As we head into the April 23 report, the market isn't just looking at revenue—it’s looking for proof of life in the Foundry turnaround. Intel has set a low bar with a "break-even" EPS guide, but the technical undercurrents tell a more complex story. 📊 The Numbers at a Glance Revenue Midpoint: $12.2B (Guidance: $11.7B – $12.7B). Target EPS: $0.00 (Non-GAAP). Gross Margin Floor: 34.5% (Watch this closely—any beat here signals better-than-expected yield). 🔍 Key "Battleground" Segments 💡 The "Secret" Metric: EUV Wafer Mix Forget the headline loss for a second. The real indicator of Intel’s future is EUV (Extreme Ultraviolet) utilization. The Goal: Moving from ~10% in 2025 to 15–18% this quarter. Why care? Higher EUV mix = fewer "multi-patterning" steps = lower costs = better yields. The Signal

Hey everyone! Let’s dive into the latest AI chip drama between two heavyweights—Broadcom and Marvell. Both are riding the AI wave, but recent market moves have shifted the spotlight a bit. Let’s break it down in a fun, easy way! 🚀 🗞️ News Recap: Who’s Stealing the AI Spotlight? Friday was all about $Broadcom(AVGO)$ —investors went wild for their expanded Meta AI partnership and already-established role in Google’s custom AI silicon roadmap! The takeaway? If hyperscalers keep spending, Broadcom stays in the winner’s circle. 🏆 But Monday brought a twist: $Alphabet(GOOG)$ is in talks with $Marvell Technology(MRVL)$ to develop two new AI chips—a memory processing uni

🎁 Tiger Rewards Start Here! Want to stack some Tiger Coins before the closing bell? Two ways to win today: 🔥 The "Crystal Ball" Challenge: Comment "MU Up/Down" with your prediction for tonight’s Micron earnings + Repost this article. Get 10 coins for entering, and an extra 10 if you nail the direction! 📈📉 💎 The Value Chain Debate: Which semi-segment is the ultimate cash cow? (Equipment / Foundry / Memory / Design)? Leave your pick and logic + Repost to claim 10 coins. Semi Supercycle Update The semiconductor world is moving fast today, with massive updates ripple-effecting from the "labs" in the upstream all the way to the "servers" in the downstream. If you’re trading the chip sector, here is the breakdown of the high-voltage action across the value chain. 1.Upstream: The Tools of the Tra

By Trevor Jennewine from The Motley Fool $NVIDIA Corp(NVDA)$ was the single best performing stock in the $.SPX(.SPX)$ in 2023, and it ranks as the fourth-best performing member of the index year to date in 2024. Its share price has increased 845% during that period due to strong earnings growth driven by tremendous demand for its graphics processing units (GPUs).Nvidia is once again poised to generate market-beating returns for shareholders in 2025. The most obvious reason is its leadership in artificial intelligence (AI) accelerators, a market where spending is projected to grow at 29% annually through 2030, according to Grand View Research. But there are less obvious factors at play, too.Weekly chartNvi

Wall Street anticipates another strong quarter for $NVIDIA Corp(NVDA)$ as investors’ favorite chipmaker prepares to release its fiscal Q2 2025 results on August 28. The company’s high-end graphics processing chips, which are the benchmark for running generative AI workloads, continue to see robust demand, setting the stage for a solid performance.© Reuters Although there have been reports of a delay in the Blackwell chip, which could cause some near-term volatility in Nvidia’s fundamentals, Nvidia’s management commentary and supply-chain data in the coming weeks may reinforce confidence in the company’s earnings potential for calendar year 2025, according to Goldman Sachs analysts.They believe that the market is likely to overlook any neg

Mizuho Securities strongly recommends $NVIDIA Corp(NVDA)$ : Q2 earnings will be a major catalyst and can rise another 26%.Although Nvidia's stock price has fallen nearly 18% in the past month, according to Mizuho Securities, the stock still has a lot of room to rise, and its upcoming earnings report will be a major catalyst for artificial intelligence stocks.In a recently released report, the bank said that investors should ignore the noise related to the possible delay of Nvidia's next-generation Blackwell chip, and pointed out that the market demand for its GPU chips remains continuous.There is still tight capacity for Taiwan Semiconductor's (TSM) Chip-on-Wafer-on-Substrate with the continued ramp of Nvidia's H100 and H200 GPUs, analyst Vijay Ra