INTC earnings — 2026-07-23

Per secondary coverage — a r/stocks capture dated 2026-07-24, unverified against the filing or an earnings-call transcript — Intel's Q2 print showed revenue of $16.13B (+25% YoY, beating a roughly $14.4-14.45B consensus), non-GAAP EPS of $0.38-0.42 (versus a roughly $0.21 estimate), Data Center & AI segment growth of +59% YoY, and Q3 guidance of $16.3B revenue / $0.38 EPS against a $15.1B / $0.27 consensus, alongside a 2026 capex raise from $18B to $20B; the same capture describes an initial 12-13% pop fading to roughly 4-7% by the next session. None of these figures are corroborated by a primary filing, transcript, or wire source on disk — the cpu-shortage perspective log's 2026-07-28 entry makes the identical qualification and calls the calendar's own earnings-event record still an unfilled template. The tape itself has not confirmed the bullish framing: full-scan summaries dated 2026-07-28 (semis) put INTC at $86.30, RSI 33.9 (oversold), down -5.9% on the day, -18.2% over 7 days and -34.5% over 30 days, still grouped with a broader hardware/semis selloff rather than repriced higher. For the cpu-shortage thesis, this reported beat-and-raise — if it verifies — leans against the "captive absorption" hypothesis (accelerating datacenter demand and raised capex cut against a merchant-CPU vendor being squeezed out), but it remains one unverified capture-level readout sitting against an unmoved-to-lower tape, not a resolved split.