Monitor synthesis history

Intel

6 published syntheses · newest first

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Snapshot age business finance technology

Intel's Q2 2026 revenue rises 25% to $16.1B led by AI and data center sales

Intel's Q2 2026 revenue reached $16.1 billion, a 25% year-over-year increase led by a 59% surge in data center and AI sales; Intel reported its strongest revenue growth in 15 years with a 40%+ gross margin and a 17% operating margin in Q2 2026

Foundry revenue grows 31% to $5.8B despite $2.1B loss
Secured multi-year Chinese cloud CPU deals amid 40% price hikes
CEO Lip-Bu Tan drives growth and Alphabet partnership

Positive 16 linked sources 95% confidence

Snapshot age business technology finance

Intel's foundry revenue rises 31% despite $2.1B loss

Intel's foundry revenue surged 31% year-over-year to $5.8 billion, despite a $2.1 billion operating loss in the foundry segment; Intel plans 18A-P risk production soon, with 14A risk production starting in late 2027 and large-volume 14A production targeted for 2028

Advances 14A and 18A production plans
Secures long-term CPU deals in China amid 40%+ price hikes
Reports strongest revenue growth in 15 years with 40%+ gross margin

Positive 4 linked sources 92% confidence

Snapshot age business technology finance

Intel and AMD secure long-term Chinese server CPU deals amid 40% price surge

Intel and AMD secure long-term server CPU deals with Chinese data centers amid CPU price surge above 40% in 2026; Intel reports strong Q1 2026 earnings beating estimates and anticipates robust Q2 revenue growth amid AI-driven demand

Intel beats Q1 earnings and forecasts AI-driven Q2 growth
Shares rose 170% YTD but dropped 27-30% in July sell-off
Intel and Fortinet cooperate on Security Processor 6

Positive 39 linked sources 95% confidence

Snapshot age technology business finance

Erste Group lowers Intel FY2026 EPS forecast to $0.67

Erste Group Bank lowers Intel's FY2026 EPS forecast to $0.67 per share, slightly above market consensus of $0.65; Intel reports strong Q1 2026 results with EPS of $0.29 beating estimates and 7.4% revenue growth to $13.58 billion

Intel beats Q1 estimates with $0.29 EPS and 7.4% revenue growth
Begins High-NA EUV deployment for 18A Core Ultra Series 3
Accelerates 18A mass production and 14A development

Neutral 11 linked sources 93% confidence

Snapshot age business technology finance

Aware Super and Atlas Wealth increase Intel stakes amid strong Q1 earnings

Aware Super Pty Ltd purchased 151,081 Intel shares worth $6.67 million in Q1 2026; Intel beat Q1 2026 earnings with $0.29 EPS vs $0.01 estimate and $13.58B revenue

Insider Boise April Miller sells shares
Microsoft halts Windows 11 KB5101650 update on Dell PCs over Intel driver issues
Whistleblower alleges suppression of 2020 election intel on Chinese influence

Neutral 6 linked sources 92% confidence

Snapshot age business technology

Intel unveils staggered 2027 Core Ultra 400 Nova Lake CPU launches from 28-core to 52-core models

Intel schedules staggered 2027 launch for Core Ultra 400 Nova Lake CPUs from 28-core to 52-core models; Intel to invest €5 billion in Leixlip campus expansion by 2027 for Intel 3 process, creating high-skilled jobs

Commits €5 billion to expand Leixlip fab by 2027
AI data center revenue forecast rises 42% in Q2 2027
Intel shares drop over 3% amid semiconductor selloff

Positive 30 linked sources 95% confidence