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Stock impact report

Veteran analyst has blunt message on Intel stock [Yahoo! Finance]

Broadcom Inc. (AVGO) 
Last broadcom inc. earnings: 3/12 04:15 pm Check Earnings Report
US:NASDAQ Investor Relations: investors.broadcom.com
Company Research Source: Yahoo! Finance
The stock is down, due to a Reuters report stating that Nvidia has decided not to manufacture its chips using Intel's 18A node (manufacturing process) after conducting some testing. In response to this report, an Intel spokesperson told Reuters the company's 18A node is “progressing well,” and that it “continues to see strong interest” for its next-gen node 14A. I have closely followed Intel's moves this year, and wrote in late September about Intel engaging customers for its fabs: “Intel's ability to attract customers depends on how the launch of its Panther Lake and Nova Lake CPUs goes.” Given that both CPU lines are set to launch in 2026, at the time, I saw little chance that Nvidia would manufacture anything on Intel's 18A node until its issues had been completely resolved. We'll explore this in more detail later. Veteran analyst Stephen Guilfoyle has been long on Intel ( INTC ) for a few months. Following the news that Nvidia decided not to use Intel's 18A node, he cond Show less Read more
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