Intel Q2: The $1.40 EPS Kicker and the 18A Margin Illusion
Smartkarma
Jul 28
⬆ Intel Corp - Client margin compression due to Panther Lake ramp costs is temporary, DCAI revenue up 59% from AI market growth, and Intel's tax rebate offsets TSMC's cost advantage.
Continue reading on Smartkarma:- https://www.smartkarma.com/insights/intel-q2-the-1-40-eps-kicker-and-the-18a-margin-illusion?utm_source=tiger_community
By Raghav Vashisht, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/raghav-vashisht-5255b210-0522-445d-9560-ebab027dd3be?utm_source=tiger_community
On Intel Corp (INTC):- https://www.smartkarma.com/entities/intel-corp?utm_source=tiger_community
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