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Investing.com - Intel (NASDAQ:INTC) stock is expected to continue its upward trajectory toward the $40 range, according to a recent analysis from Lynx Equity. The analysis comes as semiconductor stocks show strong momentum in the market.
The research firm attributes this potential rise not primarily to fundamental reasons but to increased media attention generated by Intel’s CEO. The stock has already jumped approximately 25% following the NVIDIA announcement and gained another 15% after headlines about Apple.
Lynx Equity expressed skepticism about reported investment approaches to Apple and TSMC, stating there is "little reason for Apple to agree to invest in Intel, from a strategic sense. Even less so for TSM." However, the firm strongly supports NVIDIA’s investment in Intel.
The analysis suggests a potential server product ramp in 2027 based on Intel’s custom x86 CPU integration into NVIDIA’s AI racks. Lynx Equity also notes that after this integration, "Intel’s NVLink-enabled x86 CPUs, on a stand-alone basis, could have interesting applications in traditional racks too."
Despite the positive short-term outlook, Lynx Equity cautions that Intel stock may "come under pressure as the earnings event draws closer," despite some potential modest upside in Intel’s core business, partly driven by Micron CEO’s raised expectations for traditional server growth and China’s subsidy program boosting client PC sales. For deeper insights into semiconductor industry dynamics and detailed financial analysis, investors can access comprehensive Pro Research Reports available on InvestingPro.
In other recent news, Taiwan Semiconductor Manufacturing Co. (TSMC) reported a significant increase in earnings for the second quarter of 2025. The company’s earnings per share rose by 60.7% year-over-year, reaching NT$15.36, while revenue climbed 11.3% sequentially to NT$30.1 billion. This growth was primarily driven by strong demand in the high-performance computing and smartphone segments. In addition to these financial results, Bernstein SocGen Group raised its price target for TSMC to $290 from $249, maintaining an Outperform rating. This adjustment was attributed to an optimistic outlook on artificial intelligence, which is expected to drive 33% revenue growth in US dollars this year. Furthermore, Huatai Financial increased its price target for TSMC to $320 from $300, keeping a Buy rating. Huatai emphasized the company’s profitability and competitive pricing power, particularly in advanced processes, as key factors for this revision. These developments highlight the positive momentum surrounding TSMC in the market.
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