Intel's Strong Start to 2026: Turnaround Gains Momentum Intel Corporation has kicked off 2026 with impressive momentum, building on its remarkable recovery from previous challenges. Since January 1, the company's stock has surged nearly 45%, reaching a four-year high of around $54 per share by mid-January. This follows an 84% rally in 2025, driven by renewed investor confidence in CEO Lip-Bu Tan's turnaround strategy. A highlight came at CES 2026 in early January, where Intel unveiled its Core Ultra Series 3 processors, codenamed Panther Lake. These are the first client chips built on Intel's advanced 18A manufacturing process, equivalent to leading-edge 2nm technology. The company announced over 200 laptop designs from major manufacturers, with shipments starting and global availability from late January. Analysts praised this milestone as proof that Intel is regaining ground in AI-enabled PCs. Investor optimism grew further after CEO Tan met with President Donald Trump in January, who publicly commended Intel's progress and the U.S. government's significant investment. Reports also emerged of strong server CPU demand, with Intel reportedly sold out for 2026 and considering price hikes of 10-15%. Progress in the foundry business, including improved 18A yields over 60% and potential deals with customers like Apple, added fuel to the rally. On January 21, shares jumped 11% in a single day amid high expectations for the upcoming Q4 2025 earnings report, scheduled for after market close on January 22. Wall Street anticipates insights into AI data center growth and foundry advancements. As Intel approaches this key earnings release, the company appears poised for continued recovery, blending innovative products with strategic government and industry support. (Tweetinvestor)
