$INTCB 78.3, fell from 92, while the stock next door, $NVDAB , fell less than a point.
The quarterly results were way above expectations. What dragged it down was next quarter’s outlook. It earned 52 cents per share; the market expected just 40 cents.
Data center sales beat expectations by $700 million, while PC sales fell $700 million short—those two figures canceled each other out. For next quarter, it guided to $15–16 billion, while the market expected $17.1 billion.
PCs aren’t selling because people don’t want them; memory is too expensive, so the price of complete systems is rising and buyers are putting off upgrades. But the CPU maker is getting squeezed by its own suppliers. To me, that looks even worse than the guidance.
The key level is 71.35, a three-month low. Holding above 84 would count as reclaiming the broken support. If it falls below that, there’s no reference point—nobody knows how far it could drop. Watch the closing price.
$AMDB reports earnings next week. Same test.
Are you still holding Intel?
#股票财报季 #USStocks
The quarterly results were way above expectations. What dragged it down was next quarter’s outlook. It earned 52 cents per share; the market expected just 40 cents.
Data center sales beat expectations by $700 million, while PC sales fell $700 million short—those two figures canceled each other out. For next quarter, it guided to $15–16 billion, while the market expected $17.1 billion.
PCs aren’t selling because people don’t want them; memory is too expensive, so the price of complete systems is rising and buyers are putting off upgrades. But the CPU maker is getting squeezed by its own suppliers. To me, that looks even worse than the guidance.
The key level is 71.35, a three-month low. Holding above 84 would count as reclaiming the broken support. If it falls below that, there’s no reference point—nobody knows how far it could drop. Watch the closing price.
$AMDB reports earnings next week. Same test.
Are you still holding Intel?
#股票财报季 #USStocks
