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Episode 103: Earnings - MSFT, META, AAPL, INTC - The Custom ASIC Debate!

The Circuit

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Intel's Quarterly Performance: Gains Amid Ongoing Challenges

This chapter examines Intel's latest quarterly results, highlighting a revenue beat and raised guidance while questioning the sustainability of these outcomes. It addresses concerns over gross margins, temporary sales boosts due to tariffs, and ongoing leadership issues affecting the company's future.

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