$英特尔(INTC)$ hit a new level of

$英特尔(INTC)$ hit a new level of hype overnight.🔥 -28.58%

Revenue: $16.5B (+21% YoY)
Beat guidance; strongest data center growth in 15 years.

Non-GAAP EPS: $0.52 (+126% YoY)
Crushed expectations; driven by server pricing power.

Non-GAAP Gross Margin: 44.1% (+4.1 pts YoY)
2.1 pts above guidance; improved 18A/Intel 3 yields.

DCAI Revenue (Data Center): $7.3B (+78% YoY)
The undisputed growth engine; Server ASPs surged 54%.

CCPG Revenue (Client/PC): $8.1B (-5% YoY)
The drag: PC demand softened, and memory shortages hit TAM.

Intel Foundry Operating Loss: -$1.9B
Still bleeding, but narrowing (vs. -$2.3B YoY) as 14A progresses.

Q4 Revenue Guidance: $15.0B – $16.0B
Implies YoY growth decelerates; PC slowdown persists.

Q4 Non-GAAP EPS Guidance: $0.25
Sharp QoQ drop, factoring in the Israel fab disruption and PC headwinds.

Intel Plunges 28.6% — Is This a Buying Opportunity?

Intel closed down 28.58% on Friday to $65.76, and the US government's stake is now reportedly sitting on a paper loss of about \$11 billion. The idea that Washington's backing put a floor under the stock is fading fast. If fundamentals can't take over from here, is this plunge a mispriced opportunity — or the start of a fresh valuation reset?

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The idea that Washington's backing put a floor under the stock is fading fast. If fundamentals can't take over from here, is this plunge a mispriced opportunity — or the start of a fresh valuation reset?","image":"https://community-static.tradeup.com/news/7f8c997e22b58699f19a16536f6f3335"}],"images":[{"img":"https://community-static.tradeup.com/news/a99184920282f93bb3180c784213e7ca","width":"800","height":"1570"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/a99184920282f93bb3180c784213e7ca","width":"800","height":"1570"}],"title":"","html":"<html><head></head><body><a href=\"https://ttm.financial/S/INTC\">$英特尔(INTC)$</a> hit a new level of hype overnight.🔥 -28.58% \n \n \nRevenue: $16.5B (+21% YoY) \n \nBeat guidance; strongest data center growth in 15 years. \n \n \nNon-GAAP EPS: $0.52 (+126% YoY) \n \nCrushed expectations; driven by server pricing power. \n \n \nNon-GAAP Gross Margin: 44.1% (+4.1 pts YoY) \n \n2.1 pts above guidance; improved 18A/Intel 3 yields. \n \n \nDCAI Revenue (Data Center): $7.3B (+78% YoY) \n \nThe undisputed growth engine; Server ASPs surged 54%. \n \n \nCCPG Revenue (Client/PC): $8.1B (-5% YoY) \n \nThe drag: PC demand softened, and memory shortages hit TAM. \n \n \nIntel Foundry Operating Loss: -$1.9B \n \nStill bleeding, but narrowing (vs. -$2.3B YoY) as 14A progresses. \n \n \nQ4 Revenue Guidance: $15.0B – $16.0B \n \nImplies YoY growth decelerates; PC slowdown persists. \n \n \nQ4 Non-GAAP EPS Guidance: $0.25 \n \nSharp QoQ drop, factoring in the Israel fab disruption and PC headwinds.\n \n <img src=\"https://community-static.tradeup.com/news/a99184920282f93bb3180c784213e7ca\" tg-width=\"800\" tg-height=\"1570\"></body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/S/INTC\">$英特尔(INTC)$</a> hit a new level of hype overnight.🔥 -28.58% \n \n \nRevenue: $16.5B (+21% YoY) \n \nBeat guidance; strongest data center growth in 15 years. \n \n \nNon-GAAP EPS: $0.52 (+126% YoY) \n \nCrushed expectations; driven by server pricing power. \n \n \nNon-GAAP Gross Margin: 44.1% (+4.1 pts YoY) \n \n2.1 pts above guidance; improved 18A/Intel 3 yields. \n \n \nDCAI Revenue (Data Center): $7.3B (+78% YoY) \n \nThe undisputed growth engine; Server ASPs surged 54%. \n \n \nCCPG Revenue (Client/PC): $8.1B (-5% YoY) \n \nThe drag: PC demand softened, and memory shortages hit TAM. \n \n \nIntel Foundry Operating Loss: -$1.9B \n \nStill bleeding, but narrowing (vs. -$2.3B YoY) as 14A progresses. \n \n \nQ4 Revenue Guidance: $15.0B – $16.0B \n \nImplies YoY growth decelerates; PC slowdown persists. \n \n \nQ4 Non-GAAP EPS Guidance: $0.25 \n \nSharp QoQ drop, factoring in the Israel fab disruption and PC headwinds.\n \n <img src=\"https://community-static.tradeup.com/news/a99184920282f93bb3180c784213e7ca\" tg-width=\"800\" tg-height=\"1570\"></body></html>","text":"$英特尔(INTC)$ hit a new level of hype overnight.🔥 -28.58% Revenue: $16.5B (+21% YoY) Beat guidance; strongest data center growth in 15 years. Non-GAAP EPS: $0.52 (+126% YoY) Crushed expectations; driven by server pricing power. Non-GAAP Gross Margin: 44.1% (+4.1 pts YoY) 2.1 pts above guidance; improved 18A/Intel 3 yields. DCAI Revenue (Data Center): $7.3B (+78% YoY) The undisputed growth engine; Server ASPs surged 54%. CCPG Revenue (Client/PC): $8.1B (-5% YoY) The drag: PC demand softened, and memory shortages hit TAM. Intel Foundry Operating Loss: -$1.9B Still bleeding, but narrowing (vs. -$2.3B YoY) as 14A progresses. Q4 Revenue Guidance: $15.0B – $16.0B Implies YoY growth decelerates; PC slowdown persists. Q4 Non-GAAP EPS Guidance: $0.25 Sharp QoQ drop, factoring in the Israel fab disruption and PC headwinds.","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/624574450372832","repostId":0,"isVote":1,"tweetType":1,"viewCount":202,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["INTC"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":702,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/624574450372832"}