Intel stock increased +6.5% on strong volume following the CES 2026 introduction of its Core Ultra Series 3 “Panther Lake” processors

D.A. Davidson analyst Gil Luria told MarketWatch that Intel’s stock move could be further indication that investors are looking to broaden beyond well-trodden AI plays like Nvidia by “rushing into more marginal players like [Intel] and memory stocks, with the belief that the great data-center buildout will drive growth in those shares as well.”

Intel stock rose 6% as Panther Lake AI chips launched on new 18A process. Government invested $10B, Nvidia added $5B backing the U.S. manufacturing turnaround.

Certainly, there are winners and also-rans in the hyper-competitive world of artificial intelligence (AI) chips. Some chip stock traders feel that Intel (NASDAQ:INTC) needs to catch up to rivals NVIDIA (NASDAQ:NVDA) and Advanced Micro Devices (NASDAQ:AMD).

While Intel asserts that its roadmap is "progressing well," the indecision from a possible customer like Nvidia shifts the focus back to one main

Intel stock jumps 8% as it ships first 18A Panther Lake Core Ultra Series 3 chips; rollout details, AI performance, and $50 Buy upgrade—read now.

Intel stock soared on Wednesday, extending a recent run-up fueled by increasing confidence in its foundry business.

On a somewhat surprising note, Intel (NASDAQ:INTC) really delivered at this year’s CES (Consumer Electronics Show), with a big chip unveiling that helped power the stock to a gain of more than 12% year to date.

Nvidia finalized a $5B Intel stake after FTC approval, buying 214.7M shares. The move bolsters Intel’s foundry push as 18A ramps.

Intel (INTC) stock rises 1.6% after Panther Lake launch at CES and Melius upgrade to buy. Nvidia completes $5B investment in chipmaker as 18A ramp begins.

Melius Research says Intel’s foundry business may start getting more respect, and that could give the stock a further boost.