Semicon stocks are on the rebo

Semicon stocks are on the rebound, likely 5%-10% up?

Intel Reports Thursday: Can the Quantum Rally Clear the Margin Test?

Intel rose 3.61% Tuesday amid a semiconductor rally and its Classiq acquisition, but Thursday’s earnings are the key test. Consensus expects $0.40 EPS on $16.78B revenue; investors will watch server products, foundry losses, margins, and capex. Bulls see improving mix and utilization lifting profits; bears say quantum remains distant and cannot offset foundry cash burn. What would best confirm a turnaround: stronger product margins, narrower foundry losses, or positive free cash flow?

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