Intel Options Spot-On: On December 4th, 500.98K Contracts Were Traded, With 4.94 Million Open Interest
Unusual Options Activity: SLB, F and Others Attract Market Bets, SLB V/OI Ratio Reaches 156.3
Express News | Intel Executive Says Foundry Margins Will Be Better in 2025
Express News | Intel Executive Says “the Big Thing Influencing Margins Next Year Is Lunar Lake”
Express News | Intel Executive Says Co’s Geographic Dispersion of Factories Puts the Company in a Good Place With Regards to Tariffs
Express News | Intel Executive Says Intel Will Be Aided by the New Administration
Express News | Intel Executive Says “as You Look at the Next Few Nodes, There Needs to Be More Rationalization of What Capex Needs to Happen in Technology Development”
Express News | Intel Executive Says “We’re Thinking About How to Invest Differently”
Express News | Intel Executive Says First Half of Next Year, Co Will Get 18a Node Into Engineering Samples and Into Customer Hands
Express News | Intel Executive Says Ther Needs to Be a “Significant Cultural Change” to Transition to Beome a Foundry
Express News | Intel Executive Says the Intel Foundry Is “Very Important to the Semiconductor Ecosystem”
Express News | Intel Corp Shares Down 2% in Volume Spike
Express News | Intel Executive Says New CEO Will Have “Some Capability Around Foundry as Well as on Product Side” – UBS Conf
Express News | Intel Executive Says “Core Strategy Remains Intact” – UBS Conf
IDC Says Many Corporate Budgets Are Constrained Due to Overall Macro Environment, Companies Continuing to Evaluate Need for AI PCs/Tablets, Which Often Come at a Higher Cost
IDC Says PC and Platform Makers Are Gearing Up for AI PCs and Tablets to Be the Next Big Thing, But Lack of Clear Use Cases and a Bump in Avg Selling Prices Has Buyers Questioning the Utility
IDC Says World-Wide Tablet Shipments Are Expected to Grow 9.8% This Yr, Outpacing 0.8% Growth in PCs
IDC Says Tablets Are Leading the Charge With Nearly Double-Digit Growth Projected for the Yr
IDC Says There Seems to Be a Big Disconnect Between Supply and Demand
IDC Says 2025 Is Expected to Be a Yr of Recovery for PCs, With Growth Anticipated at 4.3%, Driven by Comml Upgrades From Windows 10 to Windows 11