INTC stock | After earnings | Another gap up | INTC Stock Surges Toward $100 on Google-Intel Deal Hopes and CPU Demand

INTC Stock Surges Toward $100 on Google-Intel Deal Hopes and CPU Demand

Intel Corporation is extending its rally as CPU demand and potential ties with Alphabet Inc. fuel optimism around its turnaround.

Written by: Skerdian Meta • Wednesday, April 29, 2026 • 2 min read 

Quick overview

• Intel Corporation's stock surged approximately 10% due to speculation about a potential partnership with Alphabet Inc. for advanced chip technology.
• The renewed focus on CPU demand within AI infrastructure is driving Intel's resurgence, as CPUs are essential for managing workloads in data centers.
• Intel's recent Q1 earnings report showed a 7% year-over-year revenue increase, with strong guidance for Q2, indicating a positive outlook for the company's turnaround.
• Despite the optimism, Intel must continue to deliver consistent results to maintain its competitive position against rivals like Advanced Micro Devices.

Intel Corporation is extending its rally as CPU demand and potential ties with Alphabet Inc. fuel optimism around its turnaround.

Stock Surge Driven by Deal Speculation

Shares of Intel Corporation jumped roughly 10%, pushing toward the $100 level and marking a strong continuation of its recent rally. The move was sparked by reports that Alphabet Inc. may adopt Intel’s advanced chip-packaging technology for a future AI processor.

The stock reached intraday highs near $94, reflecting growing investor confidence that Intel’s strategy is beginning to gain traction after years of underperformance.

Foundry Ambitions Gain Credibility

A potential partnership with Google would be a significant validation of Intel’s foundry business, which is still working to prove itself against industry leader TSMC.

At the center of the opportunity is Intel’s EMIB (Embedded Multi-die Interconnect Bridge) technology, which enables advanced chiplet integration. Reports suggest it could be used in future versions of Google’s AI chips, strengthening Intel’s position in high-performance computing.

CPU Demand Re-emerges as Key Driver

A major factor behind Intel’s resurgence is a renewed focus on CPUs within AI infrastructure. While GPUs have dominated headlines, CPUs remain essential for managing workloads and supporting data center operations.

As AI deployments scale, the relative importance of CPUs is increasing, creating a meaningful demand tailwind for Intel’s core business. This shift is helping reposition the company as a critical player in the evolving AI ecosystem.

The speed of the bounce indicates that investors are increasingly willing to accumulate shares at perceived value levels. While sustained upside momentum will require further confirmation, the structure has improved meaningfully.

INTC Chart Daily – MAs Can’t Catch Up

With broader semiconductor sentiment improving, Intel’s long-term trend still points toward a potential move toward the $100 region if execution remains consistent.

Signs of an Inflection Point

Recent results point to a broader turning point for Intel. Improvements in execution, alongside progress in its advanced manufacturing roadmap, suggest the company is moving beyond its most challenging phase.

This transition from heavy investment to more stable growth has been a key driver of renewed investor confidence.

Competitive Position Improves

The rebound in CPU demand also helps Intel regain ground lost to Advanced Micro Devices, which had capitalized on Intel’s earlier manufacturing delays.

While competition remains intense, Intel’s combination of improving technology, rising demand, and potential high-profile partnerships is strengthening its comeback narrative.

Intel Q1 Earnings Report

• Intel reported Q1 revenue of $13.6 billion, up 7% year-over-year, broadly in line with expectations.
• The key upside surprise came from earnings, with EPS at $0.29 versus just $0.01 expected by the Street, marking a significant bottom-line beat.
• Strong Q2 guidance was the main catalyst, with revenue projected as high as $14.8 billion and EPS at $0.20, both well above analyst forecasts.
• Management’s outlook suggests its multi-year foundry turnaround and AI PC strategy are gaining traction.
• Progress on Intel’s 18A process node emerged as a major bullish signal, transitioning from development into a commercial growth driver.
• CEO Lip-Bu Tan emphasized that the shift toward “agentic AI” is increasing demand for advanced CPUs and wafer packaging technologies.
• Data Center and AI revenue jumped 22% year-over-year to $5.05 billion, beating expectations of $4.41 billion.

