Intel Corporation maintains a Buy rating as robust AI-driven demand secures multi-year supply agreements and underpins revenue visibility. INTC raised $22.6 billion via equity, avoiding further debt and fully funding new fabrication plants, with dilution offset by prudent capital allocation. Forward EV/EBITDA has risen to 25.83x, reflecting a 16% share price increase and 4.8% dilution, but valuation remains justified by data center margin recovery.
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