$Taiwan Semiconductor Manufacturing(TSM)$  $Intel(INTC)$  

The semiconductor sector is heating up with Taiwan Semiconductor Manufacturing (TSM) reporting record results and capex guidance for 2026; this, combined with the growth in AI demand, signals a durable bullish outlook lifting many boats in the industry

Intel (INTC) heading into earnings faces a blend of cautious optimism and uncertainty, with analysts split as some raise expectations on AI and server chip demand, while others remain cautious with "Hold" ratings and modest price targets。。。

The stock has been up about 30% since the start of 2026, driven by potential foundry wins and favorable "America First" sentiment; however, despite sector strength, INTC faces challenges with its product mix and margin pressures, leading to inconsistent earnings results

Given the momentum in semiconductors, the most likely post-earnings outcome is range-bound movement within a 5% window unless guidance shifts dramatically; a significant move seems unlikely without major news altering expectations