Intel Stock Is Falling for a Third Day, Losing Ground to AMD and Arm

Barron's12:30 ET

Intel Teams Up With McLaren Racing in Multiyear AI, Computing Deal

MT NewswiresMay 14 06:45 ET

Research Alert: CFRA Maintains Buy Opinion On Shares Of Intel Corporation

MT Newswires00:50 ET

Ming-Chi Kuo, known as the 'prophet of Apple's supply chain,' stated that Apple is systematically nurturing Intel to ensure its long-term capability as a key supplier.

In view of Apple's sales still being heavily skewed toward the iPhone, Guo Mingchi believes that approximately 80% of the order mix is focused on the iPhone product line, 'reflecting Apple's end-device sales mix.'

Zhitong Finance23:40 ET

Options Income Daily: MU, INTC, NOK and More

Options Newsman22:01 ET

April becomes the 'watershed': For institutions that 'chose the right AI hardware,' this is 'the strongest single month since 1999,' while those that chose incorrectly 'completely failed to outperform the index.'

In April, hedge funds that successfully bet on the AI hardware supply chain experienced their strongest single month in over two decades: technology-themed funds surged 10.3%, setting a 28-year record; Whale Rock skyrocketed 39% in one month, and Point72’s AI-focused fund rose 15%. However, actively managed mutual funds that failed to heavily invest in semiconductors performed poorly – the proportion outperforming the S&P 500 plummeted from 60% to 28%.

wallstreetcn20:45 ET