• Intel reports Q2 2026 after close; revenue ~ $14.4B (+12% YoY), adj. EPS ~$0.21–0.22. Data center/AI revenue ~ $5.37B (+36% YoY). Foundry revenue and margins in focus after recent customer wins.
  • Intel (INTC) is considering SK Hynix as a potential collaborator on its Ohio semiconductor fabrication project, with SK Hynix among the companies being evaluated for partnership on the facility.
  • Intel signs longer-term CPU supply deals with Chinese data-center clients as they favor CPUs over GPUs for AI work amid rising memory and chip costs.
  • UBS raised Intel's target; traders will watch Q3 outlook, margin recovery tied to processor demand, manufacturing execution, external foundry traction, and data-center headcount cuts.
  • Intel says its Data Center Group is driving a revenue rebound as Xeon processors see growing use in AI data centers; company continues pursuing AI opportunities while lacking accelerator chips.