Intel Corporation maintains a 'Buy' rating, with agentic AI-driven CPU demand and strong earnings momentum supporting further upside. Q2 2026 saw record $16.13B revenues (+25.4% YoY), rapid margin expansion, and a 90%+ adjusted EPS beat, driven by data center and AI PC strengths. Foundry losses narrowed by $1B, external sales soared, and upcoming catalysts include SK hynix partnerships, Altera IPO value unlock, and customer wins with Tesla and SpaceX.
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