Intel Rises 5% as New Street Upgrade Cites Server CPU Shortage; AMD and NVIDIA Gain 3%

Intel shares rose 5% after New Street Research upgraded the stock to Buy from Neutral, citing demand for server CPUs and supply constraints. AMD and NVIDIA shares each rose 3%, according to the supplied report.

• New Street Research analyst Pierre Ferragu raised Intel’s rating to Buy from Neutral and set a $125 price target.· 1 source
• The report said Intel shares were at $91.36, up 5%; AMD and NVIDIA shares were each reported up 3%.· 1 source
• The report said Intel was scheduled to release third-quarter 2026 results later that week and identified server demand and supply as issues for investors to watch.· 1 source