Intel Corporation designs, develops, manufactures, markets, and sells computing and related products and services worldwide. It operates through Client Computing Group, Data Center and AI, Network and Edge, Mobileye, and Intel Foundry Services segments. The company's products portfolio comprises central processing units and chipsets, system-on-chips (SoCs), and multichip packages; mobile and desktop processors; hardware products comprising graphics processing units (GPUs), domain-specific accelerators, and field programmable gate arrays (FPGAs); and memory and storage, connectivity and networking, and other semiconductor products. It also offers silicon devices and software products; and optimization solutions for workloads, such as AI, cryptography, security, storage, networking, and leverages various features supporting diverse compute environments. In addition, the company develops and deploys advanced driver assistance systems (ADAS), and autonomous driving technologies and solutions; and provides advanced process technologies backed by an ecosystem of IP, EDA, and design services, as well as systems of chips, including advanced packaging technologies, software and accelerate bring-up, and integration of chips and driving standards. Further, it delivers and deploys intelligent edge platforms that allow developers to achieve agility and drive automation using AI for efficient operations with data integrity, as well as provides hardware and software platforms, tools, and ecosystem partnerships for digital transformation from the cloud to edge. The company serves original equipment manufacturers, original design manufacturers, cloud service providers, and other manufacturers and service providers. It has a strategic agreement with Synopsys, Inc. to develop EDA and IP solutions; and ARM that enables chip designers to build optimized compute SoCs on the Intel 18A process. Intel Corporation was incorporated in 1968 and is headquartered in Santa Clara, California.

Intel Corporation

Qualcomm Incorporated QCOM recently introduced a leading-edge automated driving system solution called Snapdragon Ride Pilot. The system was developed in collaboration with BMW. Powered by Snapdragon Ride system-on-chip, the automotive driving software stack has set a new benchmark in ADAS (Advanced Driver Assistance System). The solution’s 360° Perception Layer leverages camera and radar systems to facilitate multiple operations such as object detection, surround view, lane recognition, traffic sign interpretation, parking assistance, driver monitoring, and mapping.
The solution is compliant with the latest safety regulations and matches Automotive Safety Integrity Level and Functional Safety standards. It also comes with multi-layered encryption and threat detection to mitigate cybersecurity threats. Incorporating AI models for behavior prediction and behavior planning simplifies handling of complex driving scenarios. The major automaker BMW has already opted to deploy Qualcomm’s latest ADAS solution in its latest Neue Klasse models.
Strong emphasis on innovation and strategic collaboration with major automakers is expected to drive Qualcomm’s prospects in the automotive vertical in the upcoming quarters. During the third quarter, Qualcomm’s Automotive revenues rose 21% year over year to $984 million. Per our estimate in fiscal 2025, Qualcomm is set to generate $3.8 billion in revenues from the Automotive vertical, indicating 32.3% year-over-year growth.
Per a Grand View Research report, the ADAS market size is projected to reach $66.56 billion in 2030 from $34.65 billion in 2024 with a compound annual growth rate of 12.2%. Qualcomm is aiming to capitalize on this market trend.
How Are Competitors Faring?
In the automotive segment, the company faces competition from the NVIDIA Corporation NVDA and Intel Corporation INTC.
Intel is steadily expanding its automotive portfolio offerings. In 2025, the company introduced an AI-powered software-defined vehicle (SDV) system-on-chip. The first multi-process node chiplet architecture is expediting innovation in AI native cockpits, integrated ADAS solutions. With its comprehensive Mobileye business offerings related to cameras, in-car networking, sensor chips, roadway mapping, cloud software, machine learning and data management, Intel is gaining ground in the autonomous car technology market. Several manufacturers, such as BMW, Volkswagen, Ford and Nissan, use Intel’s Mobileye solution for driver assistance systems.
NVIDIA also boasts a robust ADAS portfolio. The NVIDIA DRIVE AGX is empowering automakers with a scalable, power-efficient and high-performance AI compute platform to drive development of next-generation ADAS. Its cutting-edge product suite, which includes NVIDIA DRIVE AGX Hyperion, AGX Thor and AGX Orin, is gaining solid market traction. Its broad partner ecosystem, which includes General Motors, Mercedes-Benz, Toyota, Volvo, and Hyundai, is driving innovation.
QCOM’s Price Performance, Valuation and Estimates
Qualcomm shares have declined 1.2% over the past year against the industry’s growth of 66.3%.
Image Source: Zacks Investment Research
Going by the price/earnings ratio, the company's shares currently trade at 13.47 forward earnings, lower than 35.98 for the industry.
Image Source: Zacks Investment Research
Earnings estimates for 2025 have increased 1.11% to $11.87 per share over the past 60 days, while the same for 2026 have improved 0.34% to $11.82.
Image Source: Zacks Investment Research
Qualcomm stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Zacks Names #1 Semiconductor Stock
This under-the-radar company specializes in semiconductor products that titans like NVIDIA don't build. It's uniquely positioned to take advantage of the next growth stage of this market. And it's just beginning to enter the spotlight, which is exactly where you want to be.
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QCOM Expands Automotive Portfolio: Will it Deliver Sustainable Growth?

