Intel just smashed earnings and revenue expectations for Q2 2026, with EPS doubling forecasts and revenue soaring $1.7 billion over projections. CEO Lip-Bu Tan says demand is outpacing supply, fueled by global AI infrastructure growth. Despite strong Q3 guidance, the stock plunged 33% in a month—partly due to rising capex plans for 2027, raising investor concerns about future returns and potential dilution. Yet, the stock’s 128% YTD surge shows strong momentum, and many see the dip as a buying opportunity. Intel’s AI-driven chip dominance remains critical—but any AI slowdown could be devastating. For now, a gradual, small-position approach may be smart.
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