Latest news with #Rolland
Business Insider
7 days ago
- Business
- Business Insider
‘Hold Your Horses Ahead of Earnings,' Says Christopher Rolland About Intel Stock
It's well known that Intel (NASDAQ:INTC) has had a tough few years, falling behind in chip manufacturing, losing market share in CPUs, and struggling to keep up in fast-growing areas like AI and data centers. Investors are pinning their hopes on recent leadership changes and efforts to streamline operations. However, the company still faces big challenges in delivering on its plans and staying competitive with strong rivals like Nvidia and AMD. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. Make smarter investment decisions with TipRanks' Smart Investor Picks, delivered to your inbox every week. That's why all eyes will be on the fallen chip giant next Thursday (July 24), when it reports Q2 earnings, a key moment that could offer clues about whether Intel's turnaround efforts are starting to gain traction. But for those hoping to see early signs of real progress, disappointment may be in store. Assessing Intel's situation, Susquehanna's Christopher Rolland, an analyst ranked amongst the top 2% of Wall Street stock experts, thinks that 'tariff-related PC pull-ins' likely extended into early Q2, before tapering off later in the quarter. Still, there are some incremental positives. Average selling prices (ASPs) seem to be rising modestly quarter-over-quarter, helped by early gains in AI PC adoption. Lunar Lake laptops climbed 1.5% to around 2.2% share, Arrow Lake desktops also rose 1.5% to roughly 2.3%, and Meteor Lake laptops increased 1% to reach 12% share. Even so, demand remains skewed toward older process nodes – Intel 7 still accounts for about 55% of both laptop and desktop shipments. According to Rolland, this points to 'ongoing problem for capacity shortages at older nodes that may limit revenue upside.' Meanwhile, competitive pressures continue to mount, especially in the PC market. Intel is losing ground in the notebook space, where AMD is gaining momentum at OEMs like Dell. Rolland expects Intel's Client Computing Group (CCG) to post a 5% quarter-over-quarter decline, in line with consensus. However, he cautions that demand pull-forward and persistent market share erosion could dampen performance in the second half, potentially leading to a softer-than-usual seasonal outlook. Feedback from the server channel was somewhat more encouraging, but here, too, Intel is feeling the squeeze. AMD is taking share in critical segments, including China, enterprise customers like Dell, and U.S. hyperscalers. While Intel CPUs are still widely used in AI systems such as Nvidia's DGX, Rolland remains cautious about the shift toward Nvidia's Grace architecture and the upcoming GB200 platform. In Foundry, CEO Lip-Bu Tan might be redirecting efforts from the 18A node toward 14A, amid reports that 18A could be dropped for external customers. For Q2, the Foundry guide was lowered due to reduced wafer volume and ongoing 7nm capacity constraints. Rolland expects Q2 gross margins to be roughly in line with the lowered guide (down 270 basis points sequentially) as Lunar Lake and Arrow Lake ramp up, both relying on costly TSMC tiles. Looking ahead, the road to margin recovery remains bumpy. Server-side pressures, soft AI PC adoption, high production costs, and the fact that Panther Lake isn't expected to scale meaningfully until 2026 all pose ongoing challenges. Finally, Rolland continues to hear of layoffs at Intel, which could point to operating expense reductions beyond the $17 billion already targeted for the year – a 'favorable sign.' 'In short,' Rolland summed up, 'we expect Intel to post generally in-line results, but weaker guidance for 3Q/2H as tariff-related PC pull-ins in 1Q begin to fade, GB200/Grace ramps, and AMD continues to win PC/Server share.' Bottom line, ahead of the print, Rolland rates INTC shares a Neutral, while his $22 price target suggests the stock will stay range-bound for the foreseeable future. (To watch Rolland's track record, click here) According to TipRanks database, the INTC fence indeed appears the place to be right now; the stock claims a Hold (i.e., Neutral) consensus view, based on a mix of 26 Holds, 4 Sells and just a single Buy. Going by the $21.60 average price target, the shares will see a downside of ~5% over the coming months. (See INTC stock forecast) To find good ideas for stocks trading at attractive valuations, visit TipRanks' Best Stocks to Buy, a tool that unites all of TipRanks' equity insights.
