Intel hired a new CEO earlier in 2025 who was able to help the company secure a much-needed financial victory in the third quarter. The company is trying to find new customers for its foundry business.
Intel Corporation is upgraded to Strong Buy with a $49.81 price target, driven by a strategic partnership with Nvidia and a clear roadmap for operational improvements. A $5B investment and collaboration with Nvidia positions INTC to regain x86 CPU market leadership and benefit from AI infrastructure growth. Management remains focused on deleveraging efforts and operational improvements to enhan...
The moments after an earnings release often tell a story, and for Intel Corporation NASDAQ: INTC, the story on Oct. 23 and since then has been one of resounding validation. A powerful upward momentum in the stock followed Intel's third-quarter report, sending shares to multi-year highs above $40 and pushing its year-to-date gain to nearly 100%.
Intel has improved its balance sheet with multiple deals, and the stock has more than doubled. IBM's AI and quantum computing strategies look promising.
Intel stock rallied after its strong Q3 2025 earnings on hopes of AI momentum and renewed investor optimism before giving back gains as investors remain cautious. Intel's turnaround is fueled by new stakes and the Nvidia partnership, and while I downgraded the stock on this news, I now think I was too early. Q3 revenue and EPS beat expectations; foundry business progress is a big green flag, an...
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