Intel Reports Strong Q1 2026 Results, Raises Q2 Forecast, and Announces Strategic Partnerships with Tesla, Google, and Nvidia - To The Moon

Intel Reports Strong Q1 2026 Results, Raises Q2 Forecast, and Announces Strategic Partnerships with Tesla, Google, and Nvidia

Intel reported first-quarter 2026 revenue of approximately $13.58 billion, surpassing estimates of $12.42 billion, with adjusted earnings per share of $0.29 beating the expected $0.01. The stock surged 15% after hours. The company forecasted second-quarter revenue between $13.8 billion and $14.8 billion, driven by strong demand for AI-focused server CPUs. CEO Lip-Bu Tan's revival plan includes asset sales, layoffs, and strategic partnerships with Tesla, Google, and Nvidia. Key developments include new manufacturing deals with Tesla using Intel's 14A technology and a factory buyback. Despite challenges in manufacturing technology and AI data center market share, Intel's outlook is positive with support from major partners and government backing. Additionally, Intel's stock surged nearly 19% in after-hours trading, poised for its best post-earnings performance on record, driven by rising demand for AI-related products and new partnerships.

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- Moreau360Moreau360
  ·04-24
  This is bloody good news for Singapore's AEMwhich explains its 20% surge today. I am well vested and sitting on handsome profits. Next target: $7!!!
  Intel Shares Surge 30% as It Forecasts Second-Quarter Revenue Above Estimates
  $Intel(INTC)$ forecast second-quarter revenue above Wall Street expectations on Thursday, underscoring booming demand for the company's server processors used for artificial intelligence in data...
  Intel Shares Surge 30% as It Forecasts Second-Quarter Revenue Above Estimates
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- Moreau360Moreau360
  ·04-24
  This is bloody good news for Singapore's AEMwhich explains its 20% surge today. I am well vested and sitting on handsome profits. Next target: $7!!!
  Intel Shares Surge 30% as It Forecasts Second-Quarter Revenue Above Estimates
  $Intel(INTC)$ forecast second-quarter revenue above Wall Street expectations on Thursday, underscoring booming demand for the company's server processors used for artificial intelligence in data...
  Intel Shares Surge 30% as It Forecasts Second-Quarter Revenue Above Estimates
  90 Comment
  3
  Share
  Report

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Additionally, Intel's stock surged nearly 19% in after-hours trading, poised for its best post-earnings performance on record, driven by rising demand for AI-related products and new partnerships.","image":"https://community-static.tradeup.com/news/1201dcc0482be040348fb8d4f228bb68","type":2,"style":4,"follow":false,"createTime":1776975929112,"userCounts":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/special/finance&rndata={\"themeId\":d84a389a82ebb334552cf6ed08f29259}&rnconfig={\"headerBarHidden\": true}","subscribe":false,"allowSubscriptionFinancial":false,"subscriberCount":0,"allowFollow":false,"hasReward":false,"rewardScore":0,"rewardValidDate":0,"rewardEnd":false,"symbols":["INTC"],"tweetCounts":1,"categoryId":"2929bb7468f5415f853fd96fb35d7c3b","options":[],"votedOptionId":"","totalUserCount":0,"followStatus":false,"themeName":"Intel Reports Strong Q1 2026 Results, Raises Q2 Forecast, and Announces Strategic Partnerships with Tesla, Google, and Nvidia","tweetAmount":1,"imageIsDefault":false,"aiDerivativeIssues":[]},"tab":"all","isFinancial":true,"allList":[{"id":557032482304072,"gmtCreate":1777018683025,"gmtModify":1777018687239,"author":{"id":"4167292124437882","authorId":"4167292124437882","name":"Moreau360","avatar":"https://community-static.tradeup.com/news/30bef0dc377ff91d286b219fa90178b4","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4167292124437882","idStr":"4167292124437882"},"themes":[],"title":"","htmlText":"This is bloody good news for Singapore's AEMwhich explains its 20% surge today. I am well vested and sitting on handsome profits. Next target: $7!!!","listText":"This is bloody good news for Singapore's AEMwhich explains its 20% surge today. I am well vested and sitting on handsome profits. Next target: $7!!!","text":"This is bloody good news for Singapore's AEMwhich explains its 20% surge today. I am well vested and sitting on handsome profits. Next target: $7!!!","images":[{"img":"https://community-static.tradeup.com/news/5a9292879e546aee1b603b9c19b66536"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/557032482304072","repostId":"2629217850","repostType":2,"repost":{"id":"2629217850","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1777024079,"share":"https://ttm.financial/m/news/2629217850?lang=en_US&edition=fundamental","pubTime":"2026-04-24 17:47","market":"us","language":"en","title":"Intel Shares Surge 30% as It Forecasts Second-Quarter Revenue Above Estimates","url":"https://stock-news.laohu8.com/highlight/detail?id=2629217850","media":"Reuters","summary":"$Intel(INTC)$ forecast second-quarter revenue above Wall Street expectations on Thursday, underscoring booming demand for the company's server processors used for artificial intelligence in data...","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/INTC\">Intel</a> forecast second-quarter revenue above Wall Street expectations on Thursday, underscoring booming demand for the company&#39;s server processors used for artificial intelligence in data centers.