BORSA: Stock News & Alerts Free on the App Store Free on Google Play Get Get ×
← The wire · Thursday, October 29 Intel Q3 beats EPS, weak Q4 guidance and PC slowdown sink shares Intel beat Q3 earnings estimates but issued Q4 guidance far below consensus, citing a PC market slowdown and a plant explosion in Israel. Shares fell 17% after hours.
Sentiment bearish 15
Strongly bearish · 15 of 100 Impact 85
high · market-wide Confidence 95%
high confidence · 16 wires Event developing
v16 · alerted as breaking WHAT WE KNOW Q3 adjusted EPS $0.52 vs est $0.41 Q3 revenue $16.51B vs est $16.54B News Calendar Reports Stocks Sign in CRWD +2.85% $257.56 PM +0.46% $209.75 LITE −5.32% $796.00 NWG +2.00% $15.78 FOX +7.42% $60.37 APOS Prev. session −0.08% $25.00 Oct 30, 16:04 ET MRVL −1.43% $193.59 FLNC +3.85% $5.94 RDDT +0.20% $91.91 ETR Last update +0.23% $110.36 Nov 2, 08:26 ET GPRK −0.83% $10.79 RYAAY +4.32% $56.04 L Last update 0.00% $111.32 Nov 2, 08:23 ET OKTA +0.31% $208.89 ORCL −2.72% $127.12 PRG Last update 0.00% $34.75 Nov 2, 08:24 ET NVDA +1.37% $207.45 AAPL −0.11% $344.24 TSLA +1.43% $405.53 KPTI Last update −7.19% $0.61 Nov 2, 07:06 ET SN +1.92% $212.00 RMD Last update 0.00% $229.94 Nov 2, 08:24 ET PEG −2.80% $72.21 SPCX +2.03% $137.45 KRYS −3.70% $319.99 AXSM −4.11% $138.50 INTC +0.41% $66.03 GOOGL +1.28% $283.41 MSFT +0.90% $526.59 NDAQ +0.52% $106.78 CRWD +2.85% $257.56 PM +0.46% $209.75 LITE −5.32% $796.00 NWG +2.00% $15.78 FOX +7.42% $60.37 APOS Prev. session −0.08% $25.00 Oct 30, 16:04 ET MRVL −1.43% $193.59 FLNC +3.85% $5.94 RDDT +0.20% $91.91 ETR Last update +0.23% $110.36 Nov 2, 08:26 ET GPRK −0.83% $10.79 RYAAY +4.32% $56.04 L Last update 0.00% $111.32 Nov 2, 08:23 ET OKTA +0.31% $208.89 ORCL −2.72% $127.12 PRG Last update 0.00% $34.75 Nov 2, 08:24 ET NVDA +1.37% $207.45 AAPL −0.11% $344.24 TSLA +1.43% $405.53 KPTI Last update −7.19% $0.61 Nov 2, 07:06 ET SN +1.92% $212.00 RMD Last update 0.00% $229.94 Nov 2, 08:24 ET PEG −2.80% $72.21 SPCX +2.03% $137.45 KRYS −3.70% $319.99 AXSM −4.11% $138.50 INTC +0.41% $66.03 GOOGL +1.28% $283.41 MSFT +0.90% $526.59 NDAQ +0.52% $106.78
Q3 adjusted gross margin 44.1% vs est 42.1%
Q3 adjusted operating margin 19.6% vs est 16.5%
Client computing revenue $8.10B vs est $8.82B (down 5% YoY)
Data center & AI revenue $7.32B vs est $6.67B (up 78% YoY) FREE ACCOUNT · NO CARD The headline and the read are open. The reasons are one free account away, on every story. One free account opens every story complete, the live board, the 30-day calendar, a watchlist and breaking alerts on your phone. No card. The wire stays free to read.