Intel (NASDAQ: INTC) has lost more than half its value over the last five years, yet billions in U.S. government backing and a new CEO may signal a turnaround. Could this be the ultimate contrarian bet for patient investors?
*Stock prices used were the market prices of Sept. 2, 2025. The video was published on Sept. 5, 2025.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Why Is Intel Stock Skyrocketing This Month?

Advanced Micro Devices AMD shares have jumped 34% year to date (YTD), outperforming the Zacks Computer and Technology sector and its closest peers, NVIDIA NVDA and Intel INTC. The broader sector has appreciated 14% while shares of NVIDIA and Intel have returned 27.8% and 22.7%, respectively, YTD.
The outperformance can be attributed to strong demand for EPYC processors that power cloud and enterprise workloads. Emerging AI use cases and rapid adoption of agentic AI are generating demand for general-purpose compute infrastructure, benefiting EPYC demand.
Will continued demand for EPYC push AMD shares higher in the rest of 2025, and is it enough for investors to jump into the stock? Let’s find out.
AMD Stock’s YTD Performance
Image Source: Zacks Investment Research
EPYC and Instinct Adoption Bode Well for AMD’s Prospects
Adoption of EPYC by the largest cloud hyperscalers is increasing significantly. In the second quarter of 2025, more than 100 new AMD-powered cloud instances were launched, including multiple Turin instances from Google and Oracle ORCL. AMD stated that there are currently 1,200 EPYC cloud instances available globally, and this expansion is driving enterprise adoption of EPYC in cloud. AMD won customers across aerospace, streaming, financial services, retail and energy domains in the second quarter of 2025. Telecom is becoming a stronghold for AMD, with KDDI announcing plans to deploy EPYC processors to power its 5G virtualized network and Nokia selecting EPYC for its cloud platform.
HPE, Dell Technologies, Lenovo and Super Micro launched 28 new Turin platforms in the reported quarter. In enterprise, EPYC is gaining traction with an expanding clientele in technology, automotive, manufacturing, financial services and public sector domains. The launch of the EPYC 4005 series is expected to boost AMD’s footprint among small and medium businesses as well as hosted IT service customers.
Apart from EPYC, AMD’s prospects are driven by strong demand for Instinct accelerators. The launch of the Instinct MI350 series that supports deployments powered by AMD CPUs, GPUs and NICs has strengthened AMD’s system-level capabilities. MI300 and MI325 gained adoption in the reported quarter, as seven of the top 10 model builders and AI companies are currently using Instinct. Oracle is building a 27,000-plus node AI cluster combining MI355X accelerators, fifth-gen EPYC Turin CPUs and Pollara 400 SmartNICs.
AMD stated that its MI355 matches or exceeds NVIDIA’s B200 in critical training and inference workloads. MI355 delivers comparable performance to GB200 for key workloads at lower cost and complexity. AMD remains on track in the development of the next-generation MI400 series and is expected to launch in 2026.
