Derivative market trends can often precede spot price movements, aligning with institutional upgrade strategies already taking place. Jabil now gets 30% of its top line from the AI business. That figure could move higher in fiscal 2026. The company expects a 25% spike in its AI revenue this fiscal year. Overall revenue, meanwhile, is expected to jump just 5%. Despite steep losses in recent years, the alignment of government backing, high-profile tech investments, and a potential AMD foundry deal mark a fundamental turning point. The balance sheet remains cushioned by $21.2 billion in cash , giving Intel room to finance expansion. Technically, the breakout above $36 signals the start of a new uptrend, with $42–$50 the next target zone. With EPS expected to jump 427% in 2026 , the market is clearly pricing in recovery. Against a backdrop of de-risking supply chains and U.S. industrial policy pouring billions into domestic fabs, Intel has shifted from a value trap to a high-beta rebound play . AMD price forecast remains bullish for Q3 2024, with analysts citing strong data center GPU demand driving revenue gains. Wall Street consensus points toward a potential price range of $165–$178 if AI-related growth continues. Institutional buying has increased 12% month-over-month, signaling confidence in the semiconductor sector momentum.