ChipsYahoo Financeabout 4 hours ago
Analyst Warns Intel Valuation 'Doesn't Make Sense
1 min read
Gil Luria of D.A. Davidson argued on CNBC that Intel's valuation is contradictory. Intel trades at a P/E above 200 while NVIDIA trades at about 20x earnings, implying incompatible AI cycle endpoints. Luria suggested NVIDIA, AMD, Micron, and Broadcom as alternatives.
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