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Intel shares down 13% as company only manages to shrink losses in latest earnings, demand to outpace 2026 supply ā€” $300 million deficit comes despite more than $20 billion in outside investment from Nvidia and friends

Intel shares down 13% as company only manages to shrink losses in latest earnings, demand to outpace 2026 supply ā€” $300 million deficit comes despite more than $20 billion in outside investment from Nvidia and friends
šŸ’”
Verdict: Despite stabilizing in 2025 and strong Q4 results, Intel anticipates supply constraints in Q1 2026, impacting investors and causing a stock dip.
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Intel

āš” Quick Hits

  • Intel's stock price dropped significantly (13%) following the earnings report.
  • The company anticipates supply issues in early 2026, even with substantial external investments.
  • Q4 results were positive, indicating a period of stabilization in 2025.

Intel Faces Supply Constraints in 2026, Stock Dips

Intel's management successfully navigated the company towards stabilization in 2025. However, after a strong Q4 performance, Intel is now projecting supply constraints for Q1 2026. This news has negatively impacted investor confidence, resulting in a 13% drop in Intel's stock price. The company anticipates demand will exceed supply despite significant investments. The report indicates a $300 million deficit, even with $20 billion in investments.

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*Source Intel: Read Original*

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