INTC
Intel Corporation
Quarterly revenue, EPS, free cash flow, valuation, and Rule of 40 scores for Intel Corporation.
Coverage
Nvidia's Disclosed Stock Portfolio Grew $45 Billion Last Quarter. It Bought One Thing.
Nvidia's Q2 13F shows eight positions worth $63.4B, up $45B in a quarter. Seven share counts are unchanged: the move is one new position and Intel tripling.
Intel Q2 2026: Best Revenue Quarter in 15 Years — and an $11 Billion GAAP Loss
Intel beat non-GAAP EPS estimates by 2x and grew revenue 25%, its fastest pace since 2011, then reported an $11 billion net loss driven almost entirely by a mark-to-market charge tied to the U.S. government's CHIPS Act equity stake. We unpack the accounting and the real business underneath it.
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.
Where the revenue goes next
Latest: $16.13B (2026Q2)
| Period | Value |
|---|---|
| 2024Q1 | $12.72B |
| 2024Q2 | $12.83B |
| 2024Q3 | $13.28B |
| 2024Q4 | $14.26B |
| 2025Q1 | $12.67B |
| 2025Q2 | $12.86B |
| 2025Q3 | $13.65B |
| 2025Q4 | $13.67B |
| 2026Q1 | $13.58B |
| 2026Q2 | $16.13B |
Latest: -$2.16 (2026Q2)
| Period | Value |
|---|---|
| 2024Q1 | -$0.09 |
| 2024Q2 | -$0.38 |
| 2024Q3 | -$3.88 |
| 2024Q4 | -$0.03 |
| 2025Q1 | -$0.19 |
| 2025Q2 | -$0.67 |
| 2025Q3 | $0.90 |
| 2025Q4 | -$0.12 |
| 2026Q1 | -$0.73 |
| 2026Q2 | -$2.16 |
Latest: 837.4 (2025Q3)
| Period | Value |
|---|---|
| 2025Q3 | 837.4 |
Latest: $4.45B (2026Q2)
| Period | Value |
|---|---|
| 2024Q1 | -$7.19B |
| 2024Q2 | -$3.39B |
| 2024Q3 | -$2.40B |
| 2024Q4 | -$2.67B |
| 2025Q1 | -$4.37B |
| 2025Q2 | -$1.50B |
| 2025Q3 | $121M |
| 2025Q4 | $800M |
| 2026Q1 | -$2.54B |
| 2026Q2 | $4.45B |
Latest: 5.04B (2026Q2)
| Period | Value |
|---|---|
| 2024Q1 | 4.24B |
| 2024Q2 | 4.27B |
| 2024Q3 | 4.29B |
| 2024Q4 | 4.31B |
| 2025Q1 | 4.34B |
| 2025Q2 | 4.37B |
| 2025Q3 | 4.53B |
| 2025Q4 | 4.77B |
| 2026Q1 | 5.08B |
| 2026Q2 | 5.04B |
Latest: -$18.70B (2026Q2)
| Period | Value |
|---|---|
| 2024Q1 | -$7.19B |
| 2024Q2 | -$10.58B |
| 2024Q3 | -$12.99B |
| 2024Q4 | -$15.66B |
| 2025Q1 | -$20.03B |
| 2025Q2 | -$21.53B |
| 2025Q3 | -$21.41B |
| 2025Q4 | -$20.61B |
| 2026Q1 | -$23.14B |
| 2026Q2 | -$18.70B |
Latest earnings
Company History
Robert Noyce and Gordon Moore establish Intel to focus on semiconductors; pioneers integrated circuits, setting stage for Silicon Valley dominance.
Introduces world's first commercial microprocessor; revolutionizes computing from calculators to broader applications.
Becomes the 'brain' of IBM's personal computer; kicks off PC era, locks in x86 architecture dominance.
Blockbuster Pentium series with millions of transistors; cements market leadership in performance PCs.
Advances in mobile (Centrino) and multi-core tech; maintains PC dominance but faces competition from AMD and ARM.
Repeated delays in 10nm/7nm; fails to capture mobile market; narrative shifts from leader to facing TSMC competition.
Under Pat Gelsinger, launches Intel Foundry Services; invests heavily in U.S. fabs with CHIPS Act support.
New CEO focuses on GPU re-entry, 18A process ramp, and foundry wins; stock rallies on AI demand for Xeons.
Key Players
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By latest reported 13F position value. Market value at quarter-end, not cost basis.
