Traded Value
Likes ReceivedIntel's latest earnings report and future guidance are strong.
Royal Intel's earnings report released today proved Wall Street wrong.
Firstly, the report showed that the performance for Q1 2026 exceeded expectations in both revenue and gross margin. The Data Center Group revenue reached $5.1 billion, surpassing expectations with a 22% surge.
Subsequently, the Q2 revenue guidance from the earnings call reached $13.8 to $14.8 billion. They stated that customer order demand continues to grow, currently exceeding supply. They are fully committed to expanding production capacity. Furthermore, they announced new major partnership clients, namely Musk's trio: Tesla, SpaceX, and xAI.
Such a strong earnings report and call completely ignited the market. Their market cap has surged by 22%.
The reason I called it Royal Intel at the beginning is because the Trump administration acquired a 9.9% stake in Intel in August last year, becoming their largest shareholder. The price at that time was $20.47. The latest night session price is now $81, almost quadrupling.
$Invesco QQQ Trust(QQQ.US)$Intel(INTC.US)$AMD(AMD.US)$Microsoft(MSFT.US)$Oklo(OKLO.US)$Avis Budget(CAR.US)
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
