TSMC, ASML, and Arm still look like a great long-term plays in the growing market.

Intel (INTC) has ticked all the boxes to earn the title of a disappointing stock. While it has shown signs of a potential recovery at times this year, it’s still down more than 34% over the past twelve months. And the longer-term picture looks even worse—it’s lost over 65% of its value in the last five years. Staying neutral on INTC stock seems like the most prudent strategy. One full-service investment bank, Seaport Global, just initiated coverage on INTC with a Sell recommendation and a price

Both Nvidia and Intel should benefit immensely. When it comes to investing in artificial intelligence (AI), buying shares of graphics processing unit (GPU) manufacturers like Nvidia (NASDAQ: NVDA) and Intel (NASDAQ: INTC) can be a wise decision. Nearly every AI application requires these specialized chips to function, and buying stock in a GPU maker gives your portfolio direct exposure to the entire AI industry.

Taiwan Semi Upgraded by Morgan Stanley Amid AI Spending Surge

Intel (NasdaqGS:INTC) has experienced a 3% price rise over the last quarter, aligning with the broader market uptick where the Nasdaq Composite gained 2%. This movement occurs amid notable executive changes, including the resignation of Chief Commercial Officer Christoph Schell, as well as the appointment of a new CEO, Lip-Bu Tan. The company's earnings report reflected some challenges, posting a net loss, but remained in sync with overall market performances buoyed by optimism from strong...