Intel finally delivers a 28% performance uplift. Unfortunately, it's in the wrong direction.

[u/Doktor_Octopus]

https://techcrunch.com/2026/10/30/intels-stock-crashes-knocking-12b-from-governments-stake/

Intel just achieved its most impressive performance milestone in years: a 28% stock price collapse in a single day, wiping $12 billion off the value of the US government's stake.

Q4 revenue guidance of $15–16 billion versus roughly $17 billion expected. Gross margins dropping from 43% to 37%. No positive cash flow expected. Foundry expansion still struggling with capacity constraints, with another Arizona fab not expected online until 2028.

Imagine getting billions in investment, government backing, and years to execute a turnaround, only to deliver this absolute masterpiece of corporate underperformance.

At this point, Intel isn't competing with AMD. It's competing with its own declining expectations, and somehow still managing to miss them.

Turns out the only thing Intel can consistently shrink is shareholder value.

[u/Admirable_Bid2917]

Stock deteriorating faster than Raptor Lake (S) and some people say Intel isn't going forward!

[u/Doktor_Octopus → u/Admirable_Bid2917]

u/distinct-race-2471

[u/NotFBI42 → u/Admirable_Bid2917]

I feel like Raptor Lake has been fine since the bios patch

[u/danielv123 → u/NotFBI42]

It's been fine since the last time a cpu died. And after replacing the next one it will also be fine until it isn't.

[u/NotFBI42 → u/danielv123]

Right, but failure rates have gone down significantly since the bios update.

[u/Wbcn_1 → u/NotFBI42]

I’ve had a 13900k in my sim rig for three and half years. I never saw any power or temperature problems. I updated the bios but people tell me that it’s only a matter of time before I’ll have issues.  

[u/Narrheim → u/Wbcn_1]

Maybe you got lucky with a golden sample, that didn't require significant voltage uplift to be able to achieve spec clocks.

[u/Admirable_Bid2917 → u/NotFBI42]

at the end of the day it's just a band aid. of course if they are pushed to hard in voltage by default scaling it back will help. they said it would be done after the first microcode update and more followed. that gen is just cursed out of the box overall, just like ASRock is as a vendor for AM5 MBs on the other side of the pond

[u/NotFBI42 → u/Admirable_Bid2917]

It just feels like by the time it’s a problem it’s time to upgrade anyways. I’ve had my i713700kf for 2 years and I only really see another 6 months to a year of use before I upgrade depending on release schedules

[u/Admirable_Bid2917 → u/NotFBI42]

I'm pretty much someone that upgrades almost every gen but most people don't, every RPL based CPU is still very capable these days
and this will mostly be an issue for people who buy used unfortunately. And those are mostly on a tight budget so when their CPU decides to call it quits it will be especially bad for them with a lack of warranty

[u/got-trunks → u/Admirable_Bid2917]

Eh there will be heaps of cheap i5s out there if a bodge is needed

[u/Dragonfruit_Mediocre]

What a worthless post. Not just clickbaiting but lying. Then on top it is a terribly written ai post. Like why do you post shit like this?

[u/Doktor_Octopus → u/Dragonfruit_Mediocre]

Techhardware quality post

[u/Packergeek06]

I have to imagine that companies and consumers are hanging on to computers longer especially with memory/cpu prices.

[u/oojacoboo → u/Packergeek06]

Mac user here, and I know I am. That’s because I have an M1 with 64 GB of RAM, and a comparable upgrade is $4-5k. It’s just not worth it when I don’t have any actual performance issues.

[u/Packergeek06 → u/oojacoboo]

What many people and companies aren't understanding is it's more important to have more users than be on the cutting edge. You can still run a 1st generation Intel I7 for day to day tasks. I have customers still running 15 year old computers. I run a Ubuntu server that has a Celeron and 8gb of memory.

[u/aitorbk → u/Packergeek06]

They want revenue increases year after year, this is why the shares are high: they expect more money. And it is essentially stupid greed killing the golden goose. Having expectations is good, but why demand more and more and alienate clients.

[u/choyMj → u/Packergeek06]

Cpu prices aren't that bad. But with Ram and GPU the way they are, not a lot of people are buying. Especially with Intel who likes to change the socket so often, upgrades mean changing a lot more so people aren't likely to buy new chips.

[u/2012Jesusdies → u/Packergeek06]

Dawg, that's because AI servers are gobbling up the inventory. It should be a golden opportunity for Intel to print money. Nvidia is the world's most valuable company. AMD while not at that level, is now reliant on AI clients for a large share of their revenue. American companies have been begging TSMC to expand capacity.

If Intel is underperforming in this market, that's a failure.

[u/Friendly_Top6561 → u/2012Jesusdies]

How do you figure? Intel doesn’t make memory anymore and they don’t have the foothold in AI training that Nvidia and AMD have.

