Jim Cramer Increases Intel Holdings to 2.5% in Portfolio
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3 days ago
0mins
Source: CNBC
- Share Increase: Jim Cramer's Charitable Trust will purchase 280 shares of Intel at approximately $125.38, raising its total holdings to 780 shares and increasing its portfolio weighting from 1.6% to 2.5%, reflecting strong confidence in Intel's future performance.
- Market Expectations: Intel's stock has rallied $13 in the past two weeks, and Cramer anticipates further gains due to growth in data center CPUs and the foundry business, indicating a positive outlook on product demand.
- AI Revolution Impact: The ratio of CPUs to GPUs has shifted from 1:8 to 1:4 due to the rapid rise of agentic AI, with expectations that it may reach parity, which is a favorable development for Intel's CPU business and enhances its competitiveness in the AI server market.
- Foundry Business Outlook: Intel is seen as the logical choice for customers seeking alternatives to TSMC, as its foundry capabilities will meet increasing demand, particularly with Elon Musk's Terafab project relying on Intel's future 14A chip process, expected to enter volume production by 2029.
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Analyst Views on TSM
Wall Street analysts forecast TSM stock price to fall
8 Analyst Rating
7 Buy
1 Hold
0 Sell
Strong Buy
Current: 432.150
Low
63.24
Averages
313.46
High
390.00
Current: 432.150
Low
63.24
Averages
313.46
High
390.00
About TSM
Taiwan Semiconductor Manufacturing Co Ltd is a Taiwan-based integrated circuit foundry service provider. The Company is primarily engaged in integrated circuit manufacturing services. It offers advanced process technologies, specialised process solutions, advanced photomask and silicon stacking, and packaging-related technologies, while supporting a comprehensive design ecosystem. The Company's products serve diverse electronic sectors including artificial intelligence, high-performance computing, wired and wireless communications, automotive and industrial equipment, personal computing, information applications, consumer electronics, smart internet of things, and wearable devices.
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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