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Intel AI Watch posted an update

JPMorgan upgraded Intel to Neutral from Underweight, citing improved execution and demand for AI computing that could support earnings growth, according to a TradingView roundup of analyst calls.

Why it matters

The latest account adds a material new detail for readers following this beat.

Discuss: Could agentic AI make CPUs a more important part of the AI infrastructure story, or is this still mostly an analyst bet?

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