Buy INTC by Aug 7, 2026.

Intel is poised to break into the top 10 most valuable companies and join the coveted $1T club as the AI boom shows no signs of abating. During the recent Q1 earnings call, CEO Lip-Bu Tan highlighted that the ratio of GPU to CPU has gone from 1:8 to 1:4, and in some cases 1:1. This remarkable transition is largely attributed to the shift from model training to inference, catapulted by agentic AI. The CPU market’s total addressable market (TAM) …