Intel Corp. (NASDAQ:INTC) reports first-quarter earnings after the close today, with a call scheduled for 5 p.m. ET.
The stock has ripped 78% in 2026 on new CEO Lip-Bu Tan‘s turnaround pitch, touching a multi-year high of $70.33 and closing Wall Street’s most remarkable chip rally of the year.
Polymarket gives Intel a 92% chance of beating the EPS consensus.
Kalshi has a market where traders are pricing the specific words Lip-Bu and his team will say on the call.
Words On The Board
“Panther Lake” sits at 92%. It’s the first real product on Intel’s 18A process, which Tan has staked the turnaround on. A mention signals ramp is on track.
“Arizona” at 81% points to the Chandler fabs where 18A is ramping. Operational color on yields gets priced straight into the foundry thesis.
“Xeon” is a lock at 98%. Xeon is Intel’s server CPU line, the chip that has powered enterprise data centers for two decades. AMD’s EPYC has been taking share since 2017 and surpassed Intel on server CPU revenue at the end of 2024, while …
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