GOOGL vs INTC
AI-powered side-by-side analysis. Updated every 2 hours.
TurboQuant cuts demand case; capex ROI unproven
- • Stock down 20.2% from $349 peak to $280.92; trading at 25.4x forward P/E
- • Q4 2025: $100.3B revenue (+18% YoY), Cloud grew 48% to $17.7B with 30% gross margin
- • Google TurboQuant reduces memory use 6x, cutting demand justification for $175–$185B 2026 capex
Pricing power masks foundry freefall: ARM poaches Meta
- • Revenue fell 4.1% YoY in Q4 2025; gross margins compressed to 36.1%
- • Stock up 96% from April 2025 lows but down 20.6% from 52-week high; analyst consensus target $45.74 below current price
- • ARM AGI CPU production win with Meta signals first credible threat to x86 in AI workloads where Intel's future depends
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