Intel Corporation (INTC) - NASDAQ
  • Jan. 11, 2011, 8:26 AM

    The hasty departure of AMD (AMD) CEO Dirk Meyer, under apparent pressure from the board, signals the company will be on the fast track to expand in key areas like server systems and mobile devices. But struggling AMD is already in turnaround mode, and Meyer leaves it in better shape than he found it. Premarket, AMD -4%.

    | Jan. 11, 2011, 8:26 AM
  • Jan. 11, 2011, 7:15 AM

    Intel (INTC -0.2%) and Nvidia (NVDA +3.9%) reached a new patent cross license agreement yesterday evening and ended their ongoing legal disputes. As part of the agreement, Intel will pay Nvidia $1.5B over the next five years, boosting Nvidia's annual net income by $0.29/share for the life of the agreement.

    | Jan. 11, 2011, 7:15 AM
  • Jan. 10, 2011, 5:25 PM

    After CES, FBR Capital is upbeat on Atmel (ATML), Broadcom (BRCM), and International Rectifier (IRF). Broadcom will keep the lion's share of Bluetooth and Wi-Fi connectivity sockets through 2012. Atmel is the "clear winner" in touch controllers for tablet PCs and handsets. And IRF has a promising future in the automotive chip business.
     

    | Jan. 10, 2011, 5:25 PM
  • Jan. 10, 2011, 5:02 PM

    After AMD's (AMD) CEO Dirk Meyer abruptly resigned, the board replaced him with CFO Thomas Seifert, who will act as interim company head. The board says that a "change in leadership at this time will accelerate" AMD's ability to attain growth and market leadership. AH, AMD is -4.2%. (PR)

    | Jan. 10, 2011, 5:02 PM
  • Jan. 10, 2011, 4:50 PM
    Nomura raised its rating on struggling AMD (AMD) to Buy from Neutral, believing, unlike the Street, the firm will see revenue growth this year. Nomura claims AMD's Fusion chips, which integrate graphics and CPU features, could beat Intel's (INTC) Sandy Bridge technology, and possibly win a MacBook (AAPL) slot. AMD -3.8% AH.
    | Jan. 10, 2011, 4:50 PM
  • Jan. 10, 2011, 4:26 PM

    Shares of Nvidia (NVDA +3.8%) are halted on news that it has signed a new six-year cross-licensing agreement with Intel (INTC) and resolved outstanding pending disputes between the two companies. As part pf the deal, Intel will pay Nvidia $1.5B over the next five years. INTC -0.4% AH. (PR)

    | Jan. 10, 2011, 4:26 PM
  • Jan. 7, 2011, 3:55 PM
    Okay, so Microsoft (MSFT -0.8%) sold 8M Kinects - that doesn't mean the underperforming stock is a good buy, say analysts. Kinect is cool, but "it's so small, it's never going to move the needle," says Trutina Financial. And Microsoft sits on so much money, "it's more of a bank than it is a technology company at this point."
    | Jan. 7, 2011, 3:55 PM | 1 Comment
  • Jan. 7, 2011, 1:43 PM
    With Microsoft's (MSFT) new ARM Holdings (ARMH) Windows flavor coming, the fate of the Windows Compact Embedded OS appears uncertain. This technology is the core of the Windows Phone 7 and Zune HD platforms. But if Microsoft does phase it out, will anyone but WP7 lovers notice?
    | Jan. 7, 2011, 1:43 PM
  • Jan. 7, 2011, 11:39 AM
    High-flying chip designer ARM Holdings (ARMH -0.4%) will have a "massive market share" in the web devices market even without its new partnership with Microsoft (MSFT -1.8%), says CEO Warren East. But "with Microsoft, we're going to have a bigger share." Microsoft now faces the costly work of porting its drivers and ecosystem to the new architecture.
    | Jan. 7, 2011, 11:39 AM
  • Jan. 6, 2011, 4:45 PM

    "Moving the stock [is] always a complex topic," says Microsoft (MSFT) CEO Steve Ballmer, who has presided over a largely static share price for a decade. "Moving the profits, I understand a lot better," he says, noting his current offerings of note are entertainment-related, like Kinect, or in the cloud. Microsoft is +2.8% AH.

    | Jan. 6, 2011, 4:45 PM
  • Jan. 6, 2011, 3:51 PM

    All the CES excitement lifts Nvidia (NVDA) past its 52-week high of $18.92/share, and ARM Holdings (ARMH) above its prior high of $22.24/share. Other semiconductor firms to exceed 52-week highs are Atmel (ATML), Cypress Semiconductor (CY), NXP Semiconductors (NXPI), Qualcomm (QCOM), and ON Semiconductor (ONNN).

    | Jan. 6, 2011, 3:51 PM
  • Jan. 6, 2011, 2:07 PM

    Nvidia (NVDA) is +11.4% on news it will partner with ARM Holdings (ARMH) to build PC processors. At CES, it also unveiled its much-awaited Tegra 2 chips, which possess eye-catching graphics capabilities. Nvidia is a "solid play" for Android (GOOG)-based smartphones and tablets, says Barclays Capital.

    | Jan. 6, 2011, 2:07 PM
  • Jan. 6, 2011, 12:36 PM

    Proper "earth shattering" news from CES could have a ripple effect on technology ETFs, says Tom Lydon. Given consumer hunger for advanced graphics capabilities, investors should pay special attention to semiconductor funds like SPDR S&P Semiconductor (XSD) and Semiconductor HOLDRs (SMH). And there's software and telecom potential, too.

    | Jan. 6, 2011, 12:36 PM
  • Jan. 6, 2011, 9:21 AM

    "Whatever device you use, now or in the future, Windows will be there," says Microsoft (MSFT) CEO Steve Ballmer, as a follow-on to prior announcements. Responding to criticism it's been living in the past, Microsoft now hopes to usher in a new post-PC future where it runs on ARM Holdings' (ARMH) chips. Premarket, Microsoft +0.3%, ARM +7.4%.

    | Jan. 6, 2011, 9:21 AM | 9 Comments
  • Jan. 6, 2011, 8:25 AM

    European antitrust regulators extend by 2 weeks their deadline to rule on Intel's (INTC) $7.68B buyout of McAfee (MFE), after receiving proposals from the chipmaker meant to alleviate their concerns. The officials worry how Intel's plans to bundle security features into its chips will affect competition. Premarket, Intel is -0.2%, and McAfee is +1.8%.

    | Jan. 6, 2011, 8:25 AM
  • Jan. 5, 2011, 4:50 PM

    As expected, at CES, Microsoft (MSFT) unveils a new flavor of Windows that can run on ARM Holdings (ARMH)-designed chips. "The next generation of Windows is going to evolve on new hardware," claims unit president Steven Sinofsky. Microsoft also runs demos with chips from Qualcomm (QCOM), Nvidia (NVDA) and Texas Instruments (TXN).

    | Jan. 5, 2011, 4:50 PM
Company Description
Intel Corp. designs, manufactures and sells computer components and related products. It also engages in the designing and manufacturing of computing and communication components, such as microprocessors, chipsets, motherboards, and wireless and wired connectivity products. The company develops... More
Sector: Technology
Industry: Semiconductor - Broad Line
Country: United States