Intel: Things Change

Intel Corporation delivered a stunning Q2 2026 double-line beat, with revenues of $16.1 billion, up 24% year-over-year. INTC's adjusted gross margin reached 41.8%, and operating margin turned positive, reflecting successful streamlining and AI-driven growth. Data Center and AI segment revenues surged 59%, while the Foundry business rebounded 31%, underscoring broad-based strength. Despite the premium valuation, we recommend holding a core INTC position, as Q3 guidance and long-term prospects remain robust. This idea was discussed in more depth with members of my private investing community, BAD BEAT Investing. Learn More » When it comes to Intel Corporation ( INTC ), did you expect anything less than an outstanding set of results? Look, we were some of the lone bulls on this name when shares were under $20. We invite you