Intel Earnings Preview: AI Boom Hangs in Balance as Q2 Results Approach
Intel (INTC) faces a pivotal Q2 earnings report that will test whether its 186% year-to-date stock surge is justified by AI-driven CPU demand. The company, which posted $13.577 billion in revenue last quarter with 22% Data Center and AI revenue growth, is expected to show its fastest quarterly revenue growth in six years. Key watchpoints include gross margins (expected ~38.8%, with 41% as a bullish signal), a potential Apple foundry deal announced by President Trump but unconfirmed, and PC demand weakness expected in the second half. CEO Lip-Bu Tan argues CPUs are becoming indispensable for AI inference workloads. Options markets show optimism with a put/call ratio of 0.62, and Polymarket gives 87.5% probability of an earnings beat. The stock trades at $105.84, near the analyst target of $106.70, making this quarter critical for the AI-CPU investment thesis.
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