🇳🇿Daisuke BEN Hirata @NZの会社経営者

INTEL $INTC Q1’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $13.58B (Est. $12.3B) 🟢; +7% YoY 🔹 Adj. EPS: $0.29 (Est. $0.01) 🟢; +123% YoY 🔹 Gross Margin: 41.0% (Est. 34.5%) 🟢 🔹 Data Center & AI: $5.1B; +22% YoY 🔹 Intel Foundry: $5.42B (Est. $4.81B) 🟢; +16% YoY Q2 Guide: 🔹 Adj. EPS: $0.20 (Est. 8.6C) 🟢; +166% YoY 🔹 Revenue: $13.8B to $14.8B (Est. $13.04B) 🟢; +7% to +15% y/y 🔹 Gross Margin: 39.0% (Est. 36.5%) 🟢 Segment Performance: 🔹 Client Computing Group Revenue: $7.7B; +1% y/y 🔹 Data Center & AI Revenue: $5.1B; +22% y/y Other Metrics: 🔹 Fab 34: Repurchased the 49% minority equity interest in the joint investment entity related to Fab 34 in Ireland 🔹 Altera: Deconsolidated effective September 12, 2025 following sale of 51% of its common stock 🔹 Network & Edge and Mobileye: Segment revenues not separately broken out Financials: 🔹 Operating Margin: 12.3% 🔹 Cash From Operations: $1.1B 🔹 Restructuring and Other Charges: $4,070M Commentary: 🔸 “We delivered robust Q1 results, reflecting the growing and essential role of the CPU in the AI era and unprecedented demand for silicon, as well as our disciplined execution to expand available supply. We remain focused on maximizing our factory network to improve available supply and meet our customers’ needs throughout the year.”

ナスダックとS&P500は本日最高値を更新しました🚀ほとんどすべてのポジションが含み益です👀 米国を信じて来られた皆さん、おめでとうございます🎉🎉🎉🎉

*TRUMP AGREES TO TWO-WEEK IRAN CEASEFIRE TO FINALIZE TALKS