans to take action on AI, pardons, and other areas in the final weeks of his term; ② White House Communications Director Ben LaBolt revealed in a memo that Biden will focus on four major areas: AI, providing financial incentives, climate goals, and reducing sentences and pardons.
Truist Financial Maintains Intel(INTC.US) With Hold Rating, Cuts Target Price to $22
Biden Preparing Trade Probe Into Legacy Chips Made in China, The New York Times Reports
10 Information Technology Stocks Whale Activity In Today's Session
SA Charts: Here's How Global Semiconductors Sales Have Performed This Year
"With the Pilot Production of Intel Next-generation Panther Lake Processors Not Performing as Well as Expected, Sources From the Upstream Supply Chain Have Rumored That the CPU Giant Will Continue to Place Orders With TSMC, Which Should Benefit TSMC's...
Nvidia, Broadcom, Marvell Among BofA's Top Chip Stocks for 2025
Truist Lowers Price Target on Intel to $22 From $26, Keeps Hold Rating
Is there another reason to be Bullish on ASIC? The second half of the computing power war has begun, and the era of AI reasoning may be approaching.
① Ilya Sutskever, co-founder of OpenAI, pointed out that data resources are running low, and the next generation of AI models will be true AI Agents with reasoning capabilities. ② The o1 model recently released by OpenAI has a standout performance characteristic of "capable of reasoning and thinking." ③ The demand for reasoning calculations can even reach 4.5 times that of training calculations, and customized ASIC chips are expected to rise.
Trump's tariff threats are serious! Executives from American companies face obstacles in their lobbying efforts.
Executives initiated lobbying efforts to soften Trump's trade policies, but Trump's team stated that the threat of tariffs should be taken seriously, as advisors are nearly powerless to stop him.
Institutions: A "new approach" to evaluating the valuation of the US stock market.
Source: CICC Insights Authors: Liu Gang, Wang Zilin Last week, the Nasdaq Index first broke through the 0.02 million point barrier. Although concerns about high valuations and potential economic stagnation following Trump's inauguration remain, the U.S. stock market has continued to rally after the Fed's interest rate cut in September and especially after the November elections, with the three major indices repeatedly reaching new highs. Despite these concerns not reversing the upward trend of U.S. stocks, they have indeed increased alongside the market reaching new heights. So, at the current position, how high is the valuation of U.S. stocks? How high of a valuation level can the current growth and liquidity environment support? How should the valuation issue of U.S. stocks be viewed? In this regard, we take a longitudinal perspective.
Billionaires Love This US Tech Stock (Hint: It's Not Nvidia)
2nm, is the winner already determined?
Taiwan Semiconductor's dominant position has raised concerns about its pricing power for the 2nm process. In the absence of viable competition, Taiwan Semiconductor has transformed from an 'effective' frontier monopolist into a true monopolist. This allows them to increase prices at will.
Here Is the Most Likely Candidate to Become New Intel CEO
Intel Corporation (NASDAQ:INTC) Is Favoured by Institutional Owners Who Hold 62% of the Company
Intel Options Spot-On: On December 13th, 347.42K Contracts Were Traded, With 5.77 Million Open Interest
On December 13th ET, $Intel(INTC.US)$ had active options trading, with a total trading volume of 347.42K options for the day, of which put options accounted for 23.14% of the total transactions, and
Daily short sale tracking: Warner Bros Discovery's short volume increased by 10 million, with a short sale ratio of 16%
Warner Bros Discovery(WBD.US) ranked top of the list had the largest change in short volume (10.01 million shares), and the short volume ratio of South Bow(SOBO.US) reached 58.62%. See more about the top 10 list of short selling volume changes in the latest trading day of the US stock market.
Intel Executives Say Manufacturing Spinoff Could Happen
Daily Options Tracking | Broadcom surged over 14% before the market opens! Multiple Call orders are being placed in advance; the popularity of the Bitcoin mining company RIOT suddenly increased! The Options market is bullish up to 20 dollars.
Overnight, the Nasdaq fell from its historical Top Reversal, and major Technology stocks in the US generally declined, with a decrease in trading activity in the Options Chain. NVIDIA dropped over 1%, with Options Volume falling to 2.7 million contracts, while the Call ratio slightly decreased to 66.6%. On the Options Chain, the Calls expiring today with strike prices of $140/$138/$137 were the most popular, each with a Volume of over 0.11 million contracts.
Intel's interim CEO admitted that if the 18A technology is not successful, the foundry division may be spun off.
Although Intel does not rule out the possibility of the foundry division being independently listed, there are also doubts in the market about whether spinning off the loss-making foundry is meaningful.