No matter what happens next in the Middle East... it's clear by now: the world is out of control today. And we never know what sort of surprise announcement or crash might hit next.
But according to both Goldman Sachs and Morgan Stanley, the world is about to get much, much stranger in the days ahead.
While most people are distracted by the news in the headlines, top analysts at these banks say a much bigger event is coming that could both wipe out the market and keep it down for 10 years or longer.
What can you do?
A new tech breakthrough from a firm in Baltimore, Maryland may hold the answer.
Intel Corp. (NASDAQ: INTC) has been explosive lately, running from a low of $40.63 to $69.17. The interest in the stock is due to increased price targets, a chip deal with SpaceX, an expanded collaboration with Google, and news that it bought back control of its chip facility in Ireland.
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And while some would argue the stock has gotten too hot, INTC could see higher highs heading into earnings next week. Bernstein raised its price target on INTC to $60 from $36, citing strong server performance and a potential turnaround, while maintaining a market perform rating.
Susquehanna raised its price target on Intel to $65 from $45, reflecting increased confidence in server CPU demand (driven by “insatiable” AI needs) and potential outperformance in Q1 2026. And analysts at KeyBanc just raised their price target on Intel (INTC) to $70 from $65, maintaining an Overweight rating, driven by strong server CPU demand.
Intel is set to report earnings on April 23, and expectations are somewhat muted. Analysts are forecasting revenue of about $12.4 billion, down from $12.7 billion year over year, and adjusted earnings per share of just $0.01, compared with $0.13 a year ago.
However, if Intel can deliver even a modest beat, and strong forward guidance—particularly around AI, foundry growth, and server demand—the stock could push to fresh highs.
If you’re still not convinced that you should chase INTC higher, it isn’t the only stock that’s generating considerable interest this earnings season. Here are two other names to consider.
Tesla Continues to Change the Conversation
Tesla Inc. (NASDAQ: TSLA) is on deck for earnings on Wednesday, April 22. Analysts generally expect first-quarter EPS of about 36 to 39 cents a share on revenue of about $22 billion to $22.4 billion.
We already know that Tesla had a softer quarter in terms of deliveries. The company reported 358,023 vehicles delivered—roughly 7,600 units below expectations of 365,645. Production came in at 408,386 vehicles, meaning inventory increased by more than 50,000 units during the quarter, a figure that could raise concerns about demand and pricing pressure.
That said, investor focus has increasingly shifted away from near-term EV margins—which remain under pressure—and toward Tesla’s longer-term technology boom.
Key themes to watch during the earnings call include progress in artificial intelligence, updates on robotaxi development, and commentary on growth expectations for 2026 and beyond. These areas are becoming central to Tesla’s valuation.
A major source of recent optimism has been Tesla’s A15 chip initiative. According to Elon Musk, the chip is nearing production readiness. The company is also planning to build two advanced chip fabrication facilities in Austin, Texas—one focused on chips for vehicles and robotics, and another, in partnership with SpaceX, aimed at supporting orbital data centers.
Helping, UBS recently raised its price target on Tesla to $352, signaling growing confidence despite near-term operational headwinds.
Taiwan Semiconductor is Still a Chip Stock Leader
By the time you’re reading this, Taiwan Semicondutor Co. (NYSE: TSM) will likely have already reported earnings. I expect the stock to rally significantly, just as it did after its February earnings. After posting a strong quarter, TSM rallied from about $329 to $389 over a few weeks. This time around, the Street is looking for substantial earnings following the company’s preliminary report of record-breaking quarterly revenue, which is already well above market expectations.
In fact, for the first quarter, the company already reported preliminary revenue of $35.71 billion, marking a strong year-over-year increase of 35% and landing at the high end of its previously guided range of $34.6 billion to $35.8 billion. Most notably, March alone delivered a 45% year-over-year increase in revenue, signaling accelerating demand.
AI Demand Could Drive the Next Leg Higher Across Intel, Tesla, and Taiwan Semiconductor
Taken together, the setup for Intel, Tesla, and Taiwan Semiconductor highlights a broader market theme: AI-driven demand is still in the early innings. Intel may be the most speculative of the three heading into earnings, but it also has the most to prove—and potentially the most upside if it delivers even a modest beat with strong guidance.
Meanwhile, Tesla’s narrative continues to shift toward AI and robotics, while TSM remains the backbone of global chip production. For investors, the takeaway is clear: earnings season could reinforce that semiconductors and AI infrastructure remain leadership areas in 2026.
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