38.04 -0.05 (-0.13%)
After hours: 7:59PM EST
|Bid||38.00 x 1000|
|Ask||0.00 x 1000|
|Day's Range||37.87 - 38.28|
|52 Week Range||34.21 - 45.75|
|Beta (3Y Monthly)||0.92|
|PE Ratio (TTM)||17.08|
|Forward Dividend & Yield||1.35 (3.53%)|
|1y Target Est||42.08|
What's Caused AMD to Outperform Its Peers Intel and NVIDIA?(Continued from Prior Part)AMD’s expectation from Rome Previously, we learned that Advanced Micro Devices (AMD) gained server CPU (central processing unit) market share in 2018 as more
How Semiconductor Downturn Has Affected AMD's Profitability(Continued from Prior Part)AMD’s capital expenditure Previously, we saw that Advanced Micro Devices (AMD) improved its gross margin by increasing its mix of new products. However, the
How Semiconductor Downturn Has Affected AMD's ProfitabilityAMD’s profitabilityAdvanced Micro Devices (AMD) was an outlier this semiconductor earnings season. The company’s stock rose over 20% even though its fourth-quarter 2018 earnings and
What's Caused AMD to Outperform Its Peers Intel and NVIDIA?(Continued from Prior Part)AMD’s computing earningsPreviously, we learned that Advanced Micro Devices’ (AMD) fourth-quarter revenue had been driven by 39% YoY (year-over-year) growth in
Semiconductor stocks have rebounded sharply this year but only a few are expected to continue thriving amid global economic challenges.
AMD Banks on Market Share Gains to Grow in 2019(Continued from Prior Part)A market share gain story Advanced Micro Devices (AMD) is a small player in the CPU (central processing unit) and GPU (graphics processing unit) markets. In the previous part
Apple shares have risen since the tech group reported decent sales numbers last month. But this offers little relief for the smartphone’s main chip supplier Taiwan Semiconductor Manufacturing Co. Apple’s ...
What Intel's New CEO Brings to the Table(Continued from Prior Part)The 10 nm challenge Intel’s (INTC) new CEO has been a hot topic. Now that the company has appointed its CFO and interim CEO, Bob Swan, as its new CEO, investors want to know about
Texas Instruments, Sony, and Taiwan Semiconductor Manufacturing are chip stocks worth buying after a decline in semiconductor stock prices over the past year.
Intel (NASDAQ:INTC) looked around the world for its next CEO and settled for the quiet man in its own backyard. The company known as "Chipzilla" earned $5.2 billion, $1.12 per share, on revenue of $18.7 billion during the fourth quarter, all without a real CEO. Meanwhile, INTC stock lost 10.3% of its value -- versus a 5.34% decline in the Nasdaq Composite index -- since the June resignation of CEO Brian Krzanich. That Q4 performance was under the interim leadership of Bob Swan, 58, who was tapped yesterday as the permanent replacement for Krzanich, who exited over an affair with a colleague. After months of speculation around names like Advanced Micro Devices (NASDAQ:AMD) CEO Lisa Su and former Alphabet (NASDAQ:GOOGL) cloud chief Diane Bryant, Intel has settled on the boring insider. The reaction of traders was a giant "meh," as the shares fell 2.4% InvestorPlace - Stock Market News, Stock Advice & Trading Tips Under Swan, Intel has glided carefully forward, a big ship on a calm sea, slowly becoming a great bargain. The shares traded on yesterday at just over 10 times earnings, with a dividend that yields more than 2.7%, and buying interest among analysts was drying up. If you believe in buying when they scream sell and selling when they scream buy, it's time to buy. ### Intel's Problems Intel is two companies, a foundry and a design shop. Neither is a top performer. The foundry makes chips. The foundry needs attention, because its technology has fallen behind rivals like Taiwan Semiconductor (NYSE:TSM) and Samsung Electronics (OTCMKTS:SSNLF). * 7 Stocks With Too Much Riding On China Intel also designs chips for most major chip niches. It's behind AMD in microprocessors, behind Micron Electronics (NASDAQ:MU) in memory, behind Nvidia (NASDAQ:NVDA) in graphics, and behind Qualcomm (NASDAQ:QCOM) in communications. It's a huge "addressable market" as Swan notes. Intel doesn't have to win the market to win sales. Wherever analysts look they see Intel as second-rate. Yet Intel keeps moving forward, growing at 9% per year. Swan's biggest decision so far has been to invest more in Israel, with $11 billion committed to manufacturing there and a $6 billion bid for Mellanox Technologies (NASDAQ:MLNX), which makes chips for data centers. Cloud data centers are why Intel has been able to get away with mediocrity. Clouds don't need the latest chips, they need chips that are good enough and as cheap as possible. It's an area where Intel's mass production still offers leadership, and it's an area that's still growing. ### Which Way Swan? Swan is the first outsider to become Intel CEO, and the first to rise from the finance side. He didn't go to Harvard or Stanford, but to the State University of New York. Swan has executive experience at General Electric (NYSE:GE), at Northrup Grumman (NYSE:NOC), at eBay (NASDAQ:EBAY), and he even led Webvan as that grocery delivery service went under after the dot-com bubble popped. He kept falling up because of his reputation as a great numbers man, and a consensus builder. Swan