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Altimmune, Inc. is a clinical stage biopharmaceutical company, which focuses on the development of novel peptide-based therapeutics for the treatment of obesity and liver diseases. The company's lead product candidate, pemvidutide, is a GLP-1/glucagon dual receptor agonist that is being developed for the treatment of obesity and NASH. In addition, Altimmune is developing HepTcell, an immunotherapeutic designed to achieve a functional cure for chronic hepatitis B. The company was founded in 1997 and is headquartered in Gaithersburg, MD.

Altimmune Inc

Altimmune is trending due to significant enthusiasm around its pemvidutide program, highlighted by a recent Breakthrough Therapy Designation for MASH and robust clinical data. The community is actively discussing potential buyouts or partnerships, perceiving the company as undervalued in the competitive GLP-1 and MASH sector, which is fueling speculation about a major short squeeze and driving considerable trading volume.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Network and Edge (NEX), Mobileye, Accelerated Computing Systems and Graphics (AXG), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The NEX segment offers computing system solutions from inflexible fixed-function hardware to general-purpose compute, acceleration, and networking devices running cloud native software on programmable hardware. The Mobileye segment develops driving assistance and self-driving solutions. The AXG segment provides products and technologies designed to help customers solve the toughest computational problems. Its products include CPUs for high-performance computing and GPUs targeted for a range of workloads and platforms, from gaming and content creation on client devices to delivering media and gaming in the cloud, and the most demanding high-performance computing and AI workloads on supercomputers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968 and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is actively discussed across financial platforms following its latest earnings call, which revealed strong product demand but also significant short-term supply constraints impacting its immediate outlook. This has polarized the community, with some investors seeing a "buy the dip" opportunity, banking on the company's strategic national importance and long-term turnaround in semiconductor manufacturing. However, others remain cautious, pointing to ongoing execution challenges and questioning the stock's valuation amidst a competitive landscape.

Novo Nordisk A/S is a global healthcare company, which engages in the discovery, development, manufacturing and marketing of pharmaceutical products. It operates through the Diabetes and Obesity Care, and Rare Disease segments. The Diabetes and Obesity Care segment includes diabetes, obesity, cardiovascular, and emerging therapy areas. The Rare Disease segment refers to rare blood disorders, rare endocrine disorders, and hormone replacement therapy. The company was founded by Harald Pedersen and Thorvald Pedersen in 1923 is headquartered in Bagsværd, Denmark.

Novo Nordisk - ADR

Novo Nordisk A/S

Novo Nordisk is actively trending as community excitement builds around exceptionally strong early prescription data for its newly launched oral weight-loss medication, seen as a significant game-changer in the GLP-1 market. Investors are enthusiastically discussing the substantial upside potential and the company's competitive advantage with the oral form, largely shrugging off recent geopolitical noise.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is trending as the community eagerly discusses the finalized deal for a US joint venture involving TikTok, where Oracle plays a pivotal role in cloud infrastructure and security. Many anticipate this could drive significant new revenue and solidify Oracle's standing in the AI and sovereign cloud sectors, though some maintain caution regarding the broader impact on its valuation and existing debt.

Redwire Corp. manufactures and supplies space equipment. It offers critical space solutions and reliability components for the next generation space economy with IP for solar power generation and in-space 3D printing and manufacturing. It assists its customers in solving challenges of future space missions. The company was founded in 2020 and is headquartered in Jacksonville, FL.

Redwire Corporation

Redwire Corp

Redwire is trending as it streamlines operations, notably by sunsetting its Edge Autonomy brand, while securing pivotal roles in major space initiatives like Blue Origin's Blue Ring platform and the Orbital Reef commercial space station. The community is buzzing about the company's foundational work in space infrastructure and defense, with many highlighting its robust contracts and diverse portfolio as drivers for long-term growth and potential for a short squeeze.

Abbott Laboratories engages in the discovery, development, manufacture, and sale of healthcare products. It operates through the following segments: Established Pharmaceutical Products, Diagnostic Products, Nutritional Products, and Medical Devices. The Established Pharmaceutical Products segment refers to the line of branded generic pharmaceuticals manufactured worldwide and marketed and sold outside the United States in emerging markets. The Diagnostic Products segment markets diagnostic systems and tests for blood banks, hospitals, commercial laboratories, clinics, physicians' offices, retailers, government agencies, and alternate care testing sites. The Nutritional Products segment caters to the worldwide sales of pediatric and adult nutritional products. The Medical Devices segment includes a broad line of rhythm management, electrophysiology, heart failure, vascular and structural heart devices for the treatment of cardiovascular diseases, and diabetes care and continuous glucose monitoring products, as well as neuromodulation devices for the management of chronic pain and movement disorders. The company was founded by Wallace Calvin Abbott in 1888 and is headquartered in Abbott Park, IL.