</p><p>Intel shares continued to rise by 30.42% premarket to reach a session high at $87.09, adding $64 billion to its market value and extending its 81% rebound so far this year.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/42b9bcf450d31ae33624430d0b5ba02e\" tg-width=\"765\" tg-height=\"606\"/></p><p>The company expects revenue of between $13.8 billion and $14.8 billion, compared with an estimate of $13.07 billion, according to data compiled by LSEG. Intel’s second-quarter adjusted per-share profit guidance of 20 cents handily beat expectations of 9 cents a share.</p><p>After years of management blunders left the former icon of chipmaking without a meaningful foothold in the booming artificial-intelligence industry, CEO Lip-Bu Tan put a revival plan in place to shore up Intel&#39;s balance sheet through asset sales and layoffs.</p><p>Tan also secured large investments and struck deals with the U.S. government, SoftBank 9984.T and Nvidia NVDA.O, giving Intel much-needed fuel to put into its manufacturing operations and inspire strong investor confidence in the firm&#39;s longer-term growth.</p><p>While Intel missed out on the early years of the AI boom, a new opportunity in the form of advanced central processing units (CPUs) has emerged as cloud providers shift from training models to deploying them.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/435c0bfa170d020ea37f9063275ce62b\" title=\"Lip-Bu Tan lifts Intel shares\" tg-width=\"1420\" tg-height=\"840\"/><span>Lip-Bu Tan lifts Intel shares</span></p><h3 id=\"id_2055711922\">INTEL&#39;S CPU OPPORTUNITY</h3><p>&#34;This is not just our wishful thinking - it is what we hear from our customers, and it is evident in the demand profile for our products,&#34; Tan said of the resurgence in CPU demand during a conference call with analysts.</p><p>While graphic processing units (GPUs) are used to process large-scale mathematical operations required to generate content, CPUs are better suited to handle workloads done by autonomous AI agents with reasoning capabilities.</p><p>Part of the reason for the company’s optimistic revenue projection is that Intel has elected to raise prices on its chips in order to pay for the rising costs associated with producing more of them, Zinsner said in an interview.</p><p>However, Intel&#39;s ability to meet demand still depends on whether the company can continue to manufacture its processors at scale and without bottlenecks and supply issues.</p><h3 id=\"id_3295106112\">MUSK&#39;S TERAFAB PROJECT TAPS INTEL</h3><p>Intel on Wednesday landed a win for its manufacturing business, securing Elon Musk&#39;s <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> as its first major customer for the next-generation 14A process to make chips at its Terafab project, an advanced AI chip complex Musk has envisioned in Austin, Texas.</p><p>Zinsner declined to provide financial details about the arrangement with the Terafab project.</p><p>“I think the details of this partnership are still being worked between Lip-Bu and Elon,&#34; Zinsner said.</p><p>&#34;The long-term trajectory for Intel is still a high-stakes gamble on its ability to transform from a legacy giant into a nimble foundry athlete that can legitimately challenge TSMC by 2030,&#34; said Michael Schulman, a partner at wealth management firm Cerity Partners. &#34;If Intel successfully captures the silicon needs for the coming robotics and agentic AI boom, the current valuation may eventually be viewed as an enviable entry point for a diversified semiconductor powerhouse.”</p><p>The company&#39;s contract manufacturing business, or foundry, reported first-quarter revenue of $5.4 billion. Intel&#39;s own business accounted for most of the foundry revenue, save for less than $200 million which Zinsner described as &#34;legacy business that we have mainly on the wafer side.&#34;</p><p>Zinsner said that Intel&#39;s business of making custom chips, called ASICs, was on track for more than $1 billion in revenue this year.</p><h3 id=\"id_4264448494\">DATA CENTER REVENUE EXCEEDS ESTIMATES</h3><p>Intel earlier this month expanded its AI CPU partnership with Alphabet&#39;s GOOGL.O Google, and joined Musk&#39;s Terafab AI chip complex project with SpaceX and Tesla to make processors powering robotics and data centers.</p><p>First-quarter revenue came in at $13.58 billion, beating estimates of $12.42 billion. Zinsner said that some of those sales were either old or poorly functioning chips Intel had shelved.