Significant Inflows Observed in ETF for ITOT, MU, NOW, INTC
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 19 2025
0mins
Should l Buy INTC?
Source: NASDAQ.COM
ITOT Price Performance: ITOT's 52-week price range is between $105 and $150.56, with the last trade recorded at $145.03, indicating a strong position relative to its moving average.
Understanding ETFs: Exchange-traded funds (ETFs) function like stocks, where investors buy and sell "units" that can be created or destroyed based on demand, impacting the underlying assets.
Monitoring ETF Flows: Weekly analysis of shares outstanding helps identify ETFs with significant inflows or outflows, which can affect the individual components held within those ETFs.
Author's Perspective: The opinions expressed in the article are solely those of the author and do not necessarily represent the views of Nasdaq, Inc.
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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: 113.010
Low
20.00
Averages
39.30
High
52.00
Current: 113.010
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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- Stock Surge: Intel's stock has surged approximately 170% in 2026, buoyed by nearly 10% equity from the U.S. government, reflecting strong market confidence in its future despite the current high valuation.
- Revenue Growth: In Q1 2026, Intel's data center revenue grew by 22% year-over-year, indicating that under CEO Tan's leadership, the company is focusing on cost-cutting and efficient execution to drive positive business outcomes.
- Government Backing: The U.S. government's investment in Intel not only recognizes its technological capabilities but also signals that Intel will play a crucial role in reducing reliance on foreign semiconductor companies, enhancing its market position.
- Profitability Challenges: Despite the positive developments, Intel reported a net income loss of $4.28 billion in its latest quarter, and with a trailing P/E ratio exceeding 900, the company faces significant challenges in profitability and customer diversification.
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- Massive Market Potential: According to McKinsey, the quantum computing sector could be worth trillions of dollars in the next decade, indicating that the revolutionary advantages in data processing speed will drive widespread adoption of this technology.
- Strategic Partnerships: The fundraising attracted participation from notable investment firms such as IQT, ETF Partners, FORWARD.one, and Invest-NL Deep Tech Fund, further strengthening QuantWare's market position in the quantum computing field.
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- Improved Profitability: Adjusted earnings per share rose from $0.55 to $0.60, surpassing the expected $0.58, reflecting enhanced profitability in a high-demand environment, although supply chain challenges loom.
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- Arm Holdings Earnings Report: Despite a strong earnings report from Arm Holdings showcasing robust data center CPU business, shares fell 8% this morning due to insufficient supply of new CPUs to raise revenue forecasts, even though they are more power-efficient than AMD and Intel's x86 processors.
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- Technological Innovation: The company utilizes standard silicon chip manufacturing techniques to convert traditional transistors into high-quality qubits by manipulating the spin of a single electron, showcasing its unique and practical approach to quantum computing.
- Cost Efficiency: Quantum Motion anticipates that its quantum computers could be produced for as little as $10 million to $20 million, providing a competitive edge in the market and potentially accelerating the commercialization of quantum computing.
- Investor Backing: The funding round was co-led by DCVC and Kembara, with participation from several investors including the British Business Bank and Firgun, reflecting strong market confidence and support for quantum computing technology.
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- Inference Workload Growth: Deloitte estimates that by 2026, inference workloads will account for two-thirds of all AI computing power, up from 50% last year, significantly increasing demand for specialized AI chips, particularly benefiting Intel's market outlook.
- ASIC Market Demand: Application-specific integrated circuits (ASICs) are favored by hyperscalers and AI companies for their efficiency and cost advantages, with Broadcom forecasting AI chip revenue to exceed $100 billion by 2027, a substantial increase from last year's $20 billion.
- Intel's Market Share: Intel holds over 71% of the server CPU market, and its ASIC revenue nearly doubled year-over-year in Q1, indicating strong growth potential in the AI inference chip market, with an annual run rate exceeding $1 billion.
- Future Growth Expectations: Market research firm Futurum projects the CPU market in AI data centers to grow at an annualized rate of 28%, with Intel's enhanced manufacturing capacity and partnerships in the AI chip space likely driving growth beyond expectations, potentially elevating its market cap to $710 billion by 2028.
See More
Intel's Remarkable Comeback in 2026
- Stock Surge: Intel's stock has surged approximately 170% in 2026, buoyed by nearly 10% equity from the U.S. government, reflecting strong market confidence in its future despite the current high valuation.
- Revenue Growth: In Q1 2026, Intel's data center revenue grew by 22% year-over-year, indicating that under CEO Tan's leadership, the company is focusing on cost-cutting and efficient execution to drive positive business outcomes.
- Government Backing: The U.S. government's investment in Intel not only recognizes its technological capabilities but also signals that Intel will play a crucial role in reducing reliance on foreign semiconductor companies, enhancing its market position.
- Profitability Challenges: Despite the positive developments, Intel reported a net income loss of $4.28 billion in its latest quarter, and with a trailing P/E ratio exceeding 900, the company faces significant challenges in profitability and customer diversification.