Abbott Laboratories

Abbott Laboratories is trending due to a significant stock decline following its recent Q4 earnings report, which revealed a revenue miss and cautious near-term guidance, notably impacted by nutrition segment performance. Despite strong contributions from Medical Devices and Diabetes Care, community discussion highlights concerns over formula pricing and overall sales, leading many to debate whether the sharp sell-off is an overreaction. Investors are split between those viewing current levels as a "buy the dip" opportunity for a fundamentally strong company and those anticipating further volatility.

Ascent Solar Technologies, Inc. engages in the design, development, and manufacture of solar technology and power solutions for remote locations and extreme environments. It integrates photovoltaic modules into a variety of applications such as aerospace, defense, transportation, and electronic products. The company was founded by Mohan S. Misra and Joseph H. Armstrong on October 18, 2005 and is headquartered in Thornton, CO.

Ascent Solar Technologies Inc

Ascent Solar Technologies is trending due to heightened speculation surrounding its thin-film solar technology, following Elon Musk's comments on the necessity of featherweight arrays for orbital AI. Community discussion highlights the company's strategic advisor, a SpaceX co-founder, and its confirmed role in major defense and space constellations like "Golden Dome." This confluence of events has ignited bullish sentiment, positioning ASTI as a speculative play within the rapidly expanding space infrastructure sector.

NuScale Power Corp. provides proprietary and innovative advanced small modular reactor (SMR) nuclear technology, with a mission to help power the global energy transition by delivering safe, scalable, and reliable carbon-free energy. Its products include VOYGR SMR Plants and Energy Exploration (E2) Centers. The company was founded by José N. Reyes in 2007 and is headquartered in Corvallis, OR.

NuScale Power Corporation - Ordinary Shares - Class A

NuScale Power Corp

NuScale Power is experiencing strong upward momentum, driven by renewed bullish sentiment for nuclear energy from political leaders and the urgent global demand for small modular reactors (SMRs) to power data centers and advance decarbonization goals. Community discussion highlights the company's unique regulatory advantage with its NRC-certified design and the potential for a significant short squeeze, alongside growing institutional interest in the sector.

SEALSQ Corp. is a holding company, which engages in the security of microcontrollers. It operates through the following geographical segments: North America, Europe, Middle East, Africa, Asia Pacific, and Latin America. It focuses on authentication process, digital certification, and covering individual patents of semiconductors. The company was founded on April 1, 2022 and is headquartered in Cointrin, Switzerland.

SEALSQ Corp

SEALSQ Corp. is trending due to its announced Memorandum of Understanding with the Government of Gujarat and Kaynes SemiCon to establish a quantum-resistant semiconductor center in India, capable of producing 300 million units annually. The community is highly optimistic about this strategic move, viewing the company as a leader in post-quantum security crucial for the "Age of Convergence" of AI and IoT, while also discussing significant short interest. Ongoing presentations at the World Economic Forum in Davos further underscore the company's role in developing secure, quantum-resilient digital infrastructure.

Terrestrial Energy, Inc. is an advanced nuclear technology company focused on next-generation nuclear energy systems. The company is developing the Integral Molten Salt Reactor (IMSR), an innovative type of Generation IV molten salt reactor designed to produce reliable, low-carbon heat and electricity at competitive costs. The company is headquartered in Charlotte, NC.

Terrestrial Energy Inc.

Terrestrial Energy (IMSR) is trending following a significant Department of Energy agreement for its Integral Molten Salt Reactor (IMSR) pilot program, which accelerates its path to deployment using readily available standard uranium fuel. The community is actively comparing IMSR to Oklo (OKLO), seeing it as a potentially undervalued "OKLO 2.0" with strong long-term prospects amid increasing demand for nuclear energy to power AI data centers.

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Intel, SLB And 3 Stocks To Watch Heading Into Friday

US stock futures up, focus on earnings: BAH, ISRG beat expectations, INTC issues weak outlook, SLB's results expected.read more...

Intel Won't Rush Costly Chip Capacity Buildout Despite AI Boom, Even As Rivals TSMC And Samsung Spend Big Bucks: Here's Why

Intel said it will prioritize capital discipline and manufacturing efficiency over rushing new chip capacity buildouts amid the AI boom, even as TSMC and Samsung spend aggressively, after beating...