WHY IT MATTERS •••••••••• Market transmission and exposed assets BULL / BEAR CASE •••• / •••• Competing evidence, edited together NEWS ON PRICE ••.•% reaction Confirmation versus SPY and sector WHAT TO WATCH •• catalysts The facts that can change the read $INTC on BORSA Intel
$66.03 +0.41%
NEWS READ Bearish
MATERIAL EVENTS 24H 2
STORIES 30D 77
More on Intel (INTC) newest first
Intel (INTC) stock news → How it developed 21 wires · newest first
4:02 PM to 5:43 PM 5:43 PM Intel shares drop 18% after hours on weak Q4 guidance and plant explosion bearish 25 · impact 805:38 PM Intel sees PC TAM down 12% in 2026, 10% in 2027; own client revenue to fall over 20% sequentially in Q4 bearish 20 · impact 805:36 PM Intel CFO: PC could go through a renaissance despite current headwinds bullish 65 · impact 405:35 PM Intel CFO sees PC TAM down 12% in 2026, 10% in 2027 on unit basis bearish 20 · impact 705:25 PM Intel CFO: Memory Shortage Pressure on PC TAM Intensified Late in 3Q bearish 30 · impact 605:23 PM Intel CFO: data-center, AI demand still exceeds supply bearish 30 · impact 605:22 PM Intel CFO cites memory shortages and limited IT budgets for PC weakness bearish 30 · impact 60Where this story sits ringed dot is this story
Every story, complete free account
A free account opens the reasons behind every story, the live board, the 30-day calendar, a watchlist and breaking alerts on your phone, plus 3 complete ticker and report views a day. BORSA Plus removes the daily limit and adds alerts on your names.
Create a free account · no card → BORSA uses AI-assisted classification and synthesis with deterministic event controls. Market sentiment is informational and is not individualized investment advice.
5:09 PM
Intel CEO: PC Environment to Persist Until Memory Availability, Prices Normalize
bearish 35 · impact 30
5:04 PM Intel stock falls 16% after hours on weak Q4 guidance, PC slowdown bearish 15 · impact 80
5:03 PM Intel CEO: server CPU supply challenges could persist in coming quarters bearish 35 · impact 40
4:57 PM Intel CFO Sees PC Slowdown Continuing Through First Half of 2027 bearish 20 · impact 70
4:55 PM Intel shares slide 16% after hours on Q3 miss, weak Q4 outlook; CEO pledges to boost Xeon supply bearish 15 · impact 80
4:36 PM Intel shares tumble on lower Q3 profit, weak Q4 guidance bearish 25 · impact 80
4:08 PM Intel Q3 revenue $16.5B, non-GAAP EPS $0.52; guides Q4 below estimates bearish 20 · impact 85
4:08 PM Intel shares fall more than 22% after Q4 guidance miss, cites PC market softness bearish 25 · impact 80
4:06 PM Intel sees Q4 adjusted EPS $0.25, revenue $15B-$16B, both below estimates; PC market decline into H2 2027 bearish 15 · impact 80
4:06 PM Intel Q3 datacenter, AI and foundry revenue beat; client computing misses bullish 70 · impact 60
4:06 PM Intel Q3 adjusted EPS beats estimates, revenue roughly in line bearish 30 · impact 60
4:05 PM Intel shares drop 20% after Q4 guidance miss bearish 10 · impact 80
4:04 PM Intel guides Q4 revenue to $15B-$16B, below estimates bearish 30 · impact 60
