Discussion

• @zerohedge @zerohedge on x

  *INTEL SAYS NOT COMMENTING ON DEALS WITH EXTERNAL CUSTOMERS

• @laurengoode Lauren Goode on x

  Tan says during analyst Q&A that Intel is seeing “nice yield improvement” on 18A. PDKs (process design kits) on 14A are available. But CFO Dave Zinsner says 18A is going to be a decent headwind to company's gross margins. Cost of substrates, T-glass, memory has been going up.

• @jukan05 Jukan on x

  Intel cited rising substrate, T-glass, and memory costs as headwinds to gross margin in the second half of the year. [image]

• @benbajarin Ben Bajarin on x

  Ah the mighty agentic CPU surge. Good for $INTC. Solid beat, guidance is great, six consecutive quarters of beating guidance.

• @benbajarin Ben Bajarin on x

  Tomorrow will be a good one $INTC [image]

• @stocksavvyshay Shay Boloor on x

  $INTC CEO Lip-Bu Tan says the next wave of AI is shifting from foundational models toward inference and agentic workloads closer to the end user. That shift is increasing demand for its CPUs, wafers and advanced packaging offerings. [image]

• @alifarhat79 @alifarhat79 on x

  If you invested $10,000 when Trump announced the government's stake in Intel 8 months ago, you would've had $25,000 now.

• @pelositracker Nancy Pelosi Stock Tracker on x

  This is why we track the politicians Back on August 22nd, the Trump administration took a 10% stake in Intel $INTC at $24.80 a share Intel just reported earnings and is up +16% after hours Since the buy, they are up +185% [image]

• @benbajarin Ben Bajarin on x

  Definitely glad I never gave up on $INTC. Still execution milestones to watch, but as we anticipate the server CPU TAM to from ~$25b this year to ~$95b in our base case in 2030 it's greenfield dollar expansion. Full agentic CPU report below. This train ain't stopping.

• @jimcramer Jim Cramer on x

  Intel is a BEAST—cpu demand off charts

• @mtslive @mtslive on x

  SITUATION DETECTED: Intel Corp ($INTC) is up 16% after hours after reporting far higher than expected earnings. After 26 years, Intel has exceeded its all time high of $74.88 a share. [image]

• @edludlow Ed Ludlow on x

  Intel interview with both Lip Bu Tan and CFO Dave Zinsner: Intel CEO Lip Bu Tan: “There is huge demand,” Lip Bu Tan said of the CPU market. “We are working very hard with our team to make sure we deliver, that we meet that demand but we are still short because the demand keeps

• @laurengoode Lauren Goode on x

  Intel CEO Lip-Bu Tan on chipmaker's earnings call just now: “Elon and I...share the same conviction that the whole global semiconductor supply did not keep pace with the rapid acceleration in demand.” Says he's looking forward to working with Musk on “process technology” and

• @jimcramer Jim Cramer on x

  The paranoid Intel is back!! And good partners with Elon.. Really terrific conference call.

• @geiger_capital @geiger_capital on x

  INTEL BLOWOUT!🚀 *Q1 EPS: $0.29 vs $0.10 exp. *Q1 REV: $13.58 vs $12.41B exp. $INTC +15% AH Trump's US Government investment at $20 is now up +285% in less than a year. [image]

• @howardlindzon Howard Lindzon on x

  Intel ...25 year high Texas Instruments ...all-time high Chips chips chips [image]

• @zerohedge @zerohedge on x

  *INTEL LIFTS 2026 CAPEX PLAN TO EVEN WITH LAST YEAR

• @munster_gene Gene Munster on x

  $INTC stock is up 15% on earnings. If there is ever a question regrading how early we are in AI, look at what it the rising AI tide is doing to Intel, which was arguably on the ropes. Revenue in: * Dec-25 was down 4%. * Mar-26 it was up 7%. * Jun-26: If they exceed the high

• @jimcramer Jim Cramer on x

  Intel can still be bought, but so can AMD and ARM the latter being the horse to be on now

• @jukan05 Jukan on x

  I don't think I've ever seen the sell-side miss it this badly. Why were they all so conservative? [image]

• @zephyr_z9 @zephyr_z9 on x

  Guess who Intel works with to improve yields, anon?? Stock is up 42% this month [image]

• @patrickmoorhead Patrick Moorhead on x

  Lots and lots of $INTC green in the results. The call will be the most interesting, though. Any more foundry details? The performance was nice, but THIS is what's driving the valuation.

• @economyapp @economyapp on x

  $INTC Intel Q1 FY26: • Revenue +7% Y/Y to $13.6B ($1.2B beat). • Non-GAAP EPS $0.29 ($0.28 beat). Q2 FY26 Guidance: • Revenue ~$14.3B ($1.2B beat). • Non-GAAP EPS $0.20 ($0.12 beat). [image]

• Dan Sheehan, MBA, MS Dan Sheehan, MBA, MS on linkedin

  Intel earnings: Blowout Quarter, Early Signs of a Turn  —  Intel delivered a major beat, posting one of its strongest quarters in years as signs of a turnaround begin to emerge. …

• Vince Condarcuri Vince Condarcuri on linkedin

  Shares of Intel soared in after-hours trading after the chipmaker reported earnings for its first quarter of Fiscal Year 2026. …

• r/hardware r on reddit

  Intel's stock soars 20% as results top estimates, with chipmaker showing signs of growth

• @benbajarin Ben Bajarin on x

  It opened at $82 :)

• @mgsiegler M.G. Siegler on x

  The good news for Intel: they're now once again a $400B company. The bad news for Intel: NVIDIA is now once again a $5T company.

• r/aznidentity r on reddit

  Asian CEO Does it Again and Receives Intel from the Grave