Intel heads into its April 23 earnings with rising investor expectations , but the key question remains whether AI-driven CPU demand can offset ongoing margin weakness . Revenue Stable, But Margins Under Pressure Intel is expected to deliver Q1 revenue around US$12.4 billion , slightly above the midpoint of its guidance range. However, the real concern lies in profitability: Gross margin guided at 34.5% , down from 39.2% a year ago EPS near breakeven (~US$0.00) vs US$0.13 last year This highlights continued pressure from costs, utilisation, and product mix , despite improving demand signals. AI CPUs: A Key Growth Driver Intel’s near-term bullish case centers on AI-related CPU demand , particularly its Xeon processors. A key development is its partnership with Alphabet , which reinforces: Intel’s role in AI data centre infrastructure Growing demand for AI inference and general-purpose computing Investors will watch c...
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| FBM KLCI close slightly higher |
Year-end window dressing by fund managers seem to keep FBM KLCI on a slight gain today, an increase by 5 points, 0.29% higher.
The local market is also boosted by the performance in US trade.
Wall Street closed at historic highs while oil prices recouped just a little of the losses suffered when Saudi Arabia dismissed curbing supply.
Top gainers are mainly consumer sector such as British American Tobacco, Dutch Lady etc.
Across the region, Hong Kong’s Hang Seng declined 0.32% while South Korea’s Kospi was down 0.21%.
Japan markets were closed for a holiday.
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