Earnings season has been heating up. Tesla and Google both reported earlier this week, and Intel Corp. (NASDAQ:INTC) posted its own print after the close yesterday.
This one matters beyond Intel itself. It was the first major AI/semi ticker to report this week, and the sector has been rolling over lately – most AI/semi names are 20 to 40% off their yearly highs. How Intel reacts could set the tone for the rest of the group.