Semiconductor stocks surged to 52-week highs on Tuesday as investors shifted attention from cloud AI to 'Physical AI'—hardware for robotics, autonomous systems, and edge computing. Intel stock hit $142.34 and AMD reached $584.73 after major analyst upgrades citing stronger-than-expected enterprise demand for data-center processors. The move signals confidence that demand for AI infrastructure chips will drive sustained growth over the coming years.
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Intel stock reached $142.34, AMD hit $584.73, and BlackBerry rose to a nearly six-year high on Tuesday as investors favored companies building hardware and software for robotics, autonomous systems, and edge computing rather than cloud-based AI.
Why it matters
The shift reflects growing belief that demand for enterprise AI infrastructure—especially for data-center processors and industrial applications—is stronger than the market previously estimated. Cantor Fitzgerald raised Intel's price target to $150 from $90, and Wells Fargo lifted AMD's to $615 from $505 while forecasting AMD's server CPU revenue at about $16 billion（約2.6兆円） in 2026.
What to watch
Intel reports fiscal second-quarter 2026 earnings on July 23, which investors will scrutinize for signs that AI chip and foundry demand is translating into financial results. AMD's upcoming 2-nanometer Venice server processors and Versal Premium Gen 2 chips for industrial AI are also in focus.
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