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✕ clear all filtersticker: INTCSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Investing.com60d agoneutral
This analyst sees Intel reaching a $5 trillion valuation

Chowdhry's thesis rests on a simple but far-reaching claim: the AI boom that enriched Nvidia is giving way to a different era. "Ai Training is the Past - Ai Inference is the Present - Ai Applications is the Future, i.e., GPUs is the Past, CPUs is the Future," he wrote, framing 2026 and beyond as the era of Intel's 18A Xeon server chips and 18A Panther Lake laptop processors, in direct contrast to 2025 and prior being Nvidia's GPU moment.

AMD vs Intel: Both Are Positioned for AI Data Center Growth But There Will Be Only One Winner
24/7 Wall St.60d agoneutral
AMD vs Intel: Both Are Positioned for AI Data Center Growth But There Will Be Only One Winner

Advanced Micro Devices (NASDAQ:AMD) and Intel (NASDAQ:INTC) both reported Q1 2026 results that reframe how investors should think about the AI compute race. AMD posted a clean acceleration story powered by its Instinct and EPYC franchises. Intel delivered a noisy but improving turnaround quarter under CEO Lip-Bu Tan, with foundry traction and a surprise non-GAAP ... AMD vs Intel: Both Are Positioned for AI Data Center Growth But There Will Be Only One Winner

AMD Jumps 8% to a Record High, NVIDIA Climbs 4%, Intel Rises 3% in a Risk-On Chip Surge
24/7 Wall St.60d agobullish
AMD Jumps 8% to a Record High, NVIDIA Climbs 4%, Intel Rises 3% in a Risk-On Chip Surge

Chip stocks are leading a broad risk-on move at midday on Monday, June 15. Advanced Micro Devices (NASDAQ:AMD) stock is up 8% and just printed an intraday record near $558, pushing the company’s market value above $900 billion for the first time. NVIDIA (NASDAQ:NVDA) shares are climbing 4% to roughly $214, while Intel (NASDAQ:INTC) stock ... AMD Jumps 8% to a Record High, NVIDIA Climbs 4%, Intel Rises 3% in a Risk-On Chip Surge