Intel (INTC) Q1 2026 (USD): Adj. EPS 0.29 (exp. 0.01), Revenue 13.58bln (exp. 12.39bln), Q2 revenue view 13.8-14.8bln (exp. 13.04bln), Q2 adj. EPS view 0.20 (exp. 0.09)

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Digital Realty Trust Inc. (DLR) Q1 2026 (USD): Core FFO 2.04 (exp. 1.94), Revenue 1.64bln (exp. 1.60bln)

Newmont (NEM) Q1 2026 (USD) Adj. EPS 2.90 (exp. 2.18), Revenue 7.31bln (exp. 6.52bln), to increase share buyback by USD 6bln

Intel (INTC) Q1 2026 (USD): Adj. EPS 0.29 (exp. 0.01), Revenue 13.58bln (exp. 12.39bln), Q2 revenue view 13.8-14.8bln (exp. 13.04bln), Q2 adj. EPS view 0.20 (exp. 0.09)

US President Trump says 'don't rush me' regarding Iran war length, adds will take out Iran's 'wiseguy ships' if we see them and noted maybe Iran loaded during hiatus, and will knock them out, but we have been speaking and they want to make a deal

US President Trump says car companies are coming from Canada, Mexico and Japan; all the chip companies are coming back to the US; US is leading China in AI

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  • Lands Tesla as first major 14A process customer.
  • Data center and AI revenue 5.1bln (exp. 4.41bln).
  • Lifts 2026 CapEx plan to even with last year.  
  • Intel CFO says it is raising chip prices. 

Context

Intel's Q1 2026 results significantly beat expectations on both adjusted EPS and revenue, which could enhance investor confidence and support the stock price. The strong outlook for Q2 revenue and EPS, along with securing Tesla as a major customer, indicates robust demand in the AI and data center segments. Additionally, the CFO's comments about raising chip prices suggest a favorable pricing environment and potential margin expansion moving forward.

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