AMD Offers Positive Q3 Guidance
AMD’s second-quarter 2025 results suffered from the U.S. export controls on MI308 sales to China, leading to an $800 million inventory write-down. Data Center AI revenues fell year over year due to the restrictions. AMD’s third-quarter 2025 guidance doesn’t include any revenues from MI308.
AMD now expects revenues to be roughly $8.7 billion (+/- $300 million), indicating 28% year-over-year revenue growth at the mid-point, driven by strong double-digit growth in Client and Gaming, and Data Center segments.
Sequentially, revenues are expected to grow approximately 13%, driven by strong double-digit growth in the Data Center segment with the ramp of AMD Instinct MI350 series GPU products. AMD expects modest growth in the Client and Gaming segments, with Client revenues increasing and flat Gaming revenues. AMD expects the Embedded segment’s revenues to return to growth in the current quarter.
The Zacks Consensus Estimate for third-quarter 2025 revenues is pegged at $8.72 billion, indicating 27.9% from the figure reported in the year-ago quarter. The consensus mark for third-quarter 2025 earnings is pegged $1.18 per share, up 6% over the past 30 days, suggesting 28.3% from the figure reported in the year-ago quarter.
Advanced Micro Devices, Inc. Price and Consensus
AMD Faces Stiff Competition From NVIDIA
Despite an expanding portfolio and a rich partner base, AMD is facing stiff competition from NVIDIA.
NVIDIA is benefiting from the strong growth of AI and high-performance, accelerated computing. The company’s newer Hopper 200 and Blackwell GPU platforms are being rapidly adopted as customers work to grow their AI infrastructure. In the second quarter of fiscal 2026, the Data Center segment generated $41.1 billion in revenues, representing 87.9% of total sales. This marked a staggering 56% year-over-year increase and 5% sequential growth.
AMD Stock Overvalued
AMD stock is currently overvalued, as the Value Score of F suggests a stretched valuation at this moment.
The stock is trading at a premium, with a forward 12-month price/sales of 7.1X compared with the industry’s 3.46X and Intel's 2.01X.
AMD Valuation
Image Source: Zacks Investment Research
Conclusion
AMD’s expanding portfolio and rich partner base are expected to improve its top-line growth.
However, its near-term prospects are dull due to macroeconomic uncertainties and stiff competition, particularly from NVIDIA in the cloud data center and AI chip markets. Stretched valuation is a concern.
AMD currently has a Zacks Rank #3 (Hold), suggesting that it may be wise for investors to wait for a more favorable entry point to accumulate the stock. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
#1 Semiconductor Stock to Buy (Not NVDA)
The incredible demand for data is fueling the market's next digital gold rush. As data centers continue to be built and constantly upgraded, the companies that provide the hardware for these behemoths will become the NVIDIAs of tomorrow.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

AMD Shares Ride on Strong EPYC Demand: Buy, Sell or Hold the Stock?

