公司业绩表现 - 英特尔2025年第三季度调整后每股收益为0.23美元，超出市场预期的0.22美元，并较去年同期每股亏损0.46美元大幅改善 [4] - 第三季度营收达到136.5亿美元，超出市场预期4.1%，并实现3%的同比增长 [4] - 公司调整后毛利率大幅提升2200个基点至40%，主要催化剂是销售成本下降25.2% [6] - 运营费用同比大幅下降59%，主要受重组费用大幅减少驱动 [6] - 第三季度调整后自由现金流为8.96亿美元，经营活动产生的现金流总计达54.1亿美元 [6] 各业务部门表现 - 在英特尔产品部门内，客户端计算事业部收入同比增长4.6% [5] - 数据中心和人工智能事业部收入同比下降0.6% [5] - 英特尔代工业务收入下降2.4% [5] 战略合作与投资 - 公司与英伟达合作开发多代定制数据中心和PC产品，并帮助其获得约200亿美元现金 [7] - 英伟达同意投资50亿美元购买英特尔普通股，预计于2025年底前完成 [7] - 美国政府在第三季度向英特尔投资57亿美元，以支持其关键半导体制造和先进封装项目 [8] 市场反应与分析师观点 - 公司股价在公布财报后盘后交易中上涨6% [1] - 伯恩斯坦法国兴业银行集团将目标股价从21美元上调至35美元，维持与大市持平评级，理由是对公司改善的资产负债表、18A制造工艺进展以及14A技术信心增强感到乐观 [9] 相关ETF产品 - First Trust NASDAQ Semiconductor ETF (FTXL) 资产管理规模为3.431亿美元，持有31家美国半导体公司，英特尔为第二大持仓，占比9.95%，该基金年初至今上涨40.7% [10] - REX FANG & Innovation Equity Premium Income ETF (FEPI) 为主动管理型ETF，资产管理规模为5.729亿美元，持有15只高流动性科技股，英特尔为第二大持仓，占比6.76%，该基金年初至今上涨18.3% [11] - iShares MSCI USA Value Factor ETF (VLUE) 资产管理规模为84亿美元，持有145只美国大中盘股，英特尔为第二大持仓，占比6.19%，该基金年初至今上涨25.2% [12] - YieldMax AI & Tech Portfolio Option Income ETF (GPTY) 为主动管理型基金，资产管理规模为7660万美元，投资于精选的AI和科技公司组合，英特尔为第三大持仓，占比6.54%，该基金年初至今上涨22.4% [13]

$INTC Trends - AI Demand Boosts Intel Corporation (Nasdaq: INTC) third-quarter results Investorideas.com (Investorideas.com Newswire) a leader in retail investor trading ideas for AI and tech stocks issues a news and trading alert for Intel Corporation ( Nasdaq: INTC) following third-quarter 2025 financial results. The stock is trending and has investors eyeing AI stocks following earning’s news. Intel is train trading at 38.79+0.63, gaining 1.64% on volume over 88 Million shares in early trading. L ...

Intel Corp. (NASDAQ:INTC) reported stronger-than-expected financial results for the third quarter on Thursday.Intel reported third-quarter revenue of $13.65 billion, beating analyst estimates of $13.14 billion. The chipmaker reported third-quarter adjusted earnings of 23 cents per share, beating estimates of one cent per share, according to Benzinga Pro."AI is accelerating demand for compute and creating attractive opportunities across our portfolio, including our core x86 platforms, new efforts in purpose- ...

And right now we are 2 minutes away from the end of the trading day. Romaine Bostick here with Caroline Hyde in for katie greifeld today as we take you through to that closing bell with a global simulcast. It starts now Carol Massar.And Tim Stenovec it back in the radio booth, welcome to our audiences across all of our Bloomberg platforms, including our partnership with YouTube. On a day where we see stocks trying to extend to record highs. But a few things Carol Massar might get in the way.Yeah, definitely ...