Melius Research Upgrades Intel (INTC) to Buy with $50 PT on Long-Term 14A Node Prospects for Nvidia, Apple

Intel Corporation (NASDAQ:INTC) is 1 of the most buzzing stocks to put successful according to hedge funds. On January 5, Melius Research upgraded Intel to Buy from Hold with a $50 terms target. The steadfast dismissed caller reports regarding Nvidia’s dissatisfaction with the Intel 18A process node arsenic stale information. Instead, the steadfast sees a bully accidental that some Nvidia and Apple volition earnestly measure the Intel 14A node for accumulation by the 2028–2029 timeframe.

The imaginable displacement could beryllium a important tailwind for the banal passim 2026, supporting publication value. Furthermore, Melius Research highlighted the beardown manufacture and governmental lasting of Intel CEO Lip-Bu Tan and noted his precocious respect among cardinal figures, including President Trump, Secretary Lutnick, Jensen Huang, and Lisa Su.

On the aforesaid day, Intel Corporation (NASDAQ:INTC) unveiled its Core Ultra Series 3 processors (codenamed “Panther Lake”) astatine CES successful Las Vegas. This motorboat marks a historical milestone arsenic the archetypal compute level built connected the Intel 18A process node, the astir precocious semiconductor exertion presently manufactured successful the US. Designed to powerfulness the adjacent procreation of AI PCs, the Series 3 lineup volition beryllium featured successful implicit 200 conveyance and laptop designs from planetary partners, representing Intel’s astir broadly adopted AI level to date.

Consumer availability begins with pre-orders connected January 6, with the archetypal laptops scheduled for planetary merchandise connected January 27. Additional laptop designs volition proceed to rotation retired done the archetypal fractional of the year, portion borderline and concern systems powered by Intel Core Ultra Series 3 are expected to deed the marketplace starting successful Q2 2026.

Intel Corporation (NASDAQ:INTC) designs, develops, manufactures, markets, and sells computing and related products and services worldwide. It operates done Intel Products, Intel Foundry, and All Other segments.

While we admit the imaginable of INTC arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you’re looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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Disclosure: None. This nonfiction is primitively published at Insider Monkey.