For Immediate Release
Chicago, IL – September 4, 2025 – Zacks Equity Research shares Western Digital WDC as the Bull of the Day and Whirlpool WHR as the Bear of the Day. In addition, Zacks Equity Research provides analysis on Intel Corp. INTC, NVIDIA Corp. NVDA and Advanced Micro Devices, Inc. AMD.
Here is a synopsis of all five stocks.
Western Digital provides scalable, sustainable technology for the world’s hyperscalers, enterprises, and cloud providers, delivering cutting-edge innovation that drives the next generation of AI-driven data workloads.
The stock sports a bullish Zacks Rank #1 (Strong Buy), with EPS expectations moving higher across the board over recent months.
WDC also resides in the Zacks Computer – Storage industry, which is currently ranked in the top 18% of all Zacks industries.
WDC Sees AI Momentum
WDC shares have been red-hot over the past three months thanks to strong quarterly results, gaining more than 55% and crushing the S&P 500. The company enjoyed nice growth throughout its latest period, with sales of $2.6 billion up 30% YoY and eclipsing prior guidance.
Margin performance was notably strong, with WDC’s gross margin improving to 41.0% vs. the 34.8% mark in the same period last year. The company also initiated a cash dividend and reduced its debt by a sizable $2.6 billion, further adding to the positivity.
Irving Tan, CEO, remains bullish on WDC’s outlook, stating –
“We are confident that HDDs will continue to remain the foundation of the world’s data infrastructure, delivering unmatched value for mass storage in an AI-driven future.”
WDC shares have also recently experienced the ‘Golden Cross,’ as illustrated in the chart below. The Golden Cross occurs when the shorter 50-day moving average rises above the 200-day moving average, reflecting bullish momentum.
Bottom Line
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The top 5% of all stocks receive the highly coveted Zacks Rank #1 (Strong Buy). These stocks should outperform the market more than any other rank.
Western Digital would be an excellent stock for investors to consider, as displayed by its Zack Rank #1 (Strong Buy).
Whirlpool is one of the world's largest manufacturers of home appliances. The company's portfolio of products can be broadly classified into laundry appliances, refrigerators and freezers, cooking appliances, and other small household appliances such as dishwashers and mixers.
The stock is a current Zacks Rank #5 (Strong Sell), with analysts slashing their EPS expectations across the board.
In addition, the company resides in the Zacks – Household Appliances industry, which is currently ranked in the bottom 4% of all Zacks industries.
Whirlpool Cuts Guidance
WHR’s latest quarterly results disappointed investors, with the stock facing notable selling pressure following the release. Concerning headline figures, sales of $3.8 billion fell 5.5% YoY alongside a 44% decline in adjusted EPS.
What really soured sentiment, though, was the company’s guidance cut, with WHR cutting its current year free cash flow, adjusted EPS, and EBIT margin outlooks. Still, despite the negativity, WHR shares have bounced back nicely off post-earnings lows so far, up more than 10% overall over the last three months.
CEO Mark Bitzer remains confident, stating –
"As expected, the second quarter continued to be impacted by competitors stockpiling Asian imports into the U.S. Despite this, we are well positioned in North America with a robust pipeline of new products, the industry's leading U.S. manufacturing footprint, and favorable housing demand fundamentals. We are confident in our long-term strategy and believe that evolving tariff policies will ultimately support domestic manufacturers."
Bottom Line
Negative earnings estimate revisions, stemming from guidance cuts, paint a challenging picture for the company’s shares in the near term.
Whirlpool is a Zacks Rank #5 (Strong Sell), indicating that analysts have taken a bearish stance on the company’s earnings outlook.
For those seeking strong stocks, the best idea would be to focus on stocks with a Zacks Rank #1 (Strong Buy) or a Zacks Rank #2 (Buy) – these stocks sport a notably stronger earnings outlook paired with the potential to deliver explosive gains in the near term.
Additional content:
Can Intel Cash-In on Getac's F120 Launch to Scale AI Enhanced Tasks
