Core Insights - Intel reported quarterly earnings of $0.23 per share, significantly exceeding the Zacks Consensus Estimate of $0.01 per share, and compared to a loss of $0.46 per share a year ago, indicating a substantial turnaround [1] - The company achieved revenues of $13.65 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 4.13% and showing an increase from $13.28 billion year-over-year [2] - Intel's stock has increased approximately 84.1% since the beginning of the year, outperforming the S&P 500's gain of 13.9% [3] Earnings Outlook - The future performance of Intel's stock will largely depend on management's commentary during the earnings call and the company's earnings outlook [4] - Current consensus EPS estimate for the upcoming quarter is $0.08 on revenues of $13.37 billion, and for the current fiscal year, it is $0.12 on revenues of $51.89 billion [7] Industry Context - The Semiconductor - General industry, to which Intel belongs, is currently ranked in the bottom 34% of over 250 Zacks industries, which may impact stock performance [8] - Nvidia, another company in the same industry, is expected to report quarterly earnings of $1.23 per share, reflecting a year-over-year increase of 51.9% [9]

Core Viewpoint - Nvidia reported quarterly earnings of $0.81 per share, missing the Zacks Consensus Estimate of $0.85 per share, but showing an increase from $0.61 per share a year ago [1][2] Financial Performance - The company posted revenues of $44.06 billion for the quarter ended April 2025, exceeding the Zacks Consensus Estimate by 2.67%, and up from $26.04 billion year-over-year [3] - Nvidia has surpassed consensus revenue estimates four times over the last four quarters [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.97 on revenues of $45.11 billion, and for the current fiscal year, it is $4.19 on revenues of $193.52 billion [8] - The estimate revisions trend for Nvidia is mixed, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [7] Industry Context - The Semiconductor - General industry, to which Nvidia belongs, is currently in the top 37% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [9]

Nvidia (NVDA) came out with quarterly earnings of $0.89 per share, beating the Zacks Consensus Estimate of $0.84 per share. This compares to earnings of $0.52 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 5.95%. A quarter ago, it was expected that this maker of graphics chips for gaming and artificial intelligence would post earnings of $0.75 per share when it actually produced earnings of $0.81, delivering a surprise of 8%. ...