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R40 coverage for Intel Corporation (INTC).
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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.
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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.
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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.
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