INTC
Intel Corporation
Quarterly revenue, EPS, free cash flow, valuation, and Rule of 40 scores for Intel Corporation.
Intel is in full turnaround mode under new CEO Lip-Bu Tan. The big news: Intel is re-entering the GPU market to compete with Nvidia, hiring ex-Qualcomm's Eric Demers as chief GPU architect. AI-driven demand is overwhelming supply — Xeon server CPUs face 6-month lead times in China with 10%+ price hikes. Q4 2025 revenue of $13.67B beat estimates, though Q1 2026 guidance disappointed. The 18A process is ramping with foundry wins from Amazon and Microsoft. Stock rallied on Amazon's $200B capex plan boosting semiconductor sentiment.
Latest Coverage
Intel's Supply Paradox: Record CPU Demand Meets Empty Shelves Under Lip-Bu Tan
Intel CEO Lip-Bu Tan says every CEO is calling for more chips. Buffer inventory is depleted, 18A is shipping, and server CPU prices are rising 10%. The supply problem might be Intel's best problem in a decade.
Intel, AMD Notify Customers in China of Lengthy Waits for CPUs
Intel warns Chinese customers of up to 6-month lead times for server CPUs due to AI-driven shortages; prices rising >10%; highlights persistent supply constraints.
Why Intel Was Rallying Today
INTC shares up ~5-6% on reports of server CPU price hikes in China amid shortages, plus Amazon's massive $200B 2026 capex plan boosting AI/semiconductor sentiment.
Exclusive: Intel, AMD Notify Customers in China of Lengthy Waits for CPUs
In-depth on surging AI demand overwhelming supply for Xeon server CPUs; China (20%+ of revenue) faces rationing and price hikes; expects improvement in Q2+.
What Is Interesting About Short Interest
Short interest as a market sentiment gauge, squeeze mechanics step by step, what the levels mean, sector patterns, and who controls the big positions.
The Rule of 40: What It Tells You About a Company and What It Doesn't
The origin, evolution, and practical application of the Rule of 40 as a composite indicator for evaluating growth companies with Palantir and Upstart as real-world case studies.
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