I’m not rushing to make a directional bet before CPI. Higher uncertainty usually means higher option premiums, so I’d rather focus on risk-defined strategies or cash-secured puts on quality assets at prices I’m happy to own. The CPI report should provide more clarity than a single hawkish comment. Patience and disciplined position sizing matter more than trying to predict one economic release.
D
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INTC: CPU price hikes as a 'stopgap', turnaround still hinges on foundry?
INTC reported Q2 2026 results after the US close on Jul 24 (Beijing time). The quarter covered the period ended Jun 2026.
Key points: 1) Core metrics. $Intel(INTC.US) delivered revenue of $16.1bn (+25% YoY), well above company guidance of $13.8–14.8bn.
Growth was driven by the Client business and the Data Center & AI segment, with CPU price increases the largest factor.
GPM was 40.4%. That was above the Street's 37.6%...
+12IntelFinancial Analysis