U.S. Government Requests Backup Power from Data Centers Amid Record Winter Storm
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 23 2026
0mins
Source: stocktwits
- Market Sentiment Watch: Despite supportive macroeconomic signals, Wall Street remains on pause ahead of Friday's open, with S&P 500, Dow, and Russell 2000 futures flat, while Nasdaq 100 futures dipped 0.1%, indicating cautious investor sentiment.
- Urgent Power Demand: The U.S. government has requested backup power from data centers due to a record-breaking winter storm threatening grid stability, highlighting the significance of power and grid-related companies, which may impact their stock performance.
- Tech Stock Developments: Tesla announced the launch of Robotaxi services in Austin without safety monitors and plans to raise the price of its $99 Full Self-Driving subscription, demonstrating the company's ongoing advancements in autonomous driving and market confidence.
- Economic Data Focus: Investors will closely monitor the release of U.S. Services and Manufacturing PMI data, along with Consumer Sentiment at 10:00 a.m., as these metrics are expected to significantly influence market sentiment.
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Analyst Views on INTC
Wall Street analysts forecast INTC stock price to fall
29 Analyst Rating
5 Buy
19 Hold
5 Sell
Hold
Current: 121.100
Low
20.00
Averages
39.30
High
52.00
Current: 121.100
Low
20.00
Averages
39.30
High
52.00
About INTC
Intel Corporation is a global designer and manufacturer of semiconductor products. The Company's segments include Intel Products, Intel Foundry, and All Other. Its Intel Products comprise Client Computing Group (CCG) and Data Center and AI (DCAI). CCG delivers platforms and processors that power PCs and edge devices, enabling enhanced performance, connectivity and user experience for consumer and commercial markets with capabilities that also support retail, industrial robotics and AI ecosystems at the edge. DCAI delivers workload-optimized solutions based upon its x86 architecture for data centers, including CPUs, AI accelerators, NICs, IPUs and custom ASICs, enabling performance and scalability for cloud, enterprise, telecommunication and HPC environments. The Intel Foundry segment comprises technology development, manufacturing and foundry services, developing new semiconductor process technologies and advanced packaging technologies. All Other segments include Mobileye and 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.
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- Strong Customer Demand: In the first quarter, demand for Intel's central processors surged, particularly from companies offering AI services, leading to sales of chips that were originally slated for write-off, demonstrating strong market demand for its products.
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- Performance Improvement: Compared to 18A, the 18A-P delivers a 9% performance increase at the same power level or an 18% reduction in power consumption at the same processing speed, which will enhance product market appeal and meet customer demand for high-performance chips.
- Strong Customer Demand: In the first quarter, demand for Intel's central processors surged, particularly from companies offering AI services, leading to sales of chips that were originally slated for write-off, demonstrating strong market demand for its products.
- Revenue Forecast Upgrade: Intel forecasts second-quarter revenue between $13.8 billion and $14.8 billion, exceeding the market estimate of $13.07 billion, reflecting the company's robust performance in the rapidly growing AI market.
See More
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- Market Rally: The S&P 500 rose 1.08%, the Dow Jones increased by 0.14%, and the Nasdaq 100 surged 2.48% as optimism over the US-Iran peace deal eased inflation risks, reflecting a positive market sentiment.
- Chip Sector Surge: Intel's stock jumped over 10% after President Trump announced a partnership with Apple to design and produce semiconductors domestically, leading the iShares Semiconductor ETF to rise more than 7%, indicating strong momentum in the tech sector.
- Energy Stocks Weaken: WTI crude oil prices fell to a 3.5-month low, causing significant declines in energy stocks, with SLB, ConocoPhillips, and Halliburton dropping over 3%, highlighting concerns over energy price volatility.
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See More
Intel Appoints New Executive to Strengthen Chip Manufacturing
- Executive Appointment: Intel has appointed Seok-Hee Lee as executive vice president of its contract chip-manufacturing division, aiming to enhance its advanced packaging business and regain competitiveness after missing the AI boom.
