Operator: Thank you for standing by, and welcome to the Intel Corporation First Quarter 2025 Earnings Conference Call.
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April 26 - News, Transcripts
Jim Cramer in a latest program on CNBC talked about the latest trends in the AI data center industry and said that based on reports from some of the leading companies, there is...
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April 25 - Hedge Funds, News
The Trump administration is looking to resolve the trade war between the U.S and China, and the dispute is likely to be resolved in the next 90 days, Patrick Moorhead Founder...
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April 25 - Market Movers, News
Hedge funds tend to pile up on a stock that gains or is expected to gain positive attention in a market.
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April 23 - Hedge Funds, Market Movers, News
Latest reports from the IMF reveal that economic gains from artificial intelligence are likely to outweigh the costs of rising carbon emissions from the data centers needed to...
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April 23 - Hedge Funds, Industries, News, Tech
Intel will benefit from increased purchases of computerized products in the first half of 2025 as consumers and businesses look to stockpile such offerings ahead of the imposition...
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April 22 - Market Movers, News
Tech companies have been on a tear in recent years, particularly due to the rise of AI.
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April 21 - Hedge Funds, News, Tech
In the latest efforts to stop China from getting ahead in the AI race, the Trump administration is considering penalties that would block China's DeepSeek from buying U.S.
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April 17 - Hedge Funds, Industries, News, Tech
In his latest appearance on CNBC’s Squawk on the Street, Jim Cramer reacted to the partial tariff exemptions announced by the White House, interpreting them not as a full retreat...
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April 15 - Hedge Funds, News
Market uncertainty aside, the AI race is tighter than ever.
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April 15 - Hedge Funds, Industries, News, Tech
The optimism around the United States economy over the past few months, largely due to the AI hype, has been dampened by recent measures undertaken by the Trump administration...
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April 12 - Hedge Funds, News
Such a joint venture would make sense for TSM, Tsilis stated.
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April 10 - Market Movers, News
“The market looked terrific when I went out to lunch today … Then I came back and all the gains that I saw were gone. So many wins had turned into losses.
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April 9 - Hedge Funds, News
KeyBanc recently cut its rating on AMD (AMD) to Sector Weight from Overweight, Schwab Network reported today.
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April 8 - Market Movers, News
We came across a bullish thesis on Intel Corporation (INTC) on Substack by DeepValue Capital. In this article, we will summarize the bulls’ thesis on INTC.
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April 8 - News, Stock Analysis
Artificial Intelligence (AI) is no longer a concept of the future but a real economic force influencing markets.
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April 4 - Hedge Funds, News
President Donald Trump’s new reciprocal tariff announcement is hammering stock markets around the world as countries face a new reality and trade dynamics.
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April 3 - Hedge Funds, News
Speaking yesterday, INTC CEO Lip-Bu Tan said that turning around the chipmaker "won't be easy" and "won't happen overnight." He added that the firm will face difficulties for ...
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April 1 - Market Movers, News
In a recent appearance on CNBC's Squawk on the Street, Jim Cramer commented that President Trump might be lenient towards major American companies when it came to tariffs.
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March 31 - News
According to a Fortune Business Insights report, the global data center market, valued at $242.72 billion in 2024, is expected to grow to $585 billion by 2032, at a compound annual...
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March 27 - Hedge Funds, News
On Monday, Jim Cramer, host of Mad Money, shared his thoughts on how the government's approach to tariffs could play a crucial role in sustaining the stock market rally.
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March 25 - Hedge Funds, News
During the most recent episode of Mad Money, Jim Cramer described the current stock market as a “short sellers paradise,” offering an ideal moment for those betting against...
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March 25 - Hedge Funds, News
The global semiconductor market is poised for substantial growth, with research firm MarketsandMarkets estimating its value to reach $628 billion in 2024 and expand to $707 billion...
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March 22 - Hedge Funds, Industries, News, Tech
In a recent appearance on CNBC's Squawk on the Street, Jim Cramer commented on a Bloomberg piece about Secretary Bessent acting like a hedge fund manager and disagreements within...
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March 19 - News
As businesses invest heavily in artificial intelligence, many leaders remain skeptical about its impact on enterprise productivity.
