Intel’s first-quarter 2026 earnings report landed with a force few on Wall Street anticipated. Revenue came in at $13.58 billion against expectations of $12.42 billion. Adjusted earnings per share reached $0.29, versus a consensus estimate of just $0.01. The stock briefly hit an all-time high in after-hours trading, surpassing its dot-com era peak. For a company that had spent the better part of two years in restructuring mode, it was a remarkable reversal.
Client Note: HPE Downgrade Highlights Demand Fragility and Uneven AI Monetization
In our latest client note, we connect data from HPE’s downgrade, Morgan Stanley’s sector-wide hardware warning, and HPE’s own earnings disclosures to five specific operational implications for End-Of-Life service providers, including why linear volume planning is now a liability, where residual value assumptions need to be revised downward, and what phased decommissioning means for how services are structured going forward.
Markets: Less premium smartphone inventory is reaching recyclers
Assurant’s latest mobile trade-in data shows that the best smartphones are being pulled into reuse and refurbishment channels sooner as the scrap stream is getting thinner and rougher, and value is moving upstream fast.
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