Intel Surges 26% on Upgrades & Apple Tie-Up 01/19/26
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Intel Surges 26% on Upgrades & Apple Tie-Up 01/19/26
Key Stories:
- Intel, the venerable chipmaker, has been on an absolute tear this year, significantly outpacing the broader market. Folks, Intel stock, trading under the ticker INTC, has rocketed up an impressive 26.27% year-to-date. To put that in perspective, the S&P 500, represented by the SPY ETF, managed a more modest gain of 1.43% over the same period. This incredible outperformance of nearly 25 percentage points is largely being attributed to a series of strong analyst notes boosting sentiment ahead of the company’s upcoming earnings report. Investors are clearly reacting positively to renewed optimism surrounding Intel’s strategic direction and potential for a turnaround. We’ll want to watch closely how the company’s actual earnings line up with these elevated expectations. Read more
- Shifting gears in the semiconductor space, we have some potentially impactful news regarding tariffs. President Donald Trump has announced that certain chip imports from major players like AMD and Nvidia will now face a significant 25% tariff. This includes specific products such as AMD’s MI325X chips. This move introduces a new layer of complexity for these companies, potentially increasing costs and impacting their competitive pricing strategies in key markets. For AMD, a rival to Intel in many segments, and Nvidia, the graphics processing powerhouse, these tariffs could force adjustments to their supply chains and pricing models. Investors in the semiconductor sector should certainly keep a close eye on the full implications of these trade policies. Read more
- And circling back to Intel, the good news for the chip giant just keeps rolling in. Not only is the stock already up significantly this year, but it’s now seeing further upside momentum. We’re seeing fresh upgrades, including a new street-high price target from KeyBanc, which highlights a perceived major foundry breakthrough for the company. Adding to this enthusiasm is news of a potential tie-up with Apple, the iPhone maker. While details are still emerging, any partnership with a tech titan like Apple could be a massive catalyst for Intel’s foundry business, signaling a potential return to manufacturing leadership and attracting more external customers. This development certainly paints a brighter picture for Intel’s long-term strategy and competitive position in the global chip market. Read more
Keywords: AAPL, AMD, Apple tie-up, INTC, KeyBanc upgrade, NVDA, S&P 500, SPY, analyst notes, chip imports, chip manufacturing, earnings, foundry breakthrough, geopolitics, semiconductors, tariffs, technology, trade policy, year-to-date