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March 18 - Hedge Funds, News
In a recent appearance on CNBC's Squawk on the Street, Jim Cramer commented on President Trump's latest set of tariffs.
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March 17 - News
Piper Sandler’s Chief Market Technician Craig Johnson said in a latest program on CNBC that despite the recent market volatility and “negative” headlines, he sees buying...
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March 16 - Hedge Funds, News
Jim Cramer, the host of Mad Money, expressed frustration on Thursday over the negative outlook he believes the White House is projecting about the economy.
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March 14 - Hedge Funds, News
Data centers have become the foundation of the digital economy, facilitating the storage, processing, and distribution of vast amounts of data that drive industries worldwide.
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March 13 - Hedge Funds, Industries, News, Tech
In this article, we will take a look at 13 stocks that Jim Cramer discussed 12 months ago during his show on March 20, 2024, and examine whether he was right or wrong about those...
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March 13 - Hedge Funds, News
According to a new L.E.K.
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March 12 - Hedge Funds, Industries, News, Tech
The global semiconductor industry reported a collective revenue of $626 billion in 2024, an 18.1% increase YoY, as per Gartner.
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March 10 - Hedge Funds, News
AI is transforming industries at a very fast pace, with businesses integrating AI agents to improve efficiency and customer interactions.
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March 6 - Hedge Funds, News
On Wednesday, Jim Cramer, the host of Mad Money, shared his thoughts on the volatile trading day, pointing out that President Donald Trump's actions are reshaping how investors...
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March 6 - Hedge Funds, News
"The CHIPS Act is a horrible, horrible thing. We give hundreds of billions of dollars and it doesn't mean a thing.
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March 5 - Market Movers, News
The AI stocks selloff that started following the launch of DeepSeek is still impacting the US markets.
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March 5 - Hedge Funds, News
According to a February research report by Precedence Research, the global AI market is projected to grow from $757.58 billion in 2025 to approximately $3.68 trillion by 2034, ...
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March 3 - Hedge Funds, News
Nvidia and Broadcom, which both sell large numbers of AI chips, are testing Intel's ability to produce complex semiconductors, Reuters reported.
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March 3 - Market Movers, News
In a recent discussion at CNBC's 'Squawk on the Street', NYU professor and AI expert, Gary Marcus shared his perspective on the limitations of current AI models, the hurdles in...
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February 27 - Hedge Funds, News
Gene Munster from Deepwater Asset Management said in a latest program on CNBC that the AI hardware trade is still intact and the analyst believes DeepSeek is a net positive for...
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February 26 - Hedge Funds, News
Jim Cramer in a latest program on CNBC talked about the ongoing “rebellion” against the data center and the impact of tariffs on the broader market.
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February 26 - Hedge Funds, News
Doug Clinton, Deepwater Asset Management co-founder, said in a latest program on CNBC that the AI trade is still intact but the market is going through a period of "doubt" and...
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February 25 - Hedge Funds, News
DeepSeek AI revelations were the biggest concern for investors when the month started. Many had started questioning if investing so much in AI infrastructure was worth it.
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February 25 - News, Stock Analysis
From a certain perspective, domestic equities are off to a strong start this year.
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February 25 - Hedge Funds, News
The rapid expansion of digital technologies and data-intensive applications, including artificial intelligence (AI), cloud computing, and enterprise digital transformation, is...
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February 24 - Hedge Funds, Industries, News, Tech
In a recent appearance on CNBC's Squawk on the Street, Jim Cramer recalled the stock market crash due to the coronavirus.
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February 24 - News
The performance of the semiconductor industry is commonly measured by the Philadelphia Semiconductor Index (SOX), a capitalization-weighted index comprising 30 of the largest ...
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February 22 - Hedge Funds, Industries, News, Tech
The semiconductor industry is a crucial pillar of global technological development, providing essential components for various industries, from consumer electronics to industrial...
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February 21 - Hedge Funds, Industries, News, Tech
AI is transforming industries by enabling machines to learn, adapt, and make decisions based on data.
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February 20 - Hedge Funds, News
There have been murmurs of a data center and cloud computing slowdown for the past two years, but none of that has materialized and the data center industry has instead accelerated...
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February 19 - News