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Intel Gets a $5 Billion Boost from Nvidia
Yahoo Finance· 2025-09-18 18:08
Key Points Intel and Nvidia announced a blockbuster deal on Thursday. The two companies will develop custom data center and PC chips integrating Intel and Nvidia technology, and Intel will manufacture them. Nvidia will also invest $5 billion in Intel stock. 10 stocks we like better than Intel › Semiconductor giant Intel (NASDAQ: INTC) entered this year in a state of disarray. It had no permanent CEO until March, when industry veteran Lip-Bu Tan took over after former CEO Pat Gelsinger was forced ...
Intel Targets Lower Spending With Altera Sale Complete
The Motley Fool· 2025-09-16 09:10
Intel has completed its sale of a majority stake in Altera.Semiconductor giant Intel (INTC 2.74%) agreed earlier this year to sell a majority stake in FPGA designer Altera to an investment firm. Intel paid $16.7 billion for Altera back in 2015, but it was never able to thrive within the larger company. During the first half of 2025, Altera generated revenue of $816 million, a gross margin of 55%, and had $356 million in operating expenses, according to an SEC filing from Intel.For comparison, Altera generat ...
Intel's Turnaround Gains Credibility With Strong Q2 Report
MarketBeat· 2025-07-25 14:25
股价波动与市场反应 - 英特尔股价在财报发布后剧烈波动,从收盘价22.6美元一度飙升至24.22美元,随后在两者间震荡[1] - 市场对财报的复杂反应体现了短期成本与长期战略收益的权衡[2] 第二季度财务表现 - Q2营收达129亿美元,同比持平但超出公司指引和华尔街预期[3] - 数据中心与AI部门(DCAI)收入同比增长4%,而客户端计算部门(CCG)收入小幅下滑3%[4] - 非GAAP每股亏损0.1美元,主要源于19亿美元重组费用和8亿美元资产减值等一次性支出[5] 利润率与前瞻指引 - Q3非GAAP毛利率指引为36%,较Q2的29.7%提升超600个基点[6] - 毛利率改善表明成本削减措施开始对盈利能力产生积极影响[7] 战略执行进展 - 已完成15%裁员计划的大部分,2025-2026年运营费用目标有望达成[11] - 暂停德国和波兰工厂项目,放缓俄亥俄州建设进度以提升资本效率[11] - 通过出售Mobileye股票获得9.22亿美元现金,强化资产负债表[11] 技术路线图与产品进展 - 18A制程已开始生产晶圆,Panther Lake处理器按计划年内出货[11] - Xeon 6处理器被选为NVIDIA最新DGX AI系统的主CPU[11] 分析师评级与市场定位 - 当前股价20.72美元,52周区间为17.67-31.56美元,目标价22.25美元[1] - 32位分析师平均目标价22.25美元,最高预测28美元,最低14美元[8]