Reported 14 days ago
Intel has gained attention following reports of a potential takeover by Qualcomm and investment interest from Apollo Global Management. However, Spear Invest founder Ivana Delevska expresses skepticism about Intel's foundry and processor businesses, suggesting that substantial capital investment is needed for improvement. She believes Qualcomm would struggle to revitalize Intel and sees better investment opportunities elsewhere, indicating her cautious stance on committing capital to Intel until clearer valuation paths emerge.
Source: YAHOO