now faces the hard decisions about what to do concerning Intel's internal contradictions and market problems. He is unlikely to breakup the company, as I have suggested off-and-on for six years. He is most likely to seek consensus from his managers, and to follow whatever low-risk growth path his numbers see as indicated. * 7 High-Dividend Stocks Yielding More Than 5% (Plus a Bonus) Even without a grand strategy, Intel stock is super-cheap right now. The company is highly profitable, it's doing $71 billion of business each year with an operating margin over 30%, and the market cap is under three times sales at $216 billion. ### Bottom Line on INTC Stock Right now, Intel stock buyers can get a dividend equivalent to a 10-year government bond. The company is cheap and financially strong. There's a floor called results keeping INTC stock out of the pre-2018 trading range of the mid-30s. Minimal risk, maximum chance of profit. That's how I speculate. Dana Blankenhorn is a financial and technology journalist. He is the author of a new mystery thriller, The Reluctant Detective Finds Her Family, available now at the Amazon Kindle store. Write him at email@example.com or follow him on Twitter at @danablankenhorn. As of this writing he owned no shares in companies mentioned in this article. ### More From InvestorPlace * 2 Toxic Pot Stocks You Should Avoid * 5 Machine-Learning Stocks to Buy for a Smarter Portfolio * 10 Stocks to Sell in February * 10 Triple-A Stocks to Buy in February Compare Brokers The post Intel Stock Awaits Likely Rebound Under Interim-Turned-Permanent CEO Swan appeared first on InvestorPlace.
Despite Apple Inc.’s (AAPL) big stock jump this week, the outlook for several of its suppliers remains bearish, signaling potential downside for shares of semiconductor manufacturers including Cirrus Logic Inc. (CRUS), Skyworks Solutions Inc. (SWKS), and Qorvo Inc. (QRVO). All three of these chip makers rely heavily on Apple for revenue, in particular from the iPhone, which is expected to see demand decelerate again in Apple’s current quarter. While these same stocks once benefited from past Apple “super cycles” in which new generations of products would create a tail of wealth for suppliers, the breakdown of that cycle, and forecasts for falling or weaker iPhone sales, is now having the opposite effect.
GPU Headwinds Bring NVIDIA Back to Pre-Crypto LevelsSeveral headwinds make a storm for NVIDIAOn January 28, NVIDIA (NVDA) shocked semiconductor investors by lowering its revenue guidance for the fourth quarter of fiscal 2019 by $500 million, or
KLAC Stock Rises Over 3% on Fiscal Q2 2019 Revenue BeatSemiconductor manufacturing equipment trendsThe semiconductor market is seeing demand weakness, especially in China. SME (semiconductor manufacturing equipment) suppliers are also seeing demand
is set to release its fiscal first-quarter earnings after the bell on Tuesday and the anxiety among market participants is palpable. Shares of the Cupertino, California-based tech giant were relatively flat near the open as the market awaits a sign on whether Apple really did call the bottom when it gave investors early insight into the state of its business as the month began. Many will recall that CEO Tim Cook gave the market pause on Jan. 2 with a letter to investors detailing the disappointment they were in for with this quarterly report.
Moody's Investors Service ("Moody's") affirmed the ratings of Entegris Inc. ("Entegris"), including the Ba1 Corporate Family Rating ("CFR") and Baa3 senior secured ratings following the announcement of the merger between Entegris and Versum Materials, Inc. ("Versum"). The outlook is stable.
The world's largest contract chipmaker is investigating the cause of the problem at its Fab 14B production site in southern Taiwan, Nikkei reported on Monday. TSMC's customers include Advanced Micro Devices Inc, Broadcom Inc, Huawei Technologies, Intel Corp, Nvidia Corp, Qualcomm and Apple, among others.
shares traded at a seven-week high Friday after guiding toward stronger second-half sales, alongside wider company cost cuts, following weaker-than-expected second quarter earnings. Western Digital said adjusted earnings for the three months ending in December, its fiscal second quarter, came in at $1.45 per share, down more than 63% from the same period last year and 6 cents shy of the consensus forecast. Revenues fell 21% to $4.23 billion, essentially in-line with Street forecasts, and said third quarter earnings and sales would also miss estimates.
Texas Instruments Stock Rises on Better-than-Expected Q4 Profits(Continued from Prior Part)Texas Instruments’ profitabilityPreviously, we saw that Texas Instruments’ (TXN) revenue is falling due to a slowdown in demand, especially from China
Texas Instruments Stock Rises on Better-than-Expected Q4 ProfitsTexas Instruments stock rises on fourth-quarter earningsThe fourth-quarter 2018 semiconductor earnings season began with foundry TSMC’s (TSM) earnings showing signs of a slowdown in
Semiconductor Stocks Rally Due to US-China Trade Optimism(Continued from Prior Part)Tech industry The US stock market trended downward in the fourth quarter. The US-China (FXI) trade war slowed China’s economy and weakened the global economic