- Strategic Focus: Lee will report directly to CEO Lip-Bu Tan and oversee all advanced packaging, system integration, and back-end technology development, indicating Intel's commitment to improving its technological integration capabilities in a competitive market.
- Customer Collaboration: President Trump announced that Apple has agreed to collaborate with Intel to design and manufacture chips in the U.S., injecting new momentum into Intel's contract manufacturing business and potentially increasing its market share.
- Technology Development: Intel plans to accelerate the development of its 18A and 14A technologies, with Lee's appointment clarifying the division of responsibilities between front-end and back-end manufacturing, thereby enhancing overall production efficiency and technological innovation.
See More
US Stocks Surge on Intel-Apple Semiconductor Collaboration
- Intel Stock Surge: Following President Trump’s announcement that Intel will collaborate with Apple to design and produce semiconductors, Intel shares jumped 10.6%, enhancing the company's market value and confirming months of deal speculation, which underscores the competitive strength of this government-backed chipmaker.
- Market Rally: The S&P 500 rose 1.1%, the Nasdaq 100 increased by 2.5%, and the Dow Jones added 0.1%, reflecting investor optimism around a US-Iran peace deal that offset concerns about a potential rate hike by the Federal Reserve, thus driving positive market sentiment.
- Oil Price Decline: Both Brent and WTI crude futures traded below $80 per barrel, influenced by the preliminary agreement signed between the US and Iran to end hostilities and reopen the Strait of Hormuz, which could potentially boost global oil supplies and impact market dynamics.
- Strong ETF Performance: Among ETFs tracking benchmark indices, the SPDR S&P 500 ETF gained 1.2%, the Invesco QQQ Trust rose 2.5%, and the VanEck Semiconductor ETF soared 6%, indicating strong investor interest and confidence in technology stocks.
See More
Intel Appoints Seok-Hee Lee as EVP to Enhance Technology Capabilities
- Executive Appointment: Intel announced the appointment of Seok-Hee Lee as Executive Vice President of Intel Foundry, reporting directly to CEO Lip-Bu Tan, aiming to enhance the company's capabilities in advanced packaging and system integration, thereby improving system-level innovation delivery for customers.
- Leadership Experience: Prior to joining Intel, Lee served as President and CEO of SK On and held similar roles at SK Hynix, bringing extensive technology and manufacturing management experience that will provide Intel Foundry with deep expertise and operational execution capabilities.
- Technology Focus: With Lee's appointment, Intel will accelerate the development of its 18A and 14A technologies, while Naga Chandrasekaran will continue to lead front-end technology development and manufacturing, ensuring the company remains competitive in high-performance computing system design and customer support.
- Strategic Importance: CEO Lip-Bu Tan emphasized that advanced packaging and system integration will become defining capabilities for next-generation computing systems, and Lee's leadership will help the company rapidly scale advanced packaging technologies like EMIB-T and HBI to high volume, further solidifying its market position.
See More
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- Stock Surge: Intel's shares jumped 10.8% to $134.19 after President Trump announced a partnership with Apple for chip design and production, indicating strong market confidence in this collaboration.
- Manufacturing Returns to U.S.: Trump emphasized that this partnership aims to bring semiconductor manufacturing back to America, criticizing previous administrations for allowing production to shift overseas, highlighting the influence of national policy on the tech sector.
- Increased Industry Support: Intel has garnered support from other tech giants, including Nvidia, and mentioned plans involving Elon Musk for large-scale chip manufacturing, showcasing its strategic positioning in the industry.
- Boosted Market Confidence: Under CEO Lip-Bu Tan, Intel's foundry division is seeking major partnerships to expand its contract manufacturing business, with a remarkable 464% stock increase over the past year, raising its market cap to approximately $608.7 billion, reflecting optimistic investor sentiment about its future growth.
See More
