GraniteShares 2x Long INTC Daily ETF

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INTC 1Q26 First Take: Results beat across the board. Revenue returned to YoY growth, and GPM rebounded meaningfully.Revenue growth was driven by stronger server CPU demand and price increases. Margin gains reflected pricing and better yields on Intel 3 and 18A nodes.Wafer capacity remains primarily allocated to in-house products. External foundry revenue was approx. $170 mn this quarter, or about 3% of the foundry segment.Guidance was an even bigger positive than the print. The company guides next-quarter revenue to $13.8–14.8 bn (+7% to +15% YoY), above the Street at $13.1 bn, led by both volume and price for server CPUs.GAAP GPM is guided to around 37.5%, down QoQ due to early-stage 18A ramp and the absence of Q1 inventory gains, but still above the Street at 34.7%. As a key indicator, the sharp recovery in margins signals better-than-expected product traction and yields on Intel 3 and 18A.The recent share rally has been fueled by a series of positives. These include the buyback of equity in the Ireland fab and deeper collaborations with Elon Musk and Google.The print and management outlook suggest the company is benefiting from AI-era server CPU tailwinds. They also highlight progress in process technology.Server CPU partnerships now include both NVIDIA and Google, two core AI customers, with focus ahead on yield improvement and external foundry ramp. With TSMC capacity tight, solid execution in advanced-node foundry could capture spillover orders. 更多信息，欢迎关注海豚君后续点评及管理层交流内容。$Intel(INTC.US) $GraniteShares 2x Long INTC Daily ETF(INTW.US)

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Alex Katouzian to lead Intel's Client Computing and Physical AI Division

BofA Global Research Raises Intel Target Price to $48

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

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Intel's AI Comeback: CEO Reveals Insatiable CPU Demand As Customers Bulk Up Orders

Intel CEO Lip-Bu Tan announced a significant increase in AI chip orders, with one customer aiming to triple its CPU forecast. The company is focusing on regaining data center leadership and enhancing its foundry business to compete with TSMC. Intel's 14A process is expected to reach production by 2029. Analysts maintain a Hold rating on the stock, with price targets ranging from $124 to $140. Intel shares were down 0.72% at $107.39 in premarket trading.

- Intel's CEO Lip-Bu Tan announced a strategy focused on regaining data center leadership and attracting foundry customers, emphasizing the need for a U.S. alternative to foreign chip manufacturing.  
- He mentioned that AI inference is driving increased CPU demand and highlighted partnerships with Google and SambaNova to enhance performance.  
- Tan outlined plans for Intel's foundry business as a national asset, with significant future production goals aiming to compete with Taiwan Semiconductor Manufacturing Company by 2028 and shared positive earnings projections for July 2026.

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SambaNova and Intel have expanded their collaboration to develop a heterogeneous hardware solution that integrates GPUs, Intel Xeon 6 processors, and SambaNova RDUs. This architecture aims to enhance AI performance by optimizing hardware for specific tasks, resulting in improved quality and speed.

- SambaNova and Intel have expanded their partnership to develop a heterogeneous hardware solution for AI applications.  
- The system integrates GPUs, Intel Xeon 6 processors, and SambaNova RDUs, optimizing hardware for specific tasks.  
- This collaboration aims to enhance AI performance by improving both quality and speed.

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SambaNova and Intel’s heterogeneous x86 AI architecture

Sequent Planning LLC acquired a new stake in Intel Corporation (NASDAQ: INTC) worth approximately $208,000 by purchasing 5,629 shares in Q4. Other institutional investors, including Vanguard Group and Capital World Investors, also increased their holdings in Intel. The company reported $0.29 EPS for the last quarter, exceeding estimates, with revenue of $13.58 billion. Analysts have varied ratings on Intel, with target prices ranging from $30 to $92.

- Sequent Planning LLC acquired 5,629 shares of Intel Corporation during the fourth quarter, valued at approximately $208,000.  
- Other institutional investors, including Vanguard Group Inc. and Capital World Investors, also increased their stakes significantly, with Vanguard owning over 404 million shares worth nearly $15 billion.  
- Intel recently reported earnings exceeding expectations, with a revenue increase of 7.4% year-over-year, and analysts are forecasting an EPS of 0.63 for the current fiscal year.

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Sequent Planning LLC Takes $208,000 Position in Intel Corporation $INTC

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Intel CEO Lip-Bu Tan announced that the company's foundry business is gaining momentum, crucial for its turnaround strategy. Improvements in manufacturing processes have attracted customer interest, with expectations of commitments from multiple clients in the second half of the year. Tan emphasized the importance of the foundry for the U.S. semiconductor supply chain and highlighted progress in Intel's advanced manufacturing capabilities, aiming to compete with industry leaders like TSMC.

