Why analysts are watching it
Analysts are closely watching Intel (INTC) for several reasons, reflecting mixed views on its future. Many creators, including Chris Sain and Couch Investor, are bullish, noting significant stock appreciation, with Chris Sain on May 10, 2026, stating that the stock is up over 100% and has "room to run." He also highlights Intel's low market cap and growth features as upside potential. Ticker Symbol: YOU on May 11, 2026, pointed to recent positive developments such as joining Terafab, a deal with Google for custom chips, and talks with Apple and Samsung for manufacturing in the US, alongside strong Q1 earnings that saw the stock jump 24%. However, Sven Carlin, Ph.D. expressed bearish sentiment on May 18, 2026, questioning Intel's reported profitability, citing an accounting change in 2023 that extended asset useful life from 5 to 8 years, which he claims "instantly reduced Intel's annual depreciation expense by roughly 4 billion." This accounting adjustment, he argues, made Intel appear profitable when it might not have been otherwise. Investors should be aware that differing interpretations of financial reporting could lead to significant volatility.
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"kept buying Intel at these low prices when nobody wanted it"
— 👀 To buy the dip, or not buy the dip… that’s the question
"1503s] into 9% equity stake. This effectively [1506s] turned it into a subsidy of direct [1509s] investment."
— Is Intel A Broken STOCK or a Broken COMPANY? (Deep Dive) 📱
"Then [521s] Intel signed a multi-year deal with [523s] Google to build custom chips for their [525s] internal cloud infrastructure."
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"808s] Intel's revenue is derived from five [810s] segments. Client Computing Group, which [813s] is 56% of revenue."
— Is Intel A Broken STOCK or a Broken COMPANY? (Deep Dive) 📱
"Okay, [255s] Gemini says phase five capital return. [260s] Why? Because it has positive operating [263s] income in the most recent quarter"
— Is Intel A Broken STOCK or a Broken COMPANY? (Deep Dive)
"So, let us know in the chat. Do you guys [140s] own Intel? Is this a stock that you've [142s] owned or followed or is on your radar in [145s] uh in any way? We want to know if we're [146s] talking to Intel shareholders. I do not [148s] own Intel. I do not own Intel, though I [151s] will say I've benefited from it greatly."
— Is Intel A Broken STOCK or a Broken COMPANY? (Deep Dive)
"uh spreadsheet [217s] tool that we use to research it. And I [219s] also opened it up a copy of all of our [222s] our prompt library here. I'm going to [224s] open up our business phase analysis [226s] prompt. I'm going to go over to Gemini. [229s] I'm going to paste it in there and we're [230s] going to see what Gemini says is the [233s] most uh is what phase that it's in. [236s] Intel."
— Is Intel A Broken STOCK or a Broken COMPANY? (Deep Dive)
"Let's take Intel as an example. You say Intel finally returned to profitability. Everything is going well. Q1 29 cents, Q2 cents. If I summarize this, this is around 4 billion in pure profits. One could say, let's say 2026 will be 5 billion in profits. Okay. Then you just go back to Intel's history and adjust for their accounting change. So they were not profitable but suddenly miraculously their assets were not lasting what was it five years now they're lasting eight years they're lasting three"
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"Intel is your next one, okay? Intel, look at this. It's currently sitting at 113. This play was $19. Then, it was stuck at $30 for forever. Then, and now it is sitting at $113, okay?"
— If You Missed AMD or GOOGL. This Is Even Bigger🚀
"They're not They're not ready yet. The momentum is in AMD, the momentum is in uh Intel, the momentum is in Nvidia, the momentum is in Micron,"
— If You Missed MU or AMD. This is Even Bigger (Get Ready)
"Next up here, let's talk about what the next AMD MU type stocks are. Right? And when we're talking about these sorts of stocks, AMD, Sandex, Micron, Intel, right?"
— This Stock is the Next AMD or Micron‼️
"which is one reason why I think stocks like AMD and Intel are running so hot right now."
