AMD (AMD) and Intel (INTC) upgraded to Overweight from Sector Weight at Keybanc

Keybanc's upgrade of AMD and Intel to Overweight suggests a bullish outlook for both companies amidst anticipated strong demand in the data center and AI sectors.

Newsquawk StaffPublished 13 Jan 2026, 10:22 UTCOn the live feed at 10:02 UTC — 5 more headlines followed before this page went public

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10:03

UK sells GBP 900mln 1.125% 2035 I/L Gilt: b/c 4.81x (prev. 3.09x) & real yield --% (prev. 1.673%)

10:03

Italy sells EUR 4bln vs exp. EUR 3.5-4bln 2.40% 2029 BTP: avg. yield 2.48%, b/c 1.45x

10:02

AMD (AMD) and Intel (INTC) upgraded to Overweight from Sector Weight at Keybanc

10:00

[MARKET ANALYSIS] Bearish bias from APAC trade, driven by JGBs. Fixed now looks to US CPI.

09:55

Two oil tankers were attacked in proximity to the Black Sea loading terminal for the CPC, Bloomberg reports citing sources

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On Intel: "...expect outsized data center demand from hyperscalers this year to be a significant tailwind for Data Center and AI". and "Our checks indicate Intel Foundry Services has landed Apple as a customer on 18A for low-end M-series processors for MacBooks and iPads...", furthermore "... believe INTC is in discussions with Apple to use 14A to support low-end mobile A-series processors for iPhones in 2029"

Context

The inclusion of significant client wins, particularly Intel's potential partnership with Apple, highlights a promising growth trajectory that could drive stock performance in a competitive semiconductor landscape.

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