Despite its well-documented struggles in recent years—ranging from manufacturing setbacks to market share losses in the CPU space—Intel has historically been a generous steward of shareholder capital.
Intel Corp (NASDAQ:INTC, ETR:INL) is in preliminary discussions to acquire SambaNova Systems, an AI chip startup focused on custom processors, systems, and clouds optimized for AI inference workloads, according to Bloomberg News, which cited sources familiar with the matter. SambaNova, founded in 2017 in California, has shifted its focus from training large AI models to inference optimization, a move that aligns with Intel's growing AI strategy.
I see a clear disconnect between share price and fundamentals, with the stock up 75% since the US government took a stake in the company. Q3 2025 results beat expectations (as they did for the last 4 quarters), with revenue at $13.7B and gross margins up 400 bps. INTC's foundry progress, upcoming Panther Lake and Nova Lake CPUs, and AI-focused Crescent Island GPU offer long-term potential, but near-term catalysts are limited.
Gloo Holdings, a religious-oriented technology firm, is seeking a valuation of up to $873.4 million in its U.S. initial public offering, the company said in a filing on Thursday, underscoring a strong momentum for fresh offerings.
Intel (INTC) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Does Intel (INTC) have what it takes to be a top stock pick for momentum investors? Let's find out.
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 enhance INTC's financial flexibility and long-term prospects.
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%.
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Intel (INTC) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
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, and the robust cash position supports long-term growth potential, in my opinion.
Intel exceeded Q3 earnings and revenue estimates, driven by strong growth in its Client Computing Group and robust processor demand. INTC launched the Central Engineering Group recently to compete with Broadcom in custom chip-making and announced major CapEx spending this year to upgrade manufacturing capabilities. Despite positive momentum and strategic partnerships, INTC still lags Nvidia and AMD in AI accelerators and faces restructuring and execution risks.