April 20, 2026
Analyst Bio:
It was not that long ago that Intel (NASDAQ:INTC) stock was persona non grata, with its inferior products losing share in the CPU market, and the company considered well behind peers in the AI game.
With the Q1 earnings season now at play, Rosenblatt analyst Kevin Cassidy expects companies with significant exposure to data centers to report upside to March quarter estimates and to issue June quarter guidance above consensus, too, driven by rising demand for compute capacity.
