Intel: The Future Is Bright (Upgrade)

  • Intel's turnaround is gaining momentum under new leadership, focusing on aggressive cost-cutting, restructuring, and divestitures to streamline operations and boost profitability. Foundry growth and operating expense reduction are key catalysts for profit growth, with the U.S. chip manufacturing shift providing long-term opportunities despite current losses. Intel's cost-cutting measures, including significant layoffs, are already improving operating margins and could unlock substantial earnings power masked by restructuring efforts.