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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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Singapore Market Movers: HongkongLand Leads Gains, Seatrium Drops

 Key Market Movements (Feb 26, 2025)

  • FTSE Straits Times Index (STI) saw mixed performance, with notable stock movements across sectors.
  • Investors focused on property, industrial, and REITs stocks as market sentiment remained cautious.

Top Gainers & Losers

STI Movers

  • Top Gainer: HongkongLand USD (H78.SG) gained 2.66% to S$4.63.
  • Top Loser: Seatrium Ltd (5E2.SG) declined 3.93% to S$2.20.

Singapore REITs Movers

  • Top Gainer: Sabana REIT (M1GU.SG) rose 2.78% to S$0.37.
  • Top Loser: Lippo Malls Trust (D5IU.SG) dropped 6.25% to S$0.015.

Market Sentiment & Outlook

  • Investors showed interest in real estate stocks, with HongkongLand leading gains.
  • Seatrium faced selling pressure, reflecting volatility in the industrial sector.
  • REITs saw mixed movement, with Sabana REIT advancing while Lippo Malls Trust lagged.

Summary:

  • Singapore stocks saw varied performance, with HongkongLand leading gains.
  • Seatrium declined the most, reflecting pressure on industrial stocks.
  • REITs had mixed results, with Sabana REIT rising and Lippo Malls Trust declining.
  • Market sentiment remains cautious as investors weigh sector-specific trends.
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