$Intel(INTC)$ Accumulate n buy

Accumulate n buying more

Intel and AMD Surge! Catch-Up Trade: Which Do You Favor?

Intel surged 7% while AMD jumped 6% after KeyBanc Capital Markets upgraded. KeyBanc set PT of $60 for Intel and $270 for AMD, arguing AI server chip capacity could be largely sold out through 2026. Intel is seen in an “expectations reset” phase, while AMD remains in a valuation-premium phase that demands earnings beats. Focus now shifts to Intel’s Jan 22 earnings and AMD’s Feb 3 report. With AI server capacity tightening, can Intel’s turnaround narrative gain real traction? At a premium valuation, can AMD deliver enough upside surprises to justify $270?

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