</p><p>&#34;What we were able to do in the first quarter was go through finished goods inventory and find opportunities to sell product we didn&#39;t think we would be able to move,&#34; Zinsner told analysts during the conference call.</p><p>Revenue in the company&#39;s data center and AI segment came in at $5.1 billion, compared with estimates of $4.41 billion.</p><p>Competition in the CPU space remains high, as rivals Nvidia, Advanced Micro Devices and Arm also eye the market and roll out products to get ahead.</p><p>Intel reported a first-quarter loss per share of 73 cents as it incurred more than $4 billion in restructuring charges. On an adjusted basis, the company earned 29 cents per share, beating the estimate of 1 cent.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel Shares Surge 30% as It Forecasts Second-Quarter Revenue Above Estimates</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel Shares Surge 30% as It Forecasts Second-Quarter Revenue Above Estimates\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-04-24 17:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/INTC\">Intel</a> forecast second-quarter revenue above Wall Street expectations on Thursday, underscoring booming demand for the company&#39;s server processors used for artificial intelligence in data centers.</p><p>Intel shares continued to rise by 30.42% premarket to reach a session high at $87.09, adding $64 billion to its market value and extending its 81% rebound so far this year.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/42b9bcf450d31ae33624430d0b5ba02e\" tg-width=\"765\" tg-height=\"606\"/></p><p>The company expects revenue of between $13.8 billion and $14.8 billion, compared with an estimate of $13.07 billion, according to data compiled by LSEG. Intel’s second-quarter adjusted per-share profit guidance of 20 cents handily beat expectations of 9 cents a share.</p><p>After years of management blunders left the former icon of chipmaking without a meaningful foothold in the booming artificial-intelligence industry, CEO Lip-Bu Tan put a revival plan in place to shore up Intel&#39;s balance sheet through asset sales and layoffs.</p><p>Tan also secured large investments and struck deals with the U.S. government, SoftBank 9984.T and Nvidia NVDA.O, giving Intel much-needed fuel to put into its manufacturing operations and inspire strong investor confidence in the firm&#39;s longer-term growth.</p><p>While Intel missed out on the early years of the AI boom, a new opportunity in the form of advanced central processing units (CPUs) has emerged as cloud providers shift from training models to deploying them.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/435c0bfa170d020ea37f9063275ce62b\" title=\"Lip-Bu Tan lifts Intel shares\" tg-width=\"1420\" tg-height=\"840\"/><span>Lip-Bu Tan lifts Intel shares</span></p><h3 id=\"id_2055711922\">INTEL&#39;S CPU OPPORTUNITY</h3><p>&#34;This is not just our wishful thinking - it is what we hear from our customers, and it is evident in the demand profile for our products,&#34; Tan said of the resurgence in CPU demand during a conference call with analysts.</p><p>While graphic processing units (GPUs) are used to process large-scale mathematical operations required to generate content, CPUs are better suited to handle workloads done by autonomous AI agents with reasoning capabilities.</p><p>Part of the reason for the company’s optimistic revenue projection is that Intel has elected to raise prices on its chips in order to pay for the rising costs associated with producing more of them, Zinsner said in an interview.</p><p>However, Intel&#39;s ability to meet demand still depends on whether the company can continue to manufacture its processors at scale and without bottlenecks and supply issues.</p><h3 id=\"id_3295106112\">MUSK&#39;S TERAFAB PROJECT TAPS INTEL</h3><p>Intel on Wednesday landed a win for its manufacturing business, securing Elon Musk&#39;s <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> as its first major customer for the next-generation 14A process to make chips at its Terafab project, an advanced AI chip complex Musk has envisioned in Austin, Texas.</p><p>Zinsner declined to provide financial details about the arrangement with the Terafab project.</p><p>“I think the details of this partnership are still being worked between Lip-Bu and Elon,&#34; Zinsner said.</p><p>&#34;The long-term trajectory for Intel is still a high-stakes gamble on its ability to transform from a legacy giant into a nimble foundry athlete that can legitimately challenge TSMC by 2030,&#34; said Michael Schulman, a partner at wealth management firm Cerity Partners. &#34;If Intel successfully captures the silicon needs for the coming robotics and agentic AI boom, the current valuation may eventually be viewed as an enviable entry point for a diversified semiconductor powerhouse.”