"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. Indeed, we've only had a handful of trading sessions in 2026, but shares of Intel are certainly not wasting time powering back, adding to the big momentum the shares experienced in the back half of 2025."
"With the backing of the government as well as AI chip rival Nvidia ( NASDAQ:NVDA), which invested a whopping $5 billion, it feels like there really is no stopping Intel's glorious comeback. Add the new CEO, the company's aggressive restructuring efforts into the equation, and shares of Intel stand out as a great value buy for the new year. Whether it's the more recent votes of confidence from analysts or the impressive slate of new AI chips to come,"
Intel unveiled Panther Lake (Core Ultra Series 3) AI PC chips at CES 2026, helping lift the stock over 12% year to date amid only a few trading sessions. The company received government backing and a $5 billion investment from Nvidia, supporting a recovery narrative. A new CEO and aggressive restructuring add to optimism and present Intel as a value buy poised to regain losses since its 2021 peak. Nvidia's Vera Rubin GPUs also drew attention, but Intel's reveal produced a positive surprise. Near-term excitement duration is uncertain, yet multiple upside drivers could be underestimated.
Read at 24/7 Wall St.
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