(INTC) News Today

The AI trade is off to a strong start this week.

The semiconductor rally has continued to act as a trader's playground. In a recent comment on X, Eric Balchunas, a senior ETF analyst, remarked on a snapshot of his that half of the most-traded ETFs on that day (that was at the start of June) were related to the semiconductor industry.

Zacks.com users have recently been watching Intel (INTC) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Bank of America moved Intel straight from its most bearish rating to its most bullish, skipping the middle. The thesis centers on AI shifting more spending toward central processors and chip manufacturing.

Data center CPUs will be the next AI market to boom. Chip stock investors have multiple ways to win.

Shares of Intel (NASDAQ:INTC | INTC Price Prediction) are up 8% in midday trading on Friday, June 12, changing hands near $127.

Semiconductor companies Micron and Intel have a large opportunity in growing demand for artificial intelligence. Micron is losing market share in DRAM and NAND memory chips despite reporting strong financial results.

Viewing chips as national security explains U.S. support for Intel, TSMC, and on‑shore fabs. Investors still must track Intel's execution, margins, and fab utilization despite policy tailwinds.

CNBC's Jim Cramer used his June 11, 2026, “Mad Dash” segment on Squawk on the Street to deliver one of his most aggressive calls of the year, ranking Intel (NASDAQ:INTC | INTC Price Prediction) ahead of every other chip stock in his coverage universe.

The S&P 500 (^GSPC +1.75%) rose 1.75% to 7,394.30, the Nasdaq Composite (^IXIC +2.54%) jumped 2.54% to 25,809.66, and the Dow Jones Industrial Average (^DJI +1.86%) climbed 1.86% to 50,848.75 as a de-escalation of U.S.-Iran tensions lead a broad rebound.

Intel's stock is soaring in the wake of a big vote of confidence from Bank of America.

Despite major stock gains this year, Intel is significantly “underowned” in funds, BofA notes — and as ownership expands, the stock could zoom higher.

Intel Corp (NASDAQ:INTC, XETRA:INL) scored a double upgrade to Buy from Underperform by Bank of America, which raised its price objective to $135 from $96 on higher confidence in the chipmaker's ability to capitalize on growing opportunities in central processing units and contract manufacturing. Analysts now project Intel's total calendar year 2030 earnings per share power at more than $6, up from a prior estimate of $3 to $4, driven by expectations that agentic CPU sales could surpass $40 billion and external foundry revenue could exceed $45 billion by 2030.

Intel stock is double-upgraded to Buy from Underperform at BofA Securities, due in part to renewed confidence in the foundry business.

Intel stock scored a double upgrade on Thursday after an analyst reassessed the chipmaker's outlook.

Shares of Intel (NASDAQ:INTC | INTC Price Prediction) are up 8% to $115 and change in early Thursday trading, while Advanced Micro Devices (NASDAQ:AMD) stock is rising 4% to $470.

U.S. stocks were higher, with the Dow Jones index gaining over 350 points on Thursday.

Intel Corp. (NASDAQ:INTC) stock climbed nearly 5% in Thursday's premarket session as investors responded to a stronger market backdrop and growing optimism around the company's long-term growth prospects.

Intel Corp (NASDAQ:INTC) is up 4.6% at $111.99 in premarket trading, after Bank of America handed out a double upgrade to the semiconductor giant to "buy" from "underperform" and lifted its price target to $135 from $96.

Intel Corporation has surged nearly 400% in 12 months, driven by a compelling turnaround and foundry validation. INTC now trades at a forward price-to-cash-flow of ~38.6x, reflecting high expectations for future earnings, especially from its foundry business. The preliminary Apple partnership could add $700M–$1B in annual foundry revenue starting 2028, but execution risk remains high.

Intel shares INTC surged 4% in premarket trading after Bank of America upgraded the semiconductor company to Buy from Underperform and raised its price target to $135 from $96. The brokerage cited growing demand for central processing units (CPUs) and Intel's positioning to benefit from the rise of agentic artificial intelligence.

The market is already treating tomorrow's SpaceX IPO as one of the most important public offerings in decades.

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.

Wall Street is reeling after a brutal two-session selloff, but some of the worst performers from that stretch are leading the market higher.

Intel (INTC 0.54%) is racking up partnerships with some of the biggest tech companies in the world.

The selloff in the tech sector that has heightened investor anxiety over the past week graduated to a new phase on Wednesday: The pullback is over, and it's now officially a correction.

Austin-headquartered Oracle (ORCL) is in focus at writing, as the cloud and AI infrastructure firm warms up to report its fiscal Q4 earnings after market close on Jun. 10. Consensus is for the Nasdaq-listed behemoth to post $1.96 a share of earnings for its fourth quarter, on a 20% year-on-year increase in revenue to $19.1 billion.