</p><p>The company&#39;s contract manufacturing business, or foundry, reported first-quarter revenue of $5.4 billion. Intel&#39;s own business accounted for most of the foundry revenue, save for less than $200 million which Zinsner described as &#34;legacy business that we have mainly on the wafer side.&#34;</p><p>Zinsner said that Intel&#39;s business of making custom chips, called ASICs, was on track for more than $1 billion in revenue this year.</p><h3 id=\"id_4264448494\">DATA CENTER REVENUE EXCEEDS ESTIMATES</h3><p>Intel earlier this month expanded its AI CPU partnership with Alphabet&#39;s GOOGL.O Google, and joined Musk&#39;s Terafab AI chip complex project with SpaceX and Tesla to make processors powering robotics and data centers.</p><p>First-quarter revenue came in at $13.58 billion, beating estimates of $12.42 billion. Zinsner said that some of those sales were either old or poorly functioning chips Intel had shelved.</p><p>&#34;What we were able to do in the first quarter was go through finished goods inventory and find opportunities to sell product we didn&#39;t think we would be able to move,&#34; Zinsner told analysts during the conference call.</p><p>Revenue in the company&#39;s data center and AI segment came in at $5.1 billion, compared with estimates of $4.41 billion.</p><p>Competition in the CPU space remains high, as rivals Nvidia, Advanced Micro Devices and Arm also eye the market and roll out products to get ahead.</p><p>Intel reported a first-quarter loss per share of 73 cents as it incurred more than $4 billion in restructuring charges. On an adjusted basis, the company earned 29 cents per share, beating the estimate of 1 cent.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTW":"2倍做多INTC ETF-GraniteShares","INTC":"英特尔","07766":"南方两倍做多特斯拉","LINT":"Direxion Daily INTC Bull 2X ETF"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260423:nL6N4161F1:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2629217850","content_text":"Intel forecast second-quarter revenue above Wall Street expectations on Thursday, underscoring booming demand for the company's server processors used for artificial intelligence in data centers.Intel shares continued to rise by 30.42% premarket to reach a session high at $87.09, adding $64 billion to its market value and extending its 81% rebound so far this year.The company expects revenue of between $13.8 billion and $14.8 billion, compared with an estimate of $13.07 billion, according to data compiled by LSEG. Intel’s second-quarter adjusted per-share profit guidance of 20 cents handily beat expectations of 9 cents a share.After years of management blunders left the former icon of chipmaking without a meaningful foothold in the booming artificial-intelligence industry, CEO Lip-Bu Tan put a revival plan in place to shore up Intel's balance sheet through asset sales and layoffs.Tan also secured large investments and struck deals with the U.S. government, SoftBank 9984.T and Nvidia NVDA.O, giving Intel much-needed fuel to put into its manufacturing operations and inspire strong investor confidence in the firm's longer-term growth.While Intel missed out on the early years of the AI boom, a new opportunity in the form of advanced central processing units (CPUs) has emerged as cloud providers shift from training models to deploying them.Lip-Bu Tan lifts Intel sharesINTEL'S CPU OPPORTUNITY\"This is not just our wishful thinking - it is what we hear from our customers, and it is evident in the demand profile for our products,\" Tan said of the resurgence in CPU demand during a conference call with analysts.While graphic processing units (GPUs) are used to process large-scale mathematical operations required to generate content, CPUs are better suited to handle workloads done by autonomous AI agents with reasoning capabilities.Part of the reason for the company’s optimistic revenue projection is that Intel has elected to raise prices on its chips in order to pay for the rising costs associated with producing more of them, Zinsner said in an interview.However, Intel's ability to meet demand still depends on whether the company can continue to manufacture its processors at scale and without bottlenecks and supply issues.MUSK'S TERAFAB PROJECT TAPS INTELIntel on Wednesday landed a win for its manufacturing business, securing Elon Musk's Tesla as its first major customer for the next-generation 14A process to make chips at its Terafab project, an advanced AI chip complex Musk has envisioned in Austin, Texas.Zinsner declined to provide financial details about the arrangement with the Terafab project.“I think the details of this partnership are still being worked between Lip-Bu and Elon,\" Zinsner said.\"The long-term trajectory for Intel is still a high-stakes gamble on its ability to transform from a legacy giant into a nimble foundry athlete that can legitimately challenge TSMC by 2030,\" said Michael Schulman, a partner at wealth management firm Cerity Partners. \"If Intel successfully captures the silicon needs for the coming robotics and agentic AI boom, the current valuation may eventually be viewed as an enviable entry point for a diversified semiconductor powerhouse.”The company's contract manufacturing business, or foundry, reported first-quarter revenue of $5.4 billion. Intel's own business accounted for most of the foundry revenue, save for less than $200 million which Zinsner described as \"legacy business that we have mainly on the wafer side.