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Further Reading from MarketBeat Media
Intel Went From Market Reject to Musk's AI Partner — What Happens Next?Reported by Sam Quirke. Originally Published: 4/13/2026. 
Key Points
- Intel has surged more than 220% since last summer and 50% since the end of March, with the latest leg driven by its involvement in Elon Musk’s Terafab AI chip project.
- Partnering with Tesla, SpaceX, and xAI has boosted its credibility, but analysts remain split on how much near-term upside remains.
- With shares starting to look overbought ahead of earnings, the setup might lean toward caution rather than exuberance.
- Special Report: Elon’s “Hidden” Company
Tech giant Intel Corp (NASDAQ: INTC) has staged one of the most dramatic turnarounds in the market over the past couple of quarters. After trading near multi-year lows this time last year and becoming a byword for disappointment, Intel shares are now approaching a five-year high, up more than 220% since last August. Gains have accelerated recently, with the stock posting roughly a 50% rise since the end of March. The latest leg higher was sparked by news this week that Intel is joining Elon Musk’s Terafab AI chip production project alongside his Tesla Inc (NASDAQ: TSLA), SpaceX, and xAI. That development has injected fresh excitement into the story, placing Intel at the center of one of the most ambitious artificial intelligence (AI) infrastructure initiatives underway.
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The question now is whether this momentum still has room to run or whether the stock has already priced in much of the upside ahead of its next earnings report on April 23. Let’s take a closer look. A Narrative Shift Is UnderwayWhile the Terafab announcement is headline-grabbing, the most important change over the past year has been the market's reassessment of Intel’s foundry business. What was once viewed as a long-term, uncertain turnaround effort is increasingly framed as a credible path back to relevance in the semiconductor industry. Intel Foundry Services gaining traction as a supplier in the broader AI ecosystem is evidence of that shift. Once an “also-ran,” Intel is now being discussed as a participant in the next phase of technology growth rather than a company doomed to lag its younger, more nimble peers. That change in perception has driven a substantial re-pricing, even though many underlying improvements remain in their early stages. Terafab Has Put Intel Back in the SpotlightThe Terafab news has been a welcome catalyst for bulls. Intel’s involvement alongside Tesla, SpaceX, and xAI has eased bearish concerns about its turnaround and effectively validated its role in the emerging AI supply chain. These are prominent, aggressive players in the AI space, and their decision to work with Intel signals the company is being taken seriously at the highest level. Considering Intel shares rose close to 20% after the news, the market is clearly reacting. Analysts, however, remain split on how to interpret the development. KeyCorp has leaned into the opportunity, reiterating a Buy rating and raising its price target to $70, which still implies meaningful upside ahead of earnings. Others, such as Cantor Fitzgerald and Wells Fargo, have taken a more cautious stance, issuing Hold-equivalent ratings that reflect uncertainty about how quickly this new narrative will translate into financial results. The Rally Has Moved Faster Than the FundamentalsFrom the sidelines, the bears have a point. Intel’s story has improved markedly from a year ago, but the stock has outpaced the pace of the fundamentals. A 220% rally, including a roughly 50% surge since the end of March, suggests a significant amount of optimism is already priced in. The Terafab announcement accelerated that move, but it also raised expectations at a time when much of the underlying progress is still nascent. Key elements of the bull case — the sustained success of the foundry business and the economics of projects like Terafab — remain largely unproven. Execution risk therefore remains meaningful, and the path to realizing full potential is not yet clear. That creates an exciting but potentially risky situation: a strong emerging narrative while fundamentals catch up. Earnings Will Be the Next Major TestIntel’s next earnings report, due April 23, will be closely watched. After such a sharp run higher, investors will look for confirmation that the narrative shift is supported not only by management’s vision but also by tangible progress. If Intel can deliver on those fronts, the rally could extend further, supported by both momentum and improving fundamentals. In that scenario, the stock may still offer upside and remains a buy ahead of the report. Conversely, the risk and scale of a potential pullback would increase if the report disappoints. For sidelined investors, that makes for an interesting setup: the long-term opportunity looks more compelling, but near-term volatility could outweigh short-term gains. |
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