NEW YORK — As investors weigh semiconductor giants amid the ongoing artificial intelligence boom, NVIDIA Corp. stands out as Wall Street's clear favorite heading into the second half of 2026, with analysts projecting 30-40% upside while urging caution on Intel Corp. despite its recent share-price surge.
NVIDIA shares closed at $198.45 on May 1, 2026, while Intel finished the session at $99.62 after a remarkable rally that saw the stock more than double at points over the past year. Yet the fundamental gap between the two remains stark: NVIDIA's data-center revenue alone dwarfs Intel's entire business, fueled by insatiable demand for its AI GPUs.
