Últimas noticias sobre Intel (NASDAQ:INTC) Bolsa

Intel

Intel is a leading digital chipmaker, focused on the design and manufacturing of microprocessors for the global personal computer and data center markets. Intel pioneered the x86 architecture for microprocessors and was the prime proponent of Moore's law for advances in semiconductor manufacturing. Intel remains the market share leader in central processing units in both the PC and server end markets. Intel has also been expanding into new adjacencies, such as communications infrastructure, automotive, and the Internet of Things. Further, Intel expects to leverage its chip manufacturing capabilities into an outsourced foundry model where it constructs chips for others.

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Intel sube +5 % tras conocerse recortes del 20 % de su plantilla. Los inversores reaccionan antes de resultados trimestrales.

Acciones de Intel (INTC) suben en bolsa pese a recortes del 20 % de su plantilla

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La jornada bursátil dejó movimientos clave en acciones tech y energéticas, impulsadas por anuncios corporativos y cambios estratégicos.

Tesla, Intel, Enphase, Oklo, RTX: 5 acciones que están en el radar de los inversores

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Volatilidad global al alza por tensiones geopolíticas y presión sobre la Fed. Así reaccionan los mercados internacionales hoy.

Mercados al límite: ¿Por qué la volatilidad global se dispara hoy?

Intel Corp

Intchains Group Limited - American Depositary Shares

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China's reported breakthrough in producing 5-nanometer <a href="https://www.benzinga.com/markets/eurozone/25/03/44253751/asml-boosts-ai-chip-rd-in-europe-amid-us-sanctions-china-slowdown-and-subsidy-uncertainty">chips without extreme ultraviolet</a> (EUV) lithography has sparked warnings from tech leaders.
What Happened: On Wednesday, William Huo, Intel Corp's (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) first chief representative in Beijing, took to X, formerly Twitter, and highlighted the report that China's Semiconductor Manufacturing International Corporation (SMIC) had manufactured 5 nm-class chips without using EUV tools.
"BREAKING: China made 5nm chips without EUV. Let that sink in," Huo wrote. "No ASML. No Nikon. Just brute-force DUV, clever engineering, and sheer industrial will."
He credited the milestone to advanced deep ultraviolet (DUV) techniques and innovations like Self-Aligned Quadruple Patterning (SAQP), calling the result "Moore's Law by force, not finesse."
See Also: <a href="https://www.benzinga.com/markets/25/04/44891778/nvidia-not-acting-in-us-interests-says-chamath-palihapitiya-questions-how-alibaba-or-deepseek-are-one-step-ahead">Nvidia Not Acting In US Interests, Says Chamath Palihapitiya — Questions, How Alibaba Or DeepSeek Are One Step Ahead</a>
Huo said that these chips are symbolic of China's resilience against U.S. sanctions and its emergence as a self-reliant chip powerhouse.
Responding to Huo's thread on the platform, venture capitalist Chamath Palihapitiya added his own stark assessment, saying, "There is one, and only one, battle that must be won&#8230; Technical Superiority."&nbsp;
"Countries who have technical superiority will have military and economic superiority over those that don't&#8230; China is formidable and neck and neck with America, but America can win if we focus and prioritize."
The "SPAC King" warned that America could lose its edge if it continues to favor bureaucracy and red tape over actual innovation and scaling.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Sitting here, in 2025, its important to recognize that there is one, and only one, battle that must be won when thinking in terms of the sovereignty and supremacy of one nation-state over another: Technical Superiority Countries who have technical superiority will have military… <a href="https://t.co/yNPCY5c0rD">https://t.co/yNPCY5c0rD</a>
&mdash; Chamath Palihapitiya (@chamath) <a href="https://twitter.com/chamath/status/1915170302444855460?ref_src=twsrc%5Etfw">April 23, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
Why It's Important: Last month, Wccftech cited industry insiders and <a href="https://wccftech.com/smic-5nm-development-completed-in-2025/">reported</a> that SMIC is expected to complete its 5nm chip development by 2025.
However, the manufacturing cost of these chips could be up to 50% higher than that of Taiwan Semiconductor Manufacturing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), largely due to SMIC&#8217;s inability to access advanced EUV tools.
As per the report, SMIC&#8217;s yield rates for 5nm wafers are roughly one-third of what TSMC achieves on comparable technology. Despite these challenges, Huawei Technologies is said to be planning to incorporate SMIC's 5nm chips into its Ascend 910C AI processors.
This is part of broader efforts to reduce dependence on Nvidia Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and boost domestic capabilities.
While reporting its first-quarter financial results, TSMC said, &#8220;Moving into second quarter 2025, we expect our business to be supported by strong demand for our industry-leading 3nm and 5nm technologies,&#8221; referring to the continuing demand for these chips.
Earlier this month, the White House enacted a permanent export restriction on Nvidia's H20 chips to China, a move that the company says could impact its quarterly revenue by <a href="https://www.benzinga.com/news/global/25/04/44828742/nvidia-stock-is-tumbling-after-hours-heres-why">as much as $5.5 billion</a>.
This is part of the U.S. government&#8217;s efforts to bring advanced chip manufacturing back home. A key piece of the puzzle is cutting-edge technology like EUV lithography from Dutch company ASML Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASML#NASDAQ">ASML</a>), which is essential for producing smaller, more powerful chips.
Intel earns a growth rating of 3.59% from Benzinga Edge Stock Rankings. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">Click here to compare its performance</a> with TSMC, Nvidia, and other leading tech giants.
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/quote/INTC"><img decoding="async" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/23231821/Screenshot-2025-04-24-at-8.48.09%E2%80%AFAM.png" alt="" class="wp-image-885545" /></a></figure>
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Photo Courtesy: Maxx-Studio On Shutterstock.com
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

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ASML

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China's Chip Breakthrough Without ASML Makes Chamath Palihapitiya Take Stock Of Beijing's 'Formidable' Nature: 'America Can Win If…'

