AK-47
2026.05.04 11:15

🚀 $Intel(INTC.US) is Mooning: The Turnaround is Real!

​What’s Driving the Surge?

​The market has finally woken up to Intel’s massive pivot in 2026. Here’s why the stock is hitting near all-time highs:

​18A Node Success: Intel’s "crown jewel" manufacturing process reached high-volume production, with the Core Ultra Series 3 (Panther Lake) launching to rave reviews for AI efficiency.

​The Foundry Story: Reports of manufacturing deals with giants like Apple and Google have shifted the narrative. Intel is no longer just a chipmaker; it’s becoming a world-class foundry.

​AI PC Leadership: With half of all PCs sold in 2026 expected to feature built-in AI processing, Intel’s aggressive push into the "AI PC" era is securing high-margin revenue.

​Earnings Beat: Strong Q1 2026 results highlighted massive demand for AI-focused data center CPUs and narrowing losses in the Foundry division.

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