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"integrating new efficiencies in production at a rate competitors like Intel and Samsung have struggled to replicate."
— TSMC: Is It Too Late to Buy the High-Growth Monopoly? (Deep Dive Analysis) 📱
"Buy all dips, okay? On the strong stocks, MU, AMD, Intel, Nvidia, Tesla, any of the any any of them kind of plays, okay?"
— If You Missed MU or AMD. This is Even Bigger (Get Ready)
"That sounds like a 33:1 CPU toGPU ratio, [179s] which is one reason why I think stocks [181s] like AMD and Intel are running so hot [183s] right now."
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"53s] of people voted for Intel just nudging [56s] out Marvel, another semiconductor stock."
— Is Intel A Broken STOCK or a Broken COMPANY? (Deep Dive)
"Intel [568s] reported earnings a few weeks ago. The [570s] revenue came in at 13.6 billion, which [573s] is up 7% year-over-year. And earnings [576s] per share came in at 29, up from 13 [579s] cents last year. Those numbers aren't [581s] too crazy, but the market's reaction [583s] sure was. Intel stock jumped 24% the [587s] next day, marking their single best day [589s] since the dot era."
— I Was Wrong. This Is a Historic Buying Opportunity.
"Check out this Intel $30 call. He is up nearly 1,000%, okay? This is roughly $20,000, and I couldn't be more proud of my guy, man."
— This Stock is the NEXT AMD
"Intel, I mean, there was a lot of questions about Intel going bankrupt. Bankrupt, right? their earnings have been so bad the last several years and it's just gotten worse at that company, right? And now all of a sudden that's one of the hottest stocks in the stock market."
— This Stock is the Next AMD or Micron‼️
"233s] what phase that it's in. Intel."
— Is Intel A Broken STOCK or a Broken COMPANY? (Deep Dive) 📱
"the momentum is in uh Intel, the momentum is in Nvidia, the momentum is in Micron"
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"881s] Mhm. Dell and HP typically account for [884s] 30% of total revenue. Other customers [888s] include Lenovo, cloud services provider, [890s] and retail consumers through third-party [893s] distributors."
— Is Intel A Broken STOCK or a Broken COMPANY? (Deep Dive) 📱
"Intel is your next one, okay? Intel, look at this. It's currently sitting at 113. This play was $19. Then, it was stuck at $30 for forever. Then, and now it is sitting at $113, okay?"
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"First, Intel joined Terafab, a $25 billion chip factory being built in Austin with Tesla, SpaceX, and XAI using Intel's most advanced manufacturing technology. For the first time, Intel has a flagship customer lined up before the factory was even finished."
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"2 years ago, I said that Intel was a value trap. Today, they're the only American-owned and operated factory that can build some of the world's most advanced chips. And they might finally have the customers to prove it."
— I Was Wrong. This Is a Historic Buying Opportunity.
"Intel reported earnings a few weeks ago. The revenue came in at 13.6 billion, which is up 7% year-over-year. And earnings per share came in at 29, up from 13 cents last year. Those numbers aren't too crazy, but the market's reaction sure was. Intel stock jumped 24% the next day, marking their single best day since the dot era."
— I Was Wrong. This Is a Historic Buying Opportunity.
"Keep that in mind. Intel, did you guys see Intel hit 130? Matter of fact, it hit 132."
— If You Missed MU or AMD. This is Even Bigger (Get Ready)
"Now, let me talk about the big one, Intel. And guys, this one's personal because I own Intel. I've owned it and I've benefited from the runup. And this is a company that people criticize me for on this very channel for a long time. And I'm going to be honest with you where I stand. Intel has been through the ringer. They lost their manufacturing edge. They fell behind. Business struggled. Business fell. And for a while, the stock price reflected all of that pain. The price was absolutely crushed"
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"Yep. Semiconductor stocks are definitely [83s] on the harder side of things to analyze [86s] and I don't know Intel well at all. I [88s] obviously know the business. I'm sure [90s] you do too, but I just know that things [92s] have not been going well for Intel."