\"Zinsner said that Intel's business of making custom chips, called ASICs, was on track for more than $1 billion in revenue this year.DATA CENTER REVENUE EXCEEDS ESTIMATESIntel earlier this month expanded its AI CPU partnership with Alphabet's GOOGL.O Google, and joined Musk's Terafab AI chip complex project with SpaceX and Tesla to make processors powering robotics and data centers.First-quarter revenue came in at $13.58 billion, beating estimates of $12.42 billion. Zinsner said that some of those sales were either old or poorly functioning chips Intel had shelved.\"What we were able to do in the first quarter was go through finished goods inventory and find opportunities to sell product we didn't think we would be able to move,\" Zinsner told analysts during the conference call.Revenue in the company's data center and AI segment came in at $5.1 billion, compared with estimates of $4.41 billion.Competition in the CPU space remains high, as rivals Nvidia, Advanced Micro Devices and Arm also eye the market and roll out products to get ahead.Intel reported a first-quarter loss per share of 73 cents as it incurred more than $4 billion in restructuring charges. On an adjusted basis, the company earned 29 cents per share, beating the estimate of 1 cent.","news_type":1,"symbols_score_info":{"INTW":0.6,"INTC":2,"LINT":0.6,"07766":0.6}},"isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"essenList":[{"id":557032482304072,"gmtCreate":1777018683025,"gmtModify":1777018687239,"author":{"id":"4167292124437882","authorId":"4167292124437882","name":"Moreau360","avatar":"https://community-static.tradeup.com/news/30bef0dc377ff91d286b219fa90178b4","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4167292124437882","authorIdStr":"4167292124437882"},"themes":[],"title":"","htmlText":"This is bloody good news for Singapore's AEMwhich explains its 20% surge today. I am well vested and sitting on handsome profits. Next target: $7!!!","listText":"This is bloody good news for Singapore's AEMwhich explains its 20% surge today. I am well vested and sitting on handsome profits. Next target: $7!!!","text":"This is bloody good news for Singapore's AEMwhich explains its 20% surge today. I am well vested and sitting on handsome profits. Next target: $7!!!","images":[{"img":"https://community-static.tradeup.com/news/5a9292879e546aee1b603b9c19b66536"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/557032482304072","repostId":"2629217850","repostType":2,"repost":{"id":"2629217850","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1777024079,"share":"https://ttm.financial/m/news/2629217850?lang=en_US&edition=fundamental","pubTime":"2026-04-24 17:47","market":"us","language":"en","title":"Intel Shares Surge 30% as It Forecasts Second-Quarter Revenue Above Estimates","url":"https://stock-news.laohu8.com/highlight/detail?id=2629217850","media":"Reuters","summary":"$Intel(INTC)$ forecast second-quarter revenue above Wall Street expectations on Thursday, underscoring booming demand for the company's server processors used for artificial intelligence in data...","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/INTC\">Intel</a> forecast second-quarter revenue above Wall Street expectations on Thursday, underscoring booming demand for the company&#39;s server processors used for artificial intelligence in data centers.</p><p>Intel shares continued to rise by 30.42% premarket to reach a session high at $87.09, adding $64 billion to its market value and extending its 81% rebound so far this year.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/42b9bcf450d31ae33624430d0b5ba02e\" tg-width=\"765\" tg-height=\"606\"/></p><p>The company expects revenue of between $13.8 billion and $14.8 billion, compared with an estimate of $13.07 billion, according to data compiled by LSEG. Intel’s second-quarter adjusted per-share profit guidance of 20 cents handily beat expectations of 9 cents a share.</p><p>After years of management blunders left the former icon of chipmaking without a meaningful foothold in the booming artificial-intelligence industry, CEO Lip-Bu Tan put a revival plan in place to shore up Intel&#39;s balance sheet through asset sales and layoffs.</p><p>Tan also secured large investments and struck deals with the U.S. government, SoftBank 9984.T and Nvidia NVDA.O, giving Intel much-needed fuel to put into its manufacturing operations and inspire strong investor confidence in the firm&#39;s longer-term growth.</p><p>While Intel missed out on the early years of the AI boom, a new opportunity in the form of advanced central processing units (CPUs) has emerged as cloud providers shift from training models to deploying them.