Intel's Q2 earnings: a real story, not the usual spin

Intel reported Q2 earnings today. The headline number was the stock move — shares dropped on the print. But the CNBC piece goes deeper than the usual earnings summary and actually looks at what changed in the quarter, not just the quarterly beat or miss.

Intel has been trying to rebuild itself since the Foundry mess — the data center chips, the foundry bets, the AI acceleration. This quarter's results are one piece of that larger rebuilding. The article walks through the numbers with enough context to matter: revenue, margins, the bits that actually shifted.

Why this matters for us: Intel is one of the few American chip companies left that actually makes silicon, and its fortunes affect the supply chain for everyone — from the small shop ordering parts to the cousin with a side business running servers.