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Exclusive Story
Intel Went From Market Reject to Musk's AI Partner — What Happens Next?Submitted by Sam Quirke. Article 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 Musk already made me a “wealthy man”
Tech giant Intel Corp (NASDAQ: INTC) has staged one of the most dramatic turnarounds in the market over the past few quarters. Having been at multi-year lows this time last year and become a byword for disappointment, Intel shares are suddenly on the verge of a five-year high, up more than 220% since last August. Gains have accelerated in recent weeks, adding roughly 50% since the end of March alone. The latest leg higher has been driven 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 renewed excitement into the story, putting Intel at the center of one of the most ambitious artificial intelligence (AI) infrastructure initiatives currently under construction.
While attention stays fixed on dominant AI names, one low-priced stock is gaining quiet momentum - trading for pennies compared to industry leaders like Nvidia.
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The question now is whether this momentum has further 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 this week’s update on Intel’s partnership with Musk and his portfolio is significant, the most important change over the past year has been the shift in perception around its foundry business. What was once seen as a long-term, uncertain turnaround is increasingly framed as a credible path back to relevance in the semiconductor industry. The fact that Intel Foundry Services is gaining traction as a supplier in the broader AI ecosystem supports that view. Once written off as an “also-ran,” Intel has re-entered conversations about the next phase of technology growth rather than being seen as a company doomed to lag behind its younger, more nimble peers. That re-rating has driven significant stock appreciation, even though many of the underlying improvements remain in early stages. Terafab Has Put Intel Back in the SpotlightThis week’s Terafab announcement has served as a welcome catalyst for bulls. Intel’s involvement in the project 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 among the most aggressive players in the AI space, and their decision to work with Intel signals the company is again being taken seriously at the highest level. Intel shares have gained close to 20% since the news broke, which shows the market is taking it seriously as well. Analysts, however, are not unified in how they interpret the development. KeyCorp has leaned into the opportunity, reiterating its Buy rating and raising its price target to $70 — a level that still implies meaningful upside despite the recent rally. Others, including Cantor Fitzgerald and Wells Fargo, have taken a more cautious stance, issuing Hold or equivalent ratings that reflect uncertainty about how quickly this new narrative will translate into measurable financial results. The Rally Has Moved Faster Than the FundamentalsFrom a distance, bears may have a point. Intel’s story has improved dramatically from this time last year, but the stock has moved even faster. A 220% rally — and roughly a 50% surge in recent weeks — suggests a significant amount of optimism is already priced in. The Terafab news 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, including the long-term success of the foundry business and the economics of projects like Terafab, remain largely unproven. Execution risk is still meaningful, and the path to realizing the full potential has yet to be clarified. That creates an exciting but potentially risky situation: the narrative is strong, but the fundamentals are still catching up. Earnings Will Be the Next Major TestIntel’s next earnings report, due on April 23, will likely be as closely watched as it has been at any point in recent years. After such a sharp run, investors will look for confirmation that the narrative shift is backed not only by a clear strategic vision from management, but also by tangible progress to date. If Intel can deliver on those fronts, the rally could extend further, supported by both momentum and improving fundamentals. In that scenario, the stock could still be considered a buy ahead of the report. Conversely, the risk and potential scale of a pullback would rise if the report disappoints. For investors on the sidelines, that creates an interesting setup: the long-term opportunity appears more compelling, but the prospect of near-term volatility may temper the case for immediate entry. |
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