Now Up 70% in 2025, Is Intel Stock a Buy, Sell, or Hold for Q4?

Intel (INTC) is in the spotlight once again, this time following a monumental $5 billion investment from Nvidia (NVDA) and a strategic partnership that might redefine AI computing’s future. With shares of Intel having risen by more than 70% year-to-date (YTD), Wall Street is again reconsidering the chip giant’s competitive advantage following growing optimism about its return-to-growth strategy as well as AI chip-manufacturing potential. The announcement further revealed a shocking part: Intel would manufacture x86 chiplets for Nvidia’s AI infrastructure as well as consumer-grade RTX chiplet PCs. This further cements relations between two of the largest players in semiconductors.

Intel's latest spike occurs against a wave of growing capital investment into AI-infused infrastructure across all parts of the tech industry. With the build-out of power-thirsty GPUs getting increasingly competitive, those firms that can provide quick time-to-silicon and time-to-power now find themselves exercising a competitive breakthrough. Though Nvidia would commercially manufacture its parts with TSMC (TSM), this $5 billion equity wager is a show of faith in Intel’s productized manufacturing plan and a sound geopolitically driven investment in the United States, where domestic chipmaking is increasingly a national imperative.