INTC Intel shares are only modestly higher after the Club chipmaker reported a blowout quarter last night. Supply of data center CPUs can't

INTC Intel shares are only modestly higher after the Club chipmaker reported a blowout quarter last night. Supply of data center CPUs can't keep up with demand as agentic workloads increase the number of CPUs needed relative to AI accelerators (like Nvidia's GPUs and Google's in-house TPUs). Intel's third-party Foundry business is making progress, but no new customer announcements. CAPEX to increase significantly to meet demand. - per Cramer Investing Club Newsletter