$INTC

Intel post-earnings call read: $0.26 EPS vs $0.02 expected. WOW what a quarter. Management said demand is still running ahead of output across the business, even as factory output improves. - Advanced packaging demand is far exceeding expectations, with customer demand at billions per year level - explicitly calls out agentic workloads as a driver of CPU investment acceleration - AI-driven businesses growing 40% YoY and representing 60% of Intel's revenue signals a strongly bullish compute sector outlook. - Intel confirms billions of dollars in unmet demand due to supply constraints, directly indicating AI server capacity remains very tight. - Intel increasing tool spending by ~25% YoY to catch up on supply indicates strong demand for semiconductor manufacturing equipment - flags memory a