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Server Cpu

All articles tagged with #server cpu

business6 hours ago•3 min saved

Intel Climbs to Four-Year High Ahead of Q4 Earnings on Panther Lake Optimism

Intel’s stock surged 11.7% to its highest close since January 2022 ahead of its Q4 2025 results, with analysts forecasting eight cents a share on about $13.42 billion in revenue; investors are focused on guidance for the Panther Lake CPUs and potential external foundry clients, as robust server CPU demand and growing partner interest—potentially including Apple—support the company’s 18A manufacturing push despite ongoing quarterly losses in its foundry unit.

via Barron's|

#business #earnings #foundry

market-news8 hours ago•17 min saved

Intel Gets Upgrade Ahead of Earnings as AI-Driven Server Demand Grows

HSBC analyst Frank Lee upgrades Intel (INTC) to Hold from Reduce and lifts the price target to $50, arguing that traditional server demand should rebound and that AI-driven demand will boost server CPUs. Lee expects FY26 server shipments to rise 15%–20% YoY, with potential margin upside on Lunar Lake, and projects Q4 revenue around $13.3B and Q1’26 around $13.2B. The stock has surged about 116% over the last year, and the consensus remains a Hold with a price target (~$44.55) below the current share price, underscoring ongoing risks in its foundry business and growth drivers.

via TipRanks|

#ai #intc #intel