Intel Corporation (INTC)
Intel: Grotesque Valuation
Intel posted a strong Q2 earnings beat, driven by 25% year-over-year revenue growth, primarily from its AI data center segment. Intel's Data Center and AI (DCAI) business delivered 59% year-over-year revenue growth while driving significant operating income growth for the company. Despite top line momentum, Intel continues to lose billions in its foundry business annually which investors seem to discounting.
Intel Q2: AI Has Revived The CPU Franchise, But Foundry Has Not Earned Its Valuation
Intel delivered a strong Q2, with AI-driven CPU growth reviving its core franchise and driving robust operating leverage. Despite operational improvements, Foundry remains heavily loss-making and reliant on internal demand, with minimal external revenue traction. Valuation is demanding: current price assumes Foundry break-even and sustained DCAI profit growth even after supply normalizes.
Intel's comeback premium depends on finally getting execution right: SemiAnalysis
SemiAnalysis' Doug O'Laughlin says Intel's turnaround case rests on executing its foundry strategy after decades of missteps. He argues the company's domestic manufacturing footprint is a scarce strategic asset and warns against giving up its Ohio clean room as AI chip demand accelerates.
Intel Stock Jumps as Earnings Blow Past Expectations Amid Booming AI Demand
Intel's stock is soaring after another stronger-than-expected quarter.
Is INTC Stock Still Worth Buying After Its Strong 2026 Recovery Rally
Intel's 2026 rally is being driven by stronger AI demand, improving foundry execution and robust quarterly results as its turnaround gains traction.
Intel Stock Outlook as AI and Foundry Growth Reshape INTC Strategy
INTC is reshaping around AI, foundry services and enterprise infrastructure as improving execution and customer adoption reinforce its turnaround strategy.
Intel AI and Foundry Trends Could Shape INTC Growth in Coming Years
Intel is expanding AI across PCs, enterprise systems and foundry services as manufacturing progress and infrastructure demand reshape its growth outlook.
Intel beats and raises, but Wall Street isn't buying the rally
Intel Corp (NASDAQ:INTC, XETRA:INL) shares reversed sharply on Friday, falling more than 4% after an initial surge after Thursday's bell as investors weighed a mixed picture from Wall Street analysts following the chipmaker's second-quarter results. Intel beat expectations with $0.42 in pro-forma earnings per share, nearly double consensus estimates, on revenue that topped forecasts by 12%.
Intel's Strongest Revenue Growth in 15 Years Points to 30% Upside
Intel (NASDAQ:INTC | INTC Price Prediction) just delivered its strongest revenue growth in more than 15 years, and our model sees more room to run.
Intel Earnings Reveal Whether the Chip Selloff Created a Buy
The importance of an earnings report has become almost overstated. However, it's hard to understate what Intel Corporation NASDAQ: INTC faced heading into its Q2 2026 earnings report.
INTC Q2 Earnings Call Highlights AI Demand Push
Intel highlights surging AI infrastructure demand, foundry progress and higher 2026 investment as it works to expand capacity and meet customer needs.
Analysts revise Intel stock price target
Intel (NASDAQ: INTC) delivered one of its strongest earnings beats in years on July 24, prompting some analysts to revise their Intel stock price targets.
