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...
Key Market Movements (Feb 26, 2025)
- FBMKLCI rose 1.32% to close at 1,588.710, marking a strong session for Malaysian equities.
- FBM 70 gained 0.78% (17,003.340), while FBM SCAP edged up 0.22% (16,153.010).
- FBM Emas Index increased by 1.09% to 11,884.270.
Top Gainers & Losers
FBM KLCI Movers
- Top Gainer: CDB (6947.MY) surged 3.18% to RM3.570.
- Top Loser: Nestlé (4707.MY) fell 1.69% to RM88.480.
FBM 70 Movers
- Top Gainer: Padini (7052.MY) jumped 9.94% to RM1.770.
- Top Loser: Penta (7160.MY) dropped 5.45% to RM3.120.
Malaysia REITs Movers
- Top Gainer: Sunway REIT (5176.MY) gained 2.15% to RM1.420.
- Top Loser: IGB REIT (5227.MY) declined 1.02% to RM1.940.
Most Active Stocks
- Maybank (1155.MY) saw high trading volume, rising 1.45% to RM8.750, with a turnover of RM250.30 million.
Summary:
- Malaysia’s stock market ended higher, with FBMKLCI up 1.32%.
- CDB led the gains, while Nestlé recorded the biggest loss on the index.
- Padini was the strongest performer in the FBM 70 index, while Penta was the worst hit.
- Maybank remained the most actively traded stock.
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