We recently published a list of Top 11 AI News and Ratings You Probably Missed. In this article, we are going to take a look at where Intel Corporation (NASDAQ:INTC) stands against other top AI news and ratings you probably missed.
AI is rapidly evolving, with lower costs making it more accessible and shifting attention from infrastructure to real-world applications. As companies explore new ways to integrate AI, open-source models are gaining momentum, challenging proprietary systems. This shift is reshaping investment strategies and raising questions about the future of AI development and adoption.
The Future of AI Development and Market Trends
Big Technology’s Alex Kantrowitz and Alger’s Dan Chung joined CNBC Closing Bell to discuss AI’s growing power demand, investment trends, and changing perceptions around the technology. Kantrowitz highlighted that AI development is becoming more affordable as it is shifting the focus from infrastructure to practical applications. Companies integrating AI into their products stand to gain the most, while infrastructure-based businesses face uncertainty as models become more accessible. He emphasized the need for real-world applications to sustain AI’s momentum.
Chung shared an optimistic view and noted that lower costs could drive wider AI adoption. He acknowledged the need for further validation of DeepSeek’s claims but recognized its potential to reshape AI development. The conversation also explored the rise of open-source AI, which is challenging proprietary models by promoting collective advancements. While there is some skepticism remaining over DeepSeek’s reported costs, its results suggest a significant shift in AI’s evolution.
AI is evolving quickly, with advancements making it cheaper to develop and more accessible through open-source models. While early discussions centered on infrastructure and cloud computing, the focus is now shifting to real-world applications. Investors and tech leaders are watching closely to see if these breakthroughs will lead to meaningful innovation or if the excitement is outpacing reality. The next phase of AI will depend on how well companies turn these technologies into practical, widely used solutions.
For this article, we selected AI stocks by reviewing news articles, stock analysis, and press releases. We listed the stocks in ascending order of their hedge fund sentiment taken from Insider Monkey’s database of 900 hedge funds.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 275% since May 2014, beating its benchmark by 150 percentage points (see more details here).
A technician soldering components for a semiconductor board.
Intel Corporation (NASDAQ:INTC)
Number of Hedge Fund Holders: 68
Intel Corporation (NASDAQ:INTC) designs, manufactures and markets a wide range of computing products and services, including processors, memory, AI solutions, and advanced driver assistance systems, serving diverse industries globally.
On January 30, Intel (NASDAQ:INTC) reported Q4 non-GAAP EPS of $0.13, surpassing estimates by $0.01, with revenue of $14.26 billion, down 7.4% year-over-year, but beating expectations by $430 million. For Q1 2025, the company forecasts revenue between $11.7 billion and $12.7 billion, below the consensus of $12.86 billion. Intel expects Q1 EPS of $(0.27) and non-GAAP EPS of $0, compared to the consensus estimate of $0.09.
Bernstein analyst Stacy Rasgon views Intel’s Q4 results as decent, with stronger-than-expected performance in Client Computing Group and Network and Edge Group. However, the company’s Q1 guidance is weak, with key segments expected to decline, and gross margins projected to fall. Despite a slight earnings beat, Intel faces ongoing challenges, including structural concerns, delays in projects, and increased outsourcing. The company’s aggressive pricing strategy, especially in AI and data centers, poses margin risks. While the stock rose briefly, Rasgon maintained a Market Perform rating with a $25 price target and advised caution.
Overall, INTC ranks 3rd on our list of top AI news and ratings you probably missed. While we acknowledge the potential of INTC as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than INTC but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.
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Disclosure: None. This article is originally published at Insider Monkey.