$INTC ‌1. Q1 2026 Earnings Report Beats Expectations by a Wide Margin Intel has just released its first-quarter 2026 earnings, far exceeding Wall Street expectations, becoming the core catalyst driving this round of optimism: •Total revenue of $13.58 billion (expectation: only $12.3 billion), up 7% year over year •Adjusted earnings per share of $0.29 (expectation: only $0.01), nearly 30 times higher than expected •Non-GAAP gross margin surged to 41% (expectation: 34.5%), exceeding by 650 basis points, proving that 18A’s advanced process yield and capacity utilization have improved significantly. Also eye-catching: revenue of $13.8–$14.8 billion (the midpoint far above the expected $13.04 billion), and EPS guidance of $0.20 (expected $0.08)[CNBC][Forbes]2. The Stock Price Breaks Its All-Time Record After the earnings release, the stock jumped about 15–24% in a single day, officially breaking the all-time high set during the internet bubble in August 2000, as market capitalization surged by over 100 billion. It has climbed for eight straight days, and market sentiment is extremely optimistic [Forbes][Financial界]