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Intel (INTC) stock has extended its strong momentum into 2026, following a significant rally in 2025.
Intel will participate in Elon Musk’s Terafab project, boosting its technology infrastructure profile.
KEY POINTS
- Intel and Google signed a multi-year agreement to deploy next-gen Xeon processors and develop custom IPUs.
- Intel’s Q1 revenue guidance implies a year-over-year decline, mainly due to supply constraints in its PC segment.
- Intel Foundry revenue is projected to rise sequentially, driven by more EUV wafers and improved pricing.
- Options markets expect an 11.7% post-earnings move, higher than Intel’s recent average of 8.9%.
COMPANIES
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