I'll cut to the chase. Intel (NASDAQ: INTC | INTC Price Prediction) has been one of the most extraordinary turnaround stories of the past year, with shares up 466.75% over the trailing 12 months and 2

This 150% Run Is Just the Beginning

05:00pm, Thursday, 07'th May 2026
The AI trade shifts to CPUs
Intel's rally looks powerful, but the real story is whether AI, foundry momentum, and improving margins can turn the comeback into lasting profits.
Following the stock's record 174% rise, which surpasses dot-com bubble records, some are questioning whether Intel is flying too close to the sun.
Intel's 108x forward P/E and 173% gap from its 200-day average echo Cisco's March 2000 mania, but the dislocation runs deeper.
Sales of Intel's central processing units and custom AI processors are gaining traction as AI inference workloads grow.
Citrini Research gained attention for its dystopian blog about AI. Now, it's suggesting buying the laggards in the semiconductor industry.
AMD's data center revenue jumped 57%, giving investors hard evidence of demand for server CPUs and AI accelerators as the company guided for another strong quarter.
Apple (NASDAQ:AAPL | AAPL Price Prediction) just posted its best March quarter ever at $111.18 billion, while Intel (NASDAQ:INTC) followed with a sixth consecutive revenue beat.

The Big 3: NFLX, LULU & INTC

01:30pm, Wednesday, 06'th May 2026
Don Kaufman takes us through today's top three trades highlighting Netflix (NFLX) as it may retest the 75 level. He also warns that Lululemon (LULU) could face longer term pressure holding levels, mea

Apple Talks Just Changed Everything for Intel

01:11pm, Wednesday, 06'th May 2026
Shares of Intel Corporation NASDAQ: INTC are trading around $110 following another explosive week for the stock. It has seen a move of more than 400% over the past 12 months and more than 150% since t
INTC earnings estimates for 2026-27 surged as Q1 beat, AI PC momentum and big funding back its foundry push, yet margins and China risks linger.
Chart 1 CoWoS remains the dominant solution for high-end AI accelerators because of its ability to integrate GPUs with high-bandwidth memory using a silicon interposer.
The CBOE Volatility Index (^VIX) is drifting back toward the 17 line as optimism returns to the S&P 500 and capital rotates into stocks.
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