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Intel Corp (INTC) CEO Exit Signals Uncertain Future Amid Ongoing Structural Challenges

We recently published a list of 14 AI News and Ratings That Wall Street Is Watching. In this article, we are going to take a look at where Intel Corporation (NASDAQ:INTC) stands against other AI news and ratings that Wall Street is watching.

The United States government recently announced fresh curbs targeting the chip industry in China. Per a report by news platform Al Jazeera, this is the third crackdown on American chip business with China in three years. The latest measures include curbing exports to 140 companies, including chip equipment maker Naura Technology Group, the report underlined. It added that the new rules also hit Chinese chip toolmakers Piotech, ACM Research, and SiCarrier Technology. According to the report, new export restrictions are part of the package, which also takes aim at shipments of advanced memory chips and chips tools to China.

Read more about these developments by accessing 10 Best AI Data Center Stocks and 10 Buzzing AI Stocks According to Goldman Sachs.

The updated sanctions package includes curbs on China-bound shipments of high bandwidth memory chips. These chips are critical for high-end applications like AI training. The US has also introduced export curbs on chip making equipment made in countries such as Singapore and Malaysia. Through these measures, introduced just a few days before President-elect Donald Trump takes charge at the White House, the US aims to limit Chinese access to chips that can help advance artificial intelligence for military applications, or otherwise threaten US national security.

READ ALSO: 30 Most Important AI Stocks According to BlackRock and Beyond the Tech Giants: 35 Non-Tech AI Opportunities.

For this article, we selected AI stocks by combing through news articles, stock analysis, and press releases. These stocks are also popular among hedge funds. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 275% since May 2014, beating its benchmark by 150 percentage points (see more details here).

A technician soldering components for a semiconductor board.

Intel Corporation (NASDAQ:INTC)

Number of Hedge Fund Holders: 68  

Intel Corporation (NASDAQ:INTC) markets key technologies for smart devices. On December 2, Oppenheimer maintained a Perform rating on the stock, noting that Intel has announced the retirement of CEO Pat Gelsinger effective December 1. While investors appreciate Gelsinger’s efforts to refocus the company, Intel continues to face myriad structural headwinds, per Oppenheimer. These include Intel Foundry process technology continuing to lag the competition, lacking meaningful external customer interest, and remaining deeply unprofitable; share loss in core server and client CPU franchises driven by lagging performance and increased competition; and lack of meaningful growth drivers as Intel has thus far missed the opportunity to capitalize on the high-growth AI accelerator market with lackluster Gaudi2/3 efforts, the advisory noted. Oppenheimer said any named successor faces significant challenges as turnaround efforts play out.

Overall, INTC ranks 8th on our list of AI news and ratings that Wall Street is watching. While we acknowledge the potential of INTC as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than INTC but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.

READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock

Disclosure: None. This article is originally published at Insider Monkey.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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