Apr 23, 2026, 6:15 PM ETIntel Corporation (INTC) StockNVDAJonathan WeberInvesting GroupComments(4)Follow us on Google for the latest stock newsFollow Seeking Alpha on Google for the latest stock newsSummaryIntel Corporation delivered much stronger than expected Q1 results, driving a near 20% share price surge and continuing its turnaround momentum.INTC's Data Center and AI unit posted over 20% revenue growth and doubled margins, but foundry services remain a significant drag with deep losses.Despite improved performance and guidance, INTC's valuation now appears fully priced for recovery, limiting upside and increasing downside risk.I am less bullish at current levels; Q1 results were strong, but not enough to justify the recent explosive rally.Looking for a helping hand in the market? Members of Cash Flow Club get exclusive ideas and guidance to navigate any climate. Roman Tiraspolsky/iStock Editorial via Getty ImagesArticle ThesisIntel Corporation (INTC) reported much stronger than expected Q1 earnings results on Thursday evening, which resulted in a huge positive share price reaction. This followed huge gains over theMore on my IG serviceWhat Does Focusing On Cash Flow Get You? At Cash Flow Club, we focus on businesses with strong cash generation, ideally with a wide moat and significant durability. When these companies are bought at the right time, that can be highly rewarding for us. If you are interested in joining our community, start right here!This article was written byJonathan Weber53.88K FollowersJonathan Weber holds an engineering degree and has been active in the stock market and as a freelance analyst for many years. He has been sharing his research on Seeking Alpha since 2014. Jonathan’s primary focus is on value and income stocks but he covers growth occasionally. He is a contributing author for the investing group Cash Flow Club where along with Darren McCammon, they focus on company cash flows and their access to capital. Core features include: access to the leader’s personal income portfolio targeting 6%+ yield, community chat, the “Best Opportunities” List, coverage of energy midstream, commercial mREITs, BDCs, and shipping sectors,, and transparency on performance. Learn More.Analyst’s Disclosure: I/we have a beneficial long position in the shares of NVDA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.Comments(4)