Intel Corporation (INTC)
Intel: Financial Renaissance Without Technological Redemption (Rating Downgrade)
Intel Corporation is experiencing a financial recovery, with revenue growth and margin expansion, but lacks a true technological turnaround. INTC's data center segment shows modest growth versus peers, driven by higher ASPs and product mix, not volume or cutting-edge technology. Management's Q2'26 EPS guidance is conservative at $0.20/share, reflecting operational caution despite accretive acquisitions and prior one-time tailwinds.
Intel's AI-Driven Data Center Growth Set To Power Second Quarter Earnings
Intel Corp. is scheduled to report second quarter earnings on July 23, with Visible Alpha consensus pointing to revenue of $14.4 billion, up 12% from a year earlier. Revenue from the Data Center and AI segment is forecast to climb 42% YoY to $5.6 billion, reflecting continued investment by hyperscale cloud providers and enterprises in AI infrastructure and custom processors. INTC recently outlined a €5 billion ($5.7 billion) investment to upgrade its Irish manufacturing campus, part of its broader strategy to expand advanced semiconductor production in Europe and capitalize on rising demand for AI and high-performance computing.
Former Intel CEO says the chipmaker went off the rails ‘when it started to be run by business people'
Former Intel CEO Pat Gelsinger called out his predecessors for their role in the chipmaker's decline. Gelsinger questioned why Intel was led by executives without a strong technical background.
What's driving Intel, AMD stocks down 'again' on Thursday?
Intel (INTC) and Advance Micro Devices (AMD) shares are under immense pressure on Thursday morning amidst what can be described as a “perfect storm”. A mix of global semiconductor panic, a significant shift in how Wall Street is viewing the AI boom, and painful company-specific realities (for INTC in particular) are hurting the chip names today.
Intel Is Down 17% Over 1 Month: This Wall Street Analyst Thinks Doubles From Here
Intel (NASDAQ:INTC | INTC Price Prediction) currently trades at $102.99, while the average Wall Street price target sits at $104.39, an implied gap of just 1.4%.
Jim Cramer just revealed his ‘favourite stock'
Mad Money host Jim Cramer revealed on Wednesday, July 15, that Intel stock (NASDAQ: INTC) is his favorite stock.
Micron Drops 8% on China Competition Fears, Dragging Intel, AMD, and Marvell
Shares of Micron Technology (NASDAQ:MU | MU Price Prediction) are down 8% to $903.50 in early trading Wednesday, dragging the broader semiconductor complex lower.
Here's the Clear Reason to Buy Intel Before Its July 23 Earnings Report
Intel (NASDAQ:INTC | INTC Price Prediction) reports Q2 earnings on July 23 before the closing bell.
Intel turns to next-generation ASML tool to help make its laptop chips
Intel has decided to use a high-end machine from ASML to manufacture some of its flagship Panther Lake laptop chips, ASML said on Tuesday, a move that will help the chipmaker learn to use the tool more effectively.
Intel, ARM face near-term pain while AMD rides server boom: BofA
CPU makers Advanced Micro Devices Inc (NASDAQ:AMD, XETRA:AMD), Intel Corp (NASDAQ:INTC, XETRA:INL), Arm Holdings PLC (NASDAQ:ARM) and Qualcomm Inc (NASDAQ:QCOM, XETRA:QCI) are all reporting earnings in the coming weeks, and Bank of America says the results will tell very different stories depending on the business. PC and smartphone sales are still struggling, both down more than 10-15% year-over-year in 2026 estimates.
Why The Market Misread Intel's AI Potential
This article was written by Doug Nathman, with research by his team at Trefis.
Intel (INTC) Declines More Than Market: Some Information for Investors
The latest trading day saw Intel (INTC) settling at $103.12, representing a -6.12% change from its previous close.
