Ai

Intel reported $13.6 billion in Q1 2026 revenue, beating guidance by $1.4 billion and posting a 2,800% earnings-per-share surprise as its Data Center and AI unit grew 22% year-over-year. CEO Lip-Bu Tan's restructuring, combined with progress on the 18A process node and improving foundry yields, has driven a 250% stock rally in 2026. The harder question is whether Intel can close its manufacturing cost gap with TSMC and carve out real ground in AI chips before the recovery narrative runs ahead of