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/435c0bfa170d020ea37f9063275ce62b\" title=\"Lip-Bu Tan lifts Intel shares\" tg-width=\"1420\" tg-height=\"840\"/><span>Lip-Bu Tan lifts Intel shares</span></p><h3 id=\"id_2055711922\">INTEL&#39;S CPU OPPORTUNITY</h3><p>&#34;This is not just our wishful thinking - it is what we hear from our customers, and it is evident in the demand profile for our products,&#34; Tan said of the resurgence in CPU demand during a conference call with analysts.</p><p>While graphic processing units (GPUs) are used to process large-scale mathematical operations required to generate content, CPUs are better suited to handle workloads done by autonomous AI agents with reasoning capabilities.</p><p>Part of the reason for the company’s optimistic revenue projection is that Intel has elected to raise prices on its chips in order to pay for the rising costs associated with producing more of them, Zinsner said in an interview.</p><p>However, Intel&#39;s ability to meet demand still depends on whether the company can continue to manufacture its processors at scale and without bottlenecks and supply issues.</p><h3 id=\"id_3295106112\">MUSK&#39;S TERAFAB PROJECT TAPS INTEL</h3><p>Intel on Wednesday landed a win for its manufacturing business, securing Elon Musk&#39;s <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> as its first major customer for the next-generation 14A process to make chips at its Terafab project, an advanced AI chip complex Musk has envisioned in Austin, Texas.</p><p>Zinsner declined to provide financial details about the arrangement with the Terafab project.</p><p>“I think the details of this partnership are still being worked between Lip-Bu and Elon,&#34; Zinsner said.</p><p>&#34;The long-term trajectory for Intel is still a high-stakes gamble on its ability to transform from a legacy giant into a nimble foundry athlete that can legitimately challenge TSMC by 2030,&#34; said Michael Schulman, a partner at wealth management firm Cerity Partners. &#34;If Intel successfully captures the silicon needs for the coming robotics and agentic AI boom, the current valuation may eventually be viewed as an enviable entry point for a diversified semiconductor powerhouse.”</p><p>The company&#39;s contract manufacturing business, or foundry, reported first-quarter revenue of $5.4 billion. Intel&#39;s own business accounted for most of the foundry revenue, save for less than $200 million which Zinsner described as &#34;legacy business that we have mainly on the wafer side.&#34;</p><p>Zinsner said that Intel&#39;s business of making custom chips, called ASICs, was on track for more than $1 billion in revenue this year.</p><h3 id=\"id_4264448494\">DATA CENTER REVENUE EXCEEDS ESTIMATES</h3><p>Intel earlier this month expanded its AI CPU partnership with Alphabet&#39;s GOOGL.O Google, and joined Musk&#39;s Terafab AI chip complex project with SpaceX and Tesla to make processors powering robotics and data centers.</p><p>First-quarter revenue came in at $13.58 billion, beating estimates of $12.42 billion. Zinsner said that some of those sales were either old or poorly functioning chips Intel had shelved.</p><p>&#34;What we were able to do in the first quarter was go through finished goods inventory and find opportunities to sell product we didn&#39;t think we would be able to move,&#34; Zinsner told analysts during the conference call.</p><p>Revenue in the company&#39;s data center and AI segment came in at $5.1 billion, compared with estimates of $4.41 billion.</p><p>Competition in the CPU space remains high, as rivals Nvidia, Advanced Micro Devices and Arm also eye the market and roll out products to get ahead.</p><p>Intel reported a first-quarter loss per share of 73 cents as it incurred more than $4 billion in restructuring charges. On an adjusted basis, the company earned 29 cents per share, beating the estimate of 1 cent.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel Shares Surge 30% as It Forecasts Second-Quarter Revenue Above Estimates</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel Shares Surge 30% as It Forecasts Second-Quarter Revenue Above Estimates\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-04-24 17:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/INTC\">Intel</a> forecast second-quarter revenue above Wall Street expectations on Thursday, underscoring booming demand for the company&#39;s server processors used for artificial intelligence in data centers.</p><p>Intel shares continued to rise by 30.42% premarket to reach a session high at $87.09, adding $64 billion to its market value and extending its 81% rebound so far this year.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/42b9bcf450d31ae33624430d0b5ba02e\" tg-width=\"765\" tg-height=\"606\"/></p><p>The company expects revenue of between $13.8 billion and $14.8 billion, compared with an estimate of $13.07 billion, according to data compiled by LSEG. Intel’s second-quarter adjusted per-share profit guidance of 20 cents handily beat expectations of 9 cents a share.