Intel Earnings Surge +4% as AI CPU Demand Sparks Massive Rally
Can Intel's massive pivot to AI-driven CPUs finally break Nvidia's monopoly and secure a long-term turnaround for the chipmaker?
Intel Corporation designs, develops, manufactures, markets, sells, and services computing and related end products and services in the United States, Ireland, Israel, and internationally. It operates through three segments: CCG, DCAI, and Intel Foundry. The company offers client computing group products, including client and commercial CPUs, discrete client GPUs, edge computing, and connectivity products; data center and AI products, such as server CPUs, discrete GPUs, and networking products; and semiconductors comprising wafer fabrication, substrates, and other related products and services. It also provides driving assistance and self-driving solutions; and develops…
| Quarter | Revenue | YoY | Net Income | EPS (dil.) | YoY | Gross Margin | Op. Margin |
|---|---|---|---|---|---|---|---|
| Q1 2026 Mar 2026 | $13.58B | +7.2% | $-3.73B | $-0.73 | -284.2% | 39.4% | 6.9% |
| Q4 2025 Dec 2025 | $13.67B | -4.1% | $-591.0M | $-0.12 | -300.0% | 36.2% | 4.0% |
| Q3 2025 Sep 2025 | $13.65B | — | $4.06B | $0.90 | — | 38.2% | 6.3% |
| Q2 2025 Jun 2025 | $12.86B | — | $-2.92B | $-0.67 | — | 27.5% | -10.0% |
| Q1 2025 Mar 2025 | $12.67B | — | $-821.0M | $-0.19 | — | 36.9% | -1.1% |
Data from Yahoo Finance. YoY compares the same quarter of the prior fiscal year.
Can Intel's massive pivot to AI-driven CPUs finally break Nvidia's monopoly and secure a long-term turnaround for the chipmaker?