Why Intel Stock Climbed This Week

Key Points AI tasks are shifting to CPU-powered workloads. Intel and its shareholders stand to profit handsomely from this trend. 10 stocks we like better than Intel › Shares of Intel (NASDAQ: INTC) rose over 7% this past week after an analyst report highlighted the chipmaker's enormous artificial intelligence (AI)-driven growth potential. Image source: The Motley Fool. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue » A forthcoming surge in demand for Intel's CPUs The AI boom is creating a massive need for the semiconductor chips that power high-performance computing infrastructure. Many investors are aware of this trend. But they may be overlooking the shift toward central processor units (CPUs), as compute needs transition from graphics processing unit (GPU)-based model training to agentic AI workloads. Global Equities Research analyst Trip Chowdhry believes this shift will help Intel's annual earnings per share grow more than tenfold to $20 by 2031. For context, Wall Street's consensus estimates call for Intel's EPS to increase to $1.51 in 2026 and $2.04 in 2027, as per Yahoo! Finance. In turn, Chowdhry sees Intel's stock price more than doubling to $200 per share. Dell's gains bode well for Intel Chowdhry cites Dell 's (NYSE: DELL) recent earnings release and subsequent management commentary as evidence that this trend is already taking hold. Revenue in Dell's traditional server segment soared 122% to $10.5 billion in the second quarter. Intel's CPUs help to power many of these servers. "We are seeing a growing trend of customers that require meaningful CPU compute capacity to support AI and agentic workflows," Dell's chief operating officer, Jeff Clarke, said during the company's Q2 earnings call "This is INTC CPUs," Chowdhry said. Should you buy stock in Intel right now? Before you buy stock in Intel, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Intel wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $421,997 !* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,413,876 !* Now, it’s worth noting Stock Advisor’s total average return is 978 % — a market-crushing outperformance compared to 213% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor , and join an investing community built by individual investors for individual investors. See the 10 stocks » *Stock Advisor returns as of September 5, 2026. Joe Tenebruso has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Intel. The Motley Fool has a disclosure policy .

Intel and its shareholders stand to profit handsomely from this trend.

Shares of Intel (NASDAQ: INTC) rose over 7% this past week after an analyst report highlighted the chipmaker's enormous artificial intelligence (AI)-driven growth potential.

Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »

The AI boom is creating a massive need for the semiconductor chips that power high-performance computing infrastructure. Many investors are aware of this trend. But they may be overlooking the shift toward central processor units (CPUs), as compute needs transition from graphics processing unit (GPU)-based model training to agentic AI workloads.

Global Equities Research analyst Trip Chowdhry believes this shift will help Intel's annual earnings per share grow more than tenfold to $20 by 2031. For context, Wall Street's consensus estimates call for Intel's EPS to increase to $1.51 in 2026 and $2.04 in 2027, as per Yahoo! Finance.

In turn, Chowdhry sees Intel's stock price more than doubling to $200 per share.

Chowdhry cites Dell 's (NYSE: DELL) recent earnings release and subsequent management commentary as evidence that this trend is already taking hold.