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Intel Stock Jumps on 18A ‘Panther Lake’ Launch and Nvidia Tie-Up

Investors now look to the Jan. 22 earnings for proof on orders, yields, manufacturability.

Overview

  • Intel unveiled its Core Ultra Series 3 at CES, with preorders opening Jan. 6 and first systems slated for global shelves Jan. 27.
  • The mobile lineup features up to 16 CPU cores and an NPU rated up to 50 TOPS, and Intel expects more than 200 PC designs.
  • Nvidia completed a $5 billion purchase of Intel shares on Dec. 29, and the companies agreed to co-develop chips for PCs and data centers.
  • Intel shares notched fresh 52-week highs after gains of roughly 6%–9%, and Melius Research raised its rating to Buy with a $50 price target.
  • Executives say 18A yields are improving month by month, and the U.S. government’s nearly $10 billion investment remains a key financial backstop.