Intel investors should have the ideal setup. Although PC sales are expected to be weak and that's personal computers, data center demand continues to just see higher server pricing really driven by booming agentic CPU demand. But much of the analyst report sellside side even buy side they already know this much of that dynamic and it's priced in.Supply is only getting tighter. Reuters reports Intel and AMD are now locking Chinese server customers into long-term purchase deals as prices climbs. Intel lead ti ...

Welcome back. Intel set to report earnings after the bell. Christina Parts Nevis joins us with what to expect.Christina. Well, Intel investors should have the ideal setup. Although PC sales are expected to be weak and that's personal computers, data center demand continues to just see higher server pricing really driven by booming agentic CPU demand.But much of the analyst report sellside even buy side. They already know this much of that dynamic and it's priced in. Supply is only getting tighter.Reuters re ...