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Stockreport

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

Broadcom Inc. (AVGO)  More Company Research Source: Yahoo! Finance
Last broadcom inc. earnings: 3/12 04:15 pm Check Earnings Report
US:NASDAQ Investor Relations: investors.broadcom.com
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 [Read more]
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Stockreport

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

Broadcom Inc.  (AVGO) 
More Company Research Source: Yahoo! Finance
Last broadcom inc. earnings: 3/12 04:15 pm Check Earnings Report
US:NASDAQ Investor Relations: investors.broadcom.com
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 [Read more]
IMPACT SNAPSHOT
EVENT TIME:
AVGO
Last Price
Price Change
Price Change %
Volume Shares
Max Up
Max Down
Volume Ratio
%
Don't Miss Out On The Next BIG Stock Move
Performance comparison Updated
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
LAST PRICE AT
NEWS EVENT
SINCE EVENT
Multi-day stock performance from the time of the news release
LAST PRICE
VWAP
High:
MAX UP
High:
Low:
MAX DOWN
Low:
%
 POST NEWS RANGE
%
PRICE CHANGE
PRICE CHANGE PERCENTAGE
S&P 500 (SPX)
%
 VOLUME RATIO
%
VOLUME (SHARES)
TICKS
AVG SHARES PER TRADE
EVENT DAY
Event Day Chart will not be displayed beyond 90-day period of the event
PERFORMANCE SINCE EVENT
TIME AND VELOCITY ANALYSIS