Intel: Agentic AI Is Driving An X86 Renaissance -- Reiterating Strong Buy

Michael Del Monte 7.57K Followers Follow 5 Share Save Play ( 11min ) Comments Summary Intel Corporation is regaining semiconductor leadership, driven by rising x86 CPU demand and enterprise AI adoption. INTC’s Data Center & AI segment posted 59% growth, fueled by Xeon 6 CPUs. Long term growth may be supported by strategic partnerships with Alphabet and potentially Apple. Significant capital investments are planned through 2028 to scale 14A and 18A process technologies, supporting long-term growth despite near-term cash outflows. I reiterate a Strong Buy rating for INTC stock with a $142/share price target, anchored by execution on IFS and x86 CPU momentum. gentlelight/iStock via Getty Images Intel Corporation ( INTC ) is regaining its positioning as a leader in the semiconductor market as demand for x86 CPUs reemerges, driven by enterprise AI adoption. While the company has a long road to returning to market-leading This article was written by Michael Del Monte 7.57K Followers Follow Monte Independent Investment Research: Michael Del Monte is a buy-side equity analyst with expertise in the technology, energy, industrials, and materials sectors. Prior to working in the investment management industry, Michael spent over a decade in professional services working across industries that include O&G, OFS, Midstream, Industrials, Information Technology, EPC Services, and consumer discretionary. Analyst’s Disclosure: I/we have a beneficial long position in the shares of INTC either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.