$Intel(INTC)$’s second-quarter results demonstrated a meaningful operating recovery: revenue accelerated, gross margin improved and data-centre sales surged. However, the company is committing more capital to manufacturing before its foundry business has conclusively demonstrated that it can generate acceptable returns. Intel reported the results after the market closed on July 23 for the quarter ended June 27. Revenue increased 25% to $16.1 billion, representing the company’s strongest growth in more than 15 years. Non-GAAP earnings reached $0.42 per share, while operating cash flow improved to $7 billion. Intel’s official second-quarter release provides the results. The segment figures were encouraging. Client Computing

At first glance, it doesn't make sense. Intel delivers one of its best quarterly performances in years. Revenue beats expectations. Profitability improves. Management highlights progress in its turnaround efforts. Yet, instead of celebrating, investors send the stock tumbling nearly 8%. How can a company report good news and still lose billions in market value overnight? The answer lies in one of the most misunderstood concepts in investing: The stock market doesn't reward good companies. It rewards companies that perform better than expectations. The Market Is Forward Looking Many new investors believe stock prices move based on whether the latest results are "good" or "bad." Unfortunately, investing isn't that straightforward. Imagine you're watching your favourite football team. Winning

I would call Intel’s sell-off more of a valuation and execution reset than a disproof of the turnaround. Intel’s Q2 was genuinely strong: revenue reached about US$16.1 billion, up 25% YoY, adjusted EPS was US$0.42, and Q3 revenue guidance of US$15.8–16.8 billion comfortably exceeded the roughly US$15.1 billion consensus. AI-driven server demand and improving factory execution are therefore producing tangible results.  The problem is what investors must pay to get there. Intel raised 2026 capex to over US$20 billion, while the expensive 18A ramp remains a drag on margins. Investors are effectively saying: prove that higher spending eventually produces sustainably higher margins and profitable external foundry customers. The broader semiconductor sector also fell sharply on Friday amid

$Intel(INTC)$ sell the good news, nothing new. Buy low sell high. To the moon with tiger and Intel

$StarHub(CC3.SI)$  BUY

Intel seems to be very strong however i find the growth is a bit too steep. When experienced steep growth, do expected a steep drop too. That's my 5cents anyway.  Still, it's very nice to hear that intel results are great hits,  i believe stay focus。will be able to gain confidence.

Intel’s Q2 looks like a credible turnaround milestone, not yet proof that the turnaround is complete. Revenue hit $16.13B, up 25% YoY, while data-centre revenue jumped 59%. More importantly, Q3 guidance also came in well above expectations.  The bullish case is strengthening: AI infrastructure is reviving demand for Intel CPUs, pricing power is returning, and adjusted gross margin reached 41.8%, with management guiding roughly 42% next quarter.  The catch is valuation and execution. At around $98, investors are already pricing in a substantial recovery. Intel still needs to demonstrate that 18A can ramp economically and external foundry customers can become meaningful, rather than the recovery being mainly stronger CPU pricing and AI server demand. I would view the next phase rou

The setup going into tonight is more loaded than any Intel earnings in recent memory, and not just because the stock is up 278% year to date. Two days ago Intel landed its first publicly named external foundry customer under CEO Lip-Bu Tan, Fortinet's SP6 security chip on Intel 4 process, and the stock surged 8.64%. It is now sitting at $102 to $105, down 2.68% today as the market takes profits ahead of the print. Options traders are pricing a 13 to 15% move in either direction. That is the 94th percentile of implied volatility over the past year. The market is treating this as a genuine binary, and it is right to do so. The reason is simple. Intel's transformation under Lip-Bu Tan is either real and beginning to compound, or it is still a restructuring story without foundry economics to b

PCT: Should You Invest In INTC v1.0 : PCT = Pandas Coffee Talk. hether Intel Corporation (NASDAQ: INTC) is a good buy depends on your risk tolerance, as Wall Street analysts are currently split with a consensus "Hold" or "Neutral" rating. The stock trades near $100–$103, following a major recovery driven by stronger server demand and recent earnings beats. The Bull Case (Reasons to Buy) Stronger Earnings: Intel reported Q2 2026 revenue of $16.1 billion, beating expectations, with data center AI revenue climbing 59% year-over-year. Manufacturing Progress: Gross margins are showing improvement, hitting 41.8% in recent results. Analyst Targets: Some Wall Street firms have raised their price targets up to $121 or higher, pointing to positive turnaround momentum. The Bear Case (Risks to Conside

Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions. Market wrap up for this week. Strap in because next week will be even more interesting than this one. @PawsAndProfits - Specialist in combining FA and TA for Options selling and Swing trading.[666] 

Intel will certainly have tremendous earnings report because of the demand for its GPU chips 

The earnings report is encouraging, and it's rising again.  @Ai4Joy  @chuaster  @rj18  @yklee21620  @Evey77  @你的墙我来了  @Edwin野心大  @Quinlan Wong  @Ister  @Kostiantyn  

Intel new product still under development , how long will it take ? As other  aready in front and earning profit . The company future look Dim

Wall Street just delivered another vote of confidence for $Intel(INTC)$ ahead of one of the company's biggest catalysts of the year. Susquehanna recently raised its price target on INTC stock to $115 from $80 while maintaining a "Hold" rating. The firm is arguing that INTC’s Q2 2026 earnings are shaping up better than previously expected. The firm's channel checks point to (a) stronger server CPU demand and (b) healthier PC builds than anticipated, giving investors fresh optimism just days before INTC reports earnings on Thu, 23 Jul 2026. Upgrade comes after a volatile stretch for the semiconductor giant. INTC have pulled back sharply from its June 2026’s highs as investors decided to locked in profits across AI-related chip stocks.  Big ques

Just For The Record. $Intel(INTC)$ has undergone one of the most stunning & remarkable market re-ratings in recent technology history, staging a powerful turnaround after years of testing investor patience. The company’s trajectory pivoted significantly following the leadership transition to CEO Lip-Bu Tan on 12 Mar 2025. In a relatively short span of 2 years, he has single-handedly: Re-instilled operational discipline. Forged high-profile partnerships. Renewed focus on foundational hardware architecture. The definitive proof of this distance covered rests in the equity's dramatic price action. Off a multi-year low of $18.96, the stock engineered a monumental one-year surge of +367.32% to peaks as high as $142.35. (see above) While the stock r

$Intel(INTC)$ has transformed from a forgotten legacy giant into one of the wildest market stories. After staging an unbelievable rally from its 2025 lows near $19 to a June peak of $142, the stock has suddenly slammed into a wall, dropping over 25% into the low $100s. This sudden reversal boils down to two distinct forces hitting the stock simultaneously: a macro-level sector cooling and painful company-specific execution realities. 1. What Broke the Momentum? The narrative hasn't completely died, but it has officially collided with hard data. The pullback was triggered by a painful cocktail of events: The 18A Profitability Delay: The core of Intel's long-term thesis relies on its next-generation 18A manufacturing process. Reports surfaced indica