We recently published a list of 10 Stocks That Could Skyrocket After Jensen Huang’s Earnings Call. In this article, we are going to take a look at where Intel Corporation (NASDAQ:INTC) stands against other stocks that could skyrocket after Jensen Huang’s earnings call.
DeepSeek AI revelations were the biggest concern for investors when the month started. Many had started questioning if investing so much in AI infrastructure was worth it. Since then, the market sentiment has turned positive again and many of the stocks have recovered. We are now closing in on the most anticipated earnings call of the year so far: Jensen Huang telling us on 26th February how his company performed in the previous quarter.
Investing in the supply chain of big companies has proven beneficial over the years. As the stronger and the bigger company grows, it helps the smaller companies which are an important part of the supply chain also grow.
The Santa Clara-based chipmaker’s earnings will affect the whole market, not just its suppliers. Analysts expect an earnings beat on both the EPS and revenue. This is what the KeyBanc analysts had to say about the earnings:
“Despite prior concerns regarding constraints associated with the ramp of GB200 NVL servers, we expect NVDA to report strong F4Q results, which we anticipate will solidly beat, and to guide F1Q conservatively and moderately higher than consensus.”
We decided to take a look at companies that will benefit from the above-mentioned earnings beat. To come up with our list of 10 stocks that could skyrocket after Jensen Huang’s earnings call, we looked at stocks that are major suppliers of the company.
A technician soldering components for a semiconductor board.
Intel Corporation (NASDAQ:INTC)
Intel Corporation is a computing and related services and products developer, designer, manufacturer, marketer, and seller. It serves cloud service providers, original design manufacturers, original equipment manufacturers, and other manufacturers and service providers.
The company’s stock showed its best single-day gain in nearly five years by surging 16% recently. This significant increase in the stock price was due to the Wall Street Journal stating that Taiwan Semiconductor Manufacturing (TSM) and Broadcom (AVGO) are exploring deals to split the U.S. chipmaker.
This upward trend was also fueled by rumors about a potential takeover by Intel’s rivals. Regardless of who acquires Intel, its shareholders are likely to get the benefit through improved valuation.
Analysts are bullish on Intel as they think if TSM and AVGO can cope with regulatory issues then it would be a rewarding situation for current investors. While Intel does not have the leadership of the likes of Jensen Huang or Lisa Su, the progress of the other chipmakers will likely force the company to install better leadership, which should be positive for investors.
Overall, INTC ranks 5th on our list of stocks that could skyrocket after Jensen Huang’s earnings call. While we acknowledge the potential of INTC as a leading AI investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is as promising as INTC but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.
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Disclosure: None. This article is originally published at Insider Monkey.
