It's been up, up, and away for shares of semiconductor powerhouse Intel (NASDAQ:INTC) so far in 2014, as Intel stock has handily outperformed the broad market indices.
However, as we shift toward Intel earnings next week, investors will once again look for reassurance that Intel's roadmap for stealing mobile share from British rival ARM Holdings (NASDAQ:ARMH) remains well under way.
Intel earnings: Cautiously optimistic
Analysts are expecting a resurgent quarter from Intel on both the revenue and, especially, the earnings front. Recently, we've seen a number of signs that seem as if several of Intel's underlying drivers might actually be improving.
For starters, it appears the global PC market might have finally stabilized, as this week, research firms Gartner and IDC both said PC shipments came in as basically flat during the second quarter, after years of struggles. Beyond the PC market, though, investors will be anxiously awaiting any and all news about Intel's ongoing assault against ARM Holdings.
To be clear, Intel has managed to make some reasonable inroads versus ARM Holdings during the past 18 months. However, Intel's wins at the moment skew toward the smaller (and potentially slowing?) tablet market. To truly steal significant market share from ARM Holdings, Intel will need to notch more major wins in the smartphone front, an opportunity set that could still be a year or two away. In the video below, tech and telecom analyst Andrew Tonner discusses the key numbers and stories to watch for when Intel reports next week.
How you can cash in on the coming smartwatch boom
Apple recently recruited a secret-development "dream team" to guarantee its newest smart device was kept hidden from the public for as long as possible. But the secret is out, and some early viewers are claiming its everyday impact could trump the iPod, iPhone, and the iPad. In fact, ABI Research predicts 485 million of this type of device will be sold per year. But one small company makes Apple's gadget possible. And its stock price has nearly unlimited room to run for early in-the-know investors. To be one of them, and see Apple's newest smart gizmo, just click here!
Andrew Tonner owns shares of Apple. The Motley Fool recommends Apple and Intel. The Motley Fool owns shares of Apple and Intel. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.