</p><p>After years of management blunders left the former icon of chipmaking without a meaningful foothold in the booming artificial-intelligence industry, CEO Lip-Bu Tan put a revival plan in place to shore up Intel&#39;s balance sheet through asset sales and layoffs.</p><p>Tan also secured large investments and struck deals with the U.S. government, SoftBank 9984.T and Nvidia NVDA.O, giving Intel much-needed fuel to put into its manufacturing operations and inspire strong investor confidence in the firm&#39;s longer-term growth.</p><p>While Intel missed out on the early years of the AI boom, a new opportunity in the form of advanced central processing units (CPUs) has emerged as cloud providers shift from training models to deploying them.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/435c0bfa170d020ea37f9063275ce62b\" title=\"Lip-Bu Tan lifts Intel shares\" tg-width=\"1420\" tg-height=\"840\"/><span>Lip-Bu Tan lifts Intel shares</span></p><h3 id=\"id_2055711922\">INTEL&#39;S CPU OPPORTUNITY</h3><p>&#34;This is not just our wishful thinking - it is what we hear from our customers, and it is evident in the demand profile for our products,&#34; Tan said of the resurgence in CPU demand during a conference call with analysts.</p><p>While graphic processing units (GPUs) are used to process large-scale mathematical operations required to generate content, CPUs are better suited to handle workloads done by autonomous AI agents with reasoning capabilities.</p><p>Part of the reason for the company’s optimistic revenue projection is that Intel has elected to raise prices on its chips in order to pay for the rising costs associated with producing more of them, Zinsner said in an interview.</p><p>However, Intel&#39;s ability to meet demand still depends on whether the company can continue to manufacture its processors at scale and without bottlenecks and supply issues.</p><h3 id=\"id_3295106112\">MUSK&#39;S TERAFAB PROJECT TAPS INTEL</h3><p>Intel on Wednesday landed a win for its manufacturing business, securing Elon Musk&#39;s <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> as its first major customer for the next-generation 14A process to make chips at its Terafab project, an advanced AI chip complex Musk has envisioned in Austin, Texas.</p><p>Zinsner declined to provide financial details about the arrangement with the Terafab project.</p><p>“I think the details of this partnership are still being worked between Lip-Bu and Elon,&#34; Zinsner said.</p><p>&#34;The long-term trajectory for Intel is still a high-stakes gamble on its ability to transform from a legacy giant into a nimble foundry athlete that can legitimately challenge TSMC by 2030,&#34; said Michael Schulman, a partner at wealth management firm Cerity Partners. &#34;If Intel successfully captures the silicon needs for the coming robotics and agentic AI boom, the current valuation may eventually be viewed as an enviable entry point for a diversified semiconductor powerhouse.”</p><p>The company&#39;s contract manufacturing business, or foundry, reported first-quarter revenue of $5.4 billion. Intel&#39;s own business accounted for most of the foundry revenue, save for less than $200 million which Zinsner described as &#34;legacy business that we have mainly on the wafer side.&#34;</p><p>Zinsner said that Intel&#39;s business of making custom chips, called ASICs, was on track for more than $1 billion in revenue this year.</p><h3 id=\"id_4264448494\">DATA CENTER REVENUE EXCEEDS ESTIMATES</h3><p>Intel earlier this month expanded its AI CPU partnership with Alphabet&#39;s GOOGL.O Google, and joined Musk&#39;s Terafab AI chip complex project with SpaceX and Tesla to make processors powering robotics and data centers.</p><p>First-quarter revenue came in at $13.58 billion, beating estimates of $12.42 billion. Zinsner said that some of those sales were either old or poorly functioning chips Intel had shelved.</p><p>&#34;What we were able to do in the first quarter was go through finished goods inventory and find opportunities to sell product we didn&#39;t think we would be able to move,&#34; Zinsner told analysts during the conference call.</p><p>Revenue in the company&#39;s data center and AI segment came in at $5.1 billion, compared with estimates of $4.41 billion.</p><p>Competition in the CPU space remains high, as rivals Nvidia, Advanced Micro Devices and Arm also eye the market and roll out products to get ahead.</p><p>Intel reported a first-quarter loss per share of 73 cents as it incurred more than $4 billion in restructuring charges. On an adjusted basis, the company earned 29 cents per share, beating the estimate of 1 cent.