The strong performance in chip-related segments highlights accelerating demand tied to next-generation computing workloads.

Outlook Strengthens, But Challenges Remain

Intel’s rally reflects a mix of optimism around AI demand, strategic execution, and potential deal wins. However, sustaining this momentum will depend on delivering consistent results and proving it can compete at the highest level in advanced semiconductor manufacturing.

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Qualcomm to report Q2 earnings as smartphone market faces steep declines

 Fresh off a report that it’s working on a smartphone chip with OpenAI, Qualcomm (QCOM) will report its second quarter earnings on Wednesday.

According to TF International Securities analyst Ming-Chi Kuo, Qualcomm’s OpenAI chip will go into mass production in 2028 as the AI Lab looks to do something Amazon (AMZN), Meta (META), and Microsoft (MSFT) have failed to do: crack the Apple (AAPL) and Google (GOOG) smartphone duopoly.

But Kuo’s report comes at a difficult time for the smartphone market as the global memory crisis cuts into supplies, increasing prices and eroding demand for entry-level devices.

According to the International Data Corporation, global smartphone shipments declined 4.1% in the first quarter to 289.7 million units. That broke a 10-quarter streak of growth that began in mid-2023.

Worse still, the market research firm says the first quarter drop is a “mild precursor” for what the remainder of 2026 has in store for the market.

According to Bernstein Research’s Stacy Rasgon, the broader smartphone space could face double-digit unit declines this year.

Qualcomm’s handset business makes up the vast majority of its overall revenue, though it’s working to diversify into other areas, including data center chip sales and increasingly pushing its automotive and robotics technologies.

But Rasgon says those efforts are unlikely to offset the drop in smartphone shipments.

For the second quarter, Qualcomm is expected to report earnings per share (EPS) of $2.55 on revenue of $10.56 billion, according to Bloomberg analyst consensus estimates. That’s down from the same quarter last year, when the company saw EPS of $2.85 and revenue of $10.83 billion.

Wall Street is anticipating the largest decline from Qualcomm’s handset segment, which is pegged to drop 12.5% year over year to $6.05 billion.

Overall, the company’s QCT business, which includes handset, automotive, and internet-of-things revenue, is set to decline 3.5% to $9.13 billion.

Qualcomm’s licensing segment sales will top out at $1.32 billion.

The company could, however, provide Wall Street with some good news in June, when CEO Cristiano Amon provides the keynote address at the annual Computex conference in Taiwan.

Titled “AI Together,” the speech could offer up a better look at Qualcomm’s data center strategy and how it plans to gain share in the space.

OptionSlam | April 29 2026

 

NOW stock | Trades | Gain

 

New trading system | CE exit | LuxAlgo indicators

It is important for me to learn how to control risk, one of ideas is to implement block order when an order is placed. 

The indicator helps me to set take profit and stop loss automatically, I am still testing this indicator and see if it is perfect for me to adopt those prices. The indicator is called Trade Exit Calculator

The interface is the following:

This stop loss strategy will remove the chance I have big loss on one trade. The trade stop loss can be adjusted if needed later on. I have difficulties all the time to set stop loss, I do not have time to calculate, and if I do not set the stop loss when I place the order, I will have big loss if the stock goes down with big price drop. 

It happened to me in March and April, and I had big loss on BA stock over $2000 US dollars and RTX with $1400 US dollars. 

Second indicator is also very helpful, Stop-loss trailing 60 0.5, I use the indicator for me to take loss early if needed. If the stock price is below EMA60, based on this strategy, I can tell that it is better for me to stop loss early. 

https://juliachencoding.blogspot.com/2026/04/oliver-kells-ema-strategy-known-as.html

Target for overlay indicator is helpful for me to take profit and then I can quickly tell that I need to take profit and then get back in later on.  

