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Melius Research Upgrades Intel (INTC) to Buy with $50 PT on Long-Term 14A Node Prospects for Nvidia, Apple

Intel Corporation (NASDAQ:INTC) is one of the most buzzing stocks to invest in according to hedge funds. On January 5, Melius Research upgraded Intel to Buy from Hold with a $50 price target. The firm dismissed recent reports regarding Nvidia’s dissatisfaction with the Intel 18A process node as stale information. Instead, the firm sees a good chance that both Nvidia and Apple will seriously evaluate the Intel 14A node for production by the 2028–2029 timeframe.

The potential shift could be a significant tailwind for the stock throughout 2026, supporting book value. Furthermore, Melius Research highlighted the strong industry and political standing of Intel CEO Lip-Bu Tan and noted his high regard among key figures, including President Trump, Secretary Lutnick, Jensen Huang, and Lisa Su.

On the same day, Intel Corporation (NASDAQ:INTC) unveiled its Core Ultra Series 3 processors (codenamed “Panther Lake”) at CES in Las Vegas. This launch marks a historic milestone as the first compute platform built on the Intel 18A process node, the most advanced semiconductor technology currently manufactured in the US. Designed to power the next generation of AI PCs, the Series 3 lineup will be featured in over 200 vehicle and laptop designs from global partners, representing Intel’s most broadly adopted AI platform to date.

Consumer availability begins with pre-orders on January 6, with the first laptops scheduled for global release on January 27. Additional laptop designs will continue to roll out through the first half of the year, while edge and industrial systems powered by Intel Core Ultra Series 3 are expected to hit the market starting in Q2 2026.

Intel Corporation (NASDAQ:INTC) designs, develops, manufactures, markets, and sells computing and related products and services worldwide. It operates through Intel Products, Intel Foundry, and All Other segments.

While we acknowledge the potential of INTC to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than INTC and that has 100x upside potential, check out our report about this cheapest AI stock.

READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

Disclosure: None. This article is originally published at Insider Monkey.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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