LoginトレンドニュースAIエージェントミーム・ローンチパッドデサイトップチェーンエクスプローラー初心者向け100x コインビーゲーム重要なウェブサイト必須のアプリクリプトセレブリティデピンルーキーズ・エッセンシャルトラップディテクタ基本的なツール高度な Web サイト交換NFTツールWeb3 ユニバースゲームダップミツバチの巣成長するプラットフォーム広告コインをリチャージするログインWeb3 ユニゲームダップミツバチの巣広告ホーム分析分析LwytOriginal LinkAfter Dell’s Surge, Which AI Infrastructure Stock Could Be Next?Related: Intel Soars 20% as CPU Returns to Center Stage in the Agent Era
Intel reported its first-quarter results for fiscal 2026 on Thursday, with revenue of $13.6 billion, up 7% year-over-year and 11% above the Wall Street consensus. Non-GAAP earnings per share came in at $0.29, compared to analyst estimates of $0.01 — beating expectations by 29 times, an extremely rare gap for a large-cap stock. Following the news, Intel shares rose as much as 20% in after-hours trading. Q2 guidance also pointed in a more aggressive direction, with a revenue range of $13.8 billion to $14.8 billion, above the midpoint of consensus estimates. New CEO Lip-Bu Tan summed up the performance in one sentence during the conference call, essentially saying that the CPU is repositioning itself as an indispensable foundation in the AI era. This has been one of the most debated…#分析# マーケット上一篇
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- Original Author: Jaspreet Singh, Reuters Original Translation Editor: Peggy Editor