Forget Intel: Consider These Stocks Instead

Intel (NASDAQ:INTC) is the spot communicative everyone is shouting about, with the banal up 159.57% twelvemonth to day connected a Lip-Bu Tan turnaround communicative wrapped astir AI inference and a NVIDIA DGX Rubin big CPU win. But present is what you should really beryllium watching.

The Intel Trade Is Already Crowded, and Cracked

Intel conscionable dropped 3.85% successful a azygous league connected May 4, aft moving 90.12% successful a azygous month. That is the textbook signature of a communicative commercialized moving retired of caller buyers. The fundamentals underneath the header are uglier than the portion suggests. Q1 FY26 produced a GAAP nett nonaccomplishment of $3.73 cardinal driven by a $4.07 cardinal restructuring complaint tied to a Mobileye goodwill impairment, with escaped currency travel of antagonistic $3.87 cardinal and capex of $4.96 billion. Intel Foundry posted a $2.51 cardinal operating nonaccomplishment successful Q4 2025. Headcount has been chopped from 108,900 to 85,100. The U.S. authorities present holds a meaningful equity stake, and absorption has flagged the imaginable intermission oregon discontinuation of Intel 14A if lawsuit request falls short. Q2 26 non-GAAP EPS guidance of $0.20 is simply a sequential diminution from $0.29. Reddit captured the temper crisply with the most-upvoted Intel station of the period, "Shorting this dumbass institution (INTEL)," which pulled successful implicit 12,000 upvotes. Hot trades extremity this way.

The Picks-and-Shovels of AI Packaging

Advanced packaging is wherever AI silicon really gets stitched unneurotic into utile product. Three names monetize this without Intel's foundry bleed.

The expert who called NVIDIA successful 2010 conscionable named his apical 10 stocks and Amkor Technology wasn't 1 of them. Get them present FREE.

Amkor Technology (NASDAQ:AMKR) conscionable reported its 4th consecutive EPS beat, with Q1 FY26 non-GAAP EPS of $0.33 versus $0.24 statement connected gross of $1.68 billion, up 27.5% YoY. Advanced Products gross expanded from $1.06 cardinal to $1.37 billion. CEO Kevin Engel framed it cleanly: "Amkor delivered a beardown commencement to 2026 with grounds archetypal 4th gross driven by broad-based extremity marketplace demand." Q2 EPS guidance of $0.42 to $0.52, full-year capex of $2.5 cardinal to $3.0 billion, and a caller $300 cardinal stock repurchase authorization approved April 23, 2026 springiness shareholders superior subject Intel cannot offer.