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0 0.000637213254035708 0.00318606627017854 0.00106202209005956 0.000849617672047561 0.00573491928632122 0.00754035683942234 0.00913338997451161
Stock impact report

AMD: The Trojan Horse In The Server Room [Seeking Alpha]

Intel Corporation (INTC) 
Last intel corporation earnings: 4/23 04:07 pm Check Earnings Report
US:NASDAQ Investor Relations: intc.com/investor-relations/default.aspx
Company Research Source: Seeking Alpha
Intel is filling H1 2026 orders with current-gen Granite Rapids while Diamond Rapids and Clearwater Forest sit in delay. AMD has two to three quarters of muted competitive response ahead. Unconditional manufacturing commitments of $8.5 billion for 2026 and the ZT Systems acquisition underscore management's strong demand visibility and strategic execution. The AI accelerator business presents major optionality, with multi-year hyperscaler deals, performance-based warrant structures, and upcoming MI450 and Helios deployments as key catalysts. adventtr/iStock via Getty Images Investment Thesis The Magnificent 7 companies spent over $300 billion on AI infrastructure developments in 2025. Projections for 2026 are that four of these largest megacaps are pushing past $625 billion. When you're spending at that level, you don't want This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of AMD either through stock ownership, options, Show less Read more
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