Intel Will Have to Prove Itself All Over Again in 2011

2010 hasn't been a happy year for Intel. Its stock is up just 2% compared to the Nasdaq's 17% rise, and there's a growing sense that the explosive growth of smartphones and tablets will shrink the market for the PC chips that produce three-quarters of Intel's revenue. But the chip giant has a plan.

PC Shipments Slow in Q3

Shipments of personal computers missed forecasts in the third quarter, increasing by 7.6% rather than the 12.7% industry analysts had expected to see.

Semiconductor Sales Growth Slower Than Expected

Global semiconductor revenue growth this year will be slower than previously expected, as weaker-than-expected demand for personal computers and other consumer-electronic devices will cause inventory to pile up, iSuppli said in a statement today.

Will Obama's Spending Plan Boost the Economy?

President Obama will announce billions more in infrastructure spending and tax cuts this week. Supporters say it's just what the sagging economy needs. But critics worry that with mid-term elections just a few weeks away, the main motivation may be political.

Weakness Facing Intel May Be Contagious

Intel cut its guidance for third-quarter revenues, citing weak consumer PC demand. The news signals underlying trends in technology that could be a drag on companies beyond Intel. Keep an eye on companies like Microsoft, HP, Dell and AMD.

Semiconductor Sales Jumped More Than 50%

Semiconductor sales worldwide rose more than 50% in the first half of the year, the Semiconductor Industry Association announced Monday, but investors shouldn't assume that implies a slam dunk for the second half.

Legal Briefing: Dell Settles with the SEC for $100 Million

According to the SEC lawsuit that Dell just settled for $100 million, Dell cooked its books from 2002 to 2006 by using "exclusivity" payments from Intel totaling $4.3 billion to inflate its revenue numbers and otherwise fraudulently meet Wall Street analysts' expectations.

Intel May Have a New Deal With the FTC

Intel (INTC) reportedly has reached a preliminary settlement with the Federal Trade Commission over allegations involving its sales and marketing practices

Decent Earnings Mask Weak Revenue Growth

As results roll in, earnings are beating expectations, but behind them lie lackluster revenue growth as the economy's slowdown takes hold. So despite upbeat analysts, investors should be vigilant about earnings quality and sustainability.

AMD's Earnings Follow Intel, With a Solid 45% Jump

Not to be shown up by rival Intel's (INTC) blockbuster earnings this week, Advanced Micro Devices (AMD) on Thursday reported a second-quarter 45% net income increase. The chipmaker's strong earnings signals a return to the product demand for PCs and services, and overall technology spending.

Intel Crushes Wall Street Expectations, Shares Soar

Technology bellwether Intel blew past Wall Street's projections Tuesday, reporting the best quarter in its 42-year history and giving investors a cause for optimism heading into the third quarter. Shares soared in after-hours trading.

Intel Is Poised to Set the Pace for Tech Earnings

Investors are looking for a strong showing from the bellwether chipmker, which would offer further evidence that U.S. companies -- and tech firms in particular -- are continuing to emerge from the recession. Analysts expect Intel to come through.

Preview: A New Earnings Season Kicks Off

Second-quarter earnings reports start coming in this week when Alcoa releases its latest results on Monday. This week's other anticipated quarterly reports include those from industry bellwethers Intel, Google and JPMorgan Chase.

Is Intel's Antitrust Battle with FCC Nearing Its End?

The chip giant and the Federal Trade Commission are putting their antitrust battle on hold, as the parties review a potential settlement agreement that could end one of two major antitrust entanglements Intel currently faces.

ABCs of Antitrust: Why Apple Should Study Intel

You might think that Intel's antitrust woes, which began with a complaint from rival AMD in 2005 and continue to this day, would have taught companies to be cautious about potentially exclusionary conduct. Is Apple doomed to repeat the lesson?

Chip Sales Show a Healthy Jump in March

Semiconductor sales hit $23.1 billion in March, further solidifying the industry's growth after a brutal downturn a year ago, according to the closely watched Semiconductor Industry Association report. It was the second-best period on record after November 2007.

These Tech Stocks Are Charging Up

While the whole technology sector is revving up, the semiconductor and storage segments show the highest gains in earnings estimates. Since earnings season kicked off several weeks ago, estimates for chipmakers alone have risen by 12.5%. Tech investors should take note of Wall Street's bullishness.

Chip Sales Dip but Could Still Exceed 2010 Forecasts

Despite a 1.3% sequential decline in worldwide chip sales to $22 billion in February, the Semiconductor Industry Association reaffirmed the possibility for better performance overall this year compared with its forecast in November.

AMD Beats the Street, Stock Drops Anyway

Advanced Micro Devices released Q4 earnings numbers Thursday of $1.18 billion, or $1.52 per share, topping expectations. But with much of the gains coming from a $1.25 billion settlement with Intel, and with AMD offering negative guidance for Q1 2010, stock prices dipped in after-market trading.

AMD Posts a Profit, Boosted by Intel Payment

Advanced Micro Devices posted its first quarterly profit in three years. But the world's No. 2 maker of microprocessors said it would have lost money were it not for the payment it received from Intel to squash a long-running antitrust battle.

Can AMD Keep Up the Positive Momentum?

On Thursday, chip-maker Advanced Micro Devices will step into the earnings spotlight. Analysts' expectations call for a loss of 15 cents per share, compared a loss of 69 cents per share a year ago. But even if AMD beats expectations, a sell-off may be in the cards.

Intel's Strong Quarter Fuels Optimism for Tech

Intel's fourth quarter profits handily beat Wall Street's expectations, suggesting the tech industry is on the leading edge of the U.S. economic recovery. The world's No. 1 chip-maker also forecast a strong first quarter of 2010.