From Yahoo Finance: 2025-04-21 12:00:00

The semiconductor sector is booming, with 19% year-over-year revenue growth to $627 billion in 2024, projected to reach $981 billion by 2029. Intel and Nvidia are top investment picks due to their dominance in PC and AI chips, respectively. Intel’s undervalued shares and challenging 2024 fiscal year resulted in a net loss of $19.2 billion.

Intel’s foundry business struggles led to a drop in revenue, while Nvidia’s fabless model saw a 114% revenue increase. Intel’s upcoming PC chip release may boost sales. Nvidia’s strong financials and Blackwell Ultra platform for advanced AI reasoning make it a superior long-term investment choice over Intel.

Intel’s poor business performance contrasts with Nvidia’s growth forecasts, with Nvidia expecting a 65% revenue increase in fiscal Q1. Nvidia’s P/S ratio is more attractive due to recent stock price dips. Nvidia’s Blackwell Ultra platform propels it ahead in the AI evolution, making it a top semiconductor stock pick.

Intel’s new CEO may lead a turnaround, but it could take years to materialize. Nvidia’s continual growth and advanced AI tech position it as the better investment option. The Motley Fool’s Stock Advisor team has identified the top 10 stocks for investors to buy now, with Nvidia missing the cut. Join Stock Advisor for potential massive returns.

Stock Advisor’s total average return is 792%, far surpassing the S&P 500’s 153%. Consider the historical returns of previous recommendations like Netflix and Nvidia for significant gains. The Motley Fool has positions in and recommends Amazon, Intel, Microsoft, and Nvidia, with a disclosure policy in place for transparency.



Read more at Yahoo Finance: Better Semiconductor Stock: Intel vs. Nvidia