BloFin Research|10月 30, 2026 12:35
📉 Intel (INTC) plunged 25% after Q3 earnings, despite beating expectations.
The bigger concern was Q4:
🔴 Revenue: $15B to $16B guidance, 8.8% below consensus at the midpoint.
🔴 Adjusted EPS: $0.25 guidance, 42% below consensus and nearly 52% below Q3.
Intel’s Data Center & AI revenue grew 78% YoY, but supply constraints and weaker PC demand are weighing on its near-term outlook.
Google raised questions about AI spending and cash returns.
Intel adds another concern: Can companies turn strong AI demand into revenue and profits fast enough?
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#Intel #Earnings #AI
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