Intel and Fortinet Collaborate to Advance Cybersecurity Innovation and Strengthen Global Supply Chain Resilience

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KeyBanc says these 3 chip stocks offer favorable risk-reward into earnings

July 22, 2026 4:00 PM EDT

KeyBanc Capital Markets flagged three companies it believes offer favorable risk-reward ahead of second-quarter results, citing robust AI and server CPU demand as the primary earnings drivers across all three names.

Intel (NASDAQ: INTC), AMD (NASDAQ: AMD), and Monolithic Power Systems (NASDAQ: MPWR)... More

William Blair comments on Fortinet (FTNT) and Intel (INTC) strategic collaboration

July 21, 2026 12:06 PM EDT

William Blair analyst Jonathan Ho reiterated a Market Perform rating and {REMOVEPT} price target on Fortinet (NASDAQ: FTNT).

The analyst comments "Today, Intel (INTC $104.50) and Fortinet announced a strategic collaboration to develop Security Processor 6 (SP6), the next generation of Fortinet's custom security processor. Intel will contribute semiconductor design, packaging, and manufacturing capabilities to support... More