$Intel(INTC.US) stock is up 15% on earnings.
Revenue in:Dec-25 was down 4%. Mar-26 it was up 7%. Jun-26: If they exceed the high end of their guide by the same margin they just did in March, revenue growth will be 24%. The Street was looking for full year 2026 to be up 3%.My take: If there is ever a question regrading how early we are in AI, look at what it has done to Intel, which was arguably on the ropes.Source: Gene Munster
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