Patrick Moorhead says the AI buildout is still intact — and explains why now is the time to get in on the AI trade revealing the names he thinks are best positioned, including Dell, HP, Cisco, Qualcomm, Micron, and Intel.

A quiet shift is underway in the global semiconductor landscape. While market-wide macro headwinds punish technology valuations, a foundational realignment of the AI supply chain is taking place.

The crowd on Polymarket is pricing a 100% probability that SpaceX completes its IPO by June 30, with the offering targeted at $135 per share for a $75 billion raise.

Wall Street has never met an acronym it didn't like. FAANG gave way to the Magnificent 7, and now a fresh label is making the rounds among investors trying to capture the next leg of the artificial intelligence (AI) trade.

GPUs have dominated the AI data center discussion at the expense of CPUs for years, but agentic AI is changing the calculus on attach rates. Orchestration is one of the tasks that CPUs do best—allowing CPUs to address a major choke point in scaling agentic AI. Forecasts from company executives and analysts alike all tell the same story—CPUs are expected to go from a low-growth technology to achieving CAGR's above 30%.

Intel's foundry business has gained solid momentum lately, and a new deal with Google suggests its performance will improve further. Intel is trading at an expensive valuation right now, but the stock could keep rising as the company can keep delivering better-than-expected growth.

One of the top semiconductor stocks of 2026, Intel (NASDAQ: INTC), has received multiple new and almost universally moderately bearish 12-month price target updates since June 1.

WILMINGTON, Del.--(BUSINESS WIRE)--Intel 471, the foremost provider of high-fidelity threat intelligence-driven solutions, today announced its new Cyber Threat Intelligence (CTI) Maturity Pulse Check, a free, lightweight self-assessment for practitioners based on the Cyber Threat Intelligence Capability Maturity Model (CTI-CMM v1.3). The CTI Maturity Pulse Check offers a quick, structured way for organizations to reflect on their CTI program's current capabilities, highlight areas that warrant.

Chip makers AMD, Intel, and Micron slide as the selloff in AI and other momentum stocks accelerates.

Tesla (NASDAQ:TSLA | TSLA Price Prediction) CEO Elon Musk dropped a striking claim during a recent conversation with Baron Capital founder Ron Baron, circulated widely after being posted to X by @carm1nee.

Intel's 2026 rally is backed by real improvement in financial and operational metrics. The increasing demand for Xeon CPUs in AI data centers could be a key growth catalyst for Intel.

Investors' favorite trade is suddenly the one they can't stop betting against.

The semiconductor index hit its upside target near 14,000, then dropped sharply. We expect a corrective fourth wave to around $10,000 before a rally toward 15,000.

Intel's DCAI segment grew 22% year-over-year to $5.1 billion in Q1, while operating margins reached 30.5%. AI infrastructure is becoming increasingly CPU-intensive, with GPU-to-CPU ratios compressing from 8:1 toward 1:1 workloads. Xeon 6 secured major AI design wins, including Nvidia DGX Rubin systems and long-term hyperscaler agreements.

Chip stocks are leading a sharp midday pullback Tuesday, with Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) down 9% and Intel (NASDAQ:INTC) sliding 8%.

In 1Q26, Intel's revenue grew by 7.18% due to strength in the company's DCAI and foundry segments; client computing group remains flat, up only 1% y/y. Intel's DCAI segment will remain as the company's main growth engine due to agentic artificial intelligence and higher demand for more inferences, resulting in the need for more CPUs. Although Intel's foundry segment has developed substantially, the segment is still bleeding money and does not contribute meaningfully to the topline; most of the revenue are internal.

The big players have shown up to the quantum computing race, and the results could be disastrous for smaller names. IBM Corp. NYSE: IBM notched two big wins in recent weeks, securing $1 billion in foundry funding from the federal government and leaning into quantum R&D with $10 billion in planned internal investments.

Tesla (NASDAQ:TSLA | TSLA Price Prediction) CEO Elon Musk is once again pitching a project that sounds engineered to break Excel spreadsheets.

The broad stock market is really taking things into overdrive, and that's thanks primarily to the new class of heavy-lifters referred to by Ben Emons as the “Parabolic 7.

Intel (NASDAQ: INTC) has become one of the market's strongest comeback stories in 2026, with investors increasingly betting the chipmaker can establish itself as a major player in the artificial intelligence infrastructure boom.

Intel (NASDAQ: INTC) has become one of the market's strongest comeback stories in 2026, with investors increasingly betting the chipmaker can establish itself as a major player in the artificial intelligence infrastructure boom.

One investor says he's avoiding hype and focusing on cash flow.

Intel stock was rising as it announced a deal to accelerate its chip-manufacturing revival.