Intel's stock performance has been disappointing over the last two decades, with a decline of nearly 15%. This is largely attributed to missed opportunities in mobile technology and AI, including a failure to invest in OpenAI in 2017. Meanwhile, rivals like AMD and Nvidia have flourished. Although new CEO Lip-Bu Tan brings hope for a turnaround, Intel's legacy decisions pose challenges. Conversely, AppLovin recently experienced explosive growth, with a 700% increase in stock value in 2024, positioning it as a potential market leader over Intel in the coming years.
AppLovin's advertising revenue jumped 75% to $3.22 billion, showcasing rapid growth and promising future potential compared to Intel's stagnant performance.
Despite hiring a new CEO to reverse its fortunes, Intel faces structural headwinds and a legacy of poor strategic decisions that are hard to unwind.
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