INTC stock | Monthly chart

 

持续发债投入AI,甲骨文160亿美元数据中心融资落定

经过数月的谈判，云服务供应商甲骨文（Oracle）终于完成一项巨型数据中心融资计划。

近日，数据中心开发商Related Digital发布声明称，其为甲骨文建造的一项总额达160亿美元的大型数据中心方案已经筹集到了资金。此次融资包括Related Digital及黑石集团旗下基金提供的股权投资，以及由太平洋投资管理公司（Pacific Investment Management Co.）管理的基金和账户主导的固定利率长期债务融资。

据介绍，该笔融资将用于在密歇根州萨林镇建设数据中心园区，甲骨文公司将成为该园区的主要租户。美国银行（Bank of America）负责销售总计140亿美元的债券，其中，太平洋投资管理公司（Pacific Investment Management Co.）作为核心投资者认购约100亿美元，其余部分由其他机构投资者承接。

据外媒报道，该批债券通过美国证监会“144A规则”私募发行，仅面向大型机构投资者出售。相关票据将于2045年到期，发行价格为面值的98.75%，票面利率为7.5%。另有外媒报道称，参与本次债券项目的投资者曾要求获得更高的溢价，因为其质疑甲骨文能否提供足够的担保。

甲骨文云基础设施执行副总裁Mahesh Thiagarajan表示：“我们在萨林镇数据中心取得的快速进展，凸显了建设美国下一代AI（人工智能）基础设施的紧迫性和规模之大。与合作伙伴携手，我们不仅是在建设一座数据中心，更是在创造高质量就业机会、投资我们所运营的社区，并推动长期经济增长。”

2025年10月，OpenAI、甲骨文与Related Digital宣布，将在美国密歇根州联合建设一座超大规模数据中心项目，规划装机容量超过1吉瓦（GW），作为核心算力基础设施支持AI训练与推理。

分析指出，随着越来越多的大型科技公司依赖债务推动AI投资热潮，华尔街的审查也在变得愈发严格。自去年以来，面向超大规模云厂商项目的全球债务融资规模已超过2900亿美元。

在科技巨头竞相举债构建AI基础设施的背景下，甲骨文成为了华尔街用于关注AI信用风险的核心参照坐标。甲骨文在美国主要公司债券指数中发行的债券规模约为1200亿美元，今年2月初，公司刚发行了250亿美元的债券。

另一边，甲骨文正在通过裁员“弥补”巨额AI支出。今年3月底，甲骨文宣布在全球范围内进行裁员，将有3万名员工受到影响。公司在内部信中写道，由于组织结构调整，需要进行运营整合，因此启动了大规模裁员。公开资料显示，截至2025年5月，甲骨文拥有16.2万名员工。

4月23日，摩根士丹利分析师团队在研报中指出，尽管甲骨文上一财季在营收和经营利润方面表现强劲，但毛利率同比下降约590个基点，主要由于产能扩张带来的成本压力。分析师维持对甲骨文股票“与大盘持平”评级，将目标价从213美元下调至207美元。

  

Adobe Downgraded Despite AI Updates. The Stock Drops. — Barrons.com

 

Adobe Downgraded Despite AI Updates. The Stock Drops. — Barrons.com

Apr 27, 2026, 12:14 GMT-7Less than 1 min read

ADBE−2.04%

By Angela Palumbo

Adobe stock was down Monday after a Mizuho analyst downgraded shares of the creative software company, citing concerns that growth will remain pressured due to continued competitive pressures.

Gregg Moskowitz downgraded shares of Adobe to Neutral from Outperform and cut his price target to $270 from $315 on Monday. He wrote in a research note that even though the company responsible for Photoshop and Lightroom has expanded artificial intelligence capabilities and monetization opportunities, risks remain.

"ADBE's consumer and SMB-centric [small and medium business-centric] tiers, which we estimate at >65% of total ARR [annual recurring revenue], face intensifying competition from AI-native platforms and low-cost design tools," Moskowitz wrote.

Barron's has reached out to Adobe for comment. The stock dropped 2.2% to $240.16 on Monday.

Moskowitz's downgrade comes after shares of Adobe have fallen 31% this year. Many on Wall Street are worried that AI capabilities could eventually replace software offerings. Adobe is also dealing with competition from other tech companies releasing their own creative software, like Apple.

