Intel's Turnaround Narrative Falters Amid Structural Challenges

I've long been skeptical about Intel Corporation’s (NASDAQ: INTC ) turnaround prospects. This quarter only reinforced that view: while Intel managed a short-term revenue beat, the underlying trends — margin pressure, competitive weaknesses, and operational complexity — remain largely intact. The story continues to be oneI'm a full-time analyst and portfolio manager of a technology fund with 5 years of experience. I graduated in Mechanical Engineering from the Federal University of Rio de Janeiro (Brazil) an ...