Intel's restructuring, though painful, is necessary due to efficiency and productivity concerns. The Intel client group continued to perform well despite concerns about its competitiveness against ARM ...
As expected, Intel's share price has significantly underperformed the sector even after a major rally since the beginning of the year. The market is already pricing-in earnings recovery which brings ...
Leopold Aschenbrenner's Situational Awareness fund went "short" many of the most popular AI names last quarter. The fund maintained its big long position in Intel, despite the stock's 50% rise in the ...
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