What’s behind the ‘CPU renaissance’ and where China stands in designing and manufacturing central processing units in the AI age.

Intel Corp (NASDAQ:INTC, XETRA:INL) shares surged 24% to around $83 on Friday following stronger-than-expected quarterly results, with analysts at Wedbush and Jefferies pointing to accelerating AI-driven demand for server chips and improving near-term visibility for the company’s

Intel told analysts its CPU shortage is improving, with agentic AI's growing emphasis on CPUs adding to near-term demand.

Arm Holdings (NASDAQ:ARM), or Advanced Micro Devices (NASDAQ:AMD)? The leaderboard just got reshuffled this morning. Intel stock gapped up +24.89% at the open after a blowout Q1 report, vaulting the chipmaker to the top of the 2026 podium and dragging the entire semiconductor complex higher.

Intel reported a big first quarter of revenue led by fresh AI demand for its CPUs. The company also delivered a big forecast for the current quarter.

Intel reported strong adjusted earnings per share, revenue, and forward guidance in its first-quarter earnings report.

Intel has flagged a sharp tightening in data center CPU-to-GPU ratios as AI workloads move from training to inference, driving server CPU prices up 20% since March. The shift toward agentic AI could require one CPU per GPU, straining already limited Xeon ...

Wall Street’s view on Intel (NASDAQ:INTC | INTC Price Prediction) stock leaned bullish this morning. Citi upgraded Intel to Buy from Neutral with a $95 price target, up from $48, while Evercore ISI’s Mark Lipacis moved to Outperform from In Line with a $111 target,