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Intel expected to report a Q1 loss of 14 cents per share and revenue of $12.41 billion

Tesla CEO Elon Musk says the company plans to use Intel's 14A manufacturing process for its Terafab project.

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JEDEC® Previews LPDDR6 Roadmap Expanding LPDDR into Data Centers and Processing-in-Memory

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JEDEC Solid State Technology Association previewed enhancements to the JESD209-6 LPDDR6 standard, originally published in July 2025. The JC-42.6 Subcommittee aims to expand LPDDR6 capabilities beyond mobile platforms, incorporating selected data support and building on the previous standard's foundation.

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Intel is set to report its first-quarter results, expecting a loss of 14 cents per share and revenue of $12.41 billion. The company has seen a 20% stock increase recently, closing at $65.27. Analysts are focused on Intel's new partnerships with Google and Elon Musk's Terafab project, as well as the impact of rising memory costs on PC sales. While caution is advised regarding the PC market, strong demand for server CPUs is anticipated due to the growth of AI technology.

- Intel is set to report its Q1 results, with expectations for a loss of 14 cents per share and revenue of $12.41 billion.  
- The company recently secured a significant chip supply deal with Google and is involved in Elon Musk's Terafab project, which aims to establish a new chip production facility in Texas.  
- Analysts are particularly focused on the impact of elevated memory costs on PC sales and the rising demand for server CPUs driven by advancements in artificial intelligence.

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Raymond James Financial

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Mizuho Financial Group, Inc.

RAYMOND JAMES FINANCIAL INC 6.375%DEP SHS REP 1/40TH FXD FLTG SER B

Intel Expected to Post Lower 1Q Revenue — Earnings Preview

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DRAM

Micron Technology (NASDAQ:MU) surged 8.48% to $487.48 amid strong AI memory demand and a ceasefire in Iran. Trading volume reached 45.4 million shares, exceeding the three-month average. The S&P 500 and Nasdaq Composite also saw gains of 1.05% and 1.64%, respectively. Despite a 145% increase over six months, concerns about sustainable growth persist, especially if AI memory needs decline. The Motley Fool's Stock Advisor did not include Micron in its top 10 stock recommendations, suggesting caution for potential investors.

- Micron Technology's stock increased by 8.48% to close at $487.48, driven by confidence in AI memory demand and news of a ceasefire in Iran.  
- Trading volume reached 45.4 million shares, exceeding its three-month average, as the semiconductor market, including peers like Western Digital and Sandisk, also saw gains.  
- Despite the stock’s impressive 145% increase over six months, investor caution remains due to potential volatility and concerns about sustainable growth amid geopolitical uncertainties.

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Stock Market Today, April 22: Micron Technology Surges on Continued Memory Boom

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Intel shares rose 3% in after-hours trading as Musk officially announced a deal to adopt Intel's 14A product technology during the conference call

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The article discusses the competitive landscape in the AI chip market, highlighting that AMD's growth is lagging behind Nvidia, Broadcom, and Amazon. While AMD's data center division saw a 39% growth, Nvidia's grew by 75% and Broadcom's AI semiconductor division surged by 106%. Amazon's custom AI chips are also gaining traction. Despite AMD's strong performance, its stock trades at a premium compared to its peers, raising concerns about its future growth potential. Analysts suggest considering Nvidia, Broadcom, and Amazon as better investment options than AMD.

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3 AI Chipmakers With Far More Upside Than AMD

Intel shares rose 1.8% in after-hours trading

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Intel's stock has surged over 260% in the past year, driven by new leadership and U.S. government support. However, analysts are divided on the company's foundry business, which posted a $10.3 billion operating loss in 2025. The bullish perspective sees potential in competing with TSMC and Samsung, while the bearish view highlights cash burn and slow customer acquisition. The future of Intel hinges on the success of its foundry business and its ability to control costs and diversify its customer base.

- Intel benefits significantly from the U.S. CHIPS and Science Act but faces challenges, including a $10.3 billion operating loss in 2025.  
- While the foundry business generated $17.8 billion in revenue, costs reached $28.1 billion, raising concerns about sustainability and profitability amidst reliance on government support and partnerships.  
- The future performance of Intel is uncertain, hinging on its ability to compete with leading manufacturers and diversify its customer base, as market analysts present polarized views on its potential.

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1 Big Reason Analysts are Divided on Intel

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GE Vernova(GEV) rose 13.75%, with a trading turnover 4.7 Billion USD, and a year-to-date rose 72.8%. Arm(ARM) rose 12.01%, with a trading turnover 2.6 Billion USD, and a year-to-date rose 79.8%. Booking(BKNG) fell 6%, with a trading turnover 1.7 Billion USD, and a year-to-date fell 16.1%. Danaher(DHR) fell 5.4%, with a trading turnover 1.1 Billion USD, and a year-to-date fell 19.4%.

- The Nasdaq Composite Index rose by 1.64% and has increased by 6.1% this year.  
- The S&P 500 Index gained 1.05%, with a year-to-date rise of 4.3%, while the Dow Jones Index increased by 0.69%, totaling a 3% rise for the year.  
- Notable stock movements included GE Vernova up 13.75% with a total volume of $4.65 billion, and Booking down 6%, totaling a year-to-date decline of 16.1%.

