Intel stock dropped 17% today after issuing Q1 guidance well below analyst expectations:
\- Q1 revenue guidance: $11.7B-$12.7B (vs $12.51B expected)
\- Earnings expected to break even (vs 5 cents per share expected)
This is Intel's worst single-day drop in years as the company continues struggling against AMD and NVIDIA in the chip market. MD has been consistently matching or beating Intel in CPU performance benchmarks while undercutting on price, and NVIDIA has dominated the AI/GPU space that Intel failed to capitalize on. Intel's foundry business has also struggled to compete with TSMC.
Anyone holding INTC or thinking this is a buying opportunity? The guidance miss seems pretty significant. Should we hold out longer for Intel to drop, or is now a great time to buy?
Full article [here](https://verity.news/story/2026/intel-shares-plunge-on-weak-guidance-q-loss?p=re4260)