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...
KUALA LUMPUR (Jan 31): Bursa Malaysia ended at its intraday low on the last trading day of January, echoing the negative performance of regional bourses and poor global market sentiment. At 5pm on Tuesday (Jan 31), the benchmark FBM KLCI had given up 13.89 points or 0.93% to 1,485.50, from Monday's close at 1,499.39. It opened 5.60 points lower at 1,493.79, and moved between 1,485.50 and 1,493.89 throughout the day. Market breadth was negative, with losers thumping gainers 632 to 325, while 389 counters were unchanged, 861 untraded, and 45 others suspended. Turnover shrank to 4.03 billion units worth RM2.78 billion, against Monday's 4.56 billion units worth RM2.44 billion. Commenting on Tuesday's market performance, Rakuten Trade Sdn Bhd vice-president of equity research Thong Pak Leng said the KLCI closed lower in tandem with the negative performance of regional bourses. “Key regional indices closed lower wi...