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2026-08-01·INTC·earnings surprise
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Intel's 10-Q for the quarter ending June 27, 2026, filed with the SEC on July 24, 2026, shows revenue of $25.526B and a...

Intel's 10-Q for the quarter ending June 27, 2026, filed with the SEC on July 24, 2026, shows revenue of $25.526B and a net loss of $3.739B — a roughly 14.6% net loss margin (Source 1: SEC XBRL).

window 15devidence 9confidence score 100price INTC $97.52

confidence score

Strong evidence: 5 independent source classes support this read.

100
medium confidence5 independent source classesofficialothermarketnewscommunitypasses publish gate
priced-in check

INTC has already moved down -19% over the recent 30-90 day window.

partly priced
as of 2026-08-107d n/a45d n/a90d -19%yahoo

signal brief

Intel's 10-Q for the quarter ending June 27, 2026, filed with the SEC on July 24, 2026, shows revenue of $25.526B and a net loss of $3.739B — a roughly 14.6% net loss margin (Source 1: SEC XBRL). Intel's investor relations page confirms the 'Second-Quarter 2026 Financial Results' press release is live (Source 2: INTC IR). The loss points to continued structural pressure: Intel is spending heavily on its foundry ramp without yet converting it into external revenue at scale.

Prediction-market sentiment corroborates the skepticism. As of August 1, 2026, Manifold consensus puts only a 14% chance Intel's lithography catches TSMC by 2028 (Source 5: Manifold), a 27% chance Intel manufactures NVIDIA chips by end-2026 (Source 3: Manifold), and a 48.7% chance of a TSMC-Intel foundry JV (Source 4: Manifold). The market is essentially pricing Intel's standalone foundry strategy as a coin flip at best.

Client-side datapoints in the same window are marginal: MSI launched a $329.99 Raptor Lake mini-PC with up to 64GB RAM support (Source 9: Reddit r/hardware), and a deals roundup shows Intel's i5-14400F still appearing in mainstream OEM gaming builds (Source 7: Tom's Hardware). These are mature-node, low-ASP wins and do not offset the quarterly loss. Anniversary/novelty coverage (Sources 6, 8) contains no forward-looking signal.

What the sources said:

  • SEC XBRL: 10-Q filed 2026-07-24 — net_income -$3,739,000,000; revenue $25,526,000,000.
  • Intel IR: 'Intel Reports Second-Quarter 2026 Financial Results.'
  • Manifold: 'Will Intel manufacture NVIDIA chips by the end of 2026? YES=27.00%.'
  • Manifold: 'Will there be a joint venture chip foundry between TSMC and Intel? YES=48.73%.'
  • Manifold: 'Will Intel's lithography catch up with TSMC by 2028? YES=14.03%.'

source data used

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Decision support, not stock advice. This signal is research with cited evidence — not a recommendation to buy, sell, or hold any security.