Intel's growing server profit gives its recovery firmer support, though Q4's margin reset limits extrapolation. Data Center and AI revenue rose 78% to $7.3B; foundry losses narrowed to $1.85B but remain substantial. Management guides Q4 non-GAAP gross margin to 38% from 44.1% in Q3, while client sales fell 5%. The 14A milestone alone does not establish external foundry commitments. x.com 

Intel's data-center and foundry growth could outlast its PC-driven weak guidance. Data-center revenue rose 78% to $7.3bn and foundry revenue rose 58%, but PCs still account for about half the business and management expects their slowdown through at least the first half of next year. Q4 revenue and margin guidance disappointed, and $0.17 of quarterly EPS came from a mark-to-market gain. The selloff prices in the PC problem, not the turnaround. Overweight; $130 target. x.com  x.com 

Intel's lack of real AI or foundry plans is showing in weak Q4 guidance. It forecasts $15 billion to $16 billion of revenue versus $17.08 billion consensus and non-GAAP EPS of $0.25 versus $0.44, despite Q3 EPS of $0.52 and revenue of $16.51 billion beating expectations. x.com 

Investors are aggressively funding Intel as an AI infrastructure manufacturer: its upsized $20B stock offering drew over $100B of demand, about 5x oversubscribed even after a huge run. The capital supports its push to high-volume 14A production by 2028 across foundry, advanced packaging and AI silicon. Tesla and Terafab as anchor external customers make this turnaround more credible than past ones. The cost is roughly 5% dilution. x.com 

Intel's AI-driven demand is producing its fastest growth in 15 years. Q2 revenue rose 25% to $16.1B, non-GAAP EPS was $0.42 versus $0.21 expected, and gross margin recovered to 41.8%. Data Center & AI grew 59% and Foundry 31%. Q3 guidance is $15.8–16.8B in revenue. Upside target is $139.27 with support at $105.66. x.com 

Intel's turnaround is real, but its valuation already assumes a lot goes right while Foundry has much to prove. Revenue grew 25% to $16.1 billion, data center revenue jumped 59%, and the CEO says Intel can meet only about half of CPU demand, with ASPs up 48%. But Foundry lost $2.1 billion on $5.8 billion of revenue, only $293 million of it external, with no high-volume marquee customer. After a roughly 225% run to $120, Intel is worth about $634 billion, already paying for much of the comeback. … Show more

Intel is the favorite semiconductor pick as value keeps accruing to AI's infrastructure layer, and its $20B equity offering clears the funding overhang despite about 5% dilution. Agentic AI's impact has at least a year to run: token production is up about 7.5x since January, OpenAI and Anthropic's combined run rate is near $100B, and big-cloud revenue growth hit 43% with margins expanding. Risks include 5.3% long-bond yields and weak mid-term-year seasonality, so add hedges and be selective. … Show more

Intel delivered the quarter its turnaround case needed, beating its own guidance and the Street on both lines. The headline GAAP loss comes from a non-cash charge on the US government's escrowed shares that grows as the stock rises; the core business is firmly profitable again, with AI compute demand lifting CPUs, advanced packaging and foundry. Catalysts include Xeon 6+ on 18A, Panther Lake in high-volume manufacturing, 18A-P in risk production and over 130 customers testing Core Ultra. x.com 

Intel and AMD face a real shift in competition as NVIDIA moves into CPUs faster and more directly than expected. On NVIDIA's earnings call, Jensen Huang said its new Vera CPU platform will contribute $20 billion of standalone revenue this year. The pressure on Intel and AMD is not just fund rotation but a genuine change in the competitive landscape. x.com 

Intel's latest earnings call confirmed it is executing on the three semiconductor bottlenecks it addresses, CPUs, advanced packaging and fab capacity. Beyond the obvious CPU shortage, its higher 2026 capex is a great sign, since Intel has often called a capex lift the key signal of 14A adoption. x.com