Asian stocks mixed after Fed’s Powell leaves rate-cut questions hanging in air
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jul 10 2024
0mins
Should l Buy INTC?
Source: MarketWatch
- Federal Reserve Chair's Remarks: Jerome Powell's comments in front of the Senate Banking Committee had little impact on investors' expectations for a U.S. interest-rate cut timing.
- Asian Market Performance: Shares in Asia were mixed, with Tokyo's Nikkei 225 index initially reaching a trading high before dropping by 0.1% to 41,536.10 by midday.
- Ongoing Updates: The article provides updates on market movements and key events without specific details.
- Subscription Reminder: Readers are prompted to log in if they are already subscribers.
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Analyst Views on INTC
Wall Street analysts forecast INTC stock price to fall
29 Analyst Rating
5 Buy
19 Hold
5 Sell
Hold
Current: 108.170
Low
20.00
Averages
39.30
High
52.00
Current: 108.170
Low
20.00
Averages
39.30
High
52.00
About INTC
Intel Corporation is a global designer and manufacturer of semiconductor products. The Company's segments include Intel Products, Intel Foundry, and All Other. Its Intel Products comprise Client Computing Group (CCG) and Data Center and AI (DCAI). CCG delivers platforms and processors that power PCs and edge devices, enabling enhanced performance, connectivity and user experience for consumer and commercial markets with capabilities that also support retail, industrial robotics and AI ecosystems at the edge. DCAI delivers workload-optimized solutions based upon its x86 architecture for data centers, including CPUs, AI accelerators, NICs, IPUs and custom ASICs, enabling performance and scalability for cloud, enterprise, telecommunication and HPC environments. The Intel Foundry segment comprises technology development, manufacturing and foundry services, developing new semiconductor process technologies and advanced packaging technologies. All Other segments include Mobileye and Other.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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See More
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- Stock Recovery: Intel's stock has surged by 2.24% recently, rebounding from a 52-week low of $18.97 in 2025 to the current price of $110.59, indicating increased market confidence in its growth prospects.
- AI Supercycle: Businesses are projected to spend $1 trillion on upgrading data center infrastructure by 2025, driving demand for more powerful computers and providing Intel with sustained market opportunities.
- Leadership Transformation: Since Lip-Bu Tan became CEO in March 2025, Intel has successfully transformed and achieved growth by forging key partnerships and enhancing its foundry business, reflecting the effectiveness of its strategic direction.
- Strong Financial Performance: In the fiscal first quarter ending March 28, Intel reported a 7% year-over-year revenue increase to $13.6 billion, with its data center and AI division achieving a 22% sales growth to $5.1 billion, showcasing robust demand for its AI semiconductor products.
See More
Investment Risks and Opportunities Amid AI Boom
- Market Concentration Risk: Since the late 2022 release of ChatGPT, AI has dominated global markets, leading to significant investments in AI stocks, with TSMC, SK Hynix, and Samsung Electronics accounting for over half of the returns on the FTSE Asia ex-Japan index, prompting HSBC to warn of potential market dislocations.
- Forgotten Investment Opportunities: HSBC has identified ten overlooked companies in Asia, including Hong Kong Exchange, South Korean food manufacturer Samyang Foods, and Indonesian telecom provider PT Telkom, which have maintained high profitability while gaining market share.
- Fuyao Glass's Growth Potential: Fuyao Glass, the world's largest automotive glass manufacturer, holds about a 70% share of the Chinese market and is expanding internationally; HSBC analysts believe the market undervalues its growth trajectory and margin resilience amid shifting global competitive dynamics.
- WuXi AppTec's Strong Growth: WuXi AppTec, a China-based contract research and manufacturing organization, is projected to achieve 18%-22% revenue growth in 2026, driven by robust customer demand and global capacity expansion, with HSBC analysts suggesting this growth could last another two to three years.
See More
Intel's Manufacturing Yields Show Significant Improvement
- Yield Improvement: Intel CEO Lip-Bu Tan highlighted that the company's chip manufacturing yields are improving significantly, with a monthly yield increase of 7% to 8%, which will directly enhance its market competitiveness and boost investor confidence.
- Vertical Integration Advantage: Unlike competitors that rely on external foundries, Intel's vertically integrated model allows it to manufacture most of its chips, providing greater flexibility and control amid current supply chain uncertainties.
- Policy Support Benefits: U.S. government incentives, such as tax breaks for domestic chip manufacturing, align well with Intel's expansion strategy, likely attracting more chip designers to utilize its foundry services and increasing its market share.
- Technological Catch-Up: Tan mentioned that Intel's next-generation 14A process is expected to rival TSMC's advanced technology, marking a significant breakthrough that could further solidify Intel's position in the semiconductor industry and potentially alter the market landscape.
See More
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- Market Demand Surge: Afternoon prices on May 17, 2026, indicate a significant rise in semiconductor demand, driving stock prices of related companies upward, reflecting strong market appetite for tech products and future growth potential.
- Winning Companies' Performance: Certain semiconductor firms have excelled during this demand surge, with rising stock prices showcasing their competitive advantages and bolstered investor confidence.
- Optimistic Industry Outlook: As global demand for electronic products continues to grow, the semiconductor sector is expected to enter a prolonged growth cycle, attracting increased investor interest.
- Innovation-Driven Growth: Companies are leveraging technological innovations and enhanced production capabilities to meet market demands, further solidifying their market positions and driving future profitability.
See More
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- Surging Market Demand: Semiconductor demand is rapidly increasing, particularly for critical technologies needed by Nvidia and Intel, indicating significant growth in the industry that could drive stock prices higher.
- Unique Company Emergence: A little-known company is dubbed an 'Indispensable Monopoly' for providing essential technology to Nvidia and Intel, suggesting that its unique market position could lead to substantial profits in the future.
- Investment Advisory Caution: Despite the optimistic outlook for the semiconductor sector, the analyst team warns that Intel is not included in the current list of top ten recommended stocks, advising investors to consider this before making purchases.
- Historical Return Comparisons: Past recommendations like Netflix and Nvidia yielded massive returns of $483,476 and $1,362,941 respectively, highlighting the importance of selecting quality stocks, prompting investors to seek out potential high-return opportunities.
See More
Asia-Pacific Markets Set for Mixed Open Amid Geopolitical Tensions
- Rising Bond Yields: U.S. Treasury yields increased as investors sold off bonds amid inflation concerns, with the 30-year yield briefly reaching 5.197%, the highest since July 2007, potentially putting pressure on equity markets.
- Japanese Market Optimism: Nikkei 225 futures traded at 60,835, up from the previous close of 60,550.59, indicating positive sentiment regarding Japan's economic recovery and potential market gains.
- Hong Kong Market Pressure: Hang Seng index futures at 25,603 were lower than the last close of 25,797.85, reflecting concerns over Hong Kong's economic outlook, which may dampen investor confidence.
- Weak U.S. Stock Performance: The S&P 500 fell for the third consecutive session, closing at 7,353.61, as rising bond yields shifted market sentiment to cautious, potentially impacting future investment decisions.
See More
