Intel and AMD Stocks Hit Fresh Highs Amid AI Demand
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy DELL?
Source: stocktwits
- Intel Stock Surge: Intel's stock has surged 55% in April, positioning it for its best month in over fifty years, driven by strong demand for its server CPUs that compensates for weakness in the PC chip market, indicating positive outcomes from the company's turnaround efforts.
- AMD's Hot Streak: AMD's stock has risen for 12 consecutive trading days, climbing approximately 42%, with Bernstein raising its price target from $235 to $265, reflecting optimistic market expectations for its product demand.
- Strong Performances from Microsoft and Dell: Microsoft has rebounded 18% from its 52-week low, and although its price target was lowered to $500, analysts believe its AI and cloud business remains healthy; Dell's shares have surged about 75% since January 20, positioning it as a key beneficiary of customers shifting orders.
- Industry Confidence Rebounds: A mix of macroeconomic relief and AI-driven optimism has revitalized tech stocks, with Intel and AMD's strong performances signaling renewed investor favor for Big Tech, suggesting potential for industry recovery.
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Analyst Views on DELL
Wall Street analysts forecast DELL stock price to fall
15 Analyst Rating
11 Buy
3 Hold
1 Sell
Moderate Buy
Current: 177.280
Low
113.00
Averages
164.85
High
180.00
Current: 177.280
Low
113.00
Averages
164.85
High
180.00
About DELL
Dell Technologies Inc. is engaged in designing, developing, manufacturing, marketing, selling, and supporting a wide range of comprehensive and integrated solutions, products, and services. The Company operates through two segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). Its ISG segment enables the Company’s customer’s digital transformation with solutions that address artificial intelligence (AI), machine learning, data analytics, and multi cloud environments. Its comprehensive storage portfolio includes modern and traditional storage solutions, including all-flash arrays, scale-out file, object platforms, hyper-converged infrastructure, and software-defined storage. Its CSG segment offers branded personal computers (PCs) including notebooks, desktops, and workstations and branded peripherals that include displays, docking stations, keyboards, mice, and webcam and audio devices, as well as third-party software and peripherals.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Dell's AI Server Business Poised for Growth Amid Strong Demand
- Earnings Growth Outlook: Goldman Sachs anticipates that demand for Dell's AI servers will drive earnings growth, projecting that revenue from its AI server business will more than double to approximately $50 billion by fiscal 2027, highlighting the company's strong position in the rapidly expanding AI market.
- Price Target Increase: Goldman raised its price target on Dell Technologies from $195 to $215 while maintaining a 'Buy' rating, implying a 13% upside from current levels, reflecting analysts' optimistic expectations for the company's future performance.
- Strong Market Performance: Dell's shares have surged nearly 30% since early March and over 52% so far in 2026, demonstrating strong investor confidence in its AI server business, which has propelled the stock to record highs.
- Ongoing Investment Trend: JPMorgan raised its price target on Dell from $165 to $205, maintaining an 'Overweight' rating, as continued investment in AI infrastructure is expected to provide upside for companies like Dell, further solidifying its market position.
See More
Intel and AMD Stocks Hit Fresh Highs Amid AI Demand
- Intel Stock Surge: Intel's stock has surged 55% in April, positioning it for its best month in over fifty years, driven by strong demand for its server CPUs that compensates for weakness in the PC chip market, indicating positive outcomes from the company's turnaround efforts.
- AMD's Hot Streak: AMD's stock has risen for 12 consecutive trading days, climbing approximately 42%, with Bernstein raising its price target from $235 to $265, reflecting optimistic market expectations for its product demand.
- Strong Performances from Microsoft and Dell: Microsoft has rebounded 18% from its 52-week low, and although its price target was lowered to $500, analysts believe its AI and cloud business remains healthy; Dell's shares have surged about 75% since January 20, positioning it as a key beneficiary of customers shifting orders.
- Industry Confidence Rebounds: A mix of macroeconomic relief and AI-driven optimism has revitalized tech stocks, with Intel and AMD's strong performances signaling renewed investor favor for Big Tech, suggesting potential for industry recovery.
See More
Dell Technologies Insider Plans to Sell 23.95 Million Shares, According to Form 144 Filing
Stock Sale Announcement: SLS PV-2, L.P. plans to sell 135.1K shares of its common stock on April 16, with a total market value of approximately $23.95 million.
Reduction in Holdings: SLS PV-2, L.P. has decreased its shareholding in Dell Technologies by 2.72 million shares since March 2, 2026, with a total value of around $432.98 million.
See More
Dell Technologies Insider Plans to Sell $27.56 Million in Common Stock via Form 144
Share Sale Announcement: Silver Lake Partners IV, L.P. plans to sell 155.48K shares of Dell Technologies, valued at approximately $27.56 million, on April 16.
Reduction in Holdings: Since March 2, 2026, Silver Lake Partners IV, L.P. has reduced its shareholding in Dell Technologies by 2.72 million shares, with a total value of around $432.98 million.
See More
Dell Technologies Insider Plans to Sell $14.2 Million in Common Stock via Form 144
Share Sale Announcement: Silver Lake Partners VDE, L.P. plans to sell 80,077 shares of Dell Technologies common stock on April 16, with an estimated market value of approximately $14.2 million.
