Trump’s Bet on Intel Stock Is Up 50%. Should You Try to Get In on the INTC Action Too?

Core Insights - Intel has received a significant boost from the U.S. government's 10% stake in the company, especially after Nvidia's $5 billion investment to develop custom chips for Nvidia's AI infrastructure [1][2] - The U.S. government's stake has appreciated from approximately $9 billion to over $13 billion, marking a 50% increase or $4.4 billion gain as of September 18 [2] - Intel is focusing on enhancing efficiency and innovation, particularly in AI technology and custom chip manufacturing, while simplifying its management structure [3] Company Performance - Intel's stock has gained 30% over the past 52 weeks and is up 46% year-to-date, reaching a 52-week high of $32.38 on September 18, although it has since declined by 9% [4] - The stock is currently trading at a relatively low valuation, with a price-to-sales (P/S) ratio of 2.44, below the industry average [5] Financial Results - In Q2 2025, Intel reported flat revenues year-over-year at $12.86 billion, exceeding Wall Street's expectations of $11.87 billion [6] - The company is actively working to reduce operating costs, improve capital efficiency, and better monetize non-core assets [6]