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: 64.940
Low
20.00
Averages
39.30
High
52.00
Current: 64.940
Low
20.00
Averages
39.30
High
52.00
About INTC
Intel Corporation is a global designer and manufacturer of semiconductor products. The Company operates through three segments: Intel Products, Intel Foundry, and All Other. Its Intel Products segment includes Client Computing Group (CCG), Data Center and AI (DCAI), Network and Edge (NEX). The CCG is bringing together the operating system, system architecture, hardware, and software application integration to enable PC experiences. DCAI delivers workload-optimized solutions to cloud service providers and enterprises, along with silicon devices for communications service providers, network and edge, and HPC customers. NEX helps networks and edge compute systems from fixed-function hardware to general-purpose compute, acceleration, and networking devices running cloud native software on programmable hardware. The Intel Foundry segment comprises technology development, manufacturing and foundry services. All Other segments include Altera, Mobileye, 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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- Financial Stability: The company announced the repurchase of Apollo's 49% stake in its Ireland fab, reflecting improved financial health and boosting investor confidence.
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See More
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- AMD's Hot Streak: AMD's stock has risen for 12 consecutive trading days, climbing approximately 42%, with Bernstein raising its price target from $235 to $265, reflecting optimistic market expectations for its product demand.
- Strong Performances from Microsoft and Dell: Microsoft has rebounded 18% from its 52-week low, and although its price target was lowered to $500, analysts believe its AI and cloud business remains healthy; Dell's shares have surged about 75% since January 20, positioning it as a key beneficiary of customers shifting orders.
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See More
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- New Investment Position: According to an SEC filing dated April 15, 2026, QSM Asset Management initiated a new position in Mobileye Global Inc. by acquiring 611,003 shares during Q1 2026, with an estimated transaction value of $5.54 million, indicating confidence in the company's potential.
- Value Fluctuation: By the end of the quarter, the value of Mobileye's position was $4.13 million, reflecting price movements during the period and suggesting a cautious market sentiment regarding its future performance.
- Asset Allocation Insight: This new position constituted 2.02% of QSM's total reportable assets, highlighting the strategic diversification within the firm's investment portfolio, even as Mobileye's stock price has declined by 41.1% over the past year.
- Market Outlook Analysis: Despite facing significant market challenges, QSM's acquisition may signal an optimistic outlook for future profitability, particularly as autonomous driving technologies gain increasing importance in the automotive sector.
See More
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- Profitability Improvement: Despite the slowdown in revenue growth, Netflix's earnings per share surged from $0.66 to $1.23 year-over-year, demonstrating strong profitability; however, concerns about future growth could pressure the stock price.
- Cautious Future Outlook: Management's guidance for Q2 indicates a revenue growth forecast of just 13.5%, with full-year growth expectations set at 12% to 14%, reflecting the challenges the company faces in a highly competitive market environment.
- Valuation Risk: With a current P/E ratio of about 32, the market has high expectations for Netflix's sustained growth; however, in a competitive landscape, if the P/E were to contract to 22, the stock could drop to $68, implying a downside risk of approximately 30%.
See More
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- Increased Holdings: QSM Asset Management acquired 611,003 shares of Mobileye in Q1 2026, with an estimated trade value of $5.54 million, reflecting confidence in the company's future prospects.
- Quarter-End Valuation: At quarter-end, the value of Mobileye's stake was $4.13 million, representing 2.02% of QSM's reportable assets under management, indicating its significance within the investment portfolio.
- Market Response: Despite Mobileye's stock being down over 80% from its all-time high, analysts project a forward P/E ratio of 30, suggesting the company is poised for profitability and rapid growth.
- Investment Timing: QSM's acquisition is viewed as a bullish signal in the current market climate, particularly as autonomous driving technology gains traction, potentially offering significant returns for investors.
See More
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- Market Reaction to Nomination: Trump's nomination of Kevin Warsh to replace Powell as Fed Chairman is expected to reshape interest rate policy and market liquidity, leading to significant market reactions including a sharp sell-off in precious metals, a stronger dollar, and rising treasury yields.
- Hearing Delays: Warsh's Senate confirmation hearing has been delayed due to paperwork and procedural requirements, now scheduled for April 21, which may affect market expectations regarding his policy stance and increase political uncertainty.
- Economic Context and Policy Impact: Known for his focus on inflation risks, Warsh is expected to advocate for modest rate cuts, potentially pushing rates toward a
See More
