Intel - Intel has experienced a significant recovery, gaining 22.5% in a recent session, making it the best performer in the S&P 500 for the week and the sixth best for the month [2][3] - Analysts are reacting positively to Intel's partnership with Nvidia, which involves a $5 billion stake and the integration of Nvidia's RTX GPUs into Intel's x86 system on chips for the PC market [3][4] - Despite the positive sentiment, there remains skepticism among analysts regarding Intel's long-term growth prospects compared to competitors like Taiwan Semiconductor, Broadcom, and AMD [5][6] - Intel's stock has risen over 50% in the past year, reaching a high of $32 recently, indicating a strong recovery after being left behind previously [6] Tesla - Tesla has seen a bullish shift from analysts, with a recent upgrade raising the price target to $548 per share from $320, despite expected declines in car volumes in 2025 [7][8] - The firm projects long-term price targets for Tesla shares could reach between $1,400 and $3,000 by 2035, factoring in potential dilution from Elon Musk's new pay package [8][9] - Analysts highlight several upcoming catalysts for Tesla, including the next generation of the Optimus robot and advancements in its robotics division [9][10] - The shareholder approval of Musk's pay package indicates strong support from Tesla's investor base, which is crucial for the company's future initiatives [10][11] - Tesla is under pressure to establish itself in the robo-taxi market, especially with competitors like Whimo gaining traction [11][12]
Analysts React to INTC/NVDA Deal, TSLA Upgrade on Physical A.I.