Paid articlePaywallIntel Takes Major Step Back (Rating Downgrade):
Intel management warned of accelerating PC market weakness, guiding Q4 revenues to $15–$16B, well below consensus ...
seekingalpha.com/article/4960866-intel-q3-takes-major-step-back-downgrade-hold
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Paid articlePaywall Intel: The Foundry Trap Is Getting Worse: Intel gets a Sell rating as Foundry losses persist, AI revenue growth masks weak unit demand ...
seekingalpha.com/article/4962543-intel-the-foundry-trap-is-getting-worse
Paid articlePaywall Intel: I Warned Before The 40% Crash, Now I'm Bullish (Rating Upgrade): Intel Corporations's 40% correction resets valuation expectations, prompting an upgrade ...
seekingalpha.com/article/4962916-intel-i-warned-before-the-40-percent-crash-now-im-bullish
SA analyst upgrades/downgrades: AAPL, INTC, PLTR, KLAC: Analyst rating changes hit Apple, Intel, KLA, and Palantir as valuation and growth outlooks shift.
seekingalpha.com/news/4663715-sa-analyst-upgradesdowngrades-aapl-intc-pltr-klac
Paid articlePaywall Intel: I Told You To Sell, Now I'm Telling You To Stay Away (Rating Upgrade): Intel Corporation looks overvalued after a 47% drop, with weak growth ...
seekingalpha.com/article/4961116-intel-i-told-you-to-sell-now-im-telling-you-to-stay-away-upgrade
Paid articlePaywall Sandisk: Things Are Getting Weird (Rating Downgrade): Sandisk Corporation faces slowing growth, stalled margin gains, and weaker demand as memory prices cool ...
seekingalpha.com/article/4961053-sandisk-things-are-getting-weird-rating-downgrade
Paid articlePaywall Alphabet: This Isn't Time To Buy The Dip (Rating Downgrade): Alphabet cut to hold after a steep post-earnings drop as Search growth slows and AI monetization ...
seekingalpha.com/article/4960730-alphabet-not-time-to-buy-dip-rating-downgrade
Paid articlePaywall Seagate: The Real Risk Isn't Toshiba, It's The 2028 Supply Wave (Rating Downgrade)
seekingalpha.com/article/4960693-seagate-real-risk-isnt-toshiba-its-2028-supply-wave-downgrade
Paid articlePaywall Intel: Don't Bet Your House On Recovery (Rating Upgrade): Intel Corporation reported strong Q3 results, with 21% Y/Y revenue growth and a 78% Y/Y surge in data ...
seekingalpha.com/article/4960423-intel-dont-bet-your-house-on-recovery
Paid articlePaywall Intel Q3: The Market Is Right (Rating Upgrade): Intel stock is down 32%, but is it a hold now? Click to read INTC's analysis of valuation, cash flow, margins ...
seekingalpha.com/article/4960404-intel-q3-the-market-is-right-upgrade
Paid articlePaywall Intel: Wait For A Bottom Before Catching This Falling Knife (Rating Upgrade): Intel Corporation's Q3 beat expectations, but weak Q4 guidance, PC slowdown ...
seekingalpha.com/article/4960215-intel-wait-for-a-bottom-before-catching-this-falling-knife-rating-upgrade
Paid articlePaywall Intel: Guidance Disaster Causes 20%+ Price Slump: Intel Corporation Q3 beat expectations, but weak Q4 guidance, foundry losses, and a rich valuation raise risks ...
seekingalpha.com/article/4959752-intel-guidance-disaster-causes-20-percent-plus-price-slump
Paid articlePaywall Microsoft Q1: A Near-Perfect Quarter, But I Will Stop Buying (Rating Downgrade): Microsoft Corporation's Q1 FY2027 beat estimates on revenue, EPS ...
seekingalpha.com/article/4959492-microsoft-q1-a-near-perfect-quarter-but-i-will-stop-buying-rating-downgrade
Paid articlePaywall Alphabet: Search Queries Are Up, But Who's Asking Matters (Rating Downgrade): Alphabet Inc. faces slowing search growth, AI-driven query shifts, and rising risk ...
seekingalpha.com/article/4959562-alphabet-search-queries-are-up-but-whos-asking-matters-rating-downgrade
Paid articlePaywall Bloom Energy: Buckle Up, Things Are About To Change (Rating Downgrade): Bloom Energy receives a Sell rating due to inflated near-term demand and unsustainable ...
seekingalpha.com/article/4958147-bloom-energy-buckle-up-things-are-about-to-change-downgrade
Paid articlePaywall Enphase Energy: Sell On Weak Outlook And Poor Industry Conditions (Rating Downgrade)
seekingalpha.com/article/4958289-enphase-energy-stock-sell-weak-outlook-poor-industry-conditions-downgrade
Notable analyst calls this week: Intel, Apple and Zoom among top picks: S&P 500 weekly recap: analyst upgrades and downgrades on Intel, Zoom, Apple ...
seekingalpha.com/news/4656701-notable-analyst-calls-this-week-intel-apple-and-zoom-among-top-picks
Paid articlePaywall Western Digital: Cracks In Its AI Supercycle Are Worsening (Rating Downgrade): Western Digital faces cycle risks as AI optimism fades and pricing slows ...
seekingalpha.com/article/4957308-western-digital-cracks-in-its-ai-supercycle-worsening
Paid articlePaywall Intel Stock Could Be In For A Reckoning (Rating Downgrade): Intel's Q4 showed revenue decline, margin contraction, and soft Q1 guidance, signaling recovery has ...
seekingalpha.com/article/4865523-intel-stock-q4-could-be-in-for-reckoning-downgrade
Intel Takes Major Step in Plan to Acquire Chip Startup SambaNova: The two chip companies have signed a term sheet, according to sources with direct knowledge of ...
wired.com/story/intel-signs-term-sheet-sambanova-ai/
Paid articlePaywall TSMC: Wide Moat Remains, But Intel Just Got A Second Life (Rating Downgrade): TSMC drives the AI boom with tight supply, a wide moat, growth, Intel gaining ...
seekingalpha.com/article/4851078-tsmc-wide-moat-remains-intel-just-got-second-life-rating-downgrade
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