Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) has completed a $5 billion investment in Intel, buying more than 214.7 million shares in a private placement, according to a regulatory filing published on Monday. The transaction follows an agreement announced in September, under which Nvidia agreed to pay $23.28 per Intel share.
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.
INTC's Q3 2025 non-GAAP gross margin jumped to 40% on higher revenue, favorable product mix and cost optimization, as PC upgrade cycle and AI PC momentum lift results.
Intel ( NASDAQ: INTC ) has experienced a dramatic shift in fortunes over the past year.
Intel Corp (NASDAQ:INTC, XETRA:INL) shares fell on Wednesday on a Reuters report that Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) had halted a test of Intel's advanced 18A chipmaking process. According to Reuters, which cited two people familiar with the matter, Nvidia had been evaluating whether its chips could be manufactured using Intel's 18A process, one of Intel's most advanced production technologies.
It was a Thursday before dawn in Silicon Valley when Intel CEO Lip-Bu Tan found himself under attack by the president of the United States.
Intel's investment case is increasingly driven by U.S. industrial policy, with government backing reframing timelines beyond near-term fundamentals. The U.S. government injected $5.7 billion in Q3 and previously invested $11.1 billion for a roughly 10% stake. Intel repaid $4.3 billion of debt in Q3, ending the quarter with $30.9 billion in cash.
Intel's advanced chip node, 18A, is now in high-volume production at its new Arizona fab, but no major outside customers have emerged The fab is meant to help Intel catch back up to TSMC after years of missteps, with executives saying it's "turned the corner."
Our multi-factor evaluation indicates that now might be the right moment to sell INTC stock. Overall, our outlook on the stock is negative, and a target price of $26 seems plausible.
Republican lawmakers accused Intel this week of threatening U.S. national security after Reuters revealed the chipmaker was evaluating chipmaking equipment made by a company with deep ties to China and overseas units sanctioned by the U.S. government.
Intel Corporation NASDAQ: INTC has spent 2025 executing a turnaround that many on Wall Street viewed as impossible. Following a grueling year of restructuring, workforce reductions, and factory delays, the stock has staged a recovery.
On Dec. 3, 2025, Intel Corp (NASDAQ: INTC, $37.51, Market Capitalization: $178.9 billion) stated that it would not be separating its Network and Edge Group. According to several media reports, Intel's management has decided that the Network and Edge (NEX) business is more likely to succeed if it remains part of the Company's core operations (For details refer to spinoffresearch.com).