- Intel CEO Lip-Bu Tan announced that the company's external manufacturing business, known as foundry, is gaining momentum and is central to its turnaround strategy.  
- Improvements in Intel's advanced 18A manufacturing process are reportedly exceeding expectations, leading to increased interest from potential customers, including a preliminary deal with Apple.  
- Tan emphasized the strategic importance of the foundry business for U.S. semiconductor capacity and projected that Intel's next-generation 14A process could compete with industry leader TSMC.

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Intel CEO says foundry business is gaining momentum as customer interest grows

As a New CPU Surge Takes Wall Street, Tiger Global Just Took a New Stake in Intel Stock

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As a New CPU Surge Takes Wall Street, Tiger Global Just Took a New Stake in Intel Stock

Tiger Global invested $180 million in 1.64 million Intel shares in Q1 2026, anticipating growth driven by AI. Analysts predict the CPU market will expand 35% annually to $132 billion by 2030, with Intel expected to capture nearly half. However, Intel's valuation raises concerns as it trades at over 100x forward earnings amid intense competition.

- Tiger Global purchased 1.64 million shares of Intel for $180 million in Q1 2026, anticipating ongoing AI-driven growth.  
- Analysts project the CPU market will expand 35% annually, reaching $132 billion by 2030, with Intel expected to capture nearly half of that market share.  
- Despite robust performance, Intel's valuation exceeds 100 times forward earnings, leading analysts to express caution due to intense competition.

Tiger Global’s $180M Intel bet fuels AI-era optimism

During a segment on CNBC, Jim Cramer struggled to respond when co-hosts highlighted President Trump's stock trades in Intel. Cramer stammered for 10 seconds after being questioned about Trump's trading activities, which have raised concerns of insider trading. The incident sparked discussions on social media regarding the implications of Trump's financial dealings while in office.

- CNBC host Jim Cramer struggled to respond during a segment discussing President Donald Trump's stock trades, particularly with Intel, causing an awkward moment on air.  
- Trump's recent stock transactions, disclosed to be worth at least $220 million, have led to discussions of potential insider trading as he promotes companies benefiting from his policies.  
- Cramer's stammering reaction has sparked speculation on social media regarding the implications of Trump's trading activities and their ethical concerns.

Yahoo Finance

Jim Cramer’s On-Air Reaction To Trump’s Sketchy Stock Trades Is Something To Behold

SCRT Labs has integrated Intel Trust Authority (ITA) into its SecretVM platform, enhancing confidential computing by enabling independent verification of workloads. This integration allows developers to access Intel-signed attestation tokens easily, ensuring that workloads are genuinely running in secure environments. ITA decouples the roles of host and appraiser, providing a robust verification model essential for sectors like AI, finance, and healthcare, where data privacy and compliance are critical.

- SCRT Labs has integrated Intel Trust Authority (ITA) into its SecretVM platform, enhancing data protection through independent verification of workloads.  
- This integration includes automatic attestation, customizable policies, and TLS-bound tokens, ensuring that users can validate workloads without relying solely on the host provider.  
- The ITA's capabilities support sectors like healthcare, finance, and AI, where demonstrable trust in computational environments is crucial for compliance and security.

Fidelity

Verification by Default: SCRT Labs Integrates Intel® Trust Authority Into Every SecretVM

Citi analyst Atif Malik expects the size of the central processing unit market to expand 35% a year to $132 billion by 2030.

Intel stock heads for a 5-day losing streak despite 2 price target hikes

TSMC reported $35.9B in Q1 revenue with a 66.2% gross margin, driven by AI chip demand. Intel's Q1 revenue increased 7% to $13.6B, with 60% from AI businesses. Digi Power X is shifting focus from crypto mining to AI compute, securing a $1.1B colocation deal.

- TSMC reported $35.9 billion in Q1 revenue and a 66.2% gross margin, largely due to robust demand for AI chips and advanced technologies.  
- Intel's Q1 revenue increased by 7% to $13.6 billion, with 60% coming from AI-driven sectors, particularly its Data Center and AI segment.  
- Digi Power X is transitioning from crypto mining to AI compute, securing a 10-year, $1.1 billion colocation agreement and generating GPU cloud revenues.

Digi Power X

TSMC, Intel, and Digi Power X chart divergent AI growth paths

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AAPB

Intel's stock surged following reports of a chip manufacturing deal with Apple, ending a long separation. The company reported Q1 non-GAAP EPS of $0.29 and revenue of $13.58B, exceeding forecasts, driven by growth in data center and AI sectors. Analysts suggest the deal may enhance Intel's foundry business and its position in the AI supply chain.

- Intel stock surged following reports of a new deal to manufacture chips for Apple, ending a long-standing separation.  
- The company's Q1 non-GAAP EPS reached $0.29, with revenue of $13.58 billion, both exceeding forecasts due to growth in data center and AI sectors.  
- Analysts suggest this partnership may enhance Intel's foundry business and significantly influence its position in the AI supply chain.

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Intel surges on reports of Apple chip manufacturing deal