Intel (NASDAQ:INTC | INTC Price Prediction) is the loudest ticker on Wall Street right now, riding a turnaround narrative powered by NVIDIA's $5.0 billion equity stake, SoftBank's $2.0 billion investment, and $8.9 billion in total U.S.
Intel (NASDAQ:INTC | INTC Price Prediction) and Taiwan Semiconductor Manufacturing (NYSE:TSM) just delivered very different earnings stories.
Micron Technology stock is soaring this morning after the company posted blockbuster Q3 results, featuring a nearly 350% year-over-year increase in revenue to $41.46 billion. Still, the broader semiconductor complex is not following Micron's lead – with Intel (INTC), Advanced Micro Devices Inc, and even Nvidia failing to participate in the rally on Jun. 25.
As Intel Corp. (NASDAQ: INTC) rides the Artificial Intelligence (AI) boom, James Schneider, an analyst at Goldman Sachs Group, Inc. (NYSE: GS), has signaled further bullishness on Intel stock.
Futures are trading higher this morning, after all the big funds and portfolio managers may have shown their hands on Wednesday, as the tech and chip stocks sell-off resumed after stocks started higher in the morning but faded in the afternoon.
Memory-chip maker Micron underlines its status as a market bellwether, as its stellar earnings revive the stuttering AI trade.
I rate Intel Corporation a buy with a $176 price target, implying 33% upside from current level of $132. My main growth drivers are DCAI growth from inference and agentic AI, advanced packaging demand from AI chip complexity, foundry loss reduction, and CCG stability. I estimate that these growth drivers can lift my 2028 adjusted EPS estimate to $2.07.
INTC is gaining traction in sovereign AI as TPIsoftware adopts Xeon 6 and Arc Pro B60, opening more AI infrastructure exposure across Asia-Pacific.
Intel TodayINTCIntel$135.19 +2.91 (+2.20%) As of 11:11 AM Eastern This is a fair market value price provided by Massive. Learn more.52-Week Range$18.97▼$141.45Price Target$87.98Add to WatchlistIntel Corporation NASDAQ: INTC has orchestrated a historic market reversal over the past six months, surging 281.8% year to date to trade near $141 per share.
Intel (INTC) reached $132.48 at the closing of the latest trading day, reflecting a -6% change compared to its last close.
Nvidia Corporation and Intel Corporation Q1 2026 financials are compared, highlighting significant differences in revenue growth and profitability. NVDA demonstrates robust YoY growth, superior gross and net margins, and strong free cash flow, reinforcing its industry leadership. INTC faces challenges in foundry revenue and margin compression, with forward estimates indicating continued underperformance relative to NVDA.
The tech sector is experiencing a sharp global sell-off today, dragging down chipmakers like Intel, AMD, Micron, and even the artificial intelligence (AI) darling – Nvidia. What's driving this weakness is a combination of a global market contagion (KOSPI crashed over 10% prompting a trading halt), resurgent fears of the US rate hike, and a valuation reset on the AI trade.