Fashion Network
09-07-2025
- Entertainment
- Fashion Network
Paris couture: Stéphane Rolland and Ashi Studio
There is a certain idea of Paris, of a city devoted to art, excellence and the elegant liberation of women, which was the concept that underpinned the latest epic couture show by Stéphane Rolland this season in the French capital. See catwalk Entitled "Argument", the collection was imagined as an encounter between ballerina Ida Rubinstein, and composer Maurice Ravel. The result was a Hispano/Arabic meeting of cubic shapes, baroque detailing and sensual style. Rolland makes couture with great gusto, never more so than this season, where his show was presented inside the Théâtre des Champs Elysées, which despite its name is located on the capital's most important luxury thoroughfare Avenue Montaigne. The avenue of Dior 's headquarters, Marlene Dietrich's apartment, and the gilded Hôtel Plaza Athenée. And this theater is where Stravinsky first performed "The Rite of Spring", and where Karl Lagerfeld debuted the first Fendi 'haute fourure' show. Rolland made the Art Deco space his own, inviting conductor Zahia Ziouani and the Divertimento Orchestre to come and play Ravel's synchronic Bolero. Though the muse of the collection was Rubinstein. Born into a wealthy family, Ida escaped Russia to become a star dancer in Les Ballet Russes, and an icon of the Belle Epoque. Though in 1938, she had to flee her beloved Paris for London due to anti-Semitism and the looming war. Ida's legendary sensuality and dramatic poses were seen in some majestic clothes. From the cubic blazers paired with pencil skirts or jersey dresses finished with huge regal collars, to Stéphane's signature one-shoulder cocktails with single enormous leg-o'-mutton sleeves to excellent tuxedo jumpsuits with tulip sleeves. Everything trimmed and finished with crystal brooches, buckles, piping and mini skullcaps. See catwalk For evening, Rolland went gang busters with a series of sinful red crepe robes and gowns in sculptural shapes worthy of Brâncuşi. Rolland remains an Indie designer devoid of a deep pocketed investor, and his skill in using limited resources to great powerful images is also part of a rich Paris artistic tradition. Like today, when he projected huge images of musical metronomes on the stage curtains in a Man Ray-worthy opening. Later, as the models began to mass on the famous stage, he projected 1930s black-and-white videos of sewing machines and spindles as the backdrop. The mood rising to a crescendo with Ravel's "Boléro", as statuesque models appeared in long gazar skirts topped by bolero jackets embroidered in gold and crystal. Leading to a huge roar of applause when Rolland took his bow, justly recognized with a standing ovation for respecting the duty of artists in Paris. And in fashion terms, continuing a tradition that has lasted since the Sun King. Ashi Studio: Subtle salon style Couturiers can come from all over the planet, but once they settle in Paris, the mysteries of the city almost inevitably feed into their designs, as happened in a rarefied and refined couture show from Ashi Studio on a steamy Tuesday evening. See catwalk This season, the Saudi-born Ashi's inspiration came from the flea markets of Paris, though the real source was an evocative invocation of Paris couture. At times the show felt a little like a fashion tutorial, where Ashi was determined to show his atelier was capable of matching any of the great Paris houses. A tutorial he passed with honors, from the remarkable silver sequinned gown over which flew small, embroidered birds, to the two playful monkey clambering over a leather corset. There were echoes of other couturiers – Galliano, McQueen and Gaultier - but all very much on Ashi's term. Nothing was copied in this show. Neither the superb white bustier dress with long train, nor the magnificent Restoration moll ecru lace dress with tulip sleeves See catwalk Ashi's beige silk coat sprouting micro feathers was also excellent. And full marks to stunning cut-out corset dress with a train decorated with curling stays. Staged with subtlety inside a triangular shaped Haussmann-era building in the 16th arrondissement in classic salon style, with an ecru carpet and matching ottomans for seats, it felt like a quintessential Paris moment. Which was surprising, as Ashi has built his reputation on evoking the raw desert and gritty topography of his native land. But also great news, since this show marked Ashi out as a couturier determined not to rest on his laurels, but experiment and broaden his creative spectrum.
