Intel and AMD get upgrades at KeyBanc thanks to strong server demand for AI
KeyBanc raised Intel and AMD price targets citing sold-out 2026 server CPU inventory and AI GPU revenue expected to reach up to $15 billion, driven by hyperscaler demand.
7 Articles
7 Articles
Stock Market Today, Jan. 13: Intel Jumps on KeyBanc Upgrade Highlighting Strong AI Server CPU Demand
Intel (NASDAQ:INTC), a designer and manufacturer of microprocessors and related semiconductor products, closed Tuesday at $47.29, up 7.33%. Intel IPO'd in 1980 and has grown 14,428% since going public. Trading volume reached 167 million shares, about 82% above its three-month average of 90 million shares.Tuesday’s action centered on a KeyBanc upgrade and a higher $60 price target for Intel, with investors watching whether AI-driven server CPU de…
Analysts drop verdicts on AMD, Intel, and ARM
stock is up about 9%, at the time of writing, Tuesday afternoon, Jan. 13, thanks to KeyBanc raising its price target to $60, according to Yahoo Finance. The company’s Q4 earnings are near and will be released on January 22. Intel’s competitors, AMD and ARM, will also have their earnings releases…
Intel and AMD pop after KeyBanc upgrade flags “sold out” AI server chips
NEW YORK, Jan 13, 2026, 17:52 EST Shares of Intel and Advanced Micro Devices surged Tuesday following a KeyBanc Capital Markets upgrade. The firm highlighted constrained supply for server processors driven by AI demand. Intel climbed 7.3% to close at $47.29, with AMD gaining 6.4% to reach $220.97. Investors are weighing whether the AI infrastructure buildup continues to drive orders down the supply chain, despite the broader markets showing a pa…
Intel (INTC) Stock: Why This Chip Maker Just Got One of Wall Street's Highest Price Targets
TLDR KeyBanc upgraded Intel and AMD to Overweight, citing nearly sold-out server CPU supply for 2026 Intel considers 10-15% price hike on server CPUs due to strong AI infrastructure demand AMD’s server CPU revenue expected to grow at least 50% this year with similar pricing power Intel’s foundry business shows progress with 18A yields over 60%, Apple reportedly a new customer AMD targets $14-15 billion in AI revenue from MI355 and MI455 GPUs Ke…
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