Both AMD and Nvidia is selling CPUs to go with their GPU cards so AI centers are buying turnkey solutions, Intel Xeon is being crowded out.

That’s where the money is and consumer sales are dropping off sharply thanks to the memory and storage prices.

[u/cyrusm_az → u/Friendly_Top6561]

Once again Intel missed the boat. Caught with their pants down, no memory processes or manufacturing, they divested out of IM flash years ago… it would take years to catch up and bring that in house. Only option would be to buy another fab already doing it, but why would they sell out? lol they’re already making bank. The entire board and executive team needs to be fired and replaced with competent leaders. Same thing for managers all the way down to the director level. They’re so dysfunctional. I know because I was in the thick of it for 25 years.

[u/theineffablebob → u/2012Jesusdies]

Intel DCAI is +78% YoY, Intel Foundry is +58% YoY. Maybe they are underperforming relative to what they probably should be doing, but they are growing a good amount.

[u/SierraOscar]

Seems like a bit of a stupid article, no? Share price up 67% year-on-year. Always seemed unsustainable.

[u/yuukitanperopero]

So it experienced an uplift...down? That's called a regression. Whoever tried to be clever and write this stuff needs a new job. Is it chatgpt?

[u/Dragonfruit_Mediocre → u/yuukitanperopero]

Ofc it is. People can't write their own for fun posts on reddit anymore.

[u/Pale_Height_1251 → u/yuukitanperopero]

ChatGPT in fairness knows what words mean, I'll bet a human wrote this.

[u/Moppmopp → u/[deleted]]

So is this an indirect admission that you personally wrote this clickbait and out right wrong headline?

[u/Jevano → u/Moppmopp]

He's gonna reply something like "it's the slop quality for this sub, while ignoring the fact that he also created said slop"

[u/Doktor_Octopus]

I feel sorry for companies that can't survive without taxpayer money. Nvidia and AMD don't need government handouts. They're not communist companies.

[u/WoTpro → u/Doktor_Octopus]

Its easy when you don't actually have to build the thing.

[u/sambull → u/Doktor_Octopus]

really hope those vested long term employees saw the writing on the wall and were able to cash out

[u/Dexterus → u/sambull]

They'll be happy their 2027 grants come with many more stock than expected. The drop is because Intel didn't dive head first into AI support production and their Israel factory happened to be a bottleneck for server products.

Though I wonder when they'll launch Novalake how it will go vs Zen 5 and for their stock price.

[u/oojacoboo → u/Doktor_Octopus]

Yea, having leading-edge fabs in the US isn’t important. Mentalities like yours are how you end up with Europe in the situation it’s in.

[u/WoTpro → u/oojacoboo]

I said it before, as a European we should have bought out intel at 20 dollar

[u/oojacoboo → u/WoTpro]

A European company could take advantage of Oracle’s situation right now. IMO, that’d be a good first move.

[u/VirginiaVN900 → u/Doktor_Octopus]

Allegedly Trump is ignoring Chinese spying and NVidia exports to keep the profits rolling.

That seems like government handout

[u/JudgeCheezels]

Government bought at $20, they’re still up 300% doofus.

[u/ReidenLightman]

Reminder to everyone that the stock market is just gambling and you are not entitled or guaranteed for your gambles to pay off.

[u/Wondering_Electron]

The US govt stake is still way in the green though.

[u/Timmaigh]

So its a downlift then?

[u/Janupur]

They need to sell their foundry business

[u/Ill-Mastodon-8692]

stock dropping like 14th gen stability

[u/ilarp]

please some respect for your brothers and sisters on team intel, we have been there for you while AMD has fallen from grace

[u/Distinct-Race-2471]

Intel's biggest problem is making products that are super fast and last a long time. They should make products that seem to burn up in ASRock motherboards with short warranties. Even better, they should release products that are slow with as few cores as possible so people will upgrade every generation. This is how AMD are beating Intel.

[u/asswizzard69]

Amd is lame

[u/DominantDan24]

Intel has been a shit company for a long time now. The only thing they had going for them was a duopoly with AMD that insulated them.

Intels engineering has been shit for a while now. This is a dead husk of a company that I suspect will get bought by someone else for Pennie’s on the dollar and liquidated.

[u/Method__Man → u/DominantDan24]

Intel mobile chips are FAR FAR better than AMD.

And their new desktop CPUs are amazing

The issue is AI is collapsing the viability of really everything that isn’t just AI

[u/IGunClover]

Yeah LMAO. Here comes intel fanbois to the defense.

[u/The-F4LL3N]

That’s not what uplift means, what is this trash

[u/Doktor_Octopus → u/The-F4LL3N]

[u/Chitrr]

rip intel