Please ensure Javascript is enabled for purposes of website accessibility

Is This the Beginning of Intel's Redemption?

By Jose Najarro – Oct 16, 2021 at 10:00AM

You’re reading a free article with opinions that may differ from The Motley Fool’s Premium Investing Services. Become a Motley Fool member today to get instant access to our top analyst recommendations, in-depth research, investing resources, and more. Learn More

Intel's new CEO, Patrick Gelsinger, shows confidence that Intel will retake the crown in the CPU market.

Today's video focuses on stock price action, valuation metrics, and recent news affecting Intel (INTC 1.81%) and Advanced Micro Devices (AMD 0.13%). 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 1.44%).
  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.


Jose Najarro owns shares of Advanced Micro Devices and Nvidia. The Motley Fool owns shares of and recommends Advanced Micro Devices and Nvidia. The Motley Fool recommends Intel and recommends the following options: long January 2023 $57.50 calls on Intel and short January 2023 $57.50 puts on Intel. The Motley Fool has a disclosure policy. Jose is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool.

Premium Investing Services

Invest better with The Motley Fool. Get stock recommendations, portfolio guidance, and more from The Motley Fool's premium services.