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Semiconductor stocks have been volatile lately, and Intel (INTC) is no exception. After a strong rally in 2025, fueled by a new CEO and AI optimism, Intel’s stock has swung on mixed results. The chipmaker reported solid Q4 2025 results, topping estimates on both revenue and EPS, but its cautious 2026 guidance and manufacturing constraints rattled investors.
Just as Intel shares sold off on those worries, a new twist emerged. Reports say Nvidia (NVDA) is exploring Intel’s foundry services for its 2028 “Feynman” GPUs. This unexpected potential partnership has rekindled optimism about Intel’s foundry strategy and put INTC back in the headlines. This is not the first time that Nvidia has joined forces with Intel. In late 2025, Intel and Nvidia announced a pact to co-develop AI CPUs and GPUs, with Intel building Nvidia-custom x86 CPUs and GPU+CPU “SoCs,” and Nvidia taking a $5 billion Intel stake.