Across the recent three months, 14 analysts have shared their insights on Intel (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), expressing a variety of opinions spanning from bullish to bearish.
The following table encapsulates their recent ratings, offering a glimpse into the evolving sentiments over the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">12</td>
<td align="right">1</td>
<td align="right">1</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">4</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">6</td>
<td align="right">1</td>
<td align="right">1</td>
</tr>
</tbody>
</table>
Analysts provide deeper insights through their assessments of 12-month price targets, revealing an average target of $22.07, a high estimate of $29.00, and a low estimate of $19.00. Highlighting a 4.62% decrease, the current average has fallen from the previous average price target of $23.14. 
<img src="https://www.benzinga.com/files/images/story/2025/1745445692_0.png" alt="price target chart" />
<h2>Interpreting Analyst Ratings: A Closer Look</h2>
The standing of Intel among financial experts becomes clear with a thorough analysis of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
&#x7C; Analyst &#x7C; Analyst Firm &#x7C; Action Taken &#x7C; Rating &#x7C;Current Price Target&#x7C; Prior Price Target &#x7C; 
&#x7C;--------------------&#x7C;--------------------&#x7C;---------------&#x7C;---------------&#x7C;--------------------&#x7C;--------------------&#x7C; 
&#x7C;Matt Bryson &#x7C;Wedbush &#x7C;Lowers &#x7C;Neutral &#x7C; $19.00&#x7C;$20.00 &#x7C; 
&#x7C;Stacy Rasgon &#x7C;Bernstein &#x7C;Lowers &#x7C;Market Perform &#x7C; $21.00&#x7C;$25.00 &#x7C; 
&#x7C;Tom O'Malley &#x7C;Barclays &#x7C;Lowers &#x7C;Equal-Weight &#x7C; $19.00&#x7C;$23.00 &#x7C; 
&#x7C;Christopher Rolland &#x7C;Susquehanna &#x7C;Lowers &#x7C;Neutral &#x7C; $22.00&#x7C;$24.00 &#x7C; 
&#x7C;Timothy Arcuri &#x7C;UBS &#x7C;Lowers &#x7C;Neutral &#x7C; $22.00&#x7C;$23.00 &#x7C; 
&#x7C;Vivek Arya &#x7C;B of A Securities &#x7C;Raises &#x7C;Neutral &#x7C; $25.00&#x7C;$19.00 &#x7C; 
&#x7C;Matthew Prisco &#x7C;Cantor Fitzgerald &#x7C;Raises &#x7C;Neutral &#x7C; $29.00&#x7C;$22.00 &#x7C; 
&#x7C;Harlan Sur &#x7C;JP Morgan &#x7C;Lowers &#x7C;Underweight &#x7C; $23.00&#x7C;$26.00 &#x7C; 
&#x7C;Ruben Roy &#x7C;Stifel &#x7C;Lowers &#x7C;Hold &#x7C; $21.00&#x7C;$25.00 &#x7C; 
&#x7C;William Stein &#x7C;Truist Securities &#x7C;Lowers &#x7C;Hold &#x7C; $21.00&#x7C;$22.00 &#x7C; 
&#x7C;Aaron Rakers &#x7C;Wells Fargo &#x7C;Lowers &#x7C;Equal-Weight &#x7C; $25.00&#x7C;$28.00 &#x7C; 
&#x7C;Matthew Prisco &#x7C;Cantor Fitzgerald &#x7C;Maintains &#x7C;Neutral &#x7C; $22.00&#x7C;$22.00 &#x7C; 
&#x7C;Suji Desilva &#x7C;Roth MKM &#x7C;Lowers &#x7C;Neutral &#x7C; $20.00&#x7C;$25.00 &#x7C; 
&#x7C;Hans Mosesmann &#x7C;Rosenblatt &#x7C;Maintains &#x7C;Sell &#x7C; $20.00&#x7C;$20.00 &#x7C;
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts frequently update their recommendations based on evolving market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to Intel. This information provides a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Analysts unravel qualitative evaluations for stocks, ranging from 'Outperform' to 'Underperform'. These ratings offer insights into expectations for the relative performance of Intel compared to the broader market.</li>
<li>Price Targets: Gaining insights, analysts provide estimates for the future value of Intel's stock. This comparison reveals trends in analysts' expectations over time.</li>
</ul>
Capture valuable insights into Intel's market standing by understanding these analyst evaluations alongside pertinent financial indicators. Stay informed and make strategic decisions with our Ratings Table.
<a href="https://www.benzinga.com/quote/INTC/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on Intel analyst ratings.</a>
<h2>About Intel</h2>
Intel is a leading digital chipmaker, focused on the design and manufacturing of microprocessors for the global personal computer and data center markets. Intel pioneered the x86 architecture for microprocessors and was the prime proponent of Moore's law for advances in semiconductor manufacturing. Intel remains the market share leader in central processing units in both the PC and server end markets. Intel has also been expanding into new adjacencies, such as communications infrastructure, automotive, and the Internet of Things. Further, Intel expects to leverage its chip manufacturing capabilities into an outsourced foundry model where it constructs chips for others.
<h3>Intel: Delving into Financials</h3>
Market Capitalization Analysis: The company's market capitalization is below the industry average, suggesting that it is relatively smaller compared to peers. This could be due to various factors, including perceived growth potential or operational scale.
Decline in Revenue: Over the 3M period, Intel faced challenges, resulting in a decline of approximately -7.44% in revenue growth as of 31 December, 2024. This signifies a reduction in the company's top-line earnings. When compared to others in the Information Technology sector, the company faces challenges, achieving a growth rate lower than the average among peers.
Net Margin: Intel's net margin is below industry averages, indicating potential challenges in maintaining strong profitability. With a net margin of -0.88%, the company may face hurdles in effective cost management.
Return on Equity (ROE): The company's ROE is below industry benchmarks, signaling potential difficulties in efficiently using equity capital. With an ROE of -0.13%, the company may need to address challenges in generating satisfactory returns for shareholders.
Return on Assets (ROA): Intel's ROA is below industry standards, pointing towards difficulties in efficiently utilizing assets. With an ROA of -0.06%, the company may encounter challenges in delivering satisfactory returns from its assets.
Debt Management: Intel's debt-to-equity ratio is notably higher than the industry average. With a ratio of 0.5, the company relies more heavily on borrowed funds, indicating a higher level of financial risk.
<h2>Analyst Ratings: What Are They?</h2>
Analysts work in banking and financial systems and typically specialize in reporting for stocks or defined sectors. Analysts may attend company conference calls and meetings, research company financial statements, and communicate with insiders to publish "analyst ratings" for stocks. Analysts typically rate each stock once per quarter.
In addition to their assessments, some analysts extend their insights by offering predictions for key metrics such as earnings, revenue, and growth estimates. This supplementary information provides further guidance for traders. It is crucial to recognize that, despite their specialization, analysts are human and can only provide forecasts based on their beliefs.
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This article was generated by Benzinga's automated content engine and reviewed by an editor.