Intel Corp.recently announced that its AI Boost NPU and Intel Core Ultra 200V Series Processor will power the world’s first fully rugged Copilot+PC in tablet form. Dubbed F120, this state-of-the-art tablet is manufactured by Getac Technology Corporation, a leading provider of rugged computing and mobile video solutions. Designed to harness AI (artificial intelligence) capabilities in complex and challenging environments across the defense, utilities, manufacturing and automotive industries, the F120 boasts seamless multitasking prowess, courtesy of Intel’s NPU and processor support.
INTC Focusing on AI Chips
The increased adoption of Intel processors and NPUs follows the positive feedback of Xeon 6 processors with Performance-cores (P-Cores). This system-on-chip (SoC) has been designed to meet the huge demand for high AI workloads across various sectors. With industry-leading performance across data center workloads and up to two times higher performance in AI processing, the Xeon 6 family delivers the industry’s best central processing unit (CPU) for AI at a lower total cost of ownership (TCO).
Intel Xeon platforms have reportedly set the benchmark in 5G cloud-native core with substantial performance and power-efficiency improvements, additional power-saving capabilities and easy-to-deploy software. This has triggered healthy demand trends from major telecom equipment manufacturers and independent software vendors to optimize and unleash proven power savings for a more sustainable future.
Intel has also partnered with Exostellar to make enterprise-grade AI infrastructure accessible in a cost-effective manner. Intel’s partnership with this leading innovator in autonomous compute orchestration and cloud optimization, which leverages AI and ML technologies, is likely to deliver an end-to-end solution with support for quota enforcement, dynamic borrowing, fair queuing and priority-based scheduling. This, in turn, will bring cloud-like agility and efficiency to on-premises or hybrid infrastructure for a more competitive AI hardware ecosystem.
With healthy AI chip traction, Intel has gained 24.6% in the past year compared with the industry’s growth of 54.5%, lagging NVIDIA Corp. but outperforming Advanced Micro Devices, Inc. While Advanced Micro has gained 15.2%, NVIDIA is up 60.8% over this period.
Estimate Revision Trend of INTC
Earnings estimates for Intel for 2025 have moved down 87.2% to 14 cents over the past year, while the same for 2026 has declined 64.6% to 68 cents. The negative estimate revision depicts bearish sentiments for the stock.
INTC Plagued by Margin Woes
Although Intel has scaled its AI footprint, it seems to lag NVIDIA on the innovation front, with the latter’s H100 and Blackwell GPUs being runaway successes. Leading technology companies are reportedly piling up NVIDIA’s GPUs to build clusters of computers for their AI work, leading to exponential revenue growth.
An accelerated ramp-up of AI PCs further affected the short-term margins of Intel as it shifted production to its high-volume facility in Ireland, where wafer costs are typically higher. Margins were also adversely impacted by higher charges related to non-core businesses, charges associated with unused capacity and an unfavorable product mix.
Bitter China Trade Ties Hurt INTC
China accounted for more than 29% of Intel's total revenues in 2024, making it the single largest market for the company. However, the communist nation's purported move to replace U.S.-made chips with domestic alternatives significantly affected INTC’s revenue prospects. The directive to phase out foreign chips from key telecom networks by 2027 underscores Beijing's accelerating efforts to reduce reliance on Western technology amid escalating U.S.-China tensions.
Moreover, weaker spending across consumer and enterprise markets, especially in China, resulted in elevated customer inventory levels, resulting in soft demand trends. Strict export control measures are likely to affect the market dynamics further, leading to below-par revenue growth in the near term.
End Note
Intel has been facing challenges due to the disruptive rise of over-the-top service providers in this dynamic industry. Price-sensitive competition for customer retention in the core business is expected to intensify in the coming days. Aggressive competition is likely to limit the ability to attract and retain customers and affect operating and financial results.
The road ahead for Intel is bumpy and strewn with daunting challenges, and how it navigates these roadblocks in the coming days remains to be seen. Intel carries a Zacks Rank #3 (Hold) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss.This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index.Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Western Digital and Whirlpool have been highlighted as Zacks Bull and Bear of the Day