Adobe tried to assuage some concerns last week when it released an AI agent platform called CX Enterprise, which is designed to help companies boost sales, improve customer experience, and quicken time-intensive tasks. Adobe stock rose 1.7% following the announcement of that platform.

Write to Angela Palumbo at angela.palumbo@dowjones.com

This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal.

Tech Qualcomm up 7% on report it’s partnering with OpenAI on smartphone AI chip Published Mon, Apr 27 20268:09 AM EDTUpdated 5 Hours Ago

Tech

Qualcomm up 7% on report it’s partnering with OpenAI on smartphone AI chip

Published Mon, Apr 27 20268:09 AM EDTUpdated 5 Hours Ago

Sawdah Bhaimiya

Key Points

• Qualcomm is set to partner with OpenAI to develop smartphone processing chips, an analyst said on Monday.
• Qualcomm shares rose on reports of the news.
• OpenAI is planning to build a smartphone device that is entirely run by AI agents.

• Qualcomm shares rose on Monday following reports that it’s partnering with OpenAI to create smartphone processing chips to advance the AI firm’s hardware ambitions.

  The U.S. smartphone chipmaker is set to work alongside Taiwanese semiconductor firm MediaTek to develop the chip for OpenAI, with Chinese manufacturer Luxshare co-designing and building the device, Ming-Chi Kuo, an analyst at TF International Securities, said on X on Monday. Mass production of the device is expected in 2028, according to Kuo.

  Qualcomm was up 7% just after the opening bell. The stock is down 13% so far this year.

• Qualcomm, OpenAI, and MediaTek did not immediately respond to CNBC’s request for comment confirming the partnership.

  “Only by fully controlling both the operating system and hardware can OpenAI deliver a comprehensive AI agent service,” Kuo said in the post. “The smartphone is the only device that captures the user’s full real-time state, which is the most important input for real-time AI agent inference.”

  He explained that smartphones will remain the “largest-scale device category” in the immediate future, and it makes sense for OpenAI to develop a device that is entirely run by AI as the firm has accumulated user data over the years.

  “Smartphone hardware is already highly mature, so OpenAI can work with the supply chain to develop the device,” Kuo said. “On the business model side, OpenAI may bundle subscriptions with hardware and build a new AI agent ecosystem with developers.”

• OpenAI smartphone ambitions

  Qualcomm designs chips and wireless technology for smartphones and other devices, and is best known for its Snapdragon processors, which power many Android phones, and its modem technology that enables mobile connectivity like 4G and 5G.

  It likely comes as no surprise that OpenAI would partner with the firm to help realize its smartphone plans, after it acquired Apple’s design chief Jony Ive’s startup io for $6.4 billion in equity last year to design new AI devices expected to be revealed in two years.

  Altman said last year that the devices OpenAI is designing with io will be different from smartphones. It will be able to “know everything you’ve ever thought about, read, said,” he said, comparing it to walking through Times Square.

  “You can then go for a vibe that is not like walking through Times Square and getting bumped into and having all this stuff compete for your attention,” Altman said. “But, like, sitting in the most beautiful cabin by a lake and in the mountains and sort of just enjoying the peace and calm.”

  Additionally, it was reported in September that Luxshare signed a deal with OpenAI to produce consumer devices.

new high bar 1% down stop loss indicator

 A "new high bar 1% down" stop loss indicator is a trailing stop mechanism designed to protect profits by tracking the highest price reached since a trade began and triggering an exit if the price drops by a specific percentage (e.g., 1%) from that peak. 

Key Features and Indicators:

• Percent Drop from Highest High (by BigJasTrades): This TradingView indicator plots the highest high from a set number of bars ago and calculates a trailing stop loss a specified percentage below that line.
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• Market Structure Based Stop Loss: A TradingView tool that provides objective, "guess-free" stop loss levels based on current volatility and structure. 

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3. Trail & Exit: The stop loss level only moves up with new highs; it never moves down. If the price falls to or below this calculated line, the indicator signals a stop-loss exit. 

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