Fashion Network
09-07-2025
- Entertainment
- Fashion Network
Paris couture: Stéphane Rolland and Ashi Studio
There is a certain idea of Paris, of a city devoted to art, excellence and the elegant liberation of women, which was the concept that underpinned the latest epic couture show by Stéphane Rolland this season in the French capital. See catwalk Entitled "Argument", the collection was imagined as an encounter between ballerina Ida Rubinstein, and composer Maurice Ravel. The result was a Hispano/Arabic meeting of cubic shapes, baroque detailing and sensual style. Rolland makes couture with great gusto, never more so than this season, where his show was presented inside the Théâtre des Champs Elysées, which despite its name is located on the capital's most important luxury thoroughfare Avenue Montaigne. The avenue of Dior 's headquarters, Marlene Dietrich's apartment, and the gilded Hôtel Plaza Athenée. And this theater is where Stravinsky first performed "The Rite of Spring", and where Karl Lagerfeld debuted the first Fendi 'haute fourure' show. Rolland made the Art Deco space his own, inviting conductor Zahia Ziouani and the Divertimento Orchestre to come and play Ravel's synchronic Bolero. Though the muse of the collection was Rubinstein. Born into a wealthy family, Ida escaped Russia to become a star dancer in Les Ballet Russes, and an icon of the Belle Epoque. Though in 1938, she had to flee her beloved Paris for London due to anti-Semitism and the looming war. Ida's legendary sensuality and dramatic poses were seen in some majestic clothes. From the cubic blazers paired with pencil skirts or jersey dresses finished with huge regal collars, to Stéphane's signature one-shoulder cocktails with single enormous leg-o'-mutton sleeves to excellent tuxedo jumpsuits with tulip sleeves. Everything trimmed and finished with crystal brooches, buckles, piping and mini skullcaps. See catwalk For evening, Rolland went gang busters with a series of sinful red crepe robes and gowns in sculptural shapes worthy of Brâncuşi. Rolland remains an Indie designer devoid of a deep pocketed investor, and his skill in using limited resources to great powerful images is also part of a rich Paris artistic tradition. Like today, when he projected huge images of musical metronomes on the stage curtains in a Man Ray-worthy opening. Later, as the models began to mass on the famous stage, he projected 1930s black-and-white videos of sewing machines and spindles as the backdrop. The mood rising to a crescendo with Ravel's "Boléro", as statuesque models appeared in long gazar skirts topped by bolero jackets embroidered in gold and crystal. Leading to a huge roar of applause when Rolland took his bow, justly recognized with a standing ovation for respecting the duty of artists in Paris. And in fashion terms, continuing a tradition that has lasted since the Sun King. Ashi Studio: Subtle salon style Couturiers can come from all over the planet, but once they settle in Paris, the mysteries of the city almost inevitably feed into their designs, as happened in a rarefied and refined couture show from Ashi Studio on a steamy Tuesday evening. See catwalk This season, the Saudi-born Ashi's inspiration came from the flea markets of Paris, though the real source was an evocative invocation of Paris couture. At times the show felt a little like a fashion tutorial, where Ashi was determined to show his atelier was capable of matching any of the great Paris houses. A tutorial he passed with honors, from the remarkable silver sequinned gown over which flew small, embroidered birds, to the two playful monkey clambering over a leather corset. There were echoes of other couturiers – Galliano, McQueen and Gaultier - but all very much on Ashi's term. Nothing was copied in this show. Neither the superb white bustier dress with long train, nor the magnificent Restoration moll ecru lace dress with tulip sleeves See catwalk Ashi's beige silk coat sprouting micro feathers was also excellent. And full marks to stunning cut-out corset dress with a train decorated with curling stays. Staged with subtlety inside a triangular shaped Haussmann-era building in the 16th arrondissement in classic salon style, with an ecru carpet and matching ottomans for seats, it felt like a quintessential Paris moment. Which was surprising, as Ashi has built his reputation on evoking the raw desert and gritty topography of his native land. But also great news, since this show marked Ashi out as a couturier determined not to rest on his laurels, but experiment and broaden his creative spectrum.
