Intel: The Bottom Is In
Portfolio Pulse from
Intel's third-quarter earnings were weak due to restructuring, but the market's muted reaction indicates optimism for future improvements. Intel Foundry's losses are concerning, and divesting it could help focus on profitable segments. Promising AI developments could drive future sales.
November 12, 2024 | 11:45 am
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Intel's poor Q3 earnings due to restructuring didn't shake market optimism. Divesting Intel Foundry could refocus on profitable areas. AI developments like Gaudi 3 are promising for future growth.
Despite poor earnings, the market's muted reaction suggests confidence in Intel's future. Divesting the loss-making Intel Foundry could allow focus on profitable segments. AI developments are seen as a growth driver.
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IMPORTANCE 80
RELEVANCE 100