Apple's AI Future

Intel Corporation INTC recently announced that its AI Boost NPU and Intel Core Ultra 200V Series Processor will power the world’s first fully rugged Copilot+PC in tablet form. Dubbed F120, this state-of-the-art tablet is manufactured by Getac Technology Corporation, a leading provider of rugged computing and mobile video solutions. Designed to harness AI (artificial intelligence) capabilities in complex and challenging environments across the defense, utilities, manufacturing and automotive industries, the F120 boasts seamless multitasking prowess, courtesy of Intel’s NPU and processor support.
INTC Focusing on AI Chips
The increased adoption of Intel processors and NPUs follows the positive feedback of Xeon 6 processors with Performance-cores (P-Cores). This system-on-chip (SoC) has been designed to meet the huge demand for high AI workloads across various sectors. With industry-leading performance across data center workloads and up to two times higher performance in AI processing, the Xeon 6 family delivers the industry’s best central processing unit (CPU) for AI at a lower total cost of ownership (TCO).
Intel Xeon platforms have reportedly set the benchmark in 5G cloud-native core with substantial performance and power-efficiency improvements, additional power-saving capabilities and easy-to-deploy software. This has triggered healthy demand trends from major telecom equipment manufacturers and independent software vendors to optimize and unleash proven power savings for a more sustainable future.
Intel has also partnered with Exostellar to make enterprise-grade AI infrastructure accessible in a cost-effective manner. Intel’s partnership with this leading innovator in autonomous compute orchestration and cloud optimization, which leverages AI and ML technologies, is likely to deliver an end-to-end solution with support for quota enforcement, dynamic borrowing, fair queuing and priority-based scheduling. This, in turn, will bring cloud-like agility and efficiency to on-premises or hybrid infrastructure for a more competitive AI hardware ecosystem.
With healthy AI chip traction, Intel has gained 24.6% in the past year compared with the industry’s growth of 54.5%, lagging NVIDIA Corporation NVDA but outperforming Advanced Micro Devices, Inc. AMD. While Advanced Micro has gained 15.2%, NVIDIA is up 60.8% over this period.
One-Year INTC Stock Price Performance
Image Source: Zacks Investment Research
Estimate Revision Trend of INTC
Earnings estimates for Intel for 2025 have moved down 87.2% to 14 cents over the past year, while the same for 2026 has declined 64.6% to 68 cents. The negative estimate revision depicts bearish sentiments for the stock.
Image Source: Zacks Investment Research
INTC Plagued by Margin Woes
Although Intel has scaled its AI footprint, it seems to lag NVIDIA on the innovation front, with the latter’s H100 and Blackwell GPUs being runaway successes. Leading technology companies are reportedly piling up NVIDIA’s GPUs to build clusters of computers for their AI work, leading to exponential revenue growth.
An accelerated ramp-up of AI PCs further affected the short-term margins of Intel as it shifted production to its high-volume facility in Ireland, where wafer costs are typically higher. Margins were also adversely impacted by higher charges related to non-core businesses, charges associated with unused capacity and an unfavorable product mix.
Image Source: Zacks Investment Research
Bitter China Trade Ties Hurt INTC
China accounted for more than 29% of Intel's total revenues in 2024, making it the single largest market for the company. However, the communist nation's purported move to replace U.S.-made chips with domestic alternatives significantly affected INTC’s revenue prospects. The directive to phase out foreign chips from key telecom networks by 2027 underscores Beijing's accelerating efforts to reduce reliance on Western technology amid escalating U.S.-China tensions.
Moreover, weaker spending across consumer and enterprise markets, especially in China, resulted in elevated customer inventory levels, resulting in soft demand trends. Strict export control measures are likely to affect the market dynamics further, leading to below-par revenue growth in the near term.
End Note
Intel has been facing challenges due to the disruptive rise of over-the-top service providers in this dynamic industry. Price-sensitive competition for customer retention in the core business is expected to intensify in the coming days. Aggressive competition is likely to limit the ability to attract and retain customers and affect operating and financial results.
The road ahead for Intel is bumpy and strewn with daunting challenges, and how it navigates these roadblocks in the coming days remains to be seen. Intel carries a Zacks Rank #3 (Hold) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Can Intel Cash in on Getac's F120 Launch to Scale AI-Enhanced Tasks?

