Intel Corp (INTC) Q3 2026 Earnings Call Highlights: Data Center Surge and Foundry Progress ...
Published . Updated .
This report is about semiconductors and AI and big tech.
Directly affected
- INTC Intel-12.2% 30d
Named in this report.
Indirectly affected
- SMH VanEck Semiconductor ETF+1.3% 30d
VanEck Semiconductor ETF: it holds chipmakers. Linked by “foundry” (semiconductors) in this story.
- SOXX iShares Semiconductor ETF+0.5% 30d
iShares Semiconductor ETF: it holds chipmakers. Linked by “foundry” (semiconductors) in this story.
- QQQ Invesco QQQ+2.3% 19d
Invesco QQQ: it holds the big tech and AI names. Linked by “data center” (AI and big tech) in this story.
- ASML ASML Holding N.V-6.4% 19d
ASML Holding N.V (special industry machinery): chip demand, export rules and supply drive chipmakers' shares. Linked by “foundry” (semiconductors) in this story.
- NVDA Nvidia-1.8% 30d
Nvidia (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “foundry” (semiconductors) in this story.
- TSM Taiwan Semiconductor Manufacturing+2.2% 30d
Taiwan Semiconductor Manufacturing (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “foundry” (semiconductors) in this story.
- GOOGL Alphabet-6.3% 30d
Alphabet (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “data center” (AI and big tech) in this story.
- MSFT Microsoft+6.8% 30d
Microsoft (prepackaged software): big tech's AI spending and demand drive its shares. Linked by “data center” (AI and big tech) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| INTC | -5.56% | +1.81% | base | after close | after close | after close | after close |
| SMH | -6.13% | -0.69% | base | after close | after close | after close | after close |
| SOXX | -6.87% | -0.54% | base | after close | after close | after close | after close |
| QQQ | -1.57% | +0.81% | base | after close | after close | after close | after close |
| ASML | -6.20% | -2.40% | base | after close | after close | after close | after close |
| NVDA | -1.25% | +1.95% | base | after close | after close | after close | after close |
| TSM | -3.07% | +1.22% | base | after close | after close | after close | after close |
| GOOGLNo price data for this ticker | — | — | — | — | — | — | — |
| MSFTNo price data for this ticker | — | — | — | — | — | — | — |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Market Call
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Intel Corp (INTC) Q3 2026 Earnings Call Highlights: Data Center Surge and Foundry Progress ... Yahoo Finance
Source: Yahoo Finance
Semiconductors
| Company | When | Move | Status |
|---|---|---|---|
| ASML | three days earlier | -2.40% | final price |
| ASML | five days earlier | -6.20% | final price |
| INTC | three days earlier | +1.81% | final price |
| INTC | five days earlier | -5.56% | final price |
| NVDA | three days earlier | +1.95% | final price |
| NVDA | five days earlier | -1.25% | final price |
| QQQ | three days earlier | +0.81% | final price |
| QQQ | five days earlier | -1.57% | final price |
| SMH | three days earlier | -0.69% | final price |
| SMH | five days earlier | -6.13% | final price |
| SOXX | three days earlier | -0.54% | final price |
| SOXX | five days earlier | -6.87% | final price |
| TSM | three days earlier | +1.22% | final price |
| TSM | five days earlier | -3.07% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Rohit Khanna bought Intel (INTC) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 56 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold Intel (INTC), worth $100,001 - $250,000 on 21 Aug 2026. That is 70 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Intel (INTC) (held by a spouse), worth $1,001 - $15,000 on 3 Aug 2026. That is 88 days before publication. Filed 4 Sep 2026. View the filing.
- Rep. Michael T. McCaul bought Asml Holding (ASML) (held by a spouse), worth $50,001 - $100,000 on 7 Aug 2026. That is 84 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Cleo Fields bought Nvidia (NVDA), worth $1,001 - $15,000 on 1 Oct 2026. That is 29 days before publication. Filed 22 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Nvidia (NVDA) (held by a dependent child), worth $1,001 - $15,000 on 23 Sep 2026. That is 37 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Nvidia (NVDA) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 56 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Cleo Fields bought Taiwan Semiconductor Manufacturing (TSM), worth $1,001 - $15,000 on 9 Oct 2026. That is 21 days before publication. Filed 22 Oct 2026. View the filing.
- Rep. Gilbert Cisneros bought Taiwan Semiconductor Manufacturing (TSM), worth $1,001 - $15,000 on 22 Sep 2026. That is 38 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold Taiwan Semiconductor Manufacturing (TSM) (held by a spouse), worth $1,001 - $15,000 on 25 Aug 2026. That is 66 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Pete Sessions sold Alphabet (GOOGL), worth $15,001 - $50,000 on 14 Sep 2026. That is 46 days before publication. Filed 18 Sep 2026. View the filing.
- Rep. Rohit Khanna sold Alphabet (GOOGL) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 56 days before publication. Filed 7 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
How solid the semiconductors case looks
12 out of 100
“Intel Corp (INTC) Q3 2026 Earnings Call Highlights: Data Center Surge and Foundry Progress ...” scores 12 out of 100. The score uses 1 sources.