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)
- 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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