Intel Surges On 18A: Real Comeback With CES Boost?

Shares of Intel jumped 6% after unveiling its 18A-based AI PC chip lineup at CES, a milestone widely seen as central to its manufacturing revival. The new Intel Core Ultra Series 3, built on the Panther Lake architecture, marks Intel’s first large-scale production on 18A, delivering up to 60% performance gains over Lunar Lake. Management aims to reclaim PC market share from AMD and reinforce Intel’s foundry credibility. Are you bullish on Intel's comeback? Still a buy at $40 or not? AMD or Intel AI PC chip: who will win the market?

avatarCayChan
01-11 15:53
$Intel(INTC)$   Core Ultra Series 3 (Panther Lake) — the first real product built on Intel’s 18A process node — was formally unveiled at CES 2026. • This is Intel’s most advanced in-house manufacturing in years and its first significant 18A production ramp.  • Over 200 PC designs are planned using these chips (laptops & mobile AI PCs).  • Intel is emphasizing AI performance, power efficiency, and broader ecosystem support (from gaming to edge/industrial AI).  Key performance claims: ⚡ Up to 60% multithread gain vs. the previous generation 🎮 Up to ~77% better gaming performance 🧠 Stronger integrated AI capabilities — all enabled by Panther Lake’s architecture + 18A node advantages.  This was the centerpi
avatarMega1314
01-11 11:21
$Intel(INTC)$   Bullish signal  intel has political support and shared jumped sharply recently president trump following a meeting with intel CEO And strong product catalyst, At CES 2026, intel uneviled its next generation panther lake AI PC chips built on its advanced 18A process A might tech milestone aimed to compete better with AMD/Nvidia Momentum from product news - Industry and investors coverage suggests excitement around intel PC and AI chip push - contributing to recent share strength  Bearish signals  1. Competitive pressure  2. Mixed analyst views 3. Execution risk on new fabs and foundry business 4. Skepticism around fundamental 
avatarTBI
01-10

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$Intel(INTC)$  Intel's getting a real moment again, and it's not just hype. The 18A updates matter because this is the execution test: if Intel can deliver on time, at scale, with strong yields, it changes the story from "catching up" to "competing at the top." CES helps too. Visibility + confidence can move markets fast.
avatarBarcode
01-10
$Intel(INTC)$ $NVIDIA(NVDA)$  $Tesla Motors(TSLA)$  📈💹 Intel jumps ~8% to $44.70 after showing off its new Panther Lake AI PC chips, built in the U.S. with big performance gains. The stock is now running into a key options level, which can act like a speed bump. Big move, now the market waits to see if it can keep going.  $INTC flow at the open 👀 🚀🅗🅐🅟🅟🅨 Ⓣⓡⓐⓓⓘⓝⓖ 🅐🅗🅔🅐🅓! 🅒🅗🅔🅔🅡🅢 🅑🅒 🍀🍀🍀
$Intel(INTC)$   I bought at 38 plus it drop constantly the past month but i did not lose faith i spotted the trend of high volume options in the high 40s ik it would climb the back up.
intel
$Intel(INTC)$  Intel’s CES update is a credible operational milestone, but not yet a full investment inflection. Bullish on the comeback? The successful ramp of 18A via the Core Ultra Series 3 materially improves Intel’s execution credibility. It reduces the narrative risk around delays and supports its ambition to be both a product and foundry player. That said, this is a proof-of-capability phase, not yet proof-of-dominance. Consistency across yields, power efficiency, and OEM adoption over the next 12 to 18 months will matter more than a single launch. Buy at USD 40? At this level, Intel looks fairly valued for a turnaround, not cheap. Upside exists if 18A ramps smoothly and PC share stabilises, but downside remains if margins lag or capex
avatarShyon
01-08
From my perspective, Intel's 18A debut at CES is a real milestone, not just a marketing moment. For years, the bear case on Intel centered on execution risk and manufacturing credibility, and seeing 18A reach large-scale production with tangible performance gains directly addresses that concern. The market's reaction makes sense because this is about restoring trust in Intel's roadmap, not just launching another PC chip. That said, I'm cautiously bullish $Intel(INTC)$  rather than outright aggressive at current levels. Around $40, a meaningful portion of the 18A optimism and CES buzz is already priced in. Intel still needs to prove that yields, volumes, and customer adoption can scale smoothly through 2026. If e
avatarMrzorro
01-08
Why Intel Is Ripping Higher: 18A Proof Meets the CPU Shortage Trade $Intel(INTC)$   has seen a sustained rally recently, outperforming many large-cap U.S. semiconductor stocks. In our view, two main reasons are behind this market move. 18A is the credible catalyst The cleanest fundamental driver is 18A plus Panther Lake moving from roadmap to spotlight, alongside Intel's marketing claim of 200 plus PC design wins versus AMD's 120 plus designs for its AI PC push. Why does this matter for the stock? Because 18A is not only about selling more CPUs. It is about re rating Intel Foundry from "cash incinerator" to "credible manufacturing platform." Intel Foundry's last four reported quarters add up to roughly $10.