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The Philadelphia Semiconductor Index rose 2.7% on Wednesday, marking its 16th consecutive day of gains—the longest streak since records began in 1994. Over this rally, the index has climbed approximately 39%, positioning April as potentially the strongest single-month performance since February 2000

- The Philadelphia Semiconductor Index recently achieved a record 16 consecutive days of gains, rising 2.7% on Wednesday, fueled by strong demand driven by artificial intelligence.  
- This index has increased approximately 39% in April, making it potentially the largest monthly gain since February 2000.  
- Expectations indicate the semiconductor sector's revenue will grow by about 57% by 2026, reflecting the industry's robust position within the broader tech market.

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AI Optimism Fuels Chip Stocks for Record 16th Consecutive Gain, Setting All-Time High

Micron Technology is experiencing significant growth, akin to Nvidia's early AI boom, with a 553% stock price increase over the past year. The CEO anticipates a 20-year growth cycle driven by robotics, with Morgan Stanley predicting nearly 1 billion robots by 2050, expanding the memory chip market. Despite the cyclical nature of the memory market, Micron's demand in data centers is surging, with a revenue forecast of $33.5 billion for the current quarter. Analysts suggest that robotics could be a key growth catalyst for Micron in the coming years.

- Micron Technology is experiencing significant growth, similar to Nvidia's early gains during the AI boom, with a projected revenue of $33.5 billion for the current quarter.  
- The company's CEO anticipates a 20-year growth cycle driven by increasing demand for memory in robotics, with forecasts of nearly 1 billion robots deployed globally by 2050.  
- While Micron faces risks from the cyclical memory market, the potential for robotics to create new memory demand could lead to substantial future revenue opportunities.

Direxion Daily MU Bull 2X Shares

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Is Micron Starting an Nvidia-Style Run?

Intel Corporation is set to report its first-quarter earnings, with analysts expecting a revenue of $12.37 billion and a loss of 4 cents per share. The company has a strong track record of beating estimates, and recent upgrades from analysts suggest potential for further stock gains, driven by AI demand and improved pricing power. Intel's stock has surged 65% year-to-date, reaching new highs, despite a slight decline of 1.6% recently. Key focus areas include new product rollouts and collaborations, particularly in AI and cloud infrastructure.

- Intel Corporation is set to report first-quarter financial results, with analysts predicting revenue of $12.37 billion, a decline from $12.67 billion a year prior.  
- Analysts expect a loss of 4 cents per share, down from earnings of 13 cents per share last year, but the company has consistently beaten revenue and earnings estimates in recent quarters.  
- Analysts have upgraded Intel's stock ratings, forecasting growth in the datacenter segment and improved margins due to rising chip prices and increased demand from AI developments.

benzinga_article

Intel Q1 Preview: Stock Near All-Time Highs, Could A Third Straight Double Beat Help?

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Dell Technologies stock is rising after the company signed a $1.44 billion purchase agreement to support Boost Run’s AI ambitions.

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Dell signs $1.4 billion AI deal. Its stock is on pace for record closing high

MRAM

Everspin Technologies reported Q3 2024 earnings with revenue of $12.1 million, down from $16.5 million in Q3 2023. GAAP net income was $2.3 million, exceeding expectations. Product sales decreased to $10.4 million, while licensing revenue fell to $1.7 million. Gross margin declined to 49.2%. The company recognized new revenue from a DoD award and a Frontgrade contract. Q4 guidance projects revenue of $12-13 million. Challenges in Japan and Germany were noted as impacting future revenue. The balance sheet remains strong and debt-free, with ongoing development in AI and chiplet initiatives.

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Everspin Tech

Everspin (MRAM) Q3 2024 Earnings Transcript

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SK Hynix has begun construction on a $4 billion advanced memory packaging facility in West Lafayette, Indiana, aimed at increasing the supply of US-made high-bandwidth memory (HBM) for AI accelerators. The plant, expected to be completed by late 2027, will also include an R&D center for future chip development. Full-scale operations are anticipated in the second half of 2028, coinciding with the launch of HBM4E memory. This facility is part of a broader effort to enhance US semiconductor manufacturing capacity amid ongoing memory shortages.

The Register

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SK Hynix’s aspirations for ’Merica-made HBM inch closer to reality

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- U.S. stocks rose, with the Nasdaq leading at approximately 1.6% gains, following President Trump's extension of the ceasefire with Iran, despite ongoing uncertainties.  
- The S&P 500 and Nasdaq achieved record closing highs, driven by strong performances in the tech sector, while the Dow rose about 0.5%.  
- Contrarily, the Dow Jones Transportation Average faced a significant decline, mainly due to Avis Budget Group's sharp drop, impacting the overall index.

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LIVE MARKETS-US stocks rise on Iran ceasefire extension; Chip index posts historic winning streak

Invesco PHLX Semiconductor ETF(SOXQ.US)

Invesco PHLX Semiconductor ETF Stock Performance Chart

JEDEC® Previews LPDDR6 Roadmap Expanding LPDDR into Data Centers and Processing-in-Memory

Intel Expected to Post Lower 1Q Revenue — Earnings Preview

Stock Market Today, April 22: Micron Technology Surges on Continued Memory Boom

Intel shares rose 3% in after-hours trading as Musk officially announced a deal to adopt Intel's 14A product technology during the conference call

3 AI Chipmakers With Far More Upside Than AMD