<ul class="summary-bullets"><li>Futures steadied as investors balanced easing geopolitical tensions with fresh earnings-driven volatility.</li><li>Retail dip-buying remained active, even as policy uncertainty continued to dominate trader sentiment.</li><li>Market focus stayed on Trump’s recent trade and geopolitical developments after a volatile week.</li></ul>U.S. stock futures were slightly higher early Friday as investors&nbsp;digested easing geopolitical risks, an earnings-driven drop in Intel shares, and signs of aggressive retail dip-buying following two consecutive sessions of gains on Wall Street.As of 12.02 p.m., Nasdaq 100 and S&amp;P 500 futures rose about 0.2%, while Dow futures added around 0.07%.On Stocktwits, retail sentiment toward the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF Trust (SPY)</a> was ‘bearish’ amid ‘high’ message volume. Sentiment toward the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a> was also ‘bearish’ amid ‘high’ message volume, while sentiment toward the&nbsp;<a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust (DIA)</a> was ‘neutral’ amid ‘high’ message volume.<h2 class="st-heading-2">Market Drivers</h2>In the prior session, the Dow Jones Industrial Average rose 306.78 points, or 0.63%, while the S&amp;P 500 gained 0.55% and the Nasdaq Composite advanced 0.91%. The Russell 2000 closed at a record high.Stocks extended gains after U.S. President Donald Trump walked back planned tariffs on imports from eight European nations set to begin Feb. 1 and pointed to a “framework” agreement with NATO Secretary General Mark Rutte on Greenland. While details remain limited, Denmark reiterated that sovereignty is non-negotiable, and investors took relief from the swift de-escalation following earlier market turbulence.The Kobeissi Letter&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/KobeissiLetter/status/2014433889356312971">said on X</a> that individual investors net bought about $1.8 billion of the SPY ETF on Thursday, the largest daily inflow since October and the third-largest since the April 2025 market recovery. Year to date, retail purchases have exceeded $1.0 billion daily, while weekly inflows reached roughly $12 billion, including $4.9 billion into single stocks, marking the highest&nbsp;such&nbsp;buy in&nbsp;nine months.Meanwhile, a&nbsp;<a href="https://stocktwits.com/discussions/whats-the-biggest-driver-of-market-volatility-right-now/642615728">Stocktwits poll</a> with more than 4,000 votes showed 68% of users citing policy uncertainty tied to Trump as the main driver of volatility, compared with 13% pointing to earnings and guidance, 13% to liquidity and algorithmic trading, and 6% to options and dealer positioning.<h2 class="st-heading-2">Trending Stocks To Watch</h2>Intel (INTC): Shares fell about 7% after hours after the company&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/intc-vs-amd-which-chip-stock-has-a-better-upside-this-year/cmybAivR4Xr">issued a softer outlook for the first quarter of 2026</a>, citing depleted buffer inventory and acute supply constraints.Altimmune (ALT): Shares rose more than 2% in extended trading as<a href="https://stocktwits.com/news-articles/markets/equity/alt-stock-rallies-what-does-retail-think/cmUCEFgR4XK"> investors continued to react</a> to the FDA’s Breakthrough Therapy Designation for Pemvidutide in metabolic dysfunction-associated steatohepatitis.SEALSQ (LAES): Shares slipped around 0.4% after hours following&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/sealsq-breaks-5-barrier-on-mou-with-indian-state-whats-retail-saying/cmUC5HXR4XO">plans for a semiconductor joint venture in India</a>.Ascent Solar Technologies (ASTI): Shares jumped over 16% in extended trading on&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/asti-shares-surged-today-whats-elon-musk-got-to-do-with-it/cmUCfMkR4XV">updates around its 2026 growth plans</a>.<a href="https://stocktwits.com/symbol/UNH">UnitedHealth Group (UNH)</a>: Shares edged down about 0.3% after hours as&nbsp;traders gear up for its full-year 2025 earnings release and 2026 guidance, scheduled for Jan. 27, before the market opens.<h2 class="st-heading-2">Broader Markets</h2>In broader markets, the benchmark 10-year U.S. Treasury yield hovered around 4.25%, while gold held near record levels above $4,900 per ounce. Asian markets traded mostly higher, with Japan’s Nikkei edging up ahead of the Bank of Japan’s policy decision, while the MSCI Asia-Pacific index posted modest gains.Among the catalysts for the day are the S&amp;P flash U.S. manufacturing PMI, S&amp;P flash U.S. services PMI, and the final January consumer sentiment report for fresh direction.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Dow, Nasdaq, S&P 500 Futures Steady After Volatile Trump Week: Why Traders Are Eyeing INTC, ALT, ASTI, UNH, LAES Today

Markets digested recent gains, elevated retail activity, and focused on Trump’s trade and geopolitical developments.

