Intel: All Eyes On Potential Investment In Arm

Summary:

  • Intel might potentially invest in Arm’s IPO, according to recent media reports.
  • Arm is a key AI play, so there are good reasons for Intel to invest in Arm from a financial angle, and to boost the prospects of its foundry business.
  • I maintain my Buy rating for INTC considering its near-term prospects and the opportunity for value creation via good capital allocation moves like an investment in Arm.

Intel To Report Quarterly Earnings

Justin Sullivan

Elevator Pitch

My rating for Intel Corporation’s (NASDAQ:INTC) shares is a Buy. I previously noted that INTC has a good chance of witnessing a meaningful stock price recovery due to its favorable revenue and cost guidance as

Arm’s Market Share 2016 2021
Mobile 90% 95%
IoT (Internet of Things) 30% 63%
Automotive 10% 24%
Cloud 0% 5%

Arm's Key AI Applications

Arm’s Corporate Website


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