Intel: The Future Has Arguably Never Looked This Bright

Summary Intel is parlaying its strength into the agentic AI growth inflection, driven by surging demand for data center CPUs. INTC's foundry business losses are narrowing, with break-even targeted by end-2028, reversing years of severe gloom. Despite a 42x 2028E PE, robust earnings recovery and multiple growth levers—including pricing, volume, and advanced packaging—support maintaining a Buy rating. Meta Muse personal AI agent, has driven another round of optimism spikes as consumer agentic growth takes center stage. INTC's price action has stayed incredibly bullish, moving closer to all-time highs. Investors shouldn't wait until it breaks out to gain more exposure. Looking for a helping hand in the market? Members of Ultimate Growth Investing get exclusive ideas and guidance to navigate any climate. Learn More » JHVEPhoto/iStock Editorial via Getty Images Intel's bullish narrative has never looked so bright Doomsday headwinds threatened to engulf the market a little more than a week ago. Worries about how the AI apocalypse could render a much slower AI development This article was written by JR Research 49.58K Followers Follow JR Research is an opportunistic investor. I was recognized by TipRanks as a Top Analyst, and also by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. I identify attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. My picks have consistently demonstrated market outperformance over time. My approach combines timely and sharp price action analysis with fundamentals as my foundation. I also tend to avoid overhyped and overvalued stocks while capitalizing on battered stocks with significant upside recovery possibilities. I run the investing group Ultimate Growth Investing which specializes in identifying high-potential opportunities across various sectors. My main ideas revolve around stocks with strong growth potential, and also well-beaten contrarian plays. I designed the group for investors seeking to capitalize on growth stocks with solid fundamentals, robust buying momentum, and appealing turnaround plays to generate alpha consistently. Learn more Analyst’s Disclosure: I/we have a beneficial long position in the shares of META, AMZN, TSM 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.