Intel's stock surged 5% following a Buy rating upgrade from New Street Research, which highlighted a persistent shortage of server CPUs driven by growing demand from AI applications. The analyst expects supply constraints to last for years, benefiting Intel as it expands manufacturing capacity and phases out older technology. AMD and NVIDIA also gained 3%, but Intel's integrated manufacturing model and direct competition in server CPUs set it apart. Intel's upcoming earnings report will be crucial to confirm if strong data center demand and supply tightness continue to support the optimistic outlook.
Intel's shares on Pluang jumped 5.61% to USD 91.84 as of Oct 27, 2026 01:02 WIB, marking a notable move alongside the news of a Buy rating upgrade. Nvidia also saw gains, rising 2.48% to USD 216.24, reflecting broader strength in the tech sector. Intel's market cap stands at $459.68 billion, highlighting its significant presence amid ongoing server CPU supply challenges.
IBM reported steady revenue growth driven by software and Red Hat, generating strong cash flow and improving margins. Intel showed dramatic revenue growth fueled by AI demand but faces heavy losses in its foundry business, which lacks external custom...
Intel Corporation is undergoing a multi-year turnaround fueled by increased demand for CPU servers to support AI inference workloads. The company projects robust financial growth, with FY26 revenue expected to reach $63.66 billion. Key drivers includ...
Intel Corporation maintains a Buy rating as its stock trades near $87 ahead of its Q3 earnings report. Recent stock volatility has been influenced more by sector sentiment and competitive news rather than changes in Intel's fundamentals or earnings o...
RBC Capital expects Intel to surpass earnings estimates and raise its outlook due to strong demand for AI infrastructure, particularly in server processors. This demand could lead to a 5% revenue beat and a 3-5% guidance increase, with double-digit g...
Intel will report its third-quarter results on October 29, with profit margins expected to be the key focus after shares dropped 13.24% since July. The last quarter showed record revenue and strong growth in data center and AI segments, but a large n...