— Is Intel A Broken STOCK or a Broken COMPANY? (Deep Dive)
"the usual suspects right now are green which are Intel Micron and Marll a little bit red"
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"I think if uh if if the government did not [1621s] step in and throw this company a [1622s] lifeline, no doubt, Red, no doubt."
— Is Intel A Broken STOCK or a Broken COMPANY? (Deep Dive)
"The risks are much lower for US companies like Micron and Intel. They'll still see higher prices, but they have access to more domestic energy and helium. So, the risks are mostly to their margins unless they pass those increased costs onto their customers."
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"Intel, room to run, okay?"
— If You Missed MU or AMD. This is Even Bigger (Get Ready)
"Decades-long image of neutrality, which builds a level of trust like Intel cannot match."
— TSMC: Is It Too Late to Buy the High-Growth Monopoly? (Deep Dive Analysis) 📱
"I didn't cover Intel enough and I really should have."
— I Was Wrong. This Is a Historic Buying Opportunity.
"I don't know Intel well at all. I [88s] obviously know the business. I'm sure [90s] you do too, but I just know that things [92s] have not been going well for Intel."
— Is Intel A Broken STOCK or a Broken COMPANY? (Deep Dive)
"372s] story is why the stock is up almost 200% [375s] over the past year."
— Is Intel A Broken STOCK or a Broken COMPANY? (Deep Dive) 📱
"494s] It's the fact that they they've got some [496s] political capital now. Yeah. And they've [499s] got some leverage because they have chip [503s] fabrication plants on US soil. Yeah."
— Is Intel A Broken STOCK or a Broken COMPANY? (Deep Dive) 📱
"And just a few days ago, Bloomberg reported that Apple is in early talks with Intel and Samsung about manufacturing their chips in the US. That way, they can reduce the risks of all their chips being made at TSMC in Taiwan."
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"138s] own Intel? Is this a stock that you've [140s] owned or followed or is on your radar in [143s] uh in any way? We want to know if we're [144s] talking to Intel shareholders. I do not [147s] own Intel."
— Is Intel A Broken STOCK or a Broken COMPANY? (Deep Dive) 📱
"Yeah. just I'm just curious to see what [332s] kind of you know there is a little bit [334s] of we know this is a cyclical industry [337s] but what's weird is that we are at a [340s] time when chips are [342s] no one can get enough of them"
— Is Intel A Broken STOCK or a Broken COMPANY? (Deep Dive)
"Intel is up what? [98s] 110%, 20% or so since the end of March."
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"Next is Intel. Now, I told you guys about Intel. I made a whole video about this last week. And those of you that took advantage, I want to say major salute, okay? This play is up over 100%."
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"And just [527s] a few days ago, Bloomberg reported that [530s] Apple is in early talks with Intel and [532s] Samsung about manufacturing their chips [534s] in the US."
— I Was Wrong. This Is a Historic Buying Opportunity.
"And let's take the [55s] example of Intel. If I look at Intel's [58s] last four quarters, let's say they have [61s] 4 billion in profits. 2026, perhaps they [64s] will have 5 billion. But, in 2023, they [68s] have extended the estimated useful life [71s] of its production machinery and [73s] equipment from 5 to 8 years. This [76s] accounting change instantly reduced [79s] Intel's annual depreciation expense by [81s] roughly 4 billion. 4 billion 2023, it [85s] will likely be 5 billion for 2025-20"
— Bubble In Earnings!!!
"And I don't know Intel well at all. I [87s] obviously know the business. I'm sure [88s] you do, too. But I just know that things [90s] have not been going well for Intel."
— Is Intel A Broken STOCK or a Broken COMPANY? (Deep Dive) 📱
"TSMC, Samsung, and Intel literally cannot produce a single advanced chip without them."
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"Let's ask what about the 10% ownership [1487s] by the US government [1490s] and chips act. I'm pretty sure that the [1493s] chips act was very favorable to um to uh [1497s] to Intel is a critical recent [1499s] development that significantly offered [1501s] risk profile."