Fashion Network
09-07-2025
- Entertainment
- Fashion Network
Paris couture: Stéphane Rolland and Ashi Studio
There is a certain idea of Paris, of a city devoted to art, excellence and the elegant liberation of women, which was the concept that underpinned the latest epic couture show by Stéphane Rolland this season in the French capital. See catwalk Entitled "Argument", the collection was imagined as an encounter between ballerina Ida Rubinstein, and composer Maurice Ravel. The result was a Hispano/Arabic meeting of cubic shapes, baroque detailing and sensual style. Rolland makes couture with great gusto, never more so than this season, where his show was presented inside the Théâtre des Champs Elysées, which despite its name is located on the capital's most important luxury thoroughfare Avenue Montaigne. The avenue of Dior 's headquarters, Marlene Dietrich's apartment, and the gilded Hôtel Plaza Athenée. And this theater is where Stravinsky first performed "The Rite of Spring", and where Karl Lagerfeld debuted the first Fendi 'haute fourure' show. Rolland made the Art Deco space his own, inviting conductor Zahia Ziouani and the Divertimento Orchestre to come and play Ravel's synchronic Bolero. Though the muse of the collection was Rubinstein. Born into a wealthy family, Ida escaped Russia to become a star dancer in Les Ballet Russes, and an icon of the Belle Epoque. Though in 1938, she had to flee her beloved Paris for London due to anti-Semitism and the looming war. Ida's legendary sensuality and dramatic poses were seen in some majestic clothes. From the cubic blazers paired with pencil skirts or jersey dresses finished with huge regal collars, to Stéphane's signature one-shoulder cocktails with single enormous leg-o'-mutton sleeves to excellent tuxedo jumpsuits with tulip sleeves. Everything trimmed and finished with crystal brooches, buckles, piping and mini skullcaps. See catwalk For evening, Rolland went gang busters with a series of sinful red crepe robes and gowns in sculptural shapes worthy of Brâncuşi. Rolland remains an Indie designer devoid of a deep pocketed investor, and his skill in using limited resources to great powerful images is also part of a rich Paris artistic tradition. Like today, when he projected huge images of musical metronomes on the stage curtains in a Man Ray-worthy opening. Later, as the models began to mass on the famous stage, he projected 1930s black-and-white videos of sewing machines and spindles as the backdrop. The mood rising to a crescendo with Ravel's "Boléro", as statuesque models appeared in long gazar skirts topped by bolero jackets embroidered in gold and crystal. Leading to a huge roar of applause when Rolland took his bow, justly recognized with a standing ovation for respecting the duty of artists in Paris. And in fashion terms, continuing a tradition that has lasted since the Sun King. Ashi Studio: Subtle salon style Couturiers can come from all over the planet, but once they settle in Paris, the mysteries of the city almost inevitably feed into their designs, as happened in a rarefied and refined couture show from Ashi Studio on a steamy Tuesday evening. See catwalk This season, the Saudi-born Ashi's inspiration came from the flea markets of Paris, though the real source was an evocative invocation of Paris couture. At times the show felt a little like a fashion tutorial, where Ashi was determined to show his atelier was capable of matching any of the great Paris houses. A tutorial he passed with honors, from the remarkable silver sequinned gown over which flew small, embroidered birds, to the two playful monkey clambering over a leather corset. There were echoes of other couturiers – Galliano, McQueen and Gaultier - but all very much on Ashi's term. Nothing was copied in this show. Neither the superb white bustier dress with long train, nor the magnificent Restoration moll ecru lace dress with tulip sleeves See catwalk Ashi's beige silk coat sprouting micro feathers was also excellent. And full marks to stunning cut-out corset dress with a train decorated with curling stays. Staged with subtlety inside a triangular shaped Haussmann-era building in the 16th arrondissement in classic salon style, with an ecru carpet and matching ottomans for seats, it felt like a quintessential Paris moment. Which was surprising, as Ashi has built his reputation on evoking the raw desert and gritty topography of his native land. But also great news, since this show marked Ashi out as a couturier determined not to rest on his laurels, but experiment and broaden his creative spectrum.
