After years behind AMD and Nvidia, Intel is making a strong comeback with new leadership and bold innovation.
They reported a loss per share (GAAP) due to restructuring & impairment charges Challenges: cost pressures, competition, scaling foundry business
New CEO Lip-Bu Tan pushing more discipline and focus in foundry side Intel reducing expenses and selling/monetizing noncore assets (e.g. partial stake in Altera)
SoftBank’s $2B investment in Intel gives confidence to markets Nvidia investing $5B and forming collaboration on x86 + AI chips
Stock has rebounded strongly in 2025 on the back of deals & momentum But consensus target is ~$26.19 (with wide spread from $14 to $43)
If they can deliver on strategy + partnerships, upside is meaningful But stakes are high — it’s a high-risk, high-reward play