— Is Intel A Broken STOCK or a Broken COMPANY? (Deep Dive)
"We got Intel cooking, okay?"
— If You Missed MU or AMD. This is Even Bigger (Get Ready)
"983s] Can it raise prices? Intel has limited [985s] pricing power due to fierce competition [988s] from AMD and Nvidia, as well as the rise [991s] of custom ARM-based chips from Apple and [995s] Amazon."
— Is Intel A Broken STOCK or a Broken COMPANY? (Deep Dive) 📱
"Well, [501s] Intel last summer, right, in August, I [503s] got a lot of hate for this because [504s] everyone's like, this is a loser stock, [506s] right?"
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"We got Intel cooking, okay?"
— If You Missed MU or AMD. This is Even Bigger (Get Ready)
"If you didn't know, Apple used Intel's chips in every Mac from 2006 to 2020 when they switched over to their own M1 chips made by TSMC and Intel lost their biggest customer."
— I Was Wrong. This Is a Historic Buying Opportunity.
"Let's talk about what the next AMD MU type stocks are. Right? And when we're talking about these sorts of stocks, AMD, Sandex, Micron, Intel, right?"
— This Stock is the Next AMD or Micron‼️
"So, let me put my ego aside and cover AMD and Intel now. AMD just reported earnings last week."
— I Was Wrong. This Is a Historic Buying Opportunity.
"If Intel pulls back, I need you in it, okay?"
— If You Missed AMD or GOOGL. This Is Even Bigger🚀
"Some major news also came out from Intel last week, surprisingly when they reported their first quarter 2026 results, because the company warned of an ongoing and significant CPU shortage due to explosive demand from AI data centers and legacy PC production outpacing supply with constraints likely to last well into 2026."
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"And then Intel, okay? Intel, ticker symbol INTC, they will be probably one of your dark horses this year. They are already up 100% in the month. In the last 30 days, they're up 100%."
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"776s] much. Sure. It's it's a strategically [778s] important asset to the United States [780s] government, basically. Yeah."
— Is Intel A Broken STOCK or a Broken COMPANY? (Deep Dive) 📱
"So, let us know in the chat. Do you guys [140s] own Intel? Is this a stock that you've [142s] owned or followed or is on your radar in [145s] uh in any way? We want to know if we're [146s] talking to Intel shareholders. I do not [148s] own Intel. I do not own Intel, though I [151s] will say I've benefited from it greatly."
— Is Intel A Broken STOCK or a Broken COMPANY? (Deep Dive)
"Intel, I mean, there was a lot of questions about Intel going bankrupt. Bankrupt, right?"
— This Stock is the Next AMD or Micron‼️
"This could be like Intuitive Surgical where those numbers flip with enough scale"
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"And you can clearly [787s] see that chip stocks in the stock [788s] market, like Intel and AMD, are [790s] absolutely skyrocketing."
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"159s] the ground floor in Intel. Great. Uh but I [163s] will say we are we are not alone. We are [165s] pretty much nose across the board."
— Is Intel A Broken STOCK or a Broken COMPANY? (Deep Dive) 📱
"integrating new efficiencies into production at a rate competitors like Intel and Samsung have struggled to replicate."
— TSMC: Is It Too Late to Buy the High-Growth Monopoly? (Deep Dive Analysis)
"This is the tightest race I've ever [51s] seen. 27.7% [53s] of people voted for Intel just nudging [56s] out Marvel, another semiconductor stock."
— Is Intel A Broken STOCK or a Broken COMPANY? (Deep Dive)
"I do not [148s] own Intel. I do not own Intel, though I [151s] will say I've benefited from it greatly."
— Is Intel A Broken STOCK or a Broken COMPANY? (Deep Dive)
"kept buying Intel at these low prices when nobody wanted it"
— 👀 To buy the dip, or not buy the dip… that’s the question
"202s] think Intel is in? Let us know in the [206s] chat. Which of the six stages do you [208s] think Intel is in?"
