💻📉🇨🇳 Intel Misses Q2 Forecasts as Trade War and AI Lag Weigh on New CEO’s Debut 🔹 Summary: Intel issued a weaker-than-expected Q2 revenue forecast, citing macro uncertainty and escalating U.S.-China trade tensions, marking a tough start for new CEO Lip-Bu Tan amid investor hopes for a turnaround in AI and chip manufacturing. Despite beating Q1 expectations, Intel's China exposure and heavy capex commitments continue to cloud its path to recovery. 🔹 Key Points: • Q2 revenue forecast of $11.2B–$12.4B falls short of the $12.82B Wall Street estimate. • Intel’s profit outlook is flat, with no adjusted EPS growth expected next quarter. • The company cut 2025 spending targets: operating expenses down to $17B (from $17.5B), and capex to $18B (from $20B). • Tariffs of 85%+ on U.S.-made chips by China threaten ~$8B in annual CPU sales for Intel. • Intel’s high-cost push into contract chipmaking continues to strain finances under Tan’s leadership. @CMEActiveTrader Tickers Of Interest: $NQ $ZN $ZT $GE Tickers Of Interest: $INTC $SMH $SOXX $USD $CNY $DJIA $SPX $QQQ