Intel (INTC) Q2 FY26 earnings call

Intel delivered solid Q2 FY26 results, exceeding financial guidance across revenue, gross margin, and EPS, driven by robust demand for AI and server products. The company is significantly increasing CapEx for 2026 and 2027 to address persistent industry-wide supply constraints and capitalize on strong customer demand, particularly for its Intel Foundry and advanced packaging technologies. Management expressed confidence in its product roadmap and foundry execution, despite ongoing supply challenges and a softer PC market.