Intel stock continues to plunge in Friday’s trading session after the chipmaker reported disappointing first-quarter guidance, revealing a struggle to meet AI data center demands. The semiconductor manufacturer topped fourth-quarter earnings and revenue estimates. We break down the details and what it all means for investors.
Yahoo Finance Tech and Markets Reporter Laura Bratton comes on Morning Brief to break down the biggest takeaways from Intel’s earnings release, examining the company’s foundry business in terms of AI data center demands and its outlook on its Panther Lake processors.
Hennion & Walsh CIO Kevin Mahn expands upon why he thinks Intel’s honesty over demand struggles is “encouraging,” despite the company issuing weak guidance, which caused shares to fall.
Benchmark Company managing director and senior semiconductor research analyst Cody Acree and Wedbush Securities managing director of equity research Matt Bryson comment on Intel’s latest earnings and guidance figures and what they mean for the AI chip stock going forward in 2026.
Also, catch Cody Acree and Matt Bryson discuss the ripple effects that Intel’s guidance may have on memory chipmakers and prices.
For more of the latest news on Intel and markets, please visit: https://finance.yahoo.com/
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