Micron Technology, Inc. MU is witnessing strong momentum from its DRAM business. The business unit’s revenues soared 51% year over year and 15% sequentially to $7.1 billion in the third quarter of fiscal 2025. Micron’s DRAM business accounted for 76% of its total third-quarter revenues of $9.3 billion. This surge was fueled by record demand from the data center end market, where high-capacity and low-power DRAM are essential to run complex workloads.
The artificial intelligence (AI) boom has been central to this momentum. High-performance servers running large language models require massive amounts of DRAM, and Micron’s portfolio of high-capacity modules and power-efficient LPDRAM has positioned it as a key supplier. The company’s technology transitions, such as 1-gamma DRAM, are also helping it deliver better performance and power savings, a critical requirement for handling AI workloads.
Micron projects that the industry-wide DRAM bit demand will grow in the high teens for 2025, suggesting further momentum in this business for the company. Additionally, continuous improvement in DRAM pricing, along with cost efficiencies, will boost gross margins.
Management expects the DRAM supply-demand balance to tighten further in the coming quarters, driving additional pricing strength. This will support Micron’s margin expansion and profitability, especially as AI-related DRAM demand accelerates.
Micron is set to report fourth-quarter fiscal 2025 results on Sept. 23, and analysts are expecting strong growth in DRAM revenues. The Zacks Consensus Estimate for fourth-quarter DRAM revenues is pegged at $8.69 billion, indicating a robust 63% year-over-year increase and a 23% sequential rise.
How Do Micron’s Rivals Stack Up in the Memory Chip Race?
Although there are no U.S. stock exchange-listed direct competitors for MU in the memory chip space, Intel Corporation INTC and Broadcom Inc. AVGO play key roles in the HBM supply chain and AI hardware ecosystem.
Intel is developing its AI accelerators that rely on high-performance memory like HBM. Although Intel doesn't manufacture HBM chips, its Gaudi AI chips will require a robust HBM supply, and any shift in memory partnerships could impact Micron's position.
Meanwhile, Broadcom designs custom application-specific integrated circuits used in AI infrastructure that often include integrated HBM. As demand for Broadcom’s AI chips grows, it could influence how HBM suppliers like Micron allocate their future supply.
Micron’s Price Performance, Valuation and Estimates
Shares of Micron have risen around 40.8% year to date compared with the Zacks Computer – Integrated Systems industry’s gain of 25.4%.
Image Source: Zacks Investment Research
From a valuation standpoint, MU trades at a forward price-to-sales ratio of 3.58, slightly higher than the industry’s average of 3.46.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for Micron Technology’s fiscal 2026 earnings implies a year-over-year increase of approximately 62.4%. Estimates for fiscal 2026 have been revised upward in the past 30 days.
Image Source: Zacks Investment Research
Micron Technology currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Micron Rides on DRAM Demand Wave: Can the AI Boom Keep Aiding Growth?

NVIDIA Corp (NASDAQ: NVDA) dropped 1.91% on Tuesday to $170.78, its fourth consecutive decline. The stock traded 229.04 million shares, well above its 3‑month average, suggesting strong investor activity amid mounting unease.
Wider markets mirrored the weakness, with the S&P 500 (SNPINDEX: ^GSPC) falling 0.69% and the Nasdaq Composite (NASDAQINDEX: ^IXIC) down 0.82%, driven by concerns over valuation and AI-linked demand slowing.
NVIDIA's sector peers also declined. Advanced Micro Devices Inc (NASDAQ: AMD) edged down 0.19% to $162.32, while Intel Corp (NASDAQ: INTC) slipped 0.57% to $24.21.
The continued pressure follows NVIDIA's cautious revenue forecast last week, which has raised fresh doubts about the near-term pace of AI infrastructure investment. Despite strong long-term demand signals, many investors appear to be recalibrating expectations in the face of mounting macro headwinds.
Market data sourced from Google Finance and Yahoo! Finance on Tuesday, Sept. 2, 2025.
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Daily Stock News has no position in any of the stocks mentioned. This article was generated with GPT-4o, OpenAI's large-scale language generation model and has been reviewed by The Motley Fool's AI quality control systems. The Motley Fool has positions in and recommends Advanced Micro Devices, Intel, and Nvidia. The Motley Fool recommends the following options: short August 2025 $24 calls on Intel and short November 2025 $21 puts on Intel. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Stock Market Today: Nvidia Extends Slide as AI Momentum Stalls

