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...
Gapping Up: NIO Inc (NIO.US) : Stock surged 14.4% after the Chinese electric vehicle manufacturer announced a significant $2 billion cash boost from existing shareholders. CVS Health (CVS.US) : Stock increased by 3.2% following reports that Glenview Capital , a major shareholder, is set to discuss potential business improvements with CVS's management. AT&T (T.US) : Stock rose by 1.1% after revealing plans to sell a 70% stake in DirecTV to TPG , a private equity firm, for $7.6 billion . Autodesk (ADSK.US) : Stock climbed 0.8% after Morgan Stanley upgraded the software company to "top pick," highlighting expected accelerations in EPS and revenue growth alongside its appealing valuation. Gapping Down: Stellantis NV (STLA.US) : Stock plummeted 13.4% after the auto giant cut its annual forecasts and announced higher-than-anticipated cash burn, citing worsening industry trends and costly overhauls of its U.S. operations amid intensifying competition from Chinese...