Stockcoin.ai(@stockcoinai):Intel finally delivered a quarter investors could believe in.💡 Q2 revenue jumped 25% YoY to $16.1B, with adjusted EPS at $0.42 — nearly 2x expectations. Data Center & AI surged 59% to $6.3B, while Foundry revenue grew 31% to $5.8B.💰 The bigger story: AI growth is expanding beyond GPUs. CPUs, custom silicon, advanced packaging, and foundry capacity are becoming part of the same AI infrastructure cycle. Q3 guidance also came in strong. But challenges remain: GAAP losses, foundry profitability, and rising capex. $INTC is no longer just a turnaround story. The next test is whether AI demand can translate into sustainable margins, cash flow, and manufacturing leadership. Not financial advice.

2026.07.24 02:46

Intel finally delivered a quarter investors could believe in.💡 Q2 revenue jumped 25% YoY to $16.1B, with adjusted EPS at $0.42 — nearly 2x expectations. Data Center & AI surged 59% to $6.3B, while Foundry revenue grew 31% to $5.8B.💰 The bigger story: AI growth is expanding beyond GPUs. CPUs, custom silicon, advanced packaging, and foundry capacity are becoming part of the same AI infrastructure cycle. Q3 guidance also came in strong. But challenges remain: GAAP losses, foundry profitability, and rising capex. $INTC is no longer just a turnaround story. The next test is whether AI demand can translate into sustainable margins, cash flow, and manufacturing leadership. Not financial advice.