$英特尔(INTC)$ hit a new level of

$英特尔(INTC)$ hit a new level of hype overnight.🔥 -28.58%

Revenue: $16.5B (+21% YoY)
Beat guidance; strongest data center growth in 15 years.

Non-GAAP EPS: $0.52 (+126% YoY)
Crushed expectations; driven by server pricing power.

Non-GAAP Gross Margin: 44.1% (+4.1 pts YoY)
2.1 pts above guidance; improved 18A/Intel 3 yields.

DCAI Revenue (Data Center): $7.3B (+78% YoY)
The undisputed growth engine; Server ASPs surged 54%.

CCPG Revenue (Client/PC): $8.1B (-5% YoY)
The drag: PC demand softened, and memory shortages hit TAM.

Intel Foundry Operating Loss: -$1.9B
Still bleeding, but narrowing (vs. -$2.3B YoY) as 14A progresses.

Q4 Revenue Guidance: $15.0B – $16.0B
Implies YoY growth decelerates; PC slowdown persists.

Q4 Non-GAAP EPS Guidance: $0.25
Sharp QoQ drop, factoring in the Israel fab disruption and PC headwinds.

Intel's Outlook Craters — Is the PC Slump Getting Worse?

Intel fell 3.62% Thursday, then plunged 23.00% after hours on weak Q4 guidance. Q3 revenue of $16.5B missed estimates, while adjusted EPS of $0.41 slightly beat. Q4 guidance of $15B–$16B revenue and $0.25 EPS trailed forecasts. An Israeli facility accident may cut revenue by $300M and gross margin by 200 basis points. Data-center revenue surged 78%, but PC revenue fell 5%. Across Intel, Dell, HP, and Super Micro, which will first signal PC demand has stabilized?

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