2024-04-30 04:46:25 ET
Summary
- Intel's Q1 earnings report led to a drop in stock price, primarily due to soft Q2 guidance, but the impact is relatively small.
- Intel's dependence on revenue from China poses a significant risk due to deteriorating Chinese-American relations and China's efforts to become less dependent on external technology.
- The changing nature of the server market, with cloud providers making their own processors, adds to Intel's challenges, but recent product improvements offer some hope.
As most people reading this already know, Intel ( INTC ) tanked after their Q1 earnings report. It is a somewhat irrational reaction....
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Intel Q1 Earnings Were More Good Than Bad