Key Takeaways INTC beat Q4 earnings and revenue estimates, but soft Q1 2026 guidance triggered a sharp sell-off.Intel cited internal supply constraints, with Client Computing expected to see a steeper Q1 revenue drop.FTXL and VLUE offer diversified exposure, with Intel holding between about 5% and 10% weight.Shares of Intel Corp. (INTC) plummeted 17% on Jan. 23, 2026, following its fourth-quarter 2025 earnings release. Despite a comfortable “beat” on both the top and bottom lines, a disappointing outlook fo ...

The AI infrastructure build-out is still in its early stages, Cantor analysts say, as they see hundreds of billions of dollars in demand still ahead and believe Nvidia's opportunity in the market has ... ...