The manager of one the globe’s biggest hedge fund firms is out putting more chips behind MU- and taking them all away from INTC.
RBC Capital’s Amit Daryanani sees potential for an enticing M&A opportunity for Intel- but are there complications at bay?
Intel Corporation (NASDAQ:INTC) today reported full-year and fourth-quarter 2017 financial results. The company also announced that its board of directors has approved an increase …
Top analyst Craig Ellis believes Intel’s 4Q17 results will beat the Street, less certain for 1Q18.
MKM’s Ruben Roy now spotlights 9% return potential for INTC shares, enticed by valuation ahead of what should be a “strong” 2018.
Oppenheimer’s Rick Schafer notes that the Intel bugs could present “serious” short-term challenges, but stand to be corrected “more easily” than the rest of the chip makers hit.
MKM’s Ruben Roy highlights the trends to watch at the world’s biggest technology show.
Bernstein’s Stacy Rasgon and Rosenblatt’s Hans Mosesmann size up a liability that could be a nightmare for Intel; but INTC’s hardware security bug could translate as a dream for AMD’s CPU opportunity.
One of the best performing analysts on Street, Mizuho’s Vijay Rakesh pinpoints a lower tax rate and long-term cash repatriation as advantages that could bring upside to INTC come 2018.
Wells Fargo’s David Wong looks at thinning growth in the chip industry, but makes a bullish case for two of the sector’s best giants: AMD and INTC.
