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Intel Earnings Preview: AI Momentum Faces Crucial Test Against Margin Pressure

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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Sapura Energy Secures RM3.2 Billion in New Contracts

Major Contract Wins Across Regions

  • Sapura Energy (SAPNRG) secured multiple contracts worth RM3.2 billion, boosting its group order book to RM8.7 billion, with joint ventures holding an additional RM5.7 billion.
  • Contracts were awarded to its drilling arm, Sapura Drilling, from key clients across various regions.

Key Contracts & Project Details

  • PTTEP Energy Development Ltd awarded contracts for Sapura T-17 and Sapura T-18 drilling rigs, set to commence Q2 FY2026 with a 5-year firm period + 3-year extension option.
  • Cabinda Gulf Oil Company (Chevron’s subsidiary) extended the Sapura Jaya rig contract in Angola until November 2025.
  • ExxonMobil Malaysia awarded a 30-month drilling contract for the Sapura Berani rig, starting Q1 FY2026.
  • EnQuest Malaysia awarded a contract for Sapura Esperanza rig to drill four offshore wells.

Expanding Engineering & Construction (E&C) Division

  • The E&C segment secured projects in Brazil and Australia for pipeline installation and asset removal.

Financial & Market Position

  • Sapura Energy remains in PN17 status since May 2022, working towards financial recovery.
  • Stock closed unchanged at 3 sen, with a market capitalization of RM551.3 million.

Summary:

  • Sapura Energy secured RM3.2B in new contracts, expanding its order book to RM8.7B.
  • New projects span Malaysia, Angola, Brazil, and Australia.
  • Contracts include drilling and engineering & construction works.
  • Company remains in PN17 status, focusing on operational excellence & financial recovery.
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