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Intel's shares rose by as much as 17% in after-hours trading following its earnings report.
Intel is experiencing a resurgence in server CPU demand driven by agentic AI and inference workloads.
Intel's gross margins improved due to higher factory utilization driven by strong demand.
Intel's progress on its 18A and 14A manufacturing processes is ahead of expectations.
Intel's AI business (DCAI) grew by double digits year-over-year and is expected to continue this growth rate.
Intel is currently unable to meet the full demand for its server CPUs.
Intel predicts the PC market will decline in the second half of the year.
Intel's forecast for a PC market decline is based on the expectation that PC makers will exhaust their memory chip inventories and face higher spot prices.
Elon Musk stated on an earnings call that his company will use Intel's 14A manufacturing process.
CoinShares currently manages over $6 billion in assets.
CoinShares has remained profitable through every market cycle, including the 2022 downturn.
Intel's PC client segment delivered a strong beat, surprising analysts who were concerned about memory constraints and pricing.