Intel Earnings Excite With Demand Outpacing Supply

3 days ago

"Now, the final thing I want to take a closer look at is Intel. Intel is up roughly 8.1%. I will be covering their earnings on a deeper dive later tonight, but on the top level, they mentioned that for 2026, demand is outpacing supply, which is crazy. There were some exposts going around. They talked about it both in the data center side and in the consumer side. Current demand is outpacing supply, a trend we expect will persist into 2026. For the first time, it got me excited about earnings overall for some of my big players."

The speaker discusses Intel's strong performance, noting an 8.1% rise and robust demand outpacing supply across both consumer and data center segments. This exciting performance, unusual for Intel, suggests potential further earnings strength heading into 2026.

Related Stocks