Analyst Ratings

A Glimpse Into The Expert Outlook On Intel Through 14 Analysts

Marvell Technology, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) on Wednesday&nbsp;announced the successful interoperability of the&nbsp;Marvell Structera&nbsp;portfolio of Compute Express Link&nbsp;(CXL) devices&nbsp;with Advanced Micro Devices, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) EPYC CPUs and&nbsp;5th&nbsp;Gen Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) <a target="_blank" href="https://www.benzinga.com/pressreleases/25/04/n44948063/marvell-announces-successful-interoperability-of-structera-cxl-portfolio-with-amd-epyc-cpu-and-5th" rel="noreferrer noopener">Intel Xeon platforms</a>.
The move marks Marvell&#8217;s progress towards an open and interoperable CXL ecosystem, which will address the growing demands for memory bandwidth and capacity in next-generation cloud data centers.
Marvell tapped AMD and Intel to extensively test Structera CXL products with AMD EPYC and 5th&nbsp;Gen Intel Xeon Scalable platforms across various configurations, workloads, and operating conditions.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/04/44653936/broadcom-and-marvell-poised-for-growth-as-nvidias-cpo-push-faces-delays-analyst-reveals" rel="noreferrer noopener">Rising Tide Of AI Is So Strong That Semiconductor Optical Industry Projects $30 Billion Total Addressable Market By 2029</a>
The results demonstrated seamless interoperability, delivering stability, scalability, and high-performance memory expansion that cloud data center providers need for mass deployment.
The first-quarter&nbsp;<a target="_blank" href="https://www.benzinga.com/25/04/44852860/nvidia-lam-research-and-marvell-to-face-least-impact-from-tariffs-while-intel-and-arm-could-suffer-more-bofa-analyst'" rel="noreferrer noopener">semiconductor earnings procession</a> kicked off with&nbsp;ASML Holding (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASML#NASDAQ">ASML</a>) last Wednesday&nbsp;and Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) <a target="_blank" href="https://www.benzinga.com/25/04/44857887/taiwan-semiconductor-q1-surges-41-in-sales-boosted-by-ai-chip-demand-expanded-margins" rel="noreferrer noopener">on Thursday</a>.
For U.S. chip vendors,&nbsp;BofA Securities&nbsp;analysts Vivek Arya and Duksan Jang expect first-quarter results to beat as their original outlook was likely conservative and tariff-related pull-ins created a better demand environment. However, the second-quarter outlook could be in line as companies could widen the guidance range.
Marvell stock plunged over 55% year-to-date. Marvell&#8217;s <a target="_blank" href="https://www.benzinga.com/25/04/44683383/marvell-plays-ai-hardball-divestiture-sparks-155-upside-says-analyst" rel="noreferrer noopener">exit from the</a> auto space follows its October quarter restructuring, where it began shifting investments away from enterprise networking, carrier infrastructure, and automotive.
The company is now focused on AI and accelerated computing, a theme JPMorgan&#8217;s&nbsp;Harlan Sur sees as key to unlocking long-term value.
Price Action: MRVL stock closed higher by 6.22% to $53.77 on Wednesday.
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Photo by JHVEPhoto via Shutterstock

Movers

MRVL

What's Going On With Marvell Technology Stock On Wednesday?

Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) has tapped its long-term supplier, Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), for its <a target="_blank" href="https://www.benzinga.com/topic/semiconductors" rel="noreferrer noopener">advanced 2nm process</a>.
Intel and Taiwan Semiconductor are collaborating on a 2nm product to manufacture the compute tile for Intel&#8217;s next-gen Nova Lake PC processors, which are expected in 2026, TechNode <a target="_blank" href="https://technode.com/2025/04/23/intel-reportedly-places-orders-for-tsmcs-2nm-process/" rel="noreferrer noopener">reports</a>.
Advanced Micro Devices, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) is already a client of Taiwan Semiconductor&#8217;s 2nm process.
Also Read: <a target="_blank" href="https://www.benzinga.com/markets/asia/25/04/44932342/taiwan-semiconductors-arizona-factory-faces-441-million-loss-amid-supply-chain-labor-cost-challenges" rel="noreferrer noopener">Taiwan Semiconductor&#8217;s Arizona Factory Faces $441 Million Loss Amid Supply Chain, Labor Cost Challenges</a>
Last February, Intel CEO Pat Gelsinger confirmed that the company had, for the first time, outsourced the compute tiles of two processors to Taiwan Semiconductor, which became the Intel Core Ultra 200V laptop series (Lunar Lake) and the Core Ultra 200S desktop series (Arrow Lake), its first AI PC processors.
Recently, Taiwan Semiconductor <a href="https://www.benzinga.com/25/04/44857887/taiwan-semiconductor-q1-surges-41-in-sales-boosted-by-ai-chip-demand-expanded-margins" target="_blank" rel="noreferrer noopener">told Bloomberg that</a> it did not engage in discussions to form a venture or share its technology with any company, dismissing speculation of possible collaboration with Intel. 
The Taiwan Semiconductor and Intel collaboration reports gained traction after Taiwan Semiconductor announced an additional $100 billion investment in U.S. chipmaking (on top of $65 billion in April 2024). 
Intel chief Lip-Bu Tan will likely meet Taiwanese suppliers in May to celebrate the inauguration of the Computex Taipei trade show, the Taipei Times <a target="_blank" href="https://www.taipeitimes.com/News/biz/archives/2025/04/23/2003835641" rel="noreferrer noopener">reported</a>, citing supply chain sources on Monday. Tan is attempting to turn around the struggling US chipmaker.
Tan will hold a banquet to celebrate Intel&#8217;s 40-year presence in Taiwan before Computex opens on May 20 and invite Taiwanese suppliers to discuss global semiconductor industry dynamics. Tan would visit Intel suppliers in Taiwan.
In Intel&#8217;s latest annual report, Tan discussed prioritizing its position in the cloud-based artificial intelligence data center market and creating advanced process technologies to build its wafer foundry business.
Price Actions: INTC stock is up by 5.25% to $20.54 at the last check on Wednesday. 
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Photo Courtesy: Tada Images On Shutterstock

Media

Intel Taps Taiwan Semiconductor For Advanced 2nm Process For AI-Powered Chips: Report

WIIM

AMAT

AVGO

KLAC

MCHP

MPWR

SMCI

Shares of chip and semiconductor companies are trading higher amid overall market strength after President Trump said he had no intention of firing Fed Chair Powell. Additionally, Trump indicated the final tariff rate would be less than the current 145% but not 0%. A reduction in tariffs could reduce trade and supply chain uncertainty, which have weighed on the sector this year.

Wedbush analyst Matt Bryson maintains Intel (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) with a Neutral and lowers the price target from $20 to $19.

Price Target

Wedbush Maintains Neutral on Intel, Lowers Price Target to $19

Intel (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) is preparing to release its quarterly earnings on Thursday, 2025-04-24. Here's a brief overview of what investors should keep in mind before the announcement.
Analysts expect Intel to report an earnings per share (EPS) of $0.00.
The market awaits Intel's announcement, with hopes high for news of surpassing estimates and providing upbeat guidance for the next quarter.
It's important for new investors to understand that guidance can be a significant driver of stock prices.
<h3>Earnings Track Record</h3>
During the last quarter, the company reported an EPS beat by $0.01, leading to a 2.9% drop in the share price on the subsequent day.
Here's a look at Intel's past performance and the resulting price change:

<table>
<thead>
<tr>
<th>Quarter</th>
<th>Q4 2024</th>
<th>Q3 2024</th>
<th>Q2 2024</th>
<th>Q1 2024</th>
</tr>
</thead>
<tbody>
<tr>
<td>EPS Estimate</td>
<td>0.12</td>
<td>-0.02</td>
<td>0.10</td>
<td>0.14</td>
</tr>
<tr>
<td>EPS Actual</td>
<td>0.13</td>
<td>-0.46</td>
<td>0.02</td>
<td>0.18</td>
</tr>
<tr>
<td>Price Change %</td>
<td>-3.0%</td>
<td>8.0%</td>
<td>-26.0%</td>
<td>-9.0%</td>
</tr>
</tbody>
</table>