Key Points
Intel received an investment from the U.S. government and SoftBank.
Applovin's revenue increased by 77% year over year in the second quarter.
IDEXX Laboratories' strong second quarter caused the company to raise its full-year guidance.
The Nasdaq Composite (NASDAQINDEX: ^IXIC) is one of the U.S. stock market's three major indexes, along with the S&P 500 and Dow Jones. It contains virtually every stock listed on the Nasdaq stock exchange and has been the best-performing index of the three over the past decade by a significant margin.
August was a strong month for the index, with a 1.58% increase. Leading the way were Intel (NASDAQ: INTC), Applovin (NASDAQ: APP), and IDEXX Laboratories (NASDAQ: IDXX). All three companies finished the month up at least 21%.
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Intel's good month was influenced heavily by the U.S. government announcing an investment in the company that would give it a roughly 10% equity stake. It also got a bump from a $2 billion investment from SoftBank. These investments aim to give Intel a boost to help the U.S. have a strong domestic semiconductor manufacturing company that can compete with companies like Taiwan Semiconductor Manufacturing.
Applovin benefited from a strong second-quarter earnings report that shed light on the growth of its ad-tech business. Its overall revenue increased 77% year over year to $1.26 billion, and net income increased 164% to $820 million. Maybe more impressive is the fact that its earnings per share (EPS) almost tripled to $2.39.
IDEXX Laboratories also had a good second quarter, beating estimates and raising its full-year revenue and earnings guidance. Its revenue increased 11% year over year to $1.1 billion, and it raised its full-year guidance by around $90 million to $4.2 billion-$4.28 billion.
Should you invest $1,000 in Intel right now?
Before you buy stock in Intel, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Intel wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $651,599!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,067,639!*
Now, it’s worth noting Stock Advisor’s total average return is 1,049% — a market-crushing outperformance compared to 185% for the S&P 500. Don’t miss out on the latest top 10 list, available when you join Stock Advisor.
*Stock Advisor returns as of August 25, 2025
Stefon Walters has positions in Taiwan Semiconductor Manufacturing. The Motley Fool has positions in and recommends AppLovin, Intel, and Taiwan Semiconductor Manufacturing. The Motley Fool recommends Idexx Laboratories and recommends the following options: short August 2025 $24 calls on Intel and short November 2025 $21 puts on Intel. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

These Were the 3 Top-Performing Stocks in the Nasdaq Composite in August 2025

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the iShares Semiconductor ETF (Symbol: SOXX) where we have detected an approximate $201.5 million dollar outflow -- that's a 2.8% decrease week over week (from 17,600,000 to 17,100,000). Among the largest underlying components of SOXX, in trading today KLA Corp (Symbol: KLAC) is off about 0.8%, Micron Technology Inc. (Symbol: MU) is up about 0.7%, and NXP Semiconductors NV (Symbol: NXPI) is higher by about 1.8%. For a complete list of holdings, visit the SOXX Holdings page » The chart below shows the one year price performance of SOXX, versus its 200 day moving average:
Looking at the chart above, SOXX's low point in its 52 week range is $287.82 per share, with $507.88 as the 52 week high point — that compares with a last trade of $405.06. Comparing the most recent share price to the 200 day moving average can also be a useful technical analysis technique -- learn more about the 200 day moving average ».
Exchange traded funds (ETFs) trade just like stocks, but instead of ''shares'' investors are actually buying and selling ''units''. These ''units'' can be traded back and forth just like stocks, but can also be created or destroyed to accommodate investor demand. Each week we monitor the week-over-week change in shares outstanding data, to keep a lookout for those ETFs experiencing notable inflows (many new units created) or outflows (many old units destroyed). Creation of new units will mean the underlying holdings of the ETF need to be purchased, while destruction of units involves selling underlying holdings, so large flows can also impact the individual components held within ETFs.
Also see:
Energy Stock Channel
VALU Average Annual Return
Top Ten Hedge Funds Holding GUSH
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Intel Corporation

Price history and volume

Shares 360

Investment risk — medium

Investment potential — low

AI Factors

Generative AI

Quantum Computing

stagflation

Internet of Things

United States - China Relations

Cloud Computing

Japanese Economy

Inflation

Bitcoin

Labor Costs

US Presidential Election

Self-driving Cars

Possible US government shutdown

Supply Chain Disruptions

European Bond Market

USD Average Exchange Rate

Security parameters