Intel and Nvidia Stocks Rally Amid Chip Shortage Predictions
Intel (INTC) and Nvidia (NVDA) shares surged late last week following Intel's earnings report, which highlighted persistent chip shortages expected to extend into 2026. Both stocks gained up to 3%, with broader momentum across AI-related equities like IBM and AMD. Intel CEO noted stronger-than-anticipated PC demand driven by corporate upgrades, though supply constraints may limit near-term fulfillment.
The chipmaker's Q4 results fell short of analyst estimates, with adjusted EPS of $0.08 versus $0.10 expected and revenue of $13.3 billion against $13.4 billion forecasts. "The Windows refresh is happening more significantly than we expected," Intel's finance chief told Barron's, emphasizing shortages spanning their entire product lineup. Market observers suggest sustained demand could drive long-term valuation upside for semiconductor leaders.
