Cramer Calls Intel the “Number One Name” and “More Important Than NVIDIA.” The Stock Soars Today After a Massive Double Upgrade. - Yahoo Finance

In a June 11, 2026, segment on CNBC’s 'Mad Dash,' Jim Cramer gave Intel (INTC) a strong endorsement, calling it the 'number one name' and more important than NVIDIA (NVDA) at the time. This statement ... Read original →

Cramer’s endorsement reflects a strategic inflection, not hype. While NVIDIA dominates AI training, inference workloads are shifting toward CPU-accelerator heterogeneity—where Intel’s Sapphire Rapids and Gaudi stack gain traction. U.S. CHIPS Act funding and SoftBank’s backing de-risk its advanced-node ramp and cement IFS as a geopolitically ‘trusted’ foundry alternative amid TSMC (Taiwan, China) capacity constraints. Expect Qualcomm and AWS to diversify wafer orders to Intel. NVIDIA will likely accelerate Grace CPU and ARM-based server adoption to counter this. If Intel’s 18A node achieves yield targets within 12–18 months, data center CPU market share will rebalance, compelling hyperscalers to adopt dual-sourcing strategies—ending GPU monoculture and establishing an NVIDIA-Intel co-dominance paradigm.