Intel: An Overlooked Business And A Ticking Clock

Intel Corporation is rated Buy, with segmental operating profit and advanced packaging driving the turnaround, despite headline gross margin and GAAP EPS masking progress. Data Center and AI segment operating income nearly quadrupled in Q2, and the Rule of 45 framework highlights strong momentum in core business units. Advanced packaging (EMIB-T) could deliver multi-billion-dollar revenues by 2028, with high-margin potential and early customer traction from Google and possibly Amazon.