The uncomfortable truth first: Intel has now surged more than 300% from its 2025 low of $17.67, hit an all-time high of $142.32 in June, pulled back to the low $80s in July, and is now at $89 with this week's 11% move adding another leg. At every step of that run, the same debate has repeated. Is this a genuine foundry turnaround or a series of headline-driven pops on a business still losing money? Thursday's catalyst, the expansion of Intel's foundry toolchain for AI chip customers, is the latest entry in that debate. It is also one of the more substantive ones. Here is what actually happened. Intel expanded its purpose-built silicon business beyond networking and IPUs through the Fortinet Security Processor 6 collaboration. The company confirmed 18A-P has entered risk production on sched

I guess Intel have down side for a while

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Intel’s surge reflects strong market demand for a viable TSMC alternative following the expansion of its foundry toolchain, but this initial rally is driven by sentiment rather than realized earnings. To turn this short-term rebound into a sustained run, Intel must prove it can convert this lowered design friction into binding, high-volume production orders for its advanced nodes (like 18A) and deliver competitive yield rates. Until these toolkits result in concrete tape-outs and high-margin customer wins on the balance sheet, expect the stock to face volatility as the market tests sell-side valuation limits.

$Intel(INTC)$’s second-quarter results demonstrated a meaningful operating recovery: revenue accelerated, gross margin improved and data-centre sales surged. However, the company is committing more capital to manufacturing before its foundry business has conclusively demonstrated that it can generate acceptable returns. Intel reported the results after the market closed on July 23 for the quarter ended June 27. Revenue increased 25% to $16.1 billion, representing the company’s strongest growth in more than 15 years. Non-GAAP earnings reached $0.42 per share, while operating cash flow improved to $7 billion. Intel’s official second-quarter release provides the results. The segment figures were encouraging. Client Computing

$Intel(INTC)$ sell the good news, nothing new. Buy low sell high. To the moon with tiger and Intel

$StarHub(CC3.SI)$  BUY

Intel seems to be very strong however i find the growth is a bit too steep. When experienced steep growth, do expected a steep drop too. That's my 5cents anyway.  Still, it's very nice to hear that intel results are great hits,  i believe stay focus。will be able to gain confidence.

I would call Intel’s sell-off more of a valuation and execution reset than a disproof of the turnaround. Intel’s Q2 was genuinely strong: revenue reached about US$16.1 billion, up 25% YoY, adjusted EPS was US$0.42, and Q3 revenue guidance of US$15.8–16.8 billion comfortably exceeded the roughly US$15.1 billion consensus. AI-driven server demand and improving factory execution are therefore producing tangible results.  The problem is what investors must pay to get there. Intel raised 2026 capex to over US$20 billion, while the expensive 18A ramp remains a drag on margins. Investors are effectively saying: prove that higher spending eventually produces sustainably higher margins and profitable external foundry customers. The broader semiconductor sector also fell sharply on Friday amid

At first glance, it doesn't make sense. Intel delivers one of its best quarterly performances in years. Revenue beats expectations. Profitability improves. Management highlights progress in its turnaround efforts. Yet, instead of celebrating, investors send the stock tumbling nearly 8%. How can a company report good news and still lose billions in market value overnight? The answer lies in one of the most misunderstood concepts in investing: The stock market doesn't reward good companies. It rewards companies that perform better than expectations. The Market Is Forward Looking Many new investors believe stock prices move based on whether the latest results are "good" or "bad." Unfortunately, investing isn't that straightforward. Imagine you're watching your favourite football team. Winning

Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions. Market wrap up for this week. Strap in because next week will be even more interesting than this one. @PawsAndProfits - Specialist in combining FA and TA for Options selling and Swing trading.[666] 

PCT: Should You Invest In INTC v1.0 : PCT = Pandas Coffee Talk. hether Intel Corporation (NASDAQ: INTC) is a good buy depends on your risk tolerance, as Wall Street analysts are currently split with a consensus "Hold" or "Neutral" rating. The stock trades near $100–$103, following a major recovery driven by stronger server demand and recent earnings beats. The Bull Case (Reasons to Buy) Stronger Earnings: Intel reported Q2 2026 revenue of $16.1 billion, beating expectations, with data center AI revenue climbing 59% year-over-year. Manufacturing Progress: Gross margins are showing improvement, hitting 41.8% in recent results. Analyst Targets: Some Wall Street firms have raised their price targets up to $121 or higher, pointing to positive turnaround momentum. The Bear Case (Risks to Conside

Intel will certainly have tremendous earnings report because of the demand for its GPU chips 

Intel’s Q2 looks like a credible turnaround milestone, not yet proof that the turnaround is complete. Revenue hit $16.13B, up 25% YoY, while data-centre revenue jumped 59%. More importantly, Q3 guidance also came in well above expectations.  The bullish case is strengthening: AI infrastructure is reviving demand for Intel CPUs, pricing power is returning, and adjusted gross margin reached 41.8%, with management guiding roughly 42% next quarter.  The catch is valuation and execution. At around $98, investors are already pricing in a substantial recovery. Intel still needs to demonstrate that 18A can ramp economically and external foundry customers can become meaningful, rather than the recovery being mainly stronger CPU pricing and AI server demand. I would view the next phase rou

The earnings report is encouraging, and it's rising again.  @Ai4Joy  @chuaster  @rj18  @yklee21620  @Evey77  @你的墙我来了  @Edwin野心大  @Quinlan Wong  @Ister  @Kostiantyn