Nvidia Stock vs. Intel Stock: A Wall Street Analyst Says Buy One and Sell the Other | The Motley Fool

Nvidia (NVDA 0.48%) is the leading supplier of data center GPUs, which are particularly important for artificial intelligence (AI) training and inference. Intel (INTC +5.42%) is the leading supplier of data center CPUs, which are particularly important for orchestrating AI agents. But Harlan Sur at J.P. Morgan Chase recommends buying one stock and selling the other.

• He says investors should buy Nvidia. His target of $265 per share implies 32% upside from the current share price $200.
• He says investors should sell Intel. His target of $45 per share implies 52% downside from the current share price of $94.

Here’s what investors should know about these semiconductor companies.

Nvidia: 32% upside implied by J.P. Morgan’s target

Nvidia is the clear center of gravity for the artificial intelligence boom. The company is well known for its graphics processing units (GPUs), chips that accelerate complex data center workloads. Nvidia GPUs consistently outperform competing chips when benchmarked in AI training and inference tasks.

However, Nvidia’s greatest strength lies in its full-stack strategy, meaning it pairs GPUs with adjacent central processing units (CPUs) and networking platforms to build rack-scale data center systems. That lets the company optimize performance and power efficiency in ways less vertically integrated suppliers cannot.

CEO Jensen Huang recently told analysts, “Our ability to innovate across the CPU, the GPU, networking, and…