Shay Boloor(@StockSavvyShay):$INTC earns its victory lap after a quarter that beats expectations across revenue, margins, earnings, manufacturing execution and guidance. Agentic AI is creating a second growth curve for server CPUs because every accelerator requires significant general-purpose compute around it giving Intel immediate exposure through its large server market share. That opportunity also extends into purpose-built silicon and advanced packaging allowing Intel to benefit from custom AI processors even when it does not control the accelerator itself.

Shay Boloor

@StockSavvyShay

Chief Market Strategist @FuturumEquities | Regular on @Reuters, @YahooFinance, @Bloomberg, @FoxBusiness, @SchwabNetwork & @Forbes | NIA

参加 February 2019

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Shay Boloor@StockSavvyShay

2026.07.24 02:03

$INTC earns its victory lap after a quarter that beats expectations across revenue, margins, earnings, manufacturing execution and guidance. Agentic AI is creating a second growth curve for server CPUs because every accelerator requires significant general-purpose compute around it giving Intel immediate exposure through its large server market share. That opportunity also extends into purpose-built silicon and advanced packaging allowing Intel to benefit from custom AI processors even when it does not control the accelerator itself.