3d • General discussion
Intel is back from the dead
- After more than two decades, the stock has surpassed its 2000 peak and reached a new all-time high.
- The driver is strong guidance, with the company projecting $14.3B in the next quarter's revenue, well ahead of the $13B expected.
- Demand for its Xeon server processors is fueling the upside, supported by continued growth in AI infrastructure.
A big winner from Intel’s revival?
- The Trump administration, which acquired a 10% stake in 2025 for $8.9B, has now seen that position rise by over 300%.
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Intel is back from the dead
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