Why did Intel stock jump about 6% today?

Shares rose after Intel launched Core Ultra Series 3 “Panther Lake,” its first AI PC chips on the 18A process, with orders opening this week. The news eased concerns over execution and boosted confidence in Intel’s manufacturing roadmap and foundry ambitions. Investors see better odds of future customer wins if 18A yields and volume ramps meet expectations.

What is the 18A process and why is it important?

18A is Intel’s next-generation manufacturing node. It is central to regaining process leadership and rebuilding foundry credibility. Delivering real products on 18A reduces perceived roadmap risk. If Intel can demonstrate solid yields and reliable volume, it may attract external customers and improve margins over time, supporting a stronger long-term case for U.S. investors.

What should I watch into Intel’s January 29 earnings?

Focus on 18A yield updates, OEM order signals for “Panther Lake,” and any external foundry customer disclosures. Monitor gross margin guidance, capital intensity, and AI PC unit outlook. Commentary on software support and enterprise adoption can also shape demand. These details will help confirm whether recent momentum in Intel stock can continue.

How do analysts view Intel stock right now?

The Street is mixed. There are 4 Buy, 14 Hold, and 5 Sell ratings. Price targets range from $19 to $52, with a consensus near $33.25. The wide spread shows debate over the speed of the turnaround. Many analysts want proof of 18A execution and external customer traction before shifting stance.

What risks could cap near-term upside?

Key risks include disappointing 18A yields or delays, slower-than-expected AI PC demand, and tough competition. Valuation is elevated on trailing earnings, raising sensitivity to any miss. Execution on margins and cash flow is critical. Without visible external foundry wins, sentiment could cool and recent gains in Intel stock may fade.

Global Market Insights

INTC Stock Today: January 07 – 6% Surge on 18A AI PC Panther Lake

ByDanny Kontos January 8, 2026January 8, 2026

Intel stock climbed about 6% after the company launched Core Ultra Series 3 “Panther Lake” AI PC chips at CES, its first products built on the 18A process. Orders open this week, signaling confidence in the ramp. For U.S. investors, the move could de-risk Intel’s manufacturing roadmap and support foundry goals. We recap what changed, how the setup looks on fundamentals and technicals, and what to watch before the January 29 earnings report.