Stocks Surge Post-Iran War Ceasefire
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 22 hours ago
0mins
Should l Buy INTC?
Source: Yahoo Finance
- Market Rally: Following the easing of risks from the Iran war, the S&P 500 has gained in 10 of the last 11 sessions, while the Nasdaq Composite has risen for 11 consecutive days, both reaching all-time highs, indicating a significant improvement in investor sentiment.
- Energy Price Fluctuations: Brent crude closed at $91.15 on Wednesday, up 36% from pre-war levels despite a drop from a recent peak of $120, with damage to energy infrastructure and limited traffic in the Strait of Hormuz potentially keeping oil prices elevated even after the war ends.
- Investor Strategy: Despite a two-week relief rally with the Nasdaq jumping 16% from its March 30 low, investors should remain cautious due to the uncertainty surrounding Iran and continue holding stocks rather than attempting to time the market.
- Future Outlook: With ongoing impacts from energy prices, investors should consider their potential effects on stock prices; while current sentiment is optimistic, market volatility may increase again, necessitating a careful approach to future uncertainties.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy INTC?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on INTC
Wall Street analysts forecast INTC stock price to fall
29 Analyst Rating
5 Buy
19 Hold
5 Sell
Hold
Current: 64.940
Low
20.00
Averages
39.30
High
52.00
Current: 64.940
Low
20.00
Averages
39.30
High
52.00
About INTC
Intel Corporation is a global designer and manufacturer of semiconductor products. The Company operates through three segments: Intel Products, Intel Foundry, and All Other. Its Intel Products segment includes Client Computing Group (CCG), Data Center and AI (DCAI), Network and Edge (NEX). The CCG is bringing together the operating system, system architecture, hardware, and software application integration to enable PC experiences. DCAI delivers workload-optimized solutions to cloud service providers and enterprises, along with silicon devices for communications service providers, network and edge, and HPC customers. NEX helps networks and edge compute systems from fixed-function hardware to general-purpose compute, acceleration, and networking devices running cloud native software on programmable hardware. The Intel Foundry segment comprises technology development, manufacturing and foundry services. All Other segments include Altera, Mobileye, Other.
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.
- Stock Recovery: Intel's shares have surged 76% since March 31, 2026, with a nine-day rally adding over $100 million in market value, indicating the company's potential for a turnaround in the semiconductor sector.
- Strategic Partnerships: Intel has partnered with Elon Musk's Terafab to provide chip manufacturing for Tesla, SpaceX, and xAI, signaling a resurgence in its relevance and competitiveness in the industry.
- Financial Stability: The company announced the repurchase of Apollo's 49% stake in its Ireland fab, reflecting improved financial health and boosting investor confidence.
- Market Focus: Investors are eagerly awaiting the earnings report on April 23 to determine if the recent positive developments translate into revenue and profit growth, despite the stock's high valuation at 122 times forward earnings.
See More
- Market Reaction to Nomination: Trump's nomination of Kevin Warsh to replace Powell as Fed Chairman is expected to reshape interest rate policy and market liquidity, leading to significant market reactions including a sharp sell-off in precious metals, a stronger dollar, and rising treasury yields.
- Hearing Delays: Warsh's Senate confirmation hearing has been delayed due to paperwork and procedural requirements, now scheduled for April 21, which may affect market expectations regarding his policy stance and increase political uncertainty.
- Economic Context and Policy Impact: Known for his focus on inflation risks, Warsh is expected to advocate for modest rate cuts, potentially pushing rates toward a
See More
- Market Recovery: On Thursday, the S&P 500 rose by 0.26% and the Nasdaq 100 by 0.49%, reaching new highs, indicating a strong rebound after early losses and reflecting investor confidence in economic recovery.
- Chip Sector Boost: Taiwan Semiconductor Manufacturing Co raised its 2026 revenue forecast, highlighting strong AI demand, which propelled chipmakers' stock prices, particularly benefiting major suppliers to Nvidia and Apple, further enhancing market optimism.
- Oil Price Impact: Despite the stock market gains, crude oil prices surged over 3%, raising concerns about the Middle East situation and limiting the market's upward momentum, illustrating the potential impact of energy prices on the overall economy.
- Mixed Economic Data: Initial jobless claims fell to 207,000, exceeding expectations and indicating labor market strength, but unexpected declines in manufacturing production reflect economic uncertainty, which could influence future monetary policy.
See More
- Speculation Warning: CNBC's Jim Cramer warns that signs of excessive speculation are resurfacing in the market, recalling how last year's speculative stocks led to significant investor losses, indicating that current market enthusiasm may be outpacing necessary investment discipline.
- High-Risk Investment Areas: Cramer highlights high-risk sectors such as unprofitable nuclear startups, quantum computing, and space-related stocks, acknowledging their long-term potential but expressing concern that many smaller companies lack viable business models, which could lead to investor losses again.
- Mature Company Recommendations: For investors seeking exposure to these industries, Cramer recommends established companies with stable earnings and complementary business lines, such as Constellation Energy and GE Vernova, which have extensive experience in nuclear and renewable energy.
- AI Compute Infrastructure: Cramer sharply criticizes Allbirds' pivot plan, noting its stock surged 582% post-announcement but then fell 36%, advising investors to focus on stronger semiconductor firms like Nvidia and TSMC for a more reliable play in the AI compute boom.
See More
- Stock Price Surge: AMD closed at $278.26 on Thursday, up 7.80%, reflecting investor optimism regarding AI-driven demand, indicating a growing confidence in the semiconductor sector.
- Trading Volume Spike: The trading volume reached 62.8 million shares, about 65% above the three-month average of 38 million shares, demonstrating strong investor interest in AMD's future growth potential.
- Industry Outlook: Despite a slight decline in competitor Nvidia's stock, AMD benefits from TSMC's impressive 41% sales growth in Q1 and an expected 32% revenue increase in Q2, providing a positive market backdrop for AMD's performance.
- Valuation Perspective: Although AMD's stock has tripled over the past year, its forward P/E ratio of 39 remains reasonable given its 32% sales growth last quarter, highlighting the company's potential in the rapidly growing AI market.
See More
- Partnerships with AI Leaders: Taiwan Semiconductor Manufacturing Company (TSMC) collaborates closely with AI giants like Nvidia and AMD, producing 12,682 products using 305 technologies, which secures its competitive edge in high-performance computing and IoT markets, thereby driving sustained growth.
- Surge in AI Hardware Sales: In Q1 2023, TSMC's revenue surged 35% year-over-year to $36 billion, with net income soaring 58% to $18 billion, primarily fueled by robust demand for AI chips, and management anticipates over 30% revenue growth for the full year 2026.
- Consistent Performance: Since its IPO in 1994, TSMC has achieved over 18% annual sales and profit growth, demonstrating strong operational and financial stability, and has never cut dividends since 2004, with cash payouts to shareholders more than doubling in the last five years, enhancing investor confidence.
- Market Dominance: With a market capitalization exceeding $1.6 trillion, TSMC stands as a leading semiconductor manufacturer, with extensive applications across smartphones, consumer electronics, and AI data centers, positioning it for even larger growth in the coming years.
See More











