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Special Report
Intel Went From Market Reject to Musk's AI Partner — What Happens Next?Written by Sam Quirke. First 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 several quarters. After hitting multi-year lows a year ago and becoming a byword for disappointment, Intel shares are now nearing a five-year high, up more than 220% since last August. Those gains accelerated in recent weeks, with the stock adding roughly 50% since the end of March. The latest leg higher was kicked off 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 currently under construction.
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings.
Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds.
If any of these are in your portfolio, now is the time to review your positions. See the 5 stocks to avoid
The question now is whether this renewed 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 this week’s update on Intel’s partnership with Musk and his portfolio is big news, the most important change over the past year has been the shift in perception around Intel's foundry business. What was once seen as a long-term, uncertain turnaround effort is increasingly framed as a credible path back to relevance in the semiconductor industry. The traction Intel Foundry Services is gaining as a supplier in the broader AI ecosystem supports that view. Having once been an “also-ran,” Intel is now back in conversations about the next phase of technology growth rather than being written off as a lagging incumbent. That change in narrative has driven a significant re-pricing of the stock, even though many underlying improvements remain in their early stages. Terafab Has Put Intel Back in the SpotlightThe Terafab announcement provided a timely catalyst for bulls. Intel’s involvement with Tesla, SpaceX, and xAI has eased some bearish concerns about its turnaround while helping to validate its role in the emerging AI supply chain. The participation of these aggressive AI players signals that Intel is again being taken seriously at the highest levels. Given the stock’s near 20% gain since the news broke, the market is clearly responding. Analysts, however, are not fully aligned. Firms such as KeyCorp have leaned into the opportunity, reiterating their Buy rating and raising their price target to $70 — still implying healthy upside even after the recent surge. Others, including 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, it’s hard not to see why bears have a point. Intel’s story has improved markedly since last year, but the stock has moved even faster. A 220% rally — and a roughly 50% surge since late March — suggests a significant amount of optimism may already be priced in. The Terafab news accelerated that move, but it also raised expectations at a time when much of the fundamental progress is still nascent. Key elements of the bull case, including the 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 company’s full potential has yet to be clearly demonstrated. That creates an exciting — but potentially risky — situation in which a strong emerging narrative outpaces the fundamentals. Earnings Will Be the Next Major TestThat means Intel’s next earnings report, due April 23, will be closely watched. After such a sharp run higher, investors will be looking for confirmation that the narrative shift is backed not only by management’s vision but by tangible progress. If Intel can deliver on those fronts, the rally could extend further, supported by both momentum and improving fundamentals. Some investors view the stock as still undervalued and consider it a buy ahead of the report. On the other hand, the risk of a significant pullback would increase if the report disappoints. For those on the sidelines, it’s an interesting setup: the long-term opportunity may be increasingly compelling, but the potential for near-term volatility could outweigh the chances for immediate gains. |
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