<img src="https://www.benzinga.com/files/images/story/2025/1745416894_0.png" alt="eps graph" />
<h3>Performance of Intel Shares</h3>
Shares of Intel were trading at $19.51 as of April 22. Over the last 52-week period, shares are down 40.82%. Given that these returns are generally negative, long-term shareholders are likely bearish going into this earnings release. 
<h3>Analyst Insights on Intel</h3>
For investors, staying informed about market sentiments and expectations in the industry is paramount. This analysis provides an exploration of the latest insights on Intel.
Analysts have provided Intel with 13 ratings, resulting in a consensus rating of Neutral. The average one-year price target stands at $22.31, suggesting a potential 14.35% upside.
<h3>Comparing Ratings with Competitors</h3>
The analysis below examines the analyst ratings and average 1-year price targets of Analog Devices and Micron Technology, three significant industry players, providing valuable insights into their relative performance expectations and market positioning.
<ul>
<li>Analysts currently favor an Buy trajectory for Analog Devices, with an average 1-year price target of $250.73, suggesting a potential 1185.14% upside.</li>
<li>Analysts currently favor an Outperform trajectory for Micron Technology, with an average 1-year price target of $124.67, suggesting a potential 539.01% upside.</li>
</ul>
<h3>Comprehensive Peer Analysis Summary</h3>
The peer analysis summary provides a snapshot of key metrics for Analog Devices and Micron Technology, illuminating their respective standings within the industry. These metrics offer valuable insights into their market positions and comparative performance.

<table>
<thead>
<tr>
<th>Company</th>
<th>Consensus</th>
<th>Revenue Growth</th>
<th>Gross Profit</th>
<th>Return on Equity</th>
</tr>
</thead>
<tbody>
<tr>
<td>Intel</td>
<td>Neutral</td>
<td>-7.44%</td>
<td>$5.58B</td>
<td>-0.13%</td>
</tr>
<tr>
<td>Analog Devices</td>
<td>Buy</td>
<td>-3.56%</td>
<td>$1.43B</td>
<td>1.11%</td>
</tr>
<tr>
<td>Micron Technology</td>
<td>Outperform</td>
<td>38.27%</td>
<td>$2.96B</td>
<td>3.32%</td>
</tr>
</tbody>
</table>

Key Takeaway:
Intel is positioned at the bottom for Revenue Growth and Gross Profit, while it is in the middle for Return on Equity among its peers.
<h3>Get to Know Intel Better</h3>
Intel is a leading digital chipmaker, focused on the design and manufacturing of microprocessors for the global personal computer and data center markets. Intel pioneered the x86 architecture for microprocessors and was the prime proponent of Moore's law for advances in semiconductor manufacturing. Intel remains the market share leader in central processing units in both the PC and server end markets. Intel has also been expanding into new adjacencies, such as communications infrastructure, automotive, and the Internet of Things. Further, Intel expects to leverage its chip manufacturing capabilities into an outsourced foundry model where it constructs chips for others.
<h3>Intel: Financial Performance Dissected</h3>
Market Capitalization Perspectives: The company's market capitalization falls below industry averages, signaling a relatively smaller size compared to peers. This positioning may be influenced by factors such as perceived growth potential or operational scale.
Revenue Challenges: Intel's revenue growth over 3 months faced difficulties. As of 31 December, 2024, the company experienced a decline of approximately -7.44%. This indicates a decrease in top-line earnings. As compared to competitors, the company encountered difficulties, with a growth rate lower than the average among peers in the Information Technology sector.
Net Margin: Intel's net margin falls below industry averages, indicating challenges in achieving strong profitability. With a net margin of -0.88%, the company may face hurdles in effective cost management.
Return on Equity (ROE): Intel's ROE falls below industry averages, indicating challenges in efficiently using equity capital. With an ROE of -0.13%, the company may face hurdles in generating optimal returns for shareholders.
Return on Assets (ROA): The company's ROA is below industry benchmarks, signaling potential difficulties in efficiently utilizing assets. With an ROA of -0.06%, the company may need to address challenges in generating satisfactory returns from its assets.
Debt Management: Intel's debt-to-equity ratio is notably higher than the industry average. With a ratio of 0.5, the company relies more heavily on borrowed funds, indicating a higher level of financial risk.
<a href="https://www.benzinga.com/quote/INTC/earnings">To track all earnings releases for Intel visit their earnings calendar on our site.</a>
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Earnings

Earnings Preview For Intel

Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) shares are trading higher Wednesday following a report indicating the company plans to announce <a href="https://www.benzinga.com/25/04/44940832/intel-plans-to-slash-over-20-of-workforce-in-major-restructuring-under-new-ceo-lip-bu-tan-report">job cuts this week</a>.
What To Know: Intel is preparing to announce plans to cut 20% of its workforce this week as part of a new restructuring, according to <a href="https://www.bloomberg.com/news/articles/2025-04-23/intel-to-announce-plans-this-week-to-cut-more-than-20-of-staff?embedded-checkout=true">Bloomberg</a>.
A person familiar with the matter reportedly said the move aims to help streamline management and rebuild a culture driven by engineering. 
Intel announced plans to slash <a href="https://www.benzinga.com/news/24/08/40300098/nearly-20-000-intel-employees-are-heading-for-the-exits-how-salaries-stack-up-against-nvidia-openai">approximately 15,000 jobs</a> last year in an effort to drive cost savings across its business. The new round of layoffs comes after CEO&nbsp;Lip-Bu Tan took over last month. He <a href="https://www.benzinga.com/25/03/44555938/intels-new-ceo-refuses-to-sugarcoat-the-companys-2024-performance-vows-to-align-spending-with-market-demand">referenced previous workforce reductions</a> in an inaugural letter to shareholders. 
Tan has been tasked with turning around Intel, which has lost ground to competitors in recent years, falling behind major players like Nvidia in the AI race. The Intel CEO said last month that the company needed to replace engineering talent, strengthen its balance sheet and improve manufacturing processes. He noted that the turnaround will take time and suggested that it wouldn&#8217;t be easy. 
Check This Out: <a href="https://www.benzinga.com/25/04/44941120/tesla-intel-enphase-oklo-and-rtx-why-these-5-stocks-are-on-investors-radars-today">Tesla, Intel, Enphase, Oklo, And RTX: Why These 5 Stocks Are On Investors&#8217; Radars Today</a>
Intel is due to report financial results for the first quarter after the market close on Thursday. Analysts expect the chipmaker to report earnings of one cent per share on quarterly revenue of $12.3 billion, according to estimates from <a href="http://pro.benzinga.com">Benzinga Pro</a>. 
Barclays maintained an Equal-Weight rating on Intel this week ahead of earnings, lowering its price target from $23 to $19. Analysts at Bernstein also cut their price target on Intel on Tuesday from $25 to $21 and maintained a Market Perform rating. 
INTC Price Action: <a href="http://benzinga.com/quote/intc">Intel shares</a> were up 5.69% at $20.62 at the time of publication Wednesday. The stock is still down about 43% over the past year, according to <a href="http://pro.benzinga.com">Benzinga Pro</a>.
Photo: Tada Images/Shutterstock.

