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Stockreport

XSD Investors: Intel's Foundry Losses and AI Spending Are the Signals to Watch [Yahoo! Finance]

Intel Corporation (INTC)  More Company Research Source: Yahoo! Finance
Last intel corporation earnings: 4/23 04:07 pm Check Earnings Report
US:NASDAQ Investor Relations: intc.com/investor-relations/default.aspx
FY2026 revenue of $13.64B (up 57% YoY) and Q2 guidance of $18.70B, while Marvell (MRVL) reported data center revenue of $1.52B in Q3 FY2026 (73% of total, up 38% YoY), and Intel (INTC) posted a $2.51B foundry operating loss in Q4 2025. XSD's equal-weight structure automatically rebalances to trim outperformers like Micron and add to laggards like Intel, creating structural drag during bull markets while amplifying downside risk if hyperscaler AI capex spending slows or memory supply tightens. A recent study identified one single habit that doubled Americans' retirement savings and moved retirement from dream, to reality. Read more here XSD is down about 8% over the past month, yet up roughly 52% over the past year. That gap tells the whole story of what semiconductor investors are wrestling with right now: a structural AI demand boom running headlong into near-term supply friction and macro uncertainty. SPDR S&P Semiconductor ETF NYSEARCA:XSD ) takes a different approach than [Read more]
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Stockreport

XSD Investors: Intel's Foundry Losses and AI Spending Are the Signals to Watch [Yahoo! Finance]

Intel Corporation  (INTC) 
More Company Research Source: Yahoo! Finance
Last intel corporation earnings: 4/23 04:07 pm Check Earnings Report
US:NASDAQ Investor Relations: intc.com/investor-relations/default.aspx
FY2026 revenue of $13.64B (up 57% YoY) and Q2 guidance of $18.70B, while Marvell (MRVL) reported data center revenue of $1.52B in Q3 FY2026 (73% of total, up 38% YoY), and Intel (INTC) posted a $2.51B foundry operating loss in Q4 2025. XSD's equal-weight structure automatically rebalances to trim outperformers like Micron and add to laggards like Intel, creating structural drag during bull markets while amplifying downside risk if hyperscaler AI capex spending slows or memory supply tightens. A recent study identified one single habit that doubled Americans' retirement savings and moved retirement from dream, to reality. Read more here XSD is down about 8% over the past month, yet up roughly 52% over the past year. That gap tells the whole story of what semiconductor investors are wrestling with right now: a structural AI demand boom running headlong into near-term supply friction and macro uncertainty. SPDR S&P Semiconductor ETF NYSEARCA:XSD ) takes a different approach than [Read more]
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