How to hedge high levels after Intel's surge

Intel shares rose more than 6% on Wednesday, becoming one of the biggest gainers in the S&P 500. Intel recently launched the next-generation PC platform processor Core Ultra3 at the Consumer Electronics Show (CES) for more than 200 AI personal computers. Analysts attributed Wednesday's enthusiasm to market expectations of higher server CPU prices.INTC Bear Call Spread Strategy1. Strategy structureInvestors inIntel (INTC)Establish a * * Bear Call Spread * * strategy on options.The strategy passesSell lower strike price Call while buying higher strike price CallConstitute, belonging toBearish or volatile strategies with limited returns and limited risks。(1) Sell Call with lower execution price (main source of income)Investors sell a strike priceK ₁ = 45Call option to receive premium$0.76
How to hedge high levels after Intel's surge
avatarzhingle
01-06
$Intel(INTC)$   🐯 Can Intel’s Panther Lake Win Back Market Share? An in-depth look at strategy, technology, and the shifting chip industry landscape In a moment that’s quickly becoming one of the most pivotal in Intel’s recent history, the company unwrapped its Panther Lake architecture at CES — a set of processors designed to reignite Intel’s performance leadership and challenge the dominance of competitors like AMD and Apple. But can this launch really help Intel win back market share in a tough and evolving market? Let’s break it down. 📊 ⸻ 🌍 1. The Market Intel Is Fighting In Intel isn’t just battling rival silicon anymore — the landscape itself is transforming: ✨ AMD has been strong in desktops, workstations, and servers ✨ Apple has
$Intel(INTC)$   Based on the available data, Intel's (INTC.US) Panther Lake architecture represents a critical component of its strategy to regain market share, but its success will depend on execution, competitive dynamics, and broader market adoption. The current analyst consensus reflects a cautious "Hold" stance amid this transition. Analysis of Intel's Position and Strategy Factors Supporting a Potential Comeback: Strategic Product Launch: The official unveiling of Panther Lake laptops at CES 2026 marks a significant step. These processors are built on the Intel 18A process, which the company highlights as a potential breakthrough with "all-around gate" transistor technology. Management has s
avatarLegacyX
01-06
$Intel(INTC)$  Dates to look out for while following the journey on #Intel stock. As an ETF holder or Investor, you might need add them to your diary!!!
avatarLegacyX
01-06
$Intel(INTC)$  Intel has come to the game table with better products and deliverables.  Intel's 2026 lineup is focused on Efficiency and AI PC leadership. • The Single-Core Leap: The 3,000+ score on Geekbench is a landmark. It beats AMD’s current top mobile chips and even matches some high-end desktop processors. This makes laptops feel snappier for daily tasks and "bursty" workloads. • 18A Node Advantage: This is Intel's first chip using "Backside Power Delivery" (PowerVia). Analysts are forecasting a 30% power reduction compared to previous generations, which is vital for competing with Apple’s MacBook battery life. • Xe3 Graphics: While AMD’s "Strix Halo" is basically a gaming console chip inside a laptop, In
avatarjhi
01-06
In the world I have recpect
avatarWeChats
01-05
$Intel(INTC)$   🚨 Intel Breaks $40: Is the "Dead Money" Finally Waking Up? ($50 Target) The sleeping giant just rolled over. Intel ($INTC) is surging +4.5% pre-market to $41.15, finally smashing through the frustrating $40 resistance ceiling. The spark? A high-conviction upgrade from Melius Research (Ben Reitzes), raising the stock to "Buy" with a $50 target. For traders who have watched Nvidia and AMD fly while Intel stayed grounded, this is the signal you’ve been waiting for. But is this a real reversal, or just another "bull trap" in a long downtrend? Here is the deep dive on the setup. 1️⃣ The "Why Now?" — It’s Not Just an Upgrade Melius isn’t just looking at quarterly earnings; they are betting on a structural pivot. Ben Reitzes not
avatarJYeo
01-05
avatarjethro
01-05
$Intel(INTC)$ Intel go go go to the moon 🌙!!!