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Intel Earnings Show Growth and CapEx Rise, but Long-Term Turnaround Debated

Bullish Gator

Panelists say Intel’s earnings and rising CapEx hint at a turnaround, but AI upside may be limited; they favor AMD, Vertiv and other AI-adjacent names instead.

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What stands out

Schwab Network's panel turned a short earnings beat into a bigger question: is Intel's turnaround real or largely priced in? Michael Robinson argued the "easy money" is gone after the rally, while Sean O'Hara said the artificial intelligence (AI) spending story matters but Intel's growth will take time even as Capital Expenditures (CapEx) rise. The conversation matters because investors are parsing hardware winners, Intel versus the broader AI supply chain, from Vertiv to Big Tech names like Alphabet and Tesla, after recent CapEx moves raised fresh allocation questions.