$Intel(INTC.US)$AMD(AMD.US)Intel recently raised $16 billion through deals with SoftBank, NVIDIA, and the U.S. government, improving its cash position but leading to share dilution and reliance on one-off transactions. Despite a short-term boost in PC and server demand, Intel continues to lose market share and its manufacturing strategy remains unclear. Market expectations for its future performance may be overly optimistic, and its fundamentals have not significantly improved.
AMD’s stock has surged thanks to its partnership with OpenAI, keeping it competitive in AI, though it gave up about 10% equity for the deal. Its PC and server businesses are strong with solid short-term growth, but long-term uncertainties remain.
Which company do you have more confidence in, Intel or AMD?
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