After Hours Most Active for May 20, 2025 : BAC, NVDA, AAPL, BABA, SNAP, ALIT, GLW, INTC, GOOG, PAYO, EMXC, USB
NASDAQ 100 After Hours Performance: The NASDAQ 100 is down by 15.3 points to 21,352.07 with a total after-hours volume of approximately 98.9 million shares traded.
Active Stocks Overview: Notable stocks include Bank of America (unchanged), NVIDIA (+0.57%), Apple (-0.16%), and Alibaba (-0.01%), with most showing recommendations in the "buy" or "strong buy" range according to Zacks.
Trade with 70% Backtested Accuracy
Analyst Views on INTC
About INTC
About the author
Worsening CPU Supply Constraints Impact PC Market
- Supply Shortage Intensifies: The worsening supply constraints from Intel and AMD have led PC and server manufacturers to face extended delivery times, with average wait times now stretching from 1-2 weeks to 8-12 weeks, and in some cases, up to six months, severely disrupting market supply-demand balance.
- Price Increase Trend: Due to the supply shortage, CPU quote prices have risen by 10% to 15%, and both Intel and AMD plan to raise prices for all CPU series in March and April, reflecting sustained market demand and rising costs.
- Market Demand Shift: The growing demand for AI infrastructure has exacerbated the memory chip shortage, forcing PC manufacturers like HP and Dell to pivot towards Arm-based processors in their new designs to cope with the supply shortfalls from Intel and AMD.
- Focus on High-End Products: Intel and AMD are concentrating more resources on producing high-end chips, resulting in a widening supply gap for mid-range X-86 CPUs, a trend expected to continue, potentially impacting product diversity and competitiveness in the overall market.
Intel and AMD Plan CPU Price Increases
- Price Increase Notification: Intel and AMD have informed clients of planned price hikes across their entire CPU product lines starting in March and April, with expected increases ranging from 10% to 15%, and some products seeing even higher hikes, reflecting sustained demand for high-performance processors.
- Supply Constraints Intensify: As supply constraints worsen, delivery lead times have surged from the previous one to two weeks to an average of eight to twelve weeks, with some cases extending to six months, which will put additional pressure on server manufacturers to reassess their production schedules.
- Positive Market Reaction: Following the price hike announcement, Intel's stock rose by 4% and AMD's by 2.5%, indicating investor optimism regarding the future profitability of both companies, especially in the context of supply-demand imbalances.
- Wider Industry Impact: This price increase not only affects Intel and AMD's clients but may also lead to price hikes across the entire semiconductor industry, further intensifying market competition and prompting other chip manufacturers to consider adjusting their pricing strategies in response to market changes.
Arm's New Chip Expected to Generate $15 Billion Revenue by 2031
- Chip Launch: Arm unveiled its first in-house chip, the AGI CPU, in San Francisco, projecting $15 billion in revenue by 2031, showcasing the company's strong potential in the AI inference market and solidifying its position in the semiconductor industry.
- Revenue Expectations Surge: Arm anticipates total annual revenue of $25 billion, a sixfold increase from $4 billion in 2025, demonstrating the company's competitiveness and profitability in the rapidly growing AI market.
- Positive Market Reaction: Following the chip announcement, Arm's stock rose approximately 13.2% in premarket trading, reflecting investor optimism about the company's future growth prospects, despite a 1.5% decline on Tuesday.
- Expanded Customer Base: Meta is the first official customer for Arm's new chip, with Arm's cloud AI head noting a $1 trillion market size, indicating that the chip will attract more customers opting for its solutions over in-house alternatives, thereby expanding the company's market share and profit opportunities.
Meta, SpaceX, and SK Hynix Inspire Stock Market Optimism Amid Ongoing Conflict: Key Insights and 5 Additional Updates for Today.
Current Market Sentiment: Investors are facing uncertainty due to ongoing conflicts, often referred to as the "fog of war."
Future Outlook: Despite current challenges, there is optimism regarding the future performance of the U.S. stock market once the situation stabilizes.
Costco's Gas Pricing Strategy Attracts Members
- Gas Price Competitive Edge: Costco's gas prices are approximately $0.20 to $0.30 lower than competitors, currently at $3.60 per gallon, which attracts more members and enhances market competitiveness.
- Significant Membership Growth: As of Q2 of fiscal 2026, paid membership grew by 4.8% year-over-year, while comparable sales (excluding gas) increased by 6.7%, indicating steady expansion of the membership base.
- Strategic Price Adjustments: Costco quickly raises gas prices when costs increase but lowers them more slowly when costs fall, ensuring competitiveness while protecting margins, which enhances the company's resilience in volatile markets.
- Value Proposition Under Economic Pressure: During economic stress, consumers are more likely to invest in Costco memberships, as savings on gas can fully cover the $65 membership fee, further solidifying the company's revenue streams.
ARM Shares Surge in Premarket Trading: Analyst Suggests Even a Small Portion of Meta's Capital Expenditure Could Significantly Impact Revenue
Meta's Involvement in AI CPU Platform: Analysts highlighted Meta's role in the new AGI server CPU platform, which is expected to shift Arm's revenue model from royalty licensing to selling finished silicon, targeting agentic AI workloads that require significantly more CPU cores.
Stock Market Reaction: Shares of Arm Holdings surged by 10% in premarket trading following the announcement, indicating strong investor interest in the potential revenue opportunities tied to Meta's involvement in AI infrastructure.