Investors Are Piling Into Intel Stock Wednesday Morning: Here's Why

TSLA: 7% &#x7C; <a href="https://www.benzinga.com//node/44939207">Tesla shares are trading higher following Q1 financial results.</a>
&nbsp;
OKLO: -13% &#x7C; <a href="https://www.benzinga.com//node/44936586">‘Sam Altman Steps Down As Oklo Board Chair, Freeing Nuclear Startup To Work With More AI Companies'</a>
&nbsp;
INTC: 4% &#x7C; <a href="https://www.benzinga.com//node/44944858">Intel shares are trading higher following a report indicating the company plans to cut over 20% of its workforce as part of a restructuring.</a>

Trading Ideas

Market-Moving News for April 23rd

Intel shares are trading higher following a report indicating the company plans to cut over 20% of its workforce as part of a restructuring.

U.S. stock futures saw an uptick Tuesday night following President Donald Trump&#8216;s statement that he <a href="https://www.benzinga.com/25/04/44940900/us-futures-dollar-jump-amid-trumps-latest-comments-on-fed-nikkei-rebounds-to-three-week-high">has &#8220;no intention&#8221; of dismissing</a> Federal Reserve Chair Jerome Powell. For the day, the Dow Jones Industrial Average ended 2.7% higher at 39,186.98, while the S&amp;P 500 rose 2.5% to 5,287.76 and the tech-heavy Nasdaq ended Tuesday higher by 2.7% to 16,300.42.
These are the top stocks that gained the attention of retail traders and investors throughout the day.
Tesla Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>)
Tesla&#8217;s shares rose by 4.60%, closing at $237.97. The stock hit an intraday high of $242.79 and a low of $229.85, with a 52-week range between $488.54 and $141.11. In the after-hours trading, the stock rose 5.4% to $250.80. The electric vehicle maker reported first-quarter financial results, revealing a <a href="https://www.benzinga.com/25/04/44937440/tesla-q1-earnings-highlights-revenue-miss-eps-miss-tariff-landscape-and-changing-political-sentiment-cloud-guidance">revenue and EPS miss</a>. The company&#8217;s guidance is clouded by the &#8220;tariff landscape&#8221; and &#8220;changing political sentiment.&#8221; First-quarter revenue came in at $19.34 billion, missing an estimate of $21.35 billion. On Tuesday, CEO Elon Musk said that he plans to spend only a &#8220;day or two&#8221; per week on government work going forward and <a href="https://www.benzinga.com/25/04/44940401/elon-musk-says-hell-only-spend-day-or-two-per-week-on-government-matters-to-ensure-fraud-does-not-come-roaring-ba">refocus his attention</a> on Tesla.
Intel Corporation&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>)
Intel&#8217;s stock climbed 3.56%, ending the day at $19.51. It reached an intraday high of $19.74 and a low of $19.04, with a 52-week high of $37.16 and a low of $17.67. The company <a href="https://www.benzinga.com/25/04/44940832/intel-plans-to-slash-over-20-of-workforce-in-major-restructuring-under-new-ceo-lip-bu-tan-report">plans to cut over 20% of its workforce</a> as part of a major restructuring under new CEO Lip-Bu Tan. This move aims to reduce bureaucracy and enhance engineering focus. In the after-hours trading, Intel stock rose 2% to $19.90.
Enphase Energy Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ENPH#NASDAQ">ENPH</a>)
Enphase Energy saw a 3.51% increase, closing at $53.43. The stock&#8217;s intraday high was $54.72, and the low was $51.95, with a 52-week range of $141.59 to $47.48. The solar company reported a <a href="https://www.benzinga.com/news/earnings/25/04/44938718/enphase-energy-q1-earnings-revenue-miss-eps-miss-cautious-guidance-shares-sink">revenue and EPS miss</a> for the first quarter, with cautious guidance leading to a decline in shares. The company reported first-quarter revenue of $356.1 million, missing the consensus estimate of $361.43 million. The stock dropped 9.9% to $48.14 in after-hours trading.
Oklo Inc.&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OKLO#NYSE">OKLO</a>)
Oklo&#8217;s stock jumped 5.59%, closing at $21.53. It reached an intraday high of $21.98 and a low of $20.62, with a 52-week high of $59.14 and a low of $5.35. The stock fell in after-hours trading by 3.5% following Sam Altman&#8216;s decision to <a href="https://www.benzinga.com/trading-ideas/movers/25/04/44937524/oklo-stock-falls-as-sam-altman-steps-down-as-board-chair-now-is-the-right-time">step down as board chair</a>, aiming to provide the company with more partnership opportunities.
RTX Corporation&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RTX#NYSE">RTX</a>)
RTX shares dropped 9.81%, closing at $113.75. The stock&#8217;s intraday high was $117.19, and the low was $112.63, with a 52-week range of $136.17 to $99.07. Despite strong first-quarter earnings and cash flow, the <a href="https://www.benzinga.com/news/earnings/25/04/44932047/rtx-delivers-strong-q1-earnings-and-cash-flow-but-tariff-risks-to-outlook-persist">outlook is overshadowed</a> by tariff risks. The company posted first-quarter net sales of $20.31 billion and adjusted earnings per share of $1.47 — both numbers were above estimates.
Prepare for the day&#8217;s trading <a href="https://editorial.benzinga.com/wp-admin/Premarket%20Movers%20&amp;%20News">with top premarket movers and news</a> by Benzinga.
Benzinga Edge Stock Rankings place Intel&#8217;s Momentum in the 20th percentile and Growth in the 3rd percentile. How does arch rival AMD stack up? <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">Find out here</a>.
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img loading="lazy" decoding="async" width="791" height="108" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/22225102/Screenshot-2025-04-23-at-11.50.49.png" alt="" class="wp-image-883176" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/22225102/Screenshot-2025-04-23-at-11.50.49.png 791w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/22225102/Screenshot-2025-04-23-at-11.50.49-300x41.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/22225102/Screenshot-2025-04-23-at-11.50.49-768x105.png 768w" sizes="(max-width: 791px) 100vw, 791px" /></a></figure>
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Photo Courtesy: NicoElNino On Shutterstock.com
This story was generated using <a href="https://www.benzinga.com/author/benzinga-neuro">Benzinga Neuro</a> and edited by <a href="https://www.benzinga.com/author/shivdeep-dhaliwal" target="_blank" rel="noreferrer noopener">Shivdeep Dhaliwal</a>

Tesla, Intel, Enphase, Oklo, And RTX: Why These 5 Stocks Are On Investors' Radars Today

