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Intel 2026Q1 Earnings Conference Call

🎁🎁🎁What do you think will happen to $Intel(INTC)$ today?

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⚙️ Thursday — Futures Market Monitor price fluctuations in energy, precious metals, and agricultural futures.

Light sweet crude oil futures for June delivery on the New York Mercantile Exchange rose $3.29 to settle at $95.15 a barrel, a gain of 3.58%; Brent crude oil futures for June delivery on the London ICE Futures Exchange rose $3.43 to settle at $101.91 a barrel, a gain of 3.48%.

In late New York trading, spot gold rose 0.41% to $4,739.31 per ounce. COMEX gold futures rose 0.76% to $4,755.50 per ounce, rising throughout the day but also experiencing a pullback after an initial surge.

📌【Today’s Question】

With major tech companies releasing their earnings reports, which stock do you have the best prospects?

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Intel Guesses Up and Down(Maximum1 votes)
  • Up more than 3%(6 votes)
  • Increase of no more than 3%(1 votes)
  • Increase of no more than 3%(1 votes)
  • Decrease of no more than 3%(3 votes)
  • Dropped more than 3%(1 votes)
💰Stocks to watch today?(23 Apr)
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Comments

  • 北极篂
    12:13
    北极篂
    我个人看这次$英特尔(INTC)$2026Q1电话会,关键不在“赚多少钱”,而在“讲什么未来”。从目前市场氛围来看,AI仍然是主线,但资金已经开始从单纯算力(如GPU)往“基础设施补位”转移,英特尔如果能把14A制程+代工业务讲清楚,尤其是拿下特斯拉这种标杆客户,其实是有机会重新获得估值溢价的。
  • 這是甚麼東西
    12:52
    這是甚麼東西
    Top Prospect: NVIDIA
    NVIDIA remains the strongest prospect due to its dominant 90% market share in AI accelerators. Its recent fiscal 2026 results showed a 73% revenue surge, proving that the shift toward "Agentic AI" is driving a massive hardware upgrade cycle that competitors cannot yet match.
    Cloud Growth Leader: Amazon
    Amazon has a superior outlook because of the strategic migration of OpenAI's primary infrastructure to AWS. This 50 billion dollar partnership, combined with the integration of its custom Trainium chips, positions Amazon to capture the highest margins in the cloud sector as enterprises scale their AI applications.
    Consumer Tech Resurgence: Apple (AAPL)
    Apple is the best choice for a defensive yet growth-oriented play. Anticipation for the "iPhone 17" cycle has led analysts to upgrade fiscal 2026 growth projections to double digits, signaling that Apple's integration of AI features into its ecosystem is finally triggering a long-awaited massive hardware refresh.
  • 北极篂
    12:13
    北极篂
    我自己的判断偏中性偏谨慎:短期可能冲高(情绪+消息面),但持续性要看订单兑现与资本开支纪律。如果管理层提到更明确的客户签约、良率进展,那才是真正转折点,否则更多是交易机会,不是长期拐点。
  • 北极篂
    12:13
    北极篂
    不过现实一点讲,英特尔的问题一直不是技术口号,而是执行力。过去几季市场对它最大的不信任,就是路线反复、进度拖延。所以这次电话会,如果只是继续画大饼,股价很可能“高开低走”,甚至借利好出货。
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