Two Artificial Intelligence Stocks to Buy Before They Soar 35% and 62%, According to Wall Street Analyst Investors have increasingly questioned the sustainability of the AI capital expenditure boom, with market volatility and geopolitical tensions like the Iran war complicating the landscape. However, KeyBanc analyst John Vinh has identified two AI-related stocks—Intel (INTC) and Micron (MU)—as potential buying opportunities, citing strong fundamentals and growth prospects. Vinh raised his price targets for both companies, projecting significant upside for investors over the next 12 to 18 months. Intel, a hardware giant with a long history in semiconductor manufacturing, has faced challenges in recent years as the market shifted toward GPUs for AI applications. Despite this, Vinh highlights the company’s strategic pivot toward AI-driven workloads, which are driving renewed demand for central processing units (CPUs). CPUs, while traditionally used for sequential processing, remain critical for transmitting data between GPUs and supporting smaller language models that operate efficiently on this architecture. Vinh notes that AI agents are placing additional strain on CPUs, creating a supply constraint that could benefit Intel. The analyst maintains an overweight rating on Intel, raising his price target from $65 to $70 per share. As of April 7, the stock traded around $50, implying a potential 35% upside. Vinh attributes this optimism to Intel’s recent price hikes for its CPUs, which he expects to rise by 10% to 15% in the second quarter of 2026 after a similar increase in the first quarter. While Intel’s stock has rebounded in recent months, it remains down 26% over the past five years.#micron #intel #wall_street_analyst #john_vinh #ai_capital_expenditure_boom
