Day: 5 May 2026

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Intel’s latest surge is being described as its best performance in 55 years

Intel Stock Shoots Up!

Intel has delivered a remarkable turnaround, culminating in what analysts are calling its strongest market performance since the company first listed on the Nasdaq nearly 55 years ago.

Best figures since 1973

In April 2026, Intel’s shares soared 114%, marking the best month in its entire trading history and eclipsing a record that had stood since 1973.

The rally followed a blowout first‑quarter earnings report, where Intel posted $0.29 EPS and $13.58 billion in revenue, both comfortably ahead of expectations.

CPU demand

Demand for CPUs — long overshadowed by GPUs — is resurging as agentic AI systems increasingly rely on CPU capacity for data movement and workflow orchestration. This shift has placed Intel back at the centre of the AI infrastructure race.

While the company is still early in its recovery, the combination of stronger fundamentals, renewed CPU relevance, and investor confidence has produced a milestone month unmatched in over half a century.

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Apple posts strong Q2 results as investors look to incoming CEO

Apple 2026 Q2 figures

Apple delivered a stronger‑than‑expected set of Q2 2026 results, easing market concerns ahead of Tim Cook’s departure later this year.

Revenue

Revenue rose 17% to $111.18 billion, beating forecasts, while earnings per share reached $2.01. Services once again proved Apple’s most reliable growth engine, climbing to nearly $31 billion and helping push gross margin to 49.3%.

Apple’s China revenue for Q2 2026 was reported as $20.5 billion, up from $16 billion a year earlier — a 28 % increase.

Hardware

Hardware performance was mixed: iPhone sales narrowly missed expectations, though Mac, iPad and wearables all came in ahead of consensus. Apple also reportedly authorised a further $100 billion in share buybacks and raised its dividend by 4%.

Constraints

Cook acknowledged ongoing supply constraints driven by the global memory shortage, warning that higher component costs will increasingly shape the company’s outlook.

Investors also heard from incoming CEO John Ternus, who promised an “incredible roadmap” as Apple deepens its investment in AI and prepares for its next phase of product development.