Sold-Out AI Chips and Growing Foundry Buzz: Is Intel’s Rally Just Getting Started?

Quick Read Intel (INTC) stock is up 28% year-to-date following an 84% gain in 2025. KeyBanc upgraded Intel to Overweight with a $60 price target. Intel is sold out of server CPU capacity for 2026 due to AI demand from hyperscalers. Average selling prices could rise 10% to 15%. Intel’s 18A manufacturing process now achieves yields over 60%. Apple is reportedly evaluating Intel foundry for low-end M-series processors starting in 2027. A recent study identified one single habit that doubled Americans’ ...