$Intel(INTC)$ HSBC's latest target price raise for Intel, from $100 to $200, is a significant move. It seems investors are likely to take notice and show more interest in the stock.
$Intel(INTC)$ The way I see it, foreign markets could push Intel higher on Friday, and by the time the US market opens on Monday, the price might be significantly up. Selling on Thursday might not look like the best move in hindsight.
The unwinding of what's been the most crowded speculative sector trade in decades appears to be starting, which aligns with earlier expectations. Capital has been shifting into biotech and cyclical assets, areas that have seen positioning activity for the past few weeks. Now the focus is on the potential outcome. $Spdr S&P Biotech Etf(XBI)$ $Amgen(AMGN)$ $Apple(AAPL)$ $Altria(MO)$
$Intel(INTC)$ It's looking like a $2 trillion company within a year or so, consistently beating estimates each quarter. I think it could reach $400 soon.
$Rum Group Inc(RUM)$ $Reddit(RDDT)$ $GameStop(GME)$ $Intel(INTC)$ Rumble has been trading in a wide range for about three years now, and we're currently near the lower end of that range. They're set to get 22,000 Nvidia GPUs and 300,000 CPUs from the Northern Data deal. To me, this looks like it could be a significant AI story for 2026 and beyond. It's interesting that Wall Street hasn't really picked up on it yet, with just one analyst covering the stock.
$Apple(AAPL)$ Apple has reportedly raised its orders for the foldable iPhone from 7.5 million units to 10 million, a significant increase from the figure cited just a few months ago.
$Intel(INTC)$ The shorts seem to get pretty worked up every time this moves up, while the long-term holders are just sitting there, not too concerned. My entry was at $23.