Forget Intel: 1 Semiconductor Juggernaut to Buy Hand Over Fist While Turnaround Hype Rules Wall Street Quick Read – TSMC dominates AI chip manufacturing with 72% foundry market share, a 46% profit margin, and trades at just 30x forward earnings. – Intel surged over 500% despite…
$3.7 billion net loss, and CFO David Zinsner sold 18,353 shares as the rally pushed past $109. – Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Taiwan Semiconductor Manufacturing didn’t make the cut. Grab the names FREE today
Intel (NASDAQ:INTC) is the loudest ticker on Wall Street right now, riding a turnaround narrative powered by NVIDIA’s $5.0 billion equity stake, SoftBank’s $2.0 billion investment, and $8.9 billion in total U.S. Government support. But here’s what you should actually be watching: Taiwan Semiconductor Manufacturing (NYSE:TSM).
The Intel Rally Has Outrun the Business Intel shares are up 523.5% over the past year and 263.12% year to date, closing at $133.99. The fundamentals do not justify the ride. Q1 2026 produced a GAAP net loss of $3.728 billion, a $3.136 billion operating loss, and free cash flow of negative $3.867 billion.