Reduction in Holdings: Since March 2, 2026, Silver Lake Partners has reduced its shareholding in Dell Technologies by 2.72 million shares, totaling an approximate value of $432.98 million.
See More
Intel Launches New AI Processors to Make PCs More Affordable
- Clear Market Positioning: Intel's newly launched Core Series 3 processors are designed for kids, families, schools, and small enterprises, aiming to meet the demand for powerful devices at lower prices, thereby expanding its reach in the AI hardware market.
- Significant Performance Boost: These new processors claim to handle 40 platform TOPS, showcasing their strong capabilities in AI applications, which further enhances Intel's appeal in a competitive market.
- Extensive Partner Network: Intel's processors will be adopted by major manufacturers such as Dell, HP, Lenovo, Acer, Asus, and Samsung, and this broad partnership will facilitate rapid market entry and boost sales.
- Far-reaching Strategic Implications: By introducing new functionalities into more affordable laptops and PCs, Intel aims not only to secure a foothold in the AI market but also to maintain relevance in the mainstream PC market, ensuring its long-term growth potential.
See More
Dell's AI Server Business Poised for Growth Amid Strong Demand
- Earnings Growth Outlook: Goldman Sachs anticipates that demand for Dell's AI servers will drive earnings growth, projecting that revenue from its AI server business will more than double to approximately $50 billion by fiscal 2027, highlighting the company's strong position in the rapidly expanding AI market.
- Price Target Increase: Goldman raised its price target on Dell Technologies from $195 to $215 while maintaining a 'Buy' rating, implying a 13% upside from current levels, reflecting analysts' optimistic expectations for the company's future performance.
- Strong Market Performance: Dell's shares have surged nearly 30% since early March and over 52% so far in 2026, demonstrating strong investor confidence in its AI server business, which has propelled the stock to record highs.
- Ongoing Investment Trend: JPMorgan raised its price target on Dell from $165 to $205, maintaining an 'Overweight' rating, as continued investment in AI infrastructure is expected to provide upside for companies like Dell, further solidifying its market position.
See More
Intel and AMD Stocks Hit Fresh Highs Amid AI Demand
- Intel Stock Surge: Intel's stock has surged 55% in April, positioning it for its best month in over fifty years, driven by strong demand for its server CPUs that compensates for weakness in the PC chip market, indicating positive outcomes from the company's turnaround efforts.
- AMD's Hot Streak: AMD's stock has risen for 12 consecutive trading days, climbing approximately 42%, with Bernstein raising its price target from $235 to $265, reflecting optimistic market expectations for its product demand.
- Strong Performances from Microsoft and Dell: Microsoft has rebounded 18% from its 52-week low, and although its price target was lowered to $500, analysts believe its AI and cloud business remains healthy; Dell's shares have surged about 75% since January 20, positioning it as a key beneficiary of customers shifting orders.
- Industry Confidence Rebounds: A mix of macroeconomic relief and AI-driven optimism has revitalized tech stocks, with Intel and AMD's strong performances signaling renewed investor favor for Big Tech, suggesting potential for industry recovery.
See More
Dell Technologies Insider Plans to Sell 23.95 Million Shares, According to Form 144 Filing
Stock Sale Announcement: SLS PV-2, L.P. plans to sell 135.1K shares of its common stock on April 16, with a total market value of approximately $23.95 million.
Reduction in Holdings: SLS PV-2, L.P. has decreased its shareholding in Dell Technologies by 2.72 million shares since March 2, 2026, with a total value of around $432.98 million.
See More
Dell Technologies Insider Plans to Sell $27.56 Million in Common Stock via Form 144
Share Sale Announcement: Silver Lake Partners IV, L.P. plans to sell 155.48K shares of Dell Technologies, valued at approximately $27.56 million, on April 16.
Reduction in Holdings: Since March 2, 2026, Silver Lake Partners IV, L.P. has reduced its shareholding in Dell Technologies by 2.72 million shares, with a total value of around $432.98 million.
See More
Dell Technologies Insider Plans to Sell $14.2 Million in Common Stock via Form 144
Share Sale Announcement: Silver Lake Partners VDE, L.P. plans to sell 80,077 shares of Dell Technologies common stock on April 16, with an estimated market value of approximately $14.2 million.
Reduction in Holdings: Since March 2, 2026, Silver Lake Partners has reduced its shareholding in Dell Technologies by 2.72 million shares, totaling an approximate value of $432.98 million.
See More
Intel Launches New AI Processors to Make PCs More Affordable
- Clear Market Positioning: Intel's newly launched Core Series 3 processors are designed for kids, families, schools, and small enterprises, aiming to meet the demand for powerful devices at lower prices, thereby expanding its reach in the AI hardware market.
- Significant Performance Boost: These new processors claim to handle 40 platform TOPS, showcasing their strong capabilities in AI applications, which further enhances Intel's appeal in a competitive market.
- Extensive Partner Network: Intel's processors will be adopted by major manufacturers such as Dell, HP, Lenovo, Acer, Asus, and Samsung, and this broad partnership will facilitate rapid market entry and boost sales.
- Far-reaching Strategic Implications: By introducing new functionalities into more affordable laptops and PCs, Intel aims not only to secure a foothold in the AI market but also to maintain relevance in the mainstream PC market, ensuring its long-term growth potential.
See More