Strategic Shift for Arm: Arm's new strategy positions the company between hyperscaler-built processors and traditional enterprise server chips, aiming to fill a market gap in server CPU offerings, particularly for agent-driven data centers.
Competitive Landscape and Future Outlook: Despite a positive outlook, analysts noted uncertainties regarding commercialization timing and competition from established players like Intel and AMD, emphasizing the need for third-party benchmarks to validate Arm's performance claims in real-world workloads.
Worsening CPU Supply Constraints Impact PC Market
- Supply Shortage Intensifies: The worsening supply constraints from Intel and AMD have led PC and server manufacturers to face extended delivery times, with average wait times now stretching from 1-2 weeks to 8-12 weeks, and in some cases, up to six months, severely disrupting market supply-demand balance.
- Price Increase Trend: Due to the supply shortage, CPU quote prices have risen by 10% to 15%, and both Intel and AMD plan to raise prices for all CPU series in March and April, reflecting sustained market demand and rising costs.
- Market Demand Shift: The growing demand for AI infrastructure has exacerbated the memory chip shortage, forcing PC manufacturers like HP and Dell to pivot towards Arm-based processors in their new designs to cope with the supply shortfalls from Intel and AMD.
- Focus on High-End Products: Intel and AMD are concentrating more resources on producing high-end chips, resulting in a widening supply gap for mid-range X-86 CPUs, a trend expected to continue, potentially impacting product diversity and competitiveness in the overall market.
Intel and AMD Plan CPU Price Increases
- Price Increase Notification: Intel and AMD have informed clients of planned price hikes across their entire CPU product lines starting in March and April, with expected increases ranging from 10% to 15%, and some products seeing even higher hikes, reflecting sustained demand for high-performance processors.
- Supply Constraints Intensify: As supply constraints worsen, delivery lead times have surged from the previous one to two weeks to an average of eight to twelve weeks, with some cases extending to six months, which will put additional pressure on server manufacturers to reassess their production schedules.
- Positive Market Reaction: Following the price hike announcement, Intel's stock rose by 4% and AMD's by 2.5%, indicating investor optimism regarding the future profitability of both companies, especially in the context of supply-demand imbalances.
- Wider Industry Impact: This price increase not only affects Intel and AMD's clients but may also lead to price hikes across the entire semiconductor industry, further intensifying market competition and prompting other chip manufacturers to consider adjusting their pricing strategies in response to market changes.
Arm's New Chip Expected to Generate $15 Billion Revenue by 2031
- Chip Launch: Arm unveiled its first in-house chip, the AGI CPU, in San Francisco, projecting $15 billion in revenue by 2031, showcasing the company's strong potential in the AI inference market and solidifying its position in the semiconductor industry.
- Revenue Expectations Surge: Arm anticipates total annual revenue of $25 billion, a sixfold increase from $4 billion in 2025, demonstrating the company's competitiveness and profitability in the rapidly growing AI market.
- Positive Market Reaction: Following the chip announcement, Arm's stock rose approximately 13.2% in premarket trading, reflecting investor optimism about the company's future growth prospects, despite a 1.5% decline on Tuesday.
- Expanded Customer Base: Meta is the first official customer for Arm's new chip, with Arm's cloud AI head noting a $1 trillion market size, indicating that the chip will attract more customers opting for its solutions over in-house alternatives, thereby expanding the company's market share and profit opportunities.
Meta, SpaceX, and SK Hynix Inspire Stock Market Optimism Amid Ongoing Conflict: Key Insights and 5 Additional Updates for Today.
Current Market Sentiment: Investors are facing uncertainty due to ongoing conflicts, often referred to as the "fog of war."
Future Outlook: Despite current challenges, there is optimism regarding the future performance of the U.S. stock market once the situation stabilizes.
Costco's Gas Pricing Strategy Attracts Members
- Gas Price Competitive Edge: Costco's gas prices are approximately $0.20 to $0.30 lower than competitors, currently at $3.60 per gallon, which attracts more members and enhances market competitiveness.
- Significant Membership Growth: As of Q2 of fiscal 2026, paid membership grew by 4.8% year-over-year, while comparable sales (excluding gas) increased by 6.7%, indicating steady expansion of the membership base.
- Strategic Price Adjustments: Costco quickly raises gas prices when costs increase but lowers them more slowly when costs fall, ensuring competitiveness while protecting margins, which enhances the company's resilience in volatile markets.
- Value Proposition Under Economic Pressure: During economic stress, consumers are more likely to invest in Costco memberships, as savings on gas can fully cover the $65 membership fee, further solidifying the company's revenue streams.
ARM Shares Surge in Premarket Trading: Analyst Suggests Even a Small Portion of Meta's Capital Expenditure Could Significantly Impact Revenue
Meta's Involvement in AI CPU Platform: Analysts highlighted Meta's role in the new AGI server CPU platform, which is expected to shift Arm's revenue model from royalty licensing to selling finished silicon, targeting agentic AI workloads that require significantly more CPU cores.
Stock Market Reaction: Shares of Arm Holdings surged by 10% in premarket trading following the announcement, indicating strong investor interest in the potential revenue opportunities tied to Meta's involvement in AI infrastructure.
Strategic Shift for Arm: Arm's new strategy positions the company between hyperscaler-built processors and traditional enterprise server chips, aiming to fill a market gap in server CPU offerings, particularly for agent-driven data centers.
Competitive Landscape and Future Outlook: Despite a positive outlook, analysts noted uncertainties regarding commercialization timing and competition from established players like Intel and AMD, emphasizing the need for third-party benchmarks to validate Arm's performance claims in real-world workloads.
