Today's video focuses on stock price action, valuation metrics, and recent news affecting Intel (INTC 1.18%) and Advanced Micro Devices (AMD 2.83%). Here are some highlights from the video. 

  1. Global Foundries, a manufacturer of semiconductors, has recently released its F-1 filing and is planning on going public by the end of the year. The F-1 filing was posted on Oct. 4 and can be found on the SEC website. With the ongoing semiconductor shortage, Global Foundries could become one of the most popular IPOs this year.
  2. Intel reports earnings on Oct. 21, and investors should keep an eye on the following two updates. First, any information on Intel's new 12th-generation CPU, Alder Lake. Second, any information on its brand-new discrete GPU, Alchemist, a product that will rival those of GPU makers like AMD and Nvidia (NVDA 4.76%).
  3. In a recent interview, Patrick Gelsinger, Intel's CEO, acknowledged AMD's current strength in the market but proclaimed that Intel's market dominance would restart with Intel's new products. 

Click the video below for my full thoughts and analysis. 

*Stock prices used were the midday prices of Oct. 13, 2021. The video was published on Oct. 13, 2021.