Intel Cratered Over The Last 90 Days: This Prominent Analyst Says It's Going to Double

Impact · against what's priced in

The news is largely noise for Intel as the market already accounts for the foundry's heavy cash burn and the specific risk of dilution from the $20B offering. While a bullish analyst targets $200, the primary catalyst—foundry customer traction—is offset by a 2028 timeline for high-volume production, leaving the core valuation thesis unchanged.

AMD+0.00

Already priced in

The price assumes

continuation of AMD's current overall revenue trajectory