Equity

<ul class="summary-bullets"><li>Intel trades above its average price target, implying about 22% downside, while AMD offers nearly 13% upside with a stronger Wall Street consensus.</li><li>Intel flagged a “hand-to-mouth” Q1 as supply and margin pressures persist, with recovery targeted toward 40% margins later in 2026.</li><li>AMD heads into earnings on Feb. 3 with focus on AI and data center demand, with key catalysts tied to OpenAI expected in Q4 2026.</li></ul>As U.S. chipmakers&nbsp;enter a key earnings window, investors are reassessing whether Intel or Advanced Micro Devices offers the stronger upside in 2026, with earnings, analyst targets, and policy dynamics coming into focus.<h2 class="st-heading-2">Where Wall Street Sees The Risk And Reward</h2>According to Koyfin data, Intel’s 12-month average price target is $42.46, below its current price of $54.32, implying a 22% downside. The stock is covered by 46 analysts, with one ‘Strong Buy’, seven ‘Buy’, 33 ‘Hold’, two ‘Sell’, and three ‘Strong Sell’ ratings, giving it a ‘Hold’ consensus.Meanwhile, AMD’s 12-month average price target stands at $286.59, above its current price of $253.73, implying nearly 13% upside. The stock is&nbsp;covered by 53 analysts: five rate it ‘Strong Buy’, 36 ‘Buy’ and 12 ‘Hold’ — giving it a ‘Strong Buy’ consensus.Intel shares have jumped 148% and AMD shares 105% over the past 12 months, both&nbsp;outpacing the S&amp;P 500’s 15% gain and the SOXX semiconductor index’s 49% rise.<h2 class="st-heading-2">Intel’s Margins Under Pressure As Supply Tightens</h2>Intel shares fell more than 7% after hours&nbsp;on Thursday as the chipmaker&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/intel-shares-tank-on-lackluster-q1-outlook-despite-earnings-beat/cmUCWbWR4Xo">issued a softer outlook for the first quarter of 2026</a>.<img src="https://news.stocktwits-cdn.com/intc_chart_png_eb53796296.webp" alt="intc chart.png">Following earnings, Roth Capital raised its price target on Intel to $50 from $40 while maintaining a ‘Neutral’ rating, implying an about 8% downside from the last close. The firm cited strong Q4 data center demand but said seasonally weaker first-quarter revenue and gross margin contraction are being driven by manufacturing constraints. Roth expects 2026 growth support from AI data center demand for Intel’s x86 CPUs, alongside traction from newer client processors and foundry and packaging customers.On the earnings call, CFO Dave Zinsner said buffer inventory is largely depleted, leaving Intel with its most acute supply constraints in the first quarter.“As we enter 2026, our buffer inventory is depleted,” Zinsner said, describing the period as a “hand-to-mouth” quarter. He said revenue would have been higher with adequate supply and that conditions should begin improving in the second quarter of 2026, though the company “won’t be completely out of the woods” immediately.Intel said it is prioritizing wafer supply toward mid to high-end client chips and data center processors, even if that leads to short-term market-share shifts. Zinsner said the projected 34.5% gross margin in Q4 is “by no means an acceptable level,” and that recovery depends on yield and throughput improvements. The company’s first target is restoring margins to around 40% later in 2026.<h2 class="st-heading-2">AMD Enters Earnings With AI Catalysts In Focus</h2>AMD is scheduled to report earnings on Feb. 3, with a focus on data center and AI demand. Earlier this week,&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/whats-sending-advanced-micro-devices-shares-higher-this-morning/cmUDC24R4fu">Bernstein raised its price target</a> to $225 from $200 while maintaining a ‘Market Perform’ rating, implying about 11% downside. The firm models Q4 revenue of $9.7 billion and earnings per share of $1.31.<img src="https://news.stocktwits-cdn.com/amd_chart_png_da4b4d3c9c.webp" alt="amd chart.png">RBC Capital initiated coverage with a ‘Sector Perform’ rating and a $230 price target, implying around 9% downside, and said major catalysts may not emerge until MI450 ramps for OpenAI in Q4 of 2026. Citi maintained a ‘Neutral’ rating and $260 price target, implying roughly 2% upside, citing muted margin leverage.This month, AMD also signed a 10-year data center lease with Riot Platforms, securing 25 megawatts initially, with options to expand to 200 megawatts.<h2 class="st-heading-2">Policy Tailwinds And Headwinds</h2>Intel continues to benefit from U.S. government support following Washington's 10% stake in the company in August 2025. U.S. President Donald Trump recently praised Intel’s Core Ultra Series 3 processors as domestically designed and manufactured.Meanwhile, AMD faces export-related uncertainty under updated Commerce Department rules that require approval to sell advanced AI chips such as the MI325X to China.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment for Intel was ‘extremely bullish’ amid ‘extremely high’ message volume, with chatter soaring more than 300% and the number of watchers rising 16% over the past year.<figure class="image"><img src="https://news.stocktwits-cdn.com/intc_ss_png_9a12bf23f0.webp" alt="intc ss.png" width="969" height="139"><figcaption>TSLA sentiment and message volume as of January 22 | Source: Stocktwits</figcaption></figure>Meanwhile, retail sentiment for AMD was ‘bullish’ amid ‘high’ message volume, with message activity down 26% over the past year, while the number of watchers increased 6% over the same period.<figure class="image"><img src="https://news.stocktwits-cdn.com/amd_ss_png_5b76d7e8f6.webp" alt="amd ss.png" width="968" height="144"><figcaption>AMD sentiment and message volume as of January 22 | Source: Stocktwits</figcaption></figure>One user noted that the chip rivalry between Intel and AMD “keeps momentum active.”<stembedurl>https://stocktwits.com/MomentumAnalyticsNetwork/message/642642380</stembedurl>Another user said Intel has leaned heavily on government support, adding it has been years since it delivered a competitive product and that long-term contracts are fading, while AMD is “cooking them.”<stembedurl>https://stocktwits.com/dbatech99/message/642638144</stembedurl>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the AMD (Advanced Micro Devices) logo is seen displayed on a smartphone screen with an Intel logo in the background. (Photo Illustration by Algi Febri Sugita/SOPA Images/LightRocket via Getty Images)

