$Intel(INTC)$ HSBC's upgrade from hold to buy, with the price target nearly doubling from $50 to $95 just two days before earnings, says they're really expecting something huge from this report.
$Intel(INTC)$ Talking heads claimed the price drop was due to equipment purchases. But honestly, how is making more and faster chips a bad thing? So if Intel is buying more equipment, that must mean they're anticipating higher sales in the future. Of course, that might be too logical for analysts to grasp.
$Intel(INTC)$ Honestly, it looks like many people are starting to realize that the 18A process is viable, and moving to 14A should be a relatively straightforward step. The key is keeping the bean counters out of the executive offices. Intel has the technology, and customers are coming because they need onshore processing capability with the latest tech.
$Intel(INTC)$ Well, Intel is going to take SpaceX to the moon and beyond because they have a great bunch of people working for them and they have some smart people, and they’ve been in business for a long time. I know they haven’t succeeded a lot, but they are turning it around, and they’ve been turning it around for the last two or three years. So yeah, when the basic shoots off, Intel is going to shoot off too. I know Amazon just bought, but they’re way behind. Okay, God bless everybody.
$Intel(INTC)$ Intel is one of the best positioned stocks for the remainder of 2026 to benefit from AI and the fab business. It's considered to recuperate to over 100 within a few months. Just like MU, SNDK, STX, and WDC – eight months ago they were all trading in the $50-$60 range and are now all over $400 – Intel will join that group.
$Intel(INTC)$ The 19μm monopoly: Intel is the only foundry that can thin 300mm GaN wafers to this scale while maintaining 78V reliability. 3D power stacking: This allows Intel to "sandwich" power delivery inside the chip itself. It's a massive efficiency moat that TSMC—which still relies on separate power stages—won't be able to match for years.