Forget Intel Corporation: As Rising Yields Shake Wall Street, This Unstoppable AI Powerhouse Is a No-Brainer Buy

Forget Intel Corporation: As Rising Yields Shake Wall Street, This Unstoppable AI Powerhouse Is a No-Brainer Buy JasonDoiy / iStock Unreleased via Getty Images Alex Sirois Mon, June 8, 2026 at 9:13 PM GMT+2 4 min read INTC GOOGL GOOG NVDA Quick Read Alphabet trades at 26x forward earnings while delivering 82% earnings growth and a Google Cloud backlog nearly doubling to $460 billion. Intel bleeds $3. 87 billion in free cash flow and trades at 123x forward earnings, with analysts targeting $89 per share, which falls below its current price of $99.

It sounds nuts, but SoFi is giving new active invest users up to $1,000 in stock for a limited time, and all it takes is a $50 deposit to get started. See for yourself (Sponsor) Wall Street can't stop talking about Intel ( NASDAQ:INTC ), the once-faded chipmaker now sporting a 168. 75% year-to-date rally on the back of an NVIDIA $5 billion equity injection, a U.

S. government stake, and breathless turnaround chatter. Here is what the data actually shows.

The Intel Trade Is Crowded, Capital-Hungry, and Mispriced for This Rate Regime The June 5 jobs print pushed the 10-year Treasury yield to 4. 47%, sitting in the 93. 5th percentile of its 12-month range.

That is the worst possible backdrop for a company spending $4. 96 billion in a single quarter on capex while bleeding negative $3. 87 billion in free cash flow.

Intel posted a GAAP net loss of $3. 73 billion in Q1 FY26, its Foundry segment shed roughly $2. 5 billion in operating losses in Q4 25 alone, and trailing EPS sits at -$0.

60. The forward multiple? A laughable 123x.

Shares already cracked 13. 52% lower in the past week, and analysts carry a consensus target of $89. 32, below the current $99.

17. The crowd is paying turnaround-success prices for a company still mid-restructuring while capital costs stay higher for longer. The redirect is obvious: Alphabet ( NASDAQ:GOOGL ), down 7.

41% over the past month on the same yield scare that punished Intel, but for entirely different reasons. Here are three. 1.

The Cheapest Hypergrowth Story in Mega-Cap AI Google trades at a forward P/E of 26 while delivering 82% year-over-year earnings growth and 21. 8% revenue growth. Q1 FY26 EPS of $5.

11 exceeded the $2. 63 estimate, the fourth consecutive beat. You are paying a market multiple for a company compounding earnings at hyperscaler rates.

Intel offers no comparable yardstick because it has no earnings to multiply. 2. Actual AI Monetization at Scale Google Cloud revenue grew 63% to $20.

03 billion in Q1, with backlog nearly doubling quarter-over-quarter to over $460 billion. Gemini is processing 16 billion tokens per minute via API, up 60% QoQ. Paid subscriptions hit 350 million, and Waymo is logging over 500,000 fully autonomous rides per week.

CEO Sundar Pichai summarized it bluntly: "Our AI investments and full stack approach are lighting up every part of the business. " Operating margin of 36. 1% is what AI monetization looks like in practice.

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3. A Fortress Built for Higher-for-Longer While Intel borrows aggressively to fund its foundry buildout, Alphabet runs with a debt-to-equity ratio of 0. 14 and interest coverage of 903x.

FY25 free cash flow reached $73. 27 billion, return on equity stands at 38. 9%, and management just authorized a 5% dividend hike to $0.

22 per share quarterly. The recent $80 billion equity and convertible preferred structure front-loads AI compute spend without straining the underlying engine. Reddit's most-upvoted GOOGL post this week framed it plainly: "For those who keep asking for a 'one buy and hold for the next 10 years' the opportunity is here: it's GOOGL.

" Analysts agree, with 57 buy ratings, zero sells, and a consensus target of $431. 19. The Action For investors weighing the two, the setup favors Alphabet's cash-generative model over Intel's capital-intensive rebuild while yields stay elevated.

Watch the 10-year yield, Intel's Foundry segment losses, and Google Cloud's backlog conversion for confirmation of the divergence thesis. Want Up To $1,000? SoFi Is Giving New Active Invest Users Free Stock Looking to grow your money but unsure where to begin?

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