See More
QuantWare Raises $178 Million to Accelerate Quantum Computing
- Significant Funding: Dutch quantum processor company QuantWare has successfully raised $178 million, including investment from Intel Capital, which will be used to scale up production capacity, reflecting strong market confidence in quantum computing technology.
- Massive Market Potential: According to McKinsey, the quantum computing sector could be worth trillions of dollars in the next decade, indicating that the revolutionary advantages in data processing speed will drive widespread adoption of this technology.
- Strategic Partnerships: The fundraising attracted participation from notable investment firms such as IQT, ETF Partners, FORWARD.one, and Invest-NL Deep Tech Fund, further strengthening QuantWare's market position in the quantum computing field.
- Strong Policy Support: Over the past five years, the European Commission and EU countries have provided more than €11 billion in public funding for quantum technology, demonstrating the government's commitment to supporting the development of quantum computing and helping Europe maintain competitiveness in the global tech race.
See More
Arm Holdings Reports Strong Earnings but Faces Supply Chain Risks
- Strong Earnings Report: Arm Holdings reported a 20% revenue growth in Q4, reaching $1.49 billion, exceeding the market expectation of $1.47 billion, driven by robust growth in the data center segment, despite a weak smartphone market leading to only 11% growth in licensing revenue.
- Improved Profitability: Adjusted earnings per share rose from $0.55 to $0.60, surpassing the expected $0.58, reflecting enhanced profitability in a high-demand environment, although supply chain challenges loom.
- Supply Chain Risks: During the earnings call, Arm highlighted potential supply chain risks for its newly launched AGI CPU chip, which, despite being in a high-demand market, triggered an 8.8% drop in stock price post-earnings release due to uncertainty.
- Future Outlook: Arm's fiscal Q1 guidance projects revenue between $1.21 billion and $1.31 billion, with adjusted EPS of $0.36 to $0.44, and long-term expectations suggest annual revenue from the AGI CPU could reach $15 billion by 2031, indicating significant growth potential ahead.
See More
Market Dynamics and Company Performance Analysis
- Calm Market Conditions: Stock futures are stable this morning with oil prices down approximately 5%, following another record close for the S&P 500, driven by hopes for an end to the Iran war, although the market is inching towards overbought territory according to momentum indicators.
- Arm Holdings Earnings Report: Despite a strong earnings report from Arm Holdings showcasing robust data center CPU business, shares fell 8% this morning due to insufficient supply of new CPUs to raise revenue forecasts, even though they are more power-efficient than AMD and Intel's x86 processors.
- Fortinet Share Surge: Fortinet's stock surged 15% after delivering outstanding quarterly results, prompting BTIG analysts to upgrade the stock from hold to buy, with Fortinet commanding 50% of the global firewall market, boosting the performance of other cybersecurity stocks as well.
- Kraft Heinz Recovery Plan: Although Kraft Heinz has struggled for years, CEO Steve Cahillane is investing in brands like Kraft mac and cheese to restore the company's former glory, aiming to win back consumers and drive growth, reflecting confidence in future prospects.
See More
Quantum Motion Raises $160 Million to Advance Quantum Computing
- Funding Achievement: Quantum Motion successfully raised $160 million on Thursday to develop a quantum computer that is smaller, cheaper, and more energy-efficient than its competitors, marking a significant advancement in the quantum computing sector.
- Technological Innovation: The company utilizes standard silicon chip manufacturing techniques to convert traditional transistors into high-quality qubits by manipulating the spin of a single electron, showcasing its unique and practical approach to quantum computing.
- Cost Efficiency: Quantum Motion anticipates that its quantum computers could be produced for as little as $10 million to $20 million, providing a competitive edge in the market and potentially accelerating the commercialization of quantum computing.
- Investor Backing: The funding round was co-led by DCVC and Kembara, with participation from several investors including the British Business Bank and Firgun, reflecting strong market confidence and support for quantum computing technology.
See More
Intel's Rise in the AI Inference Market
- Inference Workload Growth: Deloitte estimates that by 2026, inference workloads will account for two-thirds of all AI computing power, up from 50% last year, significantly increasing demand for specialized AI chips, particularly benefiting Intel's market outlook.
- ASIC Market Demand: Application-specific integrated circuits (ASICs) are favored by hyperscalers and AI companies for their efficiency and cost advantages, with Broadcom forecasting AI chip revenue to exceed $100 billion by 2027, a substantial increase from last year's $20 billion.
- Intel's Market Share: Intel holds over 71% of the server CPU market, and its ASIC revenue nearly doubled year-over-year in Q1, indicating strong growth potential in the AI inference chip market, with an annual run rate exceeding $1 billion.
- Future Growth Expectations: Market research firm Futurum projects the CPU market in AI data centers to grow at an annualized rate of 28%, with Intel's enhanced manufacturing capacity and partnerships in the AI chip space likely driving growth beyond expectations, potentially elevating its market cap to $710 billion by 2028.
See More
