Discussion

• @trungtphan Trung Phan on x

  Marco Rubio finding out he's the new CEO of Intel. [image]

• @bearlyai @bearlyai on x

  Intel is down over 15% on weak forward guidance and concerns over manufacturing issues and future supply shortages (even after it reported an earnings beat). [image]

• @firstadopter Tae Kim on x

  Intel's core business is fine.  Data center demand is incredibly strong.  CFO literally implied demand cycle may last years after he talked to multiple hyperscalers today.  The stock is down mainly because investors had priced in a big beat-and-raise or new foundry customer win r…

• @thetranscript_ @thetranscript_ on x

  In responding, $INTC CFO admitted Intel misjudged data center unit demand & that the hyperscaler shift caught them off guard despite owning fabs.  “Core count was absolutely looking like it would increase, but the units were not expected to increase.....it has rapidly increased o…

• @thetranscript_ @thetranscript_ on x

  $INTC Intel CFO: Intel's custom ASIC business crosses $1B ARR “Our custom ASIC business grew more than 50% in 2025, 26% sequentially, and reached an annualized revenue run rate greater than $1 billion in Q4.”

• @theaustinlyons Austin Lyons on x

  Imagine if LBT had started the $INTC call with: Hey guys. Thanks for letting me ask a question. I noticed that Intel's foundry competitor is accelerating investment in Arizona. Why do you think that is? Probably more bullish than anything he can say about the current

• @thetranscript_ @thetranscript_ on x

  $INTC Intel CFO: “Over the last several months, industry-wide supply for key components such as DRAM, NAND, and substrates has come under increasing pressure due to intense demand supporting the rapid expansion of AI infrastructure. Rising component pricing is a dynamic we

• @theaustinlyons Austin Lyons on x

  Intelligent computer-to-computer interactions will drive compute consumption through the roof. CPU, GPU, DPU, XPU, HBM, NAND. All the things. Well put, from $INTC call: “The world is shifting from human-prompted requests to persistent and recursive commands driven by

• @danobtech Dan O'Brien on x

  2H26 and 1H27 will be very telling for @intel 14A viability and customer pipeline, but I think we'll see three early signals in 1H26 ahead of official customer win announcements: - 18A yield trend - Panther Lake benchmarks and performance - early inflections in CAPEX

• @intelnews @intelnews on x

  “We exceeded Q4 expectations across revenue, gross margin, and EPS even as we navigated industry-wide supply shortages,” says Intel CFO @dzinsner. Read more about our business highlights from Q4 2025: https://newsroom.intel.com/... [image]

• @mweinbach Max Weinbach on x

  It's also worth remembering, as Panther Lake comes out and reviews come in around CPU performance, that's good for Clearwater Forest and 18A as a fab Same process and core design. If PL is good, it speaks to their other businesses as well.

• @kristinaparts Kristina Partsinevelos on x

  $INTC CFO on supply constraints: Focusing on getting more throughput from existing fabs via improved yields & cycle times, plus investing in tools. “But largely that doesn't really do anything for Q1. It's really Q2 and beyond that starts to make a meaningful dent.”

• @intelnews @intelnews on x

  “Our conviction in the essential role of CPUs in the AI era continues to grow,” says Intel CEO @LipBuTan1. Read more in our Q4 2025 earnings release: https://newsroom.intel.com/... [image]

• @benbajarin Ben Bajarin on x

  Intel, like TSMC, was only capped in revenue upside by supply/capacity to meet demand. Most estimates for Intel revenue couldn't account for their wafer capacity so didn't fully know the constraint. CPU demand is off the charts and Intel is likely to be constrained through 26'

• @economyapp @economyapp on x

  $INTC Intel Q4 FY25: • Revenue -4% Y/Y to $13.7B ($0.3B beat). • Non-GAAP EPS $0.15 ($0.07 beat). Q1 FY26 Guidance: • Revenue ~$12.2B ($0.4B miss). • Non-GAAP EPS $0.00 ($0.08 miss). [image]

• @schwabnetwork @schwabnetwork on x

  Intel (INTC) shares fell as much as 7% after its fourth‑quarter earnings report, in which CFO David Zinsner said the company “exceeded expectations across revenue, gross margin, and EPS even as we navigated industry‑wide supply shortages.” @TheFuturumGroup's @danOBtech says it [v…

• @thetranscript_ @thetranscript_ on x

  $INTC Intel CFO: “We expect our available supply to be at its lowest level in Q1 before improving in Q2 & beyond. Demand fundamentals across our core markets remain healthy as the rapid adoption of AI reinforces the importance of the x86 ecosystem as the world's most widely

• @kristinaparts Kristina Partsinevelos on x

  $INTC CFO Dave Zinsner on weak Q1 guide: “We have demand that would make us even better than seasonal, but we just don't have the inventory anymore to manage that. We have been improving our supply every Q, but it's just not enough. So we'll leave quite a bit on the table in Q1.”

• @benbajarin Ben Bajarin on x

  Yep. I pointed this out right after the commentary that Intel won't invest without customers that we will see it early in capex.

• @firstadopter Tae Kim on x

  In a phone interview with Barron's, Intel Chief Financial Officer David Zinsner told me processor demand was “really strong” but the company had worked through much of its prior inventory and is still facing “supply constraints.” He expects chip supply will improve each quarter

• @kristinaparts Kristina Partsinevelos on x

  $INTC CFO Dave Zinsner tells me don't expect 14A foundry customer announcements until back half of year.  The real signal will be increased capex on 14A - CEO LBT is holding back spending until customers commit.  “Once we get them, we're going to need to start spending capital.”

• @benbajarin Ben Bajarin on x

  Q4 revenue, GM, and EPS above guidance. Demand outpacing supply. Good thing they are contuining to ramp WPM! [image]

• @deitaone @deitaone on x

  INTEL WARNS ON Q1: SUPPLY CONSTRAINTS HIT RESULTS Intel issued a weaker-than-expected first-quarter outlook, citing supply shortages that are limiting its ability to meet strong demand. The company forecast revenue of $11.7-$12.7 billion, below the $12.6 billion analyst

• @zerohedge @zerohedge on x

  So this is why the stock is up 50% in 2026? [image]

• @intelnews @intelnews on x

  Intel reports Q4 2025 financial results: https://newsroom.intel.com/... [image]

• @zerohedge @zerohedge on x

  Intel back to its old tricks *INTEL SEES 1Q REVENUE $11.7B TO $12.7B, EST. $12.56B *INTEL SEES 1Q ADJ GROSS MARGIN 34.5%, EST. 36.5% *INTEL SEES 1Q ADJ EPS $0, EST. 8C

• r/hardware r on reddit

  Intel stock plunges 13% on soft guidance, concerns about chip production

• r/intelstock r on reddit

  Intel Reports Fourth-Quarter and Full-Year 2025 Financial Results