Intel, Q4
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Intel technically revealed Panther Lake back in October 2025, leading with the Xe 3 graphics architecture, which Intel claimed was a massively improved integrated graphics chip. Well, shortly after these new laptop processors were ‘launched’ at CES 2026, I’ve finally been able to sit down and test it for myself.
Just ahead of the launch of Intel's Panther Lake CPUs, AMD has released two slides showing how its Ryzen AI processors are superior.
Intel's new gaming CPU wipes the floor with AMD, with up to 78% higher performance in Cyberpunk 2077
Thanks to its hugely powerful new integrated Xe3 GPU, the Intel Panther Lake laptop CPU series has stolen a surprise victory for frame rates.
It will be the first consumer chip built on the company's advanced 18A process node. "Along with our next-generation Nova Lake coming at the end of 2026, we now have a client road map that combines best-in-class performance with cost-optimized solutions,
We've tested Intel's Panther Lake flagship laptop chip, the Core Ultra X9 388H, and we're very impressed with the Core Ultra Series 3's gaming-class graphics and days-long battery life.
Intel ( INTC) and AMD ( AMD) received upgrades to Overweight by KeyBanc as both chipmakers have mostly sold out of server CPUs for 2026 due to surging data center and artificial intelligence demand.
And Intel says AMD is 'selling ancient silicon'.
Intel shares climbed 4% and AMD rose 3.7% Tuesday following the note. KeyBanc analysts said Intel is considering a 1015% price increase and could soon rank as the world's No. 2 foundry supplier, ahead of Samsung.
As for gaming, Intel claims that Panther Lake’s 12 Xe graphics cores are on par with Nvidia’s discrete RTX 4050 laptop GPU, much like how Strix Halo goes toe-to-toe with the RTX 4060. Digital Foundry ’s early testing at CES found Panther Lake to be nipping at the heels of a desktop RTX 3050 card at 1080p resolution.
Intel Corp. is a Strong Buy with a $66.62 price target, despite near-term supply constraints and negative Q4'25 sentiment. Click for my analysis of INTC stock.
Advanced Micro Devices (NASDAQ: AMD stock) rose roughly 4% on Friday as investors repositioned into the chipmaker following Intel’s disappointing fourth-quarter guidance. The move underscores a critical market dynamic: when Intel can’t supply the chips customers demand,