Intel Earnings; CPUs, GPUs, FPGAs -- April 25, 2024

Locator: 47075TECH.

Updates

June 2, 2024: major update, Nvidia "Rubin." Apple's M4.

Original Post

Chips, link here, to Barron's: 

Intel earnings:

• morning after earnings release: INTC drops 10%;
• guidance was bad
• missed whisper numbers
• whisper numbers;
• CNBC: also, here;
  

But look at this guidance:

But for me, an investor, I really don't know what business Intel is in any more and with whom are they competing? Design, fabricators, CPUs, GPUs, memory; smart phones, laptops ; with whom have they partnered?

Look at ticker, after market:

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Tech Chips

Tech is tracked here.

Three major "chips": CPUs, GPUs, and memory.

Qualcomm and  Qualcomm Snapdragon modems.