Intel Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) reportedly plans to reduce more than 20% of its workforce as part of a major overhaul under new CEO Lip-Bu Tan.
What Happened: The layoffs are targeted toward reducing bureaucracy and streamlining Intel's focus on engineering excellence, <a href="https://www.bloomberg.com/news/articles/2025-04-23/intel-to-announce-plans-this-week-to-cut-more-than-20-of-staff">reported</a> Bloomberg on Tuesday, citing a person with knowledge of the matter.&nbsp;
Tan was appointed the new CEO of Intel last month. This overhaul would mark the first major restructuring under him.
Last year, Intel revealed plans to slash 15,000 jobs. The company had 108,900 employees by the end of last year, the report noted.
Intel did not immediately respond to <a href="https://pro.benzinga.com/dashboard">Benzinga's</a> request for comments.
See Also:&nbsp;<a href="https://benzinga.com/markets/equities/25/04/44862552/ford-recalls-nearly-150000-vehicles-over-brake-and-powertrain-issues-nhtsa" target="_blank" rel="noreferrer noopener">Ford Recalls Nearly 150,000 Vehicles Over Brake And Powertrain Issues: NHTSA</a>
Why It&#8217;s Important: Last week, Reuters cited an <a href="https://www.benzinga.com/25/04/44881183/intel-ceo-lip-bu-tan-slams-suffocating-bureaucracy-puts-ai-front-and-center-with-leadership-reshuffle-direct-oversight-to-reinvent-company-after-years-of-setbacks">internal memo from Intel</a> and reported that Tan has decided that data center, AI, and personal computer chip divisions will now report to him directly.
"It&#8217;s clear to me that organizational complexity and bureaucratic processes have been slowly suffocating the culture of innovation we need to win," he reportedly said in the memo, adding, "It takes too long to make decisions. New ideas are not given room or resources to incubate. And unnecessary silos lead to inefficient execution."
Intel is scheduled to report its earnings on Thursday after the market closes.
Price Action: Intel shares rose 3.56% on Tuesday, closing at $19.51. The stock added another 2% in after-hours trading, climbing to $19.90. Year-to-date, the chipmaker is down 3.51%, <a href="https://pro.benzinga.com/dashboard">according to Benzinga Pro</a>.
Intel currently has a growth score of 3.59% based on Benzinga Edge Stock Rankings. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">Click here to see how it compares to other top</a> semiconductor stocks.
Photo Courtesy: Tada Images On Shutterstock.com
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Intel Plans To Slash Over 20% Of Workforce As Lip-Bu Tan Carries Out Major Restructuring: Report

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Shares of tech stocks are trading higher after Treasury Secretary Scott Bessent reportedly said he expects de-escalation with China. A de-escalation with China could alleviate trade and supply chain uncertainty in the sector.

Bernstein analyst Stacy Rasgon maintains Intel (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) with a Market Perform and lowers the price target from $25 to $21.

Bernstein Maintains Market Perform on Intel, Lowers Price Target to $21

Barclays analyst Tom O'Malley maintains Intel (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) with a Equal-Weight and lowers the price target from $23 to $19.

Barclays Maintains Equal-Weight on Intel, Lowers Price Target to $19

Pat Gelsinger, the former CEO of Intel Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), expressed admiration for Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and its superior performance in the artificial intelligence chip market.
What Happened: Gelsinger praised Nvidia&#8217;s ability in an <a href="https://youtu.be/7fmz9gHDgJU?feature=shared">interview</a> with Yahoo Finance to outperform competitors, attributing its success to two main factors: execution and a competitive advantage in AI products.
Gelsinger, who <a href="https://www.benzinga.com/25/03/44506966/former-intel-boss-pat-gelsinger-says-trumps-tariffs-are-helpful-for-us-chip-comeback-but-it-needs-more-than-tsmcs-100-billion-pledge-reveals-the-one-missing-piece">resigned as Intel&#8217;s CEO in December</a>, praised Nvidia Co-Founder and CEO Jensen Huang for his leadership. He stated, &#8220;They are executing well. At the end of the day, Jensen is on it — driving his teams to stay in the front end.&#8221;
He also acknowledged Nvidia&#8217;s ability to &#8220;run hard to stay in the front&#8221; in the silicon AI accelerator market, a sector experiencing significant growth due to increased spending from large companies and the emergence of AI startups.
See Also: <a href="https://www.benzinga.com/tech/25/04/44890247/openais-codex-cli-intels-reshuffle-and-nvidias-500b-commitment-this-week-in-artificial-intelligence">OpenAI&#8217;s Codex CLI, Intel&#8217;s Reshuffle, And Nvidia&#8217;s $500B Commitment: This Week In Artificial Intelligence</a>
Why It Matters: According to Gelsinger, Nvidia&#8217;s second strength lies in building &#8220;meaningful moats,&#8221; or sustainable advantages that shield the company from competition. He cited Nvidia&#8217;s NVLink and CUDA technologies as examples of these competitive moats.
Gelsinger&#8217;s remarks <a href="https://www.benzinga.com/25/03/44506966/former-intel-boss-pat-gelsinger-says-trumps-tariffs-are-helpful-for-us-chip-comeback-but-it-needs-more-than-tsmcs-100-billion-pledge-reveals-the-one-missing-piece">coincide with Intel&#8217;s struggles</a>, which include a 45% decline in the company&#8217;s share price in the previous year. In his first public appearance as CEO, Lip-Bu Tan, Intel&#8217;s new CEO, recently admitted the company&#8217;s flaws.
Intel outperforms rivals Nvidia and Advanced Micro Devices Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) on valuation metrics, but Huang-led Nvidia excels in momentum and growth, according to Benzinga Edge Stock Rankings. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">Sign up to learn more</a>.
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Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Nvidia CEO Jensen Huang Earns Praise From Former Intel CEO Pat Gelsinger: 'Run Hard To Stay In The Front'

The past week has been a whirlwind in the world of artificial intelligence (AI), with major players making significant moves. OpenAI launched a new coding agent, Intel&#8217;s CEO initiated a leadership shakeup, and Nvidia faced a $17 billion hit in the AI arms race. Meanwhile, Microsoft debuted a new tool for Copilot Studio, and Nvidia received praise from President Trump for its $500 billion AI infrastructure commitment.
OpenAI Launches Codex CLI Amid Rising Competition
OpenAI, led by CEO Sam Altman, unveiled Codex CLI, a new open-source coding agent, along with two AI reasoning models. This marks OpenAI&#8217;s most significant open-source release since 2019, amid rising competition from China&#8217;s DeepSeek and US rivals.
<a href="https://www.benzinga.com/25/04/44881778/amid-rising-competition-from-chinas-deepseek-and-us-rivals-openai-ceo-sam-altman-launches-codex-cli-a-coding-agent-that-runs-on-your-computer">Read the full article here.</a>
Intel CEO Puts AI Front And Center With Leadership Reshuffle
Intel Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) CEO Lip-Bu Tan has reportedly announced a significant leadership shakeup, aiming to streamline the company&#8217;s operations and put artificial intelligence at the forefront of its strategy. Key chip groups within Intel, including the data center, AI, and personal computer chip divisions, will now report directly to him.
<a href="https://www.benzinga.com/25/04/44881183/intel-ceo-lip-bu-tan-slams-suffocating-bureaucracy-puts-ai-front-and-center-with-leadership-reshuffle-direct-oversight-to-reinvent-company-after-years-of-setbacks">Read the full article here.</a>
See Also:&nbsp;<a href="https://benzinga.com/25/04/44888445/ford-reportedly-halts-vehicle-shipments-to-china-amid-rising-tariffs" target="_blank" rel="noreferrer noopener">Ford Reportedly Halts Vehicle Shipments To China Amid Rising Tariffs</a>
Nvidia, AMD Take A $17 Billion Hit In The AI Arms Race
NVIDIA Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and Advanced Micro Devices Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) disclosed this week that the U.S. government has imposed new license requirements for selling their AI-focused chips to China, Hong Kong, Macau, and D5 countries. This has resulted in a $5.5 billion inventory charge for Nvidia and an $800 million hit for AMD.
<a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/04/44868970/nvidia-amd-take-a-17-billion-hit-in-the-ai-arms-race-while-broadcom-remains-shielded-says-analyst">Read the full article here.</a>
Microsoft Debuts Computer Use Tool For Copilot Studio
Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) announced a research preview of &#8220;Computer Use,&#8221; a new tool within Copilot Studio that enables AI agents to perform tasks on desktop and web applications by interacting directly. The tool allows agents to click buttons, type into fields, and navigate menus—even in environments where no APIs exist.
<a href="https://www.benzinga.com/25/04/44831264/microsoft-debuts-computer-use-tool-for-copilot-studio-ceo-satya-nadella-says-anyone-can-build-agents-that-take-action-on-the-ui-across-desktop-and-web-apps">Read the full article here.</a>
Jensen Huang Praised By Trump For Nvidia&#8217;s $500 Billion AI Infrastructure Commitment
President Donald Trump credited his tariff policies for driving Jensen Huang-led Nvidia's massive $500 billion commitment to build artificial intelligence infrastructure in the U.S. "The reason they did it is because of the election on Nov. 5 and because of a thing called tariffs," Trump said.
<a href="https://www.benzinga.com/markets/equities/25/04/44805507/jensen-huang-praised-by-trump-nvidia-wouldnt-be-doing-500-billion-ai-infrastructure-commitment-without-tariffs">Read the full article here.</a>
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Photo courtesy: Shutterstock
This story was generated using <a href="https://www.benzinga.com/author/benzinga-neuro">Benzinga Neuro</a> and edited by <a href="https://www.benzinga.com/author/Rounak-Jain" target="_blank" rel="noreferrer noopener">Rounak Jain</a>

