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City & Markets

As the Trump-Xi meetings unfold, investors should watch for this hidden AI trade

Date Action Analyst Rating Change Price Target Change
Sep-10-26Initiated Piper Sandler Neutral $110
Sep-08-26Upgrade Northland Capital Market Perform → Outperform $120
Jul-24-26Reiterated Wedbush Neutral $60 → $98
Jul-24-26Reiterated Mizuho Neutral $135 → $109
Jul-24-26Reiterated Cantor Fitzgerald Neutral $150 → $125
Jun-25-26Initiated Goldman Neutral $150
Jun-11-26Upgrade BofA Securities Underperform → Buy $135
May-26-26Downgrade Northland Capital Outperform → Market Perform
May-18-26Reiterated The Benchmark Company Buy $105 → $140
May-18-26Reiterated Citigroup Buy $95 → $130
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Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Executive VPMr. Nagasubramaniyan Chandrasekaran

Senior VP & Chief Information OfficerMs. Cynthia A. Stoddard

Corporate Vice President of Corporate Planning & Investor RelationsMr. John William Pitzer

Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
TAN LIP BUCEOAug 11 '26Buy95.00105,2639,999,9851,314,669Aug 14 04:27 PM
Chandrasekaran NagasubramaniyaEVP, CT & Ops Off, GM FoundryMay 29 '26Sale118.2821,0242,486,698205,852Jun 02 04:15 PM
Chandrasekaran NagasubramaniyaOfficerMay 29 '26Proposed Sale120.8921,0242,541,591May 29 12:44 PM
Frank D. YearyFormer DirectorMay 15 '26Proposed Sale108.2524,2862,628,842May 15 04:24 PM
FRANK D YEARYDirectorMay 15 '26Proposed Sale108.9559,6176,495,284May 15 04:09 PM
Miller Boise AprilEVP and Chief Legal OfficerMay 01 '26Sale99.5340,2564,006,519105,077May 04 04:15 PM
APRIL V BOISEOfficerMay 01 '26Proposed Sale99.5340,2564,006,500May 01 04:03 PM
Miller Boise AprilEVP and Chief Legal OfficerFeb 02 '26Sale49.0520,000981,000113,060Feb 03 04:53 PM
APRIL V BOISEOfficerFeb 02 '26Proposed Sale49.0420,000980,822Feb 02 05:44 PM
Zinsner DavidEVP, CFOJan 26 '26Buy42.505,882249,985247,392Jan 27 04:28 PM
Michelle Johnston HolthausOfficerOct 29 '25Proposed Sale41.5850,0002,078,820Oct 29 12:38 PM