Oct. 27, 2025 –
Intel’s stock price has rallied dramatically in 2025, recently reaching its highest level since early 2024 on the back of AI optimism and hefty strategic investments.
Intel Corporation’s stock price has been on a tear, hitting levels not seen in over a year and a half. Shares of the Silicon Valley semiconductor icon jumped as much as 7–8% after its latest earnings report, briefly reaching an 18-month high (around $39–$40). The stock is now trading near a two-year peak, marking a dramatic turnaround from its struggles in 2022–2024. Year-to-date, INTC has nearly doubled in value (up ~85–90%), outpacing even high-flying peers like artificial-intelligence leader Nvidia and longtime rival AMD. Investors have piled in on hopes that Intel’s new strategy – centered on AI chips and bold partnerships – can restore the company’s former glory.
A wave of blockbuster deals underpins this optimism. In a highly unusual move, the U.S. government announced it will convert CHIPS Act subsidies into a roughly 10% equity stake in Intel (a ~$8.9â¯billion investment). The aim is to ensure a domestic champion for advanced chips, signaling Washington’s faith in Intel’s strategic importance. Around the same time, Nvidia agreed to invest $5â¯billion for about 4% of Intel’s shares as part of a partnership to co-develop next-generation AI semiconductors. And in August, Japan’s SoftBank quietly purchased $2â¯billion of Intel stock via its Vision Fund. These infusions – totaling roughly $15 billion – have given Intel a much-needed financial lifeline and vote of confidence from industry heavyweights.