WS #12647
Intel Q1 revenue up 25% to $16.1B driven by AI, but foundry loss remains large; stock failed to hold gains. BlackRock kicks off $12.3B bond sale to fund a Meta data center, signaling continued hyperscaler capex. Amkor shares jump after announcing $1.5B multi-year partnership with Nvidia for advanced semiconductor packaging for AI. July 24 options show $42M long-dated put sweep on META (Jan 2028 1020 strike), indicating strong downside conviction.
Intel AI Revenue Growth
Intel Q1 revenue up 25% to $16.1B driven by AI, but foundry loss remains large; stock failed to hold gains.
BlackRock kicks off $12.3B bond sale to fund a Meta data center, signaling continued hyperscaler capex.
Amkor shares jump after announcing $1.5B multi-year partnership with Nvidia for advanced semiconductor packaging for AI.
July 24 options show $42M long-dated put sweep on META (Jan 2028 1020 strike), indicating strong downside conviction.