Intel(US:INTC) CNBC Televisionยท2025-10-23 20:52Financial Performance - Intel's adjusted profit was 23 cents per share [1] - Intel's revenue exceeded expectations at $1365 billion [1] - Intel anticipates having approximately $35 billion in cash once Nvidia pays in for their deal [3] Business Segments - Intel's product segment performed better than expected, but the foundry business missed expectations [1] - AI PC segment experienced double-digit growth [2] - Intel sold a 51% stake in Altera in September [3][4] Supply Chain & Demand - Intel is facing a supply crunch due to faster-than-anticipated data center refresh, potentially impacting Q1, Q2, and possibly Q3 [2] - Intel will not increase supply of advanced chip processes like 14A until there is firm demand [5] Government & Shareholder Relations - The US government is now Intel's biggest shareholder [5] - Intel communicates with the US government like any other major shareholder, without disclosing numbers in advance [5] Market Reaction - Intel's stock is trading above $40 per share in overtime, nearly doubling from January 1st [1] - The stock is up six percent [6]