INTC vs AMD: Which Chip Stock Has A Better Upside This Year?

Intel has political tailwinds from the U.S. government backing, while AMD faces export uncertainty tied to China approvals.

INTC vs AMD Comparison: Which Chip Stock Has A Better Upside This Year?

Intel, GE Aerospace, Intuitive Surgical, Capital One And Meta Platforms: Why These 5 Stocks Are On Investors' Radars Today

On Thursday, Jan. 22, 2026, INTC, GE, ISRG, COF, META were among the stocks seen trending among investors.read more...

<ul class="summary-bullets"><li>The company’s earnings per share also beat estimates, coming in at $0.15 versus street estimates of $0.08.</li><li>Intel projected a revenue of $11.7 billion to $12.7 billion for the next quarter, while street expectations were at $12.5 billion, as per Fiscal.ai data.</li><li>The company attributed the lower guidance to chip supply constraints, expected to be at its lowest level in Q1.</li></ul>Shares of Intel Corp. (INTC) slid over 12% in Thursday’s after-market hours as the company provided a soft outlook for the first-quarter (Q1) 2026 in its latest earnings update.Intel’s fourth-quarter (Q4) results, however, beat analyst expectations, reporting higher-than-expected revenue and earnings per share.<h2 class="st-heading-2">Results Snapshot</h2>Intel reported Q4 revenue of $13.7 billion, down 4% year-on-year, but beating analyst expectations of $13.3 billion, as per data from Fiscal.ai. The company’s earnings per share also beat estimates, coming in at $0.15 versus street estimates of $0.08.Meanwhile, the company’s full-year revenue for 2025 came in at $52.9 billion, beating street consensus of $52.5 billion.“We delivered a solid finish to the year and made progress on our journey to build a new Intel. The introduction of our first products on Intel 18A – the most advanced process technology developed and manufactured in the United States – marks an important milestone, and we’re working aggressively to grow supply to meet strong customer demand,” said Lip-Bu Tan, Intel’s CEO.However, the company’s outlook for Q1 2026 came in below street expectations. Intel projected a revenue of $11.7 billion to $12.7 billion, with the lower-end of the projection coming in much below street expectations of $12.5 billion, as per Fiscal.ai data.The chipmaker also projected earnings per share to be nil in the upcoming quarter, versus a street expectation of $0.05.<h2 class="st-heading-2">Supply Constraints</h2>The company attributed the lower guidance to chip supply constraints, expected to be at its lowest level in Q1. “As we enter 2026, our buffer inventory is depleted and the mix shift in wafers towards servers, which began in Q3, will not come out of fab until late Q1 26,” said Dave Zinsner, Intel’s Chief Financial Officer, during the earnings call.“As a result, and as we stated last quarter, our internal supply constraints are most acute in Q1,” he said. Zinsner added that while this is expected to improve in the following quarter, the company still “won’t be completely out of the woods here.”However, he said that things would improve through the year progressively. “We expect our factory network to improve available supply beginning in Q2, and for each of the remaining quarters in 2026,” Zinsner said.To manage limited capacity, Zinsner said Intel will be shifting its wafer supply away from lower-end PC products to prioritize mid- to high-end client chips. Any additional capacity would be redirected to data center products, where demand and strategic importance are higher.As a result, Intel expects some market-share fluctuations, but its priority is ensuring reliable supply to its largest and most important customers across both data center and client segments, Zinsner added.