
EP 120 | The busiest Q3 earnings week with several nice dividend hikes
Dividend Talk
00:00
Intel
I think there was so much crap priced into the stock that we probably saw something like a short squeeze or something like that, just a small one. So let's look at the facts. Gap revenue, 15.3 billion in this quarter, down 20% year over year are non-gap revenue, but they also measure 15% down year over year. But 20% is a lot. However, if you then look at the business unit revenues in the trends, data center and AI was the big one with 27% decline, but also client computing group 70% down. And I think we will see the first people there being, maybe not first, but the second wave of people being
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