— Is Intel A Broken STOCK or a Broken COMPANY? (Deep Dive) 📱
"675s] Give me some Intel."
— Is Intel A Broken STOCK or a Broken COMPANY? (Deep Dive) 📱
"Cuz you look at a company like Intel, they're very heavy CPU."
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"Intel is right in the mix. But guess what? Intel has one of the lowest overall market caps. Intel has one of the slowest moving overall features in terms of their growth. So, you guys are getting something that has more upside potential, okay?"
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"722s] Intel is the global leader in designing [724s] and manufacturer of semiconductors. No, [726s] it's not."
— Is Intel A Broken STOCK or a Broken COMPANY? (Deep Dive) 📱
"So, let me put my ego aside [285s] and cover AMD and Intel now."
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"If the CPUs in this semiconductor space continue to take off, this play will certainly be one of your winners. So, if this go down to 110, back to 100, you need to be looking like this."
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"It has roughly [715s] double the performance per watt versus [718s] Intel and AMD."
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"MU, AMD, Intel, Nvidia, Tesla, any of the any any of them kind of plays, okay?"
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"52s] of people voted for Intel just nudging [54s] out Marvell, another [56s] semiconductor stock."
— Is Intel A Broken STOCK or a Broken COMPANY? (Deep Dive) 📱
"Intel, did you guys see Intel hit 130? Matter of fact, it hit 132. And so, you guys already know, again, been in that way before the $100 level, but to see it all the way up to 130, that play still has room to run."
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"If Intel pulls back, I need you in it, okay?"
— If You Missed AMD or GOOGL. This Is Even Bigger🚀
"I didn't cover Intel enough [276s] and I really should have."
— I Was Wrong. This Is a Historic Buying Opportunity.
"It has roughly double the performance per watt versus Intel and AMD."
— I Was Wrong. This Is a Historic Buying Opportunity.
"But while AMD [480s] designs CPUs, Intel actually builds [482s] them. For years, everyone said the same [485s] thing about Intel, including me. Intel [487s] needed a huge customer to prove that [489s] they could still build chips, and no big [492s] company would take that risk. Until [494s] then, Intel's foundry was a gamble, not [496s] a business to invest in. But everything [498s] changed in April when Intel landed three [501s] huge customers back to backto back."
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"1036s] every dollar in sales, Intel used to [1038s] make 62 pennies of gross profit. Now [1041s] it's making 34 pennies."
— Is Intel A Broken STOCK or a Broken COMPANY? (Deep Dive) 📱
"But while AMD designs CPUs, Intel actually builds them."
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"But then, yeah, if you look at names like Broadcom down 2.1, AMD 2.2, Intel down 6.8, eight Qualcomm 11% SanDisk is down Micron is down"
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"or Intel. I told well talked about [53s] it last August. Everybody laughed at me."
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"Then Intel signed a multi-year deal with Google to build custom chips for their internal cloud infrastructure."
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"I mean, the bottom line about Intel is [96s] like, and I mean from 30,000 ft over a [99s] long time frame is that they're the only [101s] chip designer [104s] that also manufactures [106s] their chips."
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"That is Intel, ticker symbol I N T C, okay? Intel, I N T C. All right."
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"I mean, the bottom line about Intel is [96s] like, and I mean from 30,000 ft over a [99s] long time frame is that they're the only [101s] chip designer [104s] that also manufactures [106s] their chips."
— Is Intel A Broken STOCK or a Broken COMPANY? (Deep Dive)
"Guys, the best example of this I can find is Cisco. This was the company in 2000 along with Intel. And Cisco had its problems and they had this parabolic rise that they just recently hit an all-time high after 26 years of going sideways."
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"1070s] the chip design on one side and the [1073s] manufacturing on the other, and I think [1075s] this is just them saying, we have lost [1078s] the chip design battle."
— Is Intel A Broken STOCK or a Broken COMPANY? (Deep Dive) 📱
"we've been hearing a lot more from Intel, from ARM, from AMD about CPUs. The market still doesn't know that Nvidia is a pretty big CPU player as well."
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