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTW":"2倍做多INTC ETF-GraniteShares","INTC":"英特尔","07766":"南方两倍做多特斯拉","LINT":"Direxion Daily INTC Bull 2X ETF"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260423:nL6N4161F1:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2629217850","content_text":"Intel forecast second-quarter revenue above Wall Street expectations on Thursday, underscoring booming demand for the company's server processors used for artificial intelligence in data centers.Intel shares continued to rise by 30.42% premarket to reach a session high at $87.09, adding $64 billion to its market value and extending its 81% rebound so far this year.The company expects revenue of between $13.8 billion and $14.8 billion, compared with an estimate of $13.07 billion, according to data compiled by LSEG. Intel’s second-quarter adjusted per-share profit guidance of 20 cents handily beat expectations of 9 cents a share.After years of management blunders left the former icon of chipmaking without a meaningful foothold in the booming artificial-intelligence industry, CEO Lip-Bu Tan put a revival plan in place to shore up Intel's balance sheet through asset sales and layoffs.Tan also secured large investments and struck deals with the U.S. government, SoftBank 9984.T and Nvidia NVDA.O, giving Intel much-needed fuel to put into its manufacturing operations and inspire strong investor confidence in the firm's longer-term growth.While Intel missed out on the early years of the AI boom, a new opportunity in the form of advanced central processing units (CPUs) has emerged as cloud providers shift from training models to deploying them.Lip-Bu Tan lifts Intel sharesINTEL'S CPU OPPORTUNITY\"This is not just our wishful thinking - it is what we hear from our customers, and it is evident in the demand profile for our products,\" Tan said of the resurgence in CPU demand during a conference call with analysts.While graphic processing units (GPUs) are used to process large-scale mathematical operations required to generate content, CPUs are better suited to handle workloads done by autonomous AI agents with reasoning capabilities.Part of the reason for the company’s optimistic revenue projection is that Intel has elected to raise prices on its chips in order to pay for the rising costs associated with producing more of them, Zinsner said in an interview.However, Intel's ability to meet demand still depends on whether the company can continue to manufacture its processors at scale and without bottlenecks and supply issues.MUSK'S TERAFAB PROJECT TAPS INTELIntel on Wednesday landed a win for its manufacturing business, securing Elon Musk's Tesla as its first major customer for the next-generation 14A process to make chips at its Terafab project, an advanced AI chip complex Musk has envisioned in Austin, Texas.Zinsner declined to provide financial details about the arrangement with the Terafab project.“I think the details of this partnership are still being worked between Lip-Bu and Elon,\" Zinsner said.\"The long-term trajectory for Intel is still a high-stakes gamble on its ability to transform from a legacy giant into a nimble foundry athlete that can legitimately challenge TSMC by 2030,\" said Michael Schulman, a partner at wealth management firm Cerity Partners. \"If Intel successfully captures the silicon needs for the coming robotics and agentic AI boom, the current valuation may eventually be viewed as an enviable entry point for a diversified semiconductor powerhouse.”The company's contract manufacturing business, or foundry, reported first-quarter revenue of $5.4 billion. Intel's own business accounted for most of the foundry revenue, save for less than $200 million which Zinsner described as \"legacy business that we have mainly on the wafer side.\"Zinsner said that Intel's business of making custom chips, called ASICs, was on track for more than $1 billion in revenue this year.DATA CENTER REVENUE EXCEEDS ESTIMATESIntel earlier this month expanded its AI CPU partnership with Alphabet's GOOGL.O Google, and joined Musk's Terafab AI chip complex project with SpaceX and Tesla to make processors powering robotics and data centers.First-quarter revenue came in at $13.58 billion, beating estimates of $12.42 billion. Zinsner said that some of those sales were either old or poorly functioning chips Intel had shelved.\"What we were able to do in the first quarter was go through finished goods inventory and find opportunities to sell product we didn't think we would be able to move,\" Zinsner told analysts during the conference call.Revenue in the company's data center and AI segment came in at $5.1 billion, compared with estimates of $4.41 billion.Competition in the CPU space remains high, as rivals Nvidia, Advanced Micro Devices and Arm also eye the market and roll out products to get ahead.Intel reported a first-quarter loss per share of 73 cents as it incurred more than $4 billion in restructuring charges. On an adjusted basis, the company earned 29 cents per share, beating the estimate of 1 cent.","news_type":1,"symbols_score_info":{"INTW":0.6,"INTC":2,"LINT":0.6,"07766":0.6}},"isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"allBottom":false,"essenBottom":false}