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Intel and AMD Stocks Surge Following KeyBanc Upgrades Amid Robust AI Server Demand
Importance: 92/1008 Sources
Why It Matters
This trend underscores the accelerating market for AI infrastructure components, validating significant investments by tech giants in AI and emphasizing the critical role of semiconductor manufacturers in enabling future technological advancements.
Key Intelligence
- ■KeyBanc analysts upgraded both Intel (INTC) and AMD (AMD) stocks, citing strong demand in the AI server market.
- ■The upgrades highlight that AI server chips are currently "sold out," indicating tight supply and robust pricing.
- ■Intel's stock jumped significantly, with KeyBanc setting a $60 price target and acknowledging substantial progress in its manufacturing capabilities.
- ■AMD's stock also saw a considerable rise due to the increased demand for its AI server offerings.
Source Coverage
Google News - Hardware
1/13/2026AMD stock jumps on KeyBanc upgrade as AI server demand tightens supply - TechStock²
Google News - Hardware
1/13/2026Intel Pops on AI Upgrade - Wall Street Pit
Google News - Hardware
1/13/2026Intel and AMD stocks jump after KeyBanc upgrade flags “sold out” AI server chips - TechStock²
Google News - Hardware
1/13/2026Intel stock pops after KeyBanc upgrade, $60 target as AI server demand tightens - TechStock²
Google News - Hardware
1/13/2026Intel stock (INTC) jumps on KeyBanc upgrade as AI server-chip pricing comes into view - TechStock²
Google News - Hardware
1/13/2026Intel stock rises on analyst upgrade citing data center AI demand, 'significant progress' in manufacturing - Yahoo Finance
Google News - Hardware
1/14/2026AMD Stock Today, January 14: KeyBanc Upgrade on AI Server Sellout - Meyka
Google News - Hardware
1/14/2026