Wall Street Upgrades Intel & AMD: CPU Renaissance Sparks Massive Rally
Analysts upgraded Intel and AMD on strong AI-driven CPU demand, raising targets and boosting shares in premarket trading.
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Intel Crushes Q1 2026 Earnings — AI CPU Demand Fuels Massive Q2 Beat
Intel beat Q1 2026 forecasts with strong AI chip demand, higher sales, and upbeat outlook as it works to catch up in AI race.
Tesla to Use Intel Chips in Terafab Project as Capex Jumps to $25 Billion
Tesla plans to use Intel’s next-gen 14A technology for its Terafab AI chip factory while increasing capital expenditure to $25 billion in 2026.
HSBC Upgrades Intel to Buy with $95 Target – Server CPU Boom Ignored by Market
Intel upgraded to Buy by HSBC: strong server chips may boost profits; stock seen rising ~45% further.
Cerebras Files for IPO: Nvidia’s AI Chip Rival Goes Public
Cerebras plans a Nasdaq IPO after strong growth, big AI deals, and rising demand for powerful chips competing with Nvidia.
Intel Stock Soars to Highest Level Since Dot-Com Era
Intel stock is surging to 2000-era highs on strong gains, new deals, and turnaround hopes, up ~90% in 2026.