$Intel(INTC)$ A good 2 weeks. Let hope war will end after that. Next question is how the war aftet effect nfluence the global economy as a whole. At least for the next 6 months I think. So and steady on growth. Keep my fingers crossed.
Morgan Stanley Resets Intel Target: Is AI Foundry Recovery Underestimated?
Intel edged up 0.85% to $66 ahead of its Q1 earnings release tomorrow after hours, with Morgan Stanley preemptively resetting its price target and declaring "Intel's real AI recovery is just beginning." Market focus centers on Intel 18A process yields and foundry customer scale — the two metrics that will determine whether Intel can compete with TSMC for advanced node orders. The risk: if tomorrow's report fails to meet institutional expectations, the $66 historically discounted level could come under renewed pressure. Can Intel use tomorrow's data to prove its AI foundry recovery is real?
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