Fashion Network
08-07-2025
- Entertainment
- Fashion Network
Paris couture: Stéphane Rolland and Ashi Studio
There is a certain idea of Paris, of a city devoted to art, excellence and the elegant liberation of women, which was the concept that underpinned the latest epic couture show by Stéphane Rolland this season in the French capital. See catwalk Entitled "Argument", the collection was imagined as an encounter between ballerina Ida Rubinstein, and composer Maurice Ravel. The result was a Hispano/Arabic meeting of cubic shapes, baroque detailing and sensual style. Rolland makes couture with great gusto, never more so than this season, where his show was presented inside the Théâtre des Champs Elysées, which despite its name is located on the capital's most important luxury thoroughfare Avenue Montaigne. The avenue of Dior 's headquarters, Marlene Dietrich's apartment, and the gilded Hôtel Plaza Athenée. And this theater is where Stravinsky first performed "The Rite of Spring", and where Karl Lagerfeld debuted the first Fendi 'haute fourure' show. Rolland made the Art Deco space his own, inviting conductor Zahia Ziouani and the Divertimento Orchestre to come and play Ravel's synchronic Bolero. Though the muse of the collection was Rubinstein. Born into a wealthy family, Ida escaped Russia to become a star dancer in Les Ballet Russes, and an icon of the Belle Epoque. Though in 1938, she had to flee her beloved Paris for London due to anti-Semitism and the looming war. Ida's legendary sensuality and dramatic poses were seen in some majestic clothes. From the cubic blazers paired with pencil skirts or jersey dresses finished with huge regal collars, to Stéphane's signature one-shoulder cocktails with single enormous leg-o'-mutton sleeves to excellent tuxedo jumpsuits with tulip sleeves. Everything trimmed and finished with crystal brooches, buckles, piping and mini skullcaps. See catwalk For evening, Rolland went gang busters with a series of sinful red crepe robes and gowns in sculptural shapes worthy of Brâncuşi. Rolland remains an Indie designer devoid of a deep pocketed investor, and his skill in using limited resources to great powerful images is also part of a rich Paris artistic tradition. Like today, when he projected huge images of musical metronomes on the stage curtains in a Man Ray-worthy opening. Later, as the models began to mass on the famous stage, he projected 1930s black-and-white videos of sewing machines and spindles as the backdrop. The mood rising to a crescendo with Ravel's "Boléro", as statuesque models appeared in long gazar skirts topped by bolero jackets embroidered in gold and crystal. Leading to a huge roar of applause when Rolland took his bow, justly recognized with a standing ovation for respecting the duty of artists in Paris. And in fashion terms, continuing a tradition that has lasted since the Sun King. Ashi Studio: Subtle salon style Couturiers can come from all over the planet, but once they settle in Paris, the mysteries of the city almost inevitably feed into their designs, as happened in a rarefied and refined couture show from Ashi Studio on a steamy Tuesday evening. See catwalk This season, the Saudi-born Ashi's inspiration came from the flea markets of Paris, though the real source was an evocative invocation of Paris couture. At times the show felt a little like a fashion tutorial, where Ashi was determined to show his atelier was capable of matching any of the great Paris houses. A tutorial he passed with honors, from the remarkable silver sequinned gown over which flew small, embroidered birds, to the two playful monkey clambering over a leather corset. There were echoes of other couturiers – Galliano, McQueen and Gaultier - but all very much on Ashi's term. Nothing was copied in this show. Neither the superb white bustier dress with long train, nor the magnificent Restoration moll ecru lace dress with tulip sleeves See catwalk Ashi's beige silk coat sprouting micro feathers was also excellent. And full marks to stunning cut-out corset dress with a train decorated with curling stays. Staged with subtlety inside a triangular shaped Haussmann-era building in the 16th arrondissement in classic salon style, with an ecru carpet and matching ottomans for seats, it felt like a quintessential Paris moment. Which was surprising, as Ashi has built his reputation on evoking the raw desert and gritty topography of his native land. But also great news, since this show marked Ashi out as a couturier determined not to rest on his laurels, but experiment and broaden his creative spectrum.