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/INTC">INTC shares</a> remained in the ‘extremely bullish’ territory over the past day amid ‘extremely high’ message volumes.One user predicted the company’s shares would tank to $37 next week from the current $47 levels.<stembedurl>https://stocktwits.com/ProKnifeCatcher87/message/642621328</stembedurl>&nbsp;Another bearish user wondered about how the guidance could be lower, given the recent surge in AI, while touting ‘bubble popping’.https://stocktwits.com/azstockguy/message/642615489A bullish user, however, said the earnings were not so bad, highlighting the slew of products that Intel has lined up that would propel it forward in the long run.<stembedurl>https://stocktwits.com/Torjaner/message/642617742</stembedurl>&nbsp;Shares of INTC gained over 148% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Intel Corporation logo is being displayed on a smart phone, with an Intel chip visible in the background.

Intel Shares Tank On Lackluster Q1 Outlook Despite Earnings Beat

Intel reported fourth-quarter revenue of $13.7 billion, beating analyst expectations of $13.3 billion, as per data from Fiscal.ai. 

Intel Q4 Earnings Call Highlights

Intel (NASDAQ:INTC) executives used the company's fourth-quarter 2025 earnings call to highlight progress on an internal reset, improving execution on new process technologies, and accelerating...

Markets Up on Decent PCE & Earnings. Q4 After the Close: INTC, COF, CSX

Year over year PCE moved back up to +2.8% after dipping 10 bps the prior month, and Intel sells off even after beating estimates in Q4.

Intel (INTC) Reports Q4 Earnings: What Key Metrics Have to Say

The headline numbers for Intel (INTC) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Intel Struggles to Meet Demand, CEO Says After Earnings

Intel Corp. gave a lackluster forecast for the current quarter because supply shortages are making it harder to meet customer demand. Chief Executive Officer Lip-Bu Tan told Bloomberg's Ed Ludlow...

$INTC Q4 &#39;25 Earnings Results &amp; Recap

• Reported GAAP EPS of -$0.12 down -300.00% YoY
• Reported revenue of $13.67B down -4.11% YoY
• Intel forecasts first-quarter 2026 revenue of $11.7 billion to $12.7 billion, with GAAP EPS of $(0.21) and non-GAAP EPS of $0.00. Intel expects non-GAAP gross margin to be approximately 34.5%.

Stocktwits

 Q4 '25 Earnings Results & Recap

• Reported GAAP EPS of -$0.12 down -300.00% YoY
• Reported revenue of $13.67B down -4.11% YoY
• Intel forecasts first-quarter 2026 revenue of $11.7 billion to $12.7 billion, with GAAP EPS of $(0.21) and non-GAAP EPS of $0.00. Intel expects non-GAAP gross margin to be approximately 34.5%.

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Users speculate whether political intervention and government support, particularly from Trump, will rescue the stock and dictate its future trajectory.

Traders are aggressively debating drastic price swings and future targets, fueling a fierce battle between bulls anticipating a bounce and bears predicting further declines to $30-40.

Following a disappointing earnings call and soft guidance, the stock plunged by over 12% after hours, leading to widespread bearish predictions for upcoming sessions.

Intel cited "acute supply constraints" and "depleted inventory" due to surging demand and a strategic shift towards higher-margin server chips, impacting Q1 guidance.

Critical discussions revolve around the stock's extremely high P/E ratio, minimal EPS, and share dilution, prompting intense debate about its fundamental valuation and comparison to competitors.

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