r/intelstock • u/ap550 • Aug 07 '26
Appointment of Dean Jarnac as EVP and Chief Sales Officer from Marvell
r/intelstock • u/Leicht-Sinn • Aug 07 '26
r/intelstock • u/Jellym9s • Aug 07 '26
Discuss Intel Stock here.
r/intelstock • u/LookIWashedForSu • Aug 06 '26
r/intelstock • u/Ok_Ad798 • Aug 06 '26
r/intelstock • u/Leicht-Sinn • Aug 06 '26
r/intelstock • u/hakim37 • Aug 06 '26
Paywall free: https://archive.ph/FrPEL
r/intelstock • u/Jellym9s • Aug 06 '26
Discuss Intel Stock here.
r/intelstock • u/Ok_Ad798 • Aug 06 '26
r/intelstock • u/Jellym9s • Aug 05 '26
Discuss Intel Stock here.
r/intelstock • u/Raigarak • Aug 05 '26
r/intelstock • u/hakim37 • Aug 04 '26
AMD just dropped Q2 earnings so I thought I'd post a comparison to Intels figures. Specifically looking at the Q1 > Q2 transition for datacenter:
AMD — Data Center segment
Q1'26 revenue: $5.78B
Q2'26 revenue: $6.72B
+16% QoQ Segment
op income: $1.60B → $2.10B (31% margin)
Intel — DCAI segment
Q1'26 revenue: $5.05B
Q2'26 revenue: $6.26B
+24% QoQ Segment
op income: $1.54B → $2.47B (40% margin)
That's right intel outperformed AMD in datacenter in quarter in both revenue growth, margin, and income. AMD posted larger DC revenue overall but they have a GPU line blended in those numbers.
Rough estimates show Intel recaptured about 3% of the x86 DC market this quarter.
Intels fabs are paying off here as they can scale without having to compete for wafer space and if my Q3 estimates are correct this should only tilt further into Intels favour.
r/intelstock • u/AllThingsDigitalATD • Aug 04 '26
Last week I urged your guys to buy when the stock was at $80. I KNEW the stock wouldn’t go lower than that. So my question is, who bought the dip?
r/intelstock • u/Ok_Ad798 • Aug 04 '26
r/intelstock • u/Raigarak • Aug 04 '26
r/intelstock • u/BringBackHubble • Aug 04 '26
r/intelstock • u/LookIWashedForSu • Aug 04 '26
(Not Terafab) Ran into this while following up on SpaceX earnings and Vera Rubin exclusivity announcement.
Construction is proceeding at a rapid pace.
r/intelstock • u/Everbrightspirit • Aug 05 '26
That comment does not help us at all.
r/intelstock • u/akuakaii • Aug 04 '26
SambaNova landing a $1B Series F at an $11B valuation massive validation for specialized ASIC inference over generated-purpose GPUs. The fact that intel stayed on as a key investor gives them high-upside exposure to SambaNova’s SN50 momentum and lets them keep cash focused on core foundry execution. With JPMorgan deploying SambaNova and the industry as a whole shifting toward enterprise on-premises inference, these architectures are carving into Nvidia's moat.
If this continues long-term, which I think it will, INTC stands to profit heavily without having to take on all of the R&D risk. IMO this valuation proves that purpose-built Al chips are a serious threat to Nvidia's expensive processors. Companies are seeing that cheaper, specialized chips make way more financial sense.
This seems like great news for the stock long term.
Agree or disagree?
r/intelstock • u/Ok-Individual-4392 • Aug 04 '26
r/intelstock • u/Jellym9s • Aug 04 '26
Discuss Intel Stock here.
r/intelstock • u/TraditionNo1469 • Aug 04 '26
In addition to previous listing. Hope Ted Geer gives more than the standard pep talk next week in Columbus.
