Intel’s dramatic stock rally—up over 90% since August is validating both investor optimism and President Donald Trump’s semiconductor strategy. The chipmaker’s Q3 earnings beat expectations, with $13.7 billion in revenue and a return to profitability at $0.23 per share, surpassing analyst forecasts.
The surge marks Intel’s strongest rally in nearly a decade and reflects the impact of CEO Lip-Bu Tan’s restructuring efforts and substantial backing from the U.S. government, Nvidia, and SoftBank. Washington’s 10% equity stake in Intel, part of Trump’s broader push for semiconductor self-sufficiency, is now showing tangible returns.
Once trailing AMD and Nvidia, Intel is regaining momentum with a stronger production roadmap and renewed profitability positioning itself as a serious player in the AI hardware race.
Shares climbed to $38.16, nearly doubling from summer lows, reinforcing market confidence in the Trump administration’s industrial policy. With AI demand soaring and national security tied to chip production, Intel’s rebound is being seen as a cornerstone in restoring U.S. dominance in advanced computing infrastructure.
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