{"id":2814,"date":"2026-04-29T16:42:50","date_gmt":"2026-04-29T16:42:50","guid":{"rendered":"https:\/\/retrotradingreport.com\/index.php\/2026\/04\/29\/intel-amd-stock-rally-on-fresh-bullish-coverage\/"},"modified":"2026-04-29T16:42:50","modified_gmt":"2026-04-29T16:42:50","slug":"intel-amd-stock-rally-on-fresh-bullish-coverage","status":"publish","type":"post","link":"https:\/\/retrotradingreport.com\/index.php\/2026\/04\/29\/intel-amd-stock-rally-on-fresh-bullish-coverage\/","title":{"rendered":"Intel, AMD stock rally on fresh bullish coverage"},"content":{"rendered":"
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Advanced Micro Devices (AMD) and Intel (INTC) are extending gains on Wednesday morning as a new wave of upbeat analyst commentary reignited momentum across the semiconductor sector.<\/p>\n

AMD drew renewed investor interest after Susquehanna issued a bullish call, while INTC rallied because Freedom Broker upgraded it to \u201cbuy\u201d on rapidly improving earnings and AI infrastructure outlook.<\/p>\n

These dual endorsements added fuel to a market that\u2019s been aggressively repricing both companies as central beneficiaries of the next leg of AI compute demand.<\/p>\n

Intel shares gained almost 10% on Wednesday while AMD surged 3%. <\/p>\n

Why Susquehanna raised price target on AMD stock<\/h2>\n

Susquehanna\u2019s latest note on AMD stock<\/a> reinforces the view that the company is entering a multi-quarter acceleration phase driven by both CPUs and AI accelerators.<\/p>\n

Analysts at the firm raised their price target to $375, arguing AMD\u2019s server roadmap is translating into tangible, durable market share gains.<\/p>\n

According to them, its EPYC processors continue to pick up share as Intel works through lingering supply constraints \u2013 an industry dynamic that has strengthened AMD\u2019s pricing power and visibility heading into its May 5 earnings report.<\/p>\n

But the heart of Susquehanna\u2019s thesis lies in AI accelerators.<\/p>\n

The firm highlighted the ramp of AMD\u2019s Instinct MI350 as the primary near-term catalyst for Data Center revenue, with a more dramatic inflection expected in Q4 as hyperscalers scale deployments.<\/p>\n

The note specifically pointed to its expanding footprint across major AI customers, including its 6 gigawatt GPU partnership with OpenAI and Oracle\u2019s planned 50,000 GPU Helios supercluster built on Instinct MI450 GPUs and EPYC Venice CPUs.<\/p>\n

Susquehanna\u2019s view aligns with AMD\u2019s broader financials. <\/p>\n

Consensus is for the company to earn $1.06 a share in its fiscal Q1, up an exciting 36% on a year-over-year basis.<\/p>\n

In short, a rare combination of CPU share gains, AI accelerator momentum, and a deepening pipeline of hyperscale deployments justifies AMD shares\u2019 premium multiple heading into the quarterly print, it concluded.<\/p>\n

Why Freedom Broker sees further upside in Intel stock<\/h2>\n

Intel\u2019s stock price rally, one of the most dramatic large-cap moves of 2026, picked up fresh steam after Freedom Broker upgraded it to \u201cbuy\u201d, citing a structural shift in the company\u2019s fundamentals following its blowout Q1 earnings.<\/a><\/p>\n

INTC\u2019s quarterly print last week was a watershed moment.<\/p>\n

Revenue of $13.58 billion beat expectations by 9%, while non-GAAP EPS of $0.29 crushed the Street\u2019s penny per share estimate. <\/p>\n

Data Center and AI segment grew 22%, and management issued a Q2 revenue guide of up to $14.8 billion \u2013 far above consensus.<\/p>\n

Freedom Broker\u2019s upgrade reflects a broader shift in sentiment: Intel\u2019s turnaround isn\u2019t theoretical. <\/p>\n

It highlighted the company\u2019s strengthening position in AI-driven CPU demand, where hyperscalers are increasingly treating CPUs as the orchestration layer for agentic AI workloads.<\/p>\n

This trend has pushed the CPU-to-GPU ratio from 1:8 toward 1:4, meaningfully expanding INTC\u2019s addressable market.<\/p>\n

Analysts also pointed to strategic partnerships, including commitments from Google to adopt future Xeon processors and participation in Elon Musk\u2019s Terafab project, as evidence that Intel\u2019s foundry and CPU roadmaps are regaining industry relevance.<\/p>\n

Despite a 130% year-to-date gain, Freedom Broker argues the market is still \u201cunderestimating\u201d the durability of the firm\u2019s AI infrastructure tailwinds and the earnings power of its 18A manufacturing ramp.<\/p>\n

The post Intel, AMD stock rally on fresh bullish coverage<\/a> appeared first on Invezz<\/a><\/p>\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

Advanced Micro Devices (AMD) and Intel (INTC) are extending gains on Wednesday morning as a new wave of upbeat analyst commentary reignited momentum across the semiconductor sector.AMD drew renewed investor interest after Susquehanna issued a bullish call, while INTC rallied because Freedom Broker upgraded it to \u201cbuy\u201d on rapidly improving earnings and AI infrastructure outlook.These…<\/p>\n","protected":false},"author":1,"featured_media":2815,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[],"class_list":["post-2814","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-investing"],"_links":{"self":[{"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/posts\/2814","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/comments?post=2814"}],"version-history":[{"count":0,"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/posts\/2814\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/media\/2815"}],"wp:attachment":[{"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/media?parent=2814"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/categories?post=2814"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/tags?post=2814"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}