4:02 PM Intel Q3 adjusted EPS beats, revenue in line; Q4 guidance misses estimates bearish 20 · impact 80 · this page SpaceX in talks to buy Boost Mobile or access EchoStar network, report says AI stocks face ballot-box risk as financing fears mount before midterms Treasury polls dealers on auction sizes and long-end buybacks ahead of refunding Bright Minds Biosciences shares slide after FDA partial clinical hold on BMB-101 DEE trial Fluence Energy names interim CEO and CFO, forms manufacturing oversight committee Fox Corp reports fiscal Q1 revenue of $4.57 billion, net income of $957 million Oil Prices Fall More Than 4% as Iran Peace Talks Ease Supply Fears Estée Lauder: it has moved past recovery mode, lifts fiscal 2027 guidance Marriott guides 2026 adjusted EBITDA to $6.075B-$6.098B Marriott International Q3 RevPAR rises 6.5%, lifts full-year outlook Global equities roundup: analysts weigh REITs, banks, energy and China growth IDEXX Laboratories Q3 revenue $1.21B, EPS $4.01; lifts 2026 outlook IDEXX Labs lifts 2026 revenue view to $4.741B-$4.767B Digital Brands Group warns note acceleration may hurt liquidity, finances OpenAI Cuts Funding Target to $20 Billion as AI Capital Race Intensifies Teva predictive interim analysis shows low probability of study meeting primary efficacy endpoint Fox Corp. first-quarter revenue $4.57 billion Check Point Software falls on Q3 revenue and billings miss Teva discontinues Phase 2 study of multiple system atrophy drug emrusolmin NetApp completes PEAK:AIO acquisition to boost AI storage Stock futures rise as oil falls on Iran diplomacy reports; Apple slips ahead of earnings Apple earnings, midterm elections, jobs report set for pivotal week Quantum X Labs demonstrates quantum encryption breakthrough on IBM Heron R2 processor Morgan Stanley downgrades Coinbase to Underweight, target $120 Evercore ISI upgrades Clorox to In-line with $99 target Higher metal prices boost Q3 results for miners, steelmakers, alloy producers Krystal Biotech Board Authorizes $400 Million Share Buyback Marriott forecasts 2026 worldwide RevPAR growth of 4.5% to 5% Marriott reports Q3 adjusted EBITDA of $1.51B Wabtec secures $390M services agreement with Transnet Engineering RBA hike near certain as Australian house prices slump Entergy Q3 Profit Beats Estimates on 5.3% Rise in Electricity Sales Entergy sees 2028 adjusted EPS $5.55 to $5.85 IDEXX Labs lifts 2026 Organic Revenue Growth View to 9.3%-10% IDEXX Labs lifts 2026 EPS view to $14.96-$15.16 Broadridge to bring on-chain governance to NYSE tokenized securities platform IDEXX Labs reports Q3 revenue of $1.21 billion Matador Resources expands San Mateo Midstream with new gas gathering deals, 300 MMcf/d plant Okta to join S&P 500, replacing Kenvue Chinese EV makers report mixed October sales; exports surge as home market weakens Ryanair Sees Higher Fuel Costs From Middle East conflict, Announces Buyback Treasury and European Bond Yields Slide as Oil Drops 4.5% CNA Financial Q3 net income $0.72 per share, core income $0.75 per share Estee Lauder 1Q sales $3.7 billion BOE Could Signal Terminal Rate Is Near at Thursday Meeting Morgan Stanley lifts Bullish European Gas Price Scenario to 150 Euros on Winter Supply Risks Galloway Capital backs PodcastOne strategic review, cites undervaluation Bitmine reports $14.5 billion in crypto and cash holdings, ETH at 4.9% of supply Lumen and Microsoft expand co-selling collaboration for AI-ready networks Nvidia chart support broken, analyst warns of potential drop to $93 Catheter Precision gets FDA clearance for VIVO system in broader patient population Stock Futures Rise, Oil Falls on Iran Diplomatic Hopes Fed to Cut Rate-Setting Meetings, Raising Market Whiplash Risk Gilt yields fall to multiweek lows as oil retreats $LITE 75·90 $MRVL 70·85 $GPRK 25·80 $DVA 50·70 $DRUG 20·70 $MAR 75·70 $CHKP 30·60 $ATI 80·60 label = ticker sentiment·impact · dot size follows impact · click a dot to open the story
