• Intel raised 2026 capex to >$20B, 2027 capex set to be higher. Plans expand front‑ and back‑end capacity, speed clean‑room and tool orders for chipmaking and memory. Cash ~ $30B.
  • Intel forecasts Q3 revenue up $2.6B YoY and a 42.0% gross margin, per its forward-looking guidance for the coming quarter; key figures for traders monitoring INTC.
  • Intel is negotiating one- to two-year server CPU supply deals with Chinese buyers as AI-driven data-center demand outstrips supply; server CPU prices and lead times in China have surged.
  • Intel raised its revenue outlook, citing stronger data-center demand and rising spending. Company says data-center segment is the main driver of the upgraded revenue forecast for the period.
  • Intel highlighted Foundry and AI momentum: progress on Intel 18A manufacturing, launch of Xeon 6+ for data centers, Core Ultra Series 3 adoption for edge AI, and new Arc G-Series GPUs.
  • Intel says its 14A node will be competitive and that the company is committed to high-volume 14A chip production in 2028, confirming roadmap timing and scaling plans relevant to traders
  • Intel said manufacturing yields and cycle times improved, driving better quarterly results. Shares jumped about 9% in after-hours trading after the company highlighted these operational gains.