EPISODE · Jul 26, 2026 · 25 MIN
Intel Is Back From the Dead — Its Best Growth in 15 Years (+13%)
from Stonkcast
📅 New episodes every Thursday at 6AM ET and Sunday at 7PM ET — market updates, prep, momentum plays, and trade ideas.💸 Support Stonkcast: If you're getting value, consider buying Brandon a coffee or helping cover production costs. 🔗 https://paypal.me/stonkcast📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886🛒 Shop Stonkcast Merch: 🔗 http://stonkcast-shop.fourthwall.com/collections/all🐦 Follow on X: 🔗 http://x.com/StonkcastShow🎧 Listen On-the-Go: Catch every episode on your favorite podcast app. 🔗 https://pod.link/1791475353Two years ago Wall Street left Intel for dead. This week it posted its fastest revenue growth in over 15 years — a $16.13 billion quarter that beat by 12% and sent shares up as much as 13%. We break down the turnaround, the AI data-center engine now driving most of Intel's revenue, and the foundry losses the bears still point to.Then the risk hiding in plain sight: the 30-year Treasury yield is nearing 5.2%, its longest run above 5% since 2007, with most global fund managers now expecting 6%. We explain why this "boring" bond number is the biggest threat to stock valuations, mortgages, and even Intel's rally — and how new tariffs add pressure.We also preview this week's Federal Reserve meeting, where new chair Kevin Warsh is deliberately keeping investors guessing, and what a quieter, less predictable Fed means for volatility. Plus the mega-cap earnings gauntlet ahead.⚠️ Disclaimer: This content is for educational purposes only and should not be considered financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making any investment decisions.
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Intel Is Back From the Dead — Its Best Growth in 15 Years (+13%)
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