MSFT

OpenAI's Codex CLI, Intel's Reshuffle, And Nvidia's $500B Commitment: This Week In Artificial Intelligence

Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) CEO Lip-Bu Tan has reportedly unveiled a significant leadership shakeup, aiming to streamline the company's operations and put artificial intelligence at the forefront of its strategy.
What Happened: In an internal memo, Tan announced that key chip groups within Intel, including the data center, AI, and personal computer chip divisions, will now report directly to him, reported Reuters.
Tan also appointed Sachin Katti, the company's networking chip chief, as the new Chief Technology and AI Officer, tasking him with overseeing Intel&#8217;s AI strategy and product roadmap.
"I want to roll up my sleeves with the engineering and product teams so I can learn what's needed to strengthen our solutions," Tan wrote in the memo.
See Also:&nbsp;<a href="https://benzinga.com/markets/equities/25/04/44862552/ford-recalls-nearly-150000-vehicles-over-brake-and-powertrain-issues-nhtsa" target="_blank" rel="noreferrer noopener">Ford Recalls Nearly 150,000 Vehicles Over Brake And Powertrain Issues: NHTSA</a>
He also criticized Intel's previous bureaucratic culture.
&#8220;It's clear to me that organizational complexity and bureaucratic processes have been slowly suffocating the culture of innovation we need to win,&#8221; he said in the memo, adding, &#8220;It takes too long to make decisions. New ideas are not given room or resources to incubate. And unnecessary silos lead to inefficient execution.&#8221;
Why It's Important: The leadership reshuffle comes as Intel faces <a href="https://www.benzinga.com/25/03/44469986/intel-targets-major-foundry-clients-in-new-strategy-to-revitalize-chip-design-says-ubs">mounting pressure from competitors</a>, particularly Nvidia Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), which has solidified its dominance in the AI chip market.
Tan, who took over as CEO last month, previously also shared the idea about revamping Intel&#8217;s operations and leadership while <a href="https://www.benzinga.com/25/03/44555938/intels-new-ceo-refuses-to-sugarcoat-the-companys-2024-performance-vows-to-align-spending-with-market-demand">refusing to sugarcoat </a>the company&#8217;s past performance.
Intel also faces new challenges with the <a href="https://www.benzinga.com/25/04/44855693/intel-stock-down-nearly-47-in-the-past-year-reportedly-joins-nvidia-in-facing-export-hurdles-to-china-as-us-implements-new-ai-chip-licensing-requirements">U.S. imposing licensing requirements</a> on AI chip exports to China, similar to those faced by Nvidia.
Price Action: Intel&#8217;s stock slipped 1.56% on Thursday, extending a broader decline that has seen shares tumble 46.95% over the past year. So far in 2025, the chipmaker is down 6.38%, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a>.
Intel currently holds a growth score of 3.56% based on Benzinga Edge Stock Rankings. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">Click here to see how it stacks up against</a> other leading players in the semiconductor space.
Photo Courtesy: Tada Images On Shutterstock.com
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Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Intel CEO Lip-Bu Tan Slams 'Suffocating' Bureaucracy — Puts AI Front And Center With Leadership Reshuffle: 'Want To Roll Up My Sleeves…'

The <a href="https://www.benzinga.com/topic/semiconductors">semiconductor sector</a> is bracing for a shakeup, and JPMorgan&#8217;s Harlan Sur isn't mincing words. "Expect in-line results but tariff/trade related dynamics to drive weaker 2Q/2H25 and negative earnings revision cycle." That's Wall Street-speak for buckle up &#8211; it's about to get bumpy.
<h2 class="wp-block-heading">Tariff Troubles: A 15-25% EPS Trim Ahead?</h2>
As first-quarter earnings begin to roll in, Sur says the Street should prepare for a "kick off negative earnings revision cycle," with forward EPS estimates potentially being slashed by 15-25% over the next few quarters. Investors hoping that semi stocks had already hit bottom after a ~25% tariff-driven slump may be in for another jolt &#8211; Sur sees another 10-15% downside from here.
But this isn't just about numbers. The broader concern is about confidence, or lack thereof. "Rapidly changing tariff headlines are negatively impacting consumer and business confidence," Sur notes, with turn business — which can make up 20-30% of guidance &#8211; now at risk due to reduced visibility. Add in China's latest tariff volley against U.S.-fabricated chips, and names like Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), Texas Instruments Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TXN#NASDAQ">TXN</a>), Qorvo Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QRVO#NASDAQ">QRVO</a>), and Skyworks Solutions Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SWKS#NASDAQ">SWKS</a>) suddenly look exposed.
Read Also: <a href="https://benzinga.com/trading-ideas/long-ideas/25/04/44818578/qorvo-stock-bounces-but-charts-still-bearish-starboards-jeffrey-smith-sees-a-comeback-play">Qorvo Stock Bounces, But Charts Still Bearish &#8211; Starboard&#8217;s Jeffrey Smith Sees A Comeback Play</a>
<h2 class="wp-block-heading">AI And Datacenter: The Only Bright Spots</h2>
That said, JPMorgan isn't throwing out the entire chip basket. Sur urges a "selective" approach, spotlighting Broadcom Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), Marvell Technologies Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) and Analog Devices Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ADI#NASDAQ">ADI</a>) as top picks &#8211; all tied closely to AI and data infrastructure. These are the companies best positioned to ride the "strong demand in accelerated compute/AI," even if GPU giants like Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and Advanced Micro Devices Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) face potential downside from tightening China restrictions and "upcoming AI diffusion rules."
<h2 class="wp-block-heading">EDA, Semicap: Downturn-Proof Darlings</h2>
In the tools-of-the-trade corner, KLA Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KLAC#NASDAQ">KLAC</a>) and Synopsys Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SNPS#NASDAQ">SNPS</a>) also earn JPM's stamp of approval. EDA players like Synopsys are seen as resilient. "R&amp;D budgets don't get cut in downturns," Sur says, a mantra every long-term investor in chip design software should pin to their monitors.
Meanwhile, the "flat-to-down" outlook for WFE (wafer fab equipment) in 2025 spells more caution for semicap names, though JPMorgan still favors Applied Materials Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMAT#NASDAQ">AMAT</a>), KLA Corp, and Lam Research Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LRCX#NASDAQ">LRCX</a>) &#8211; all expected to outperform thanks to "rising capital intensity" and growing service revenue.
<h2 class="wp-block-heading">The Down-Cycle Playbook Moment Is Here</h2>
The macro backdrop remains fraught. JPM economists now peg the chance of a <a href="https://www.benzinga.com/economics/macro-economic-events/25/04/44645681/jpmorgan-raises-recession-risk-to-60-as-largest-us-tax-hike-in-60-years-hits-global-economy">U.S. recession at 60%</a>, as the tariff storm clouds hang heavy. Demand pull-forward in smartphones might make the first quarter look fine, but "incremental conservatism" is expected to dominate the second quarter and H2 guidance.
Bottom line? 
This is a "down-cycle playbook" moment. The sector's long-term structural story — AI, content tailwinds, and rising chip complexity — remains intact. But for now, it's all about threading the needle between "inevitable slowdown" and the pockets of AI-driven strength.
And as Sur says, "remain selective on stocks."
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Photo: Shutterstock

