INTC, pop and drop. High of 113.72 and now 104.84, AMD up almost
10 dollars.
Gross Margin
& Foundry Capital Spend:While revenue beat expectations,
investors closely scrutinize non-GAAP gross margins (which dipped
toward ~39%) and the relentless capital expenditure (CapEx)
required for the Intel Foundry division (Intel 18A node rollout and
Panther Lake ramp). Heavy CapEx continues to compress near-term
free cash flow.
Posted by kingpin15 on 23rd of Jul 2026 at 10:09 pm
Q2 2026 earnings: Historic Revenue Breakout Masked by Accounting
Noise Intel delivered its strongest revenue growth in 15 years,
surging 25% YoY to $16.1B and decisively reversing the multi-year
narrative of supply constraints and stagnation. The Data Center and
AI (DCAI) segment exploded by 59% YoY, proving management's claim
that 'the CPU is back' for agentic AI workloads. While a massive
$12.5B non-cash mark-to-market charge tied to CHIPS Act escrowed
shares resulted in a staggering $11.0B GAAP net loss, core
operations shone brightly: non-GAAP EPS reached $0.42, and non-GAAP
gross margin expanded 12.1 points YoY to 41.8%. Q3 guidance
confirms stable, accelerating momentum.
Look past the $11.0B GAAP net loss optical illusion.
Intel's core engine is firing on all cylinders: supply bottlenecks
are solved, Data Center is accelerating rapidly, and gross margins
are structurally recovering.
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INTC, pop and drop. High
Posted by EdZ on 23rd of Jul 2026 at 05:38 pm
INTC, pop and drop. High of 113.72 and now 104.84, AMD up almost 10 dollars.
Gross Margin & Foundry Capital Spend:While revenue beat expectations, investors closely scrutinize non-GAAP gross margins (which dipped toward ~39%) and the relentless capital expenditure (CapEx) required for the Intel Foundry division (Intel 18A node rollout and Panther Lake ramp). Heavy CapEx continues to compress near-term free cash flow.
Q2 2026 earnings: Historic Revenue
Posted by kingpin15 on 23rd of Jul 2026 at 10:09 pm
Q2 2026 earnings: Historic Revenue Breakout Masked by Accounting Noise Intel delivered its strongest revenue growth in 15 years, surging 25% YoY to $16.1B and decisively reversing the multi-year narrative of supply constraints and stagnation. The Data Center and AI (DCAI) segment exploded by 59% YoY, proving management's claim that 'the CPU is back' for agentic AI workloads. While a massive $12.5B non-cash mark-to-market charge tied to CHIPS Act escrowed shares resulted in a staggering $11.0B GAAP net loss, core operations shone brightly: non-GAAP EPS reached $0.42, and non-GAAP gross margin expanded 12.1 points YoY to 41.8%. Q3 guidance confirms stable, accelerating momentum.
Look past the $11.0B GAAP net loss optical illusion. Intel's core engine is firing on all cylinders: supply bottlenecks are solved, Data Center is accelerating rapidly, and gross margins are structurally recovering.