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Broadcom, Marvell, Synopsys: The Chips That Might Not Crumble In The Coming Storm

On Thursday,&nbsp;Taiwan Semiconductor Manufacturing Co's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) first-quarter results beat forecasts, fueled by <a target="_blank" href="https://www.benzinga.com/topic/tsmc" rel="noreferrer noopener">demand for advanced</a> processor node technologies for artificial intelligence applications.
The contract chipmaker, which supplies chips for&nbsp;Nvidia Corp's (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)&nbsp;graphics processing unit&nbsp;(GPU)&nbsp;and&nbsp;Apple, Inc's (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>)&nbsp;smartphones, guided for strong second-quarter revenue.
Taiwan Semiconductor reported first-quarter net sales of $25.53 billion (839.25 billion New Taiwanese Dollars), up 41.6% year-over-year, topping the analyst consensus estimate of $23.92 billion. Net sales declined <a target="_blank" href="https://pr.tsmc.com/english/news/3222" rel="noreferrer noopener">3.4% quarter-over-quarter</a>.
Also Read: <a target="_blank" href="https://www.benzinga.com/news/earnings/25/04/44851295/asml-cfo-incorporates-tariff-impact-in-outlook-reveals-strong-demand-for-advanced-euv-and-high-na-systems" rel="noreferrer noopener">ASML CFO Incorporates Tariff Impact In Outlook, Reveals Strong Demand For Advanced EUV And High NA Systems</a>
Net income and earnings per share were $361.56 billion New Taiwanese Dollars and 13.94 New Taiwanese Dollars per share (or $2.12), topping the&nbsp;<a target="_blank" href="https://www.benzinga.com/calendars/earnings" rel="noreferrer noopener">analyst consensus of $1.82</a>.
In U.S. dollar terms, revenue growth was 35.3% year over year and down by 5.1% quarter over quarter.&nbsp;The top-line performance&nbsp;aligned with the <a target="_blank" href="https://www.benzinga.com/news/earnings/25/01/43022654/taiwan-semiconductor-q4-earnings-3nm-and-5nm-nodes-lead-topline-growth-expands-margins-issues-strong-q1-outlook" rel="noreferrer noopener">company's guidance of</a> $25.0 billion to $25.8 billion.
The company said 3-nm accounted for 22% of the total revenue, 5-nm accounted for 36%, and 7-nm technologies accounted for 15%. 7-nm and more advanced technologies comprised 73% of the total wafer revenue.
Margin Profile: Taiwan Semiconductor's AI technology moat helped it expand its quarterly gross margins by 572 bps to 58.8%. Taiwan Semiconductor's operating margin expanded by 649 bps to 48.5%.
Outlook: Taiwan Semiconductor <a target="_blank" href="https://pr.tsmc.com/system/files/newspdf/attachment/47bb551441da2d6b6a3ec0c03763e3e7a18a243e/1Q25%20%28E%29_with%20guidance_final_wmn.pdf" rel="noreferrer noopener">guided second-quarter</a> 2025 revenue of $28.4 billion to $29.2 billion versus the $26.79<a target="_blank" href="https://www.benzinga.com/calendars/guidance" rel="noreferrer noopener"> billion analyst estimate</a>. It expects a gross margin of 57% to 59% and operating profit margins of 47% to 49%.
CFO Wendell Huang said, "Moving into second quarter 2025, we expect our business to be supported by strong demand for our industry-leading 3nm and 5nm technologies. While we have not seen any changes in our customers' behavior so far, uncertainties and risks from the potential impact from tariff policies exist. We will continue to closely monitor the potential impact on the end market demand, and manage our business prudently."
Taiwan Semiconductor did not&nbsp;engage in discussions to form a venture or share its technology with any company, dismissing speculation of possible collaboration with struggling chipmaker&nbsp;Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), Bloomberg&nbsp;<a target="_blank" href="https://www.bloomberg.com/news/articles/2025-04-17/tsmc-dismisses-intel-tie-up-talk-says-no-intent-to-share-tech?srnd=phx-technology&amp;sref=TBDibEcD" rel="noreferrer noopener">reported</a>,&nbsp;citing company executives.
In March, Taiwan Semiconductor chief&nbsp;C.C. Wei&nbsp;<a target="_blank" href="https://www.benzinga.com/25/04/44815107/taiwan-semiconductor-preps-new-chip-tech-to-supercharge-ai-performance-by-2027" rel="noreferrer noopener">announced&nbsp;an additional</a> $100 billion&nbsp;investment&nbsp;in U.S. chipmaking (on top of $65 billion in April 2024). The investment followed&nbsp;President Donald Trump's verbal attacks&nbsp;on Taiwan "for stealing" the U.S. semiconductor business, which led to massive trade deficits for Washington.
Price Action:&nbsp;TSM stock traded higher by 4.40% to $157.33 premarket at the last check on Thursday.
Read Next:
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<li><a href="https://www.benzinga.com/25/04/44852860/nvidia-lam-research-and-marvell-to-face-least-impact-from-tariffs-while-intel-and-arm-could-suffer-more-bofa-analyst" target="_blank" rel="noreferrer noopener">These Semiconductor Stocks To Face Least Tariffs Impact Compared To Intel</a></li>
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Photo by Sundry Photography on Shutterstock

Asia

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Taiwan Semiconductor CFO Anticipates Tariffs Impact But Has Not Seen Change In Customer Behavior Yet, Issues Strong Q2 Outlook

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