Intel Stock Soars 50%, Boosting U.S. Stake to $16 Billion

​A Stunning Comeback
Intel’s shares have staged a remarkable rally, climbing more than 50% in just one month. On Thursday alone, the stock jumped another 3%, pushing it past $37 a share — a sharp turnaround for a company that only months ago was reeling from its worst year on record.

U.S. Government Cashes In
The surge has turned Washington’s bold bet into a windfall. The Trump administration’s $8.9 billion investment in August — a 10% stake bought at just over $20 per share — is now worth nearly $16 billion. The deal was fueled by grants originally earmarked under the CHIPS and Science Act, redirected to reinforce U.S. chipmaking muscle.

Political Victory Lap
Press secretary Karoline Leavitt wasted no time in celebrating, posting online that the administration’s strategy was paying off. The White House is framing Intel’s rebound as proof that the U.S. can reclaim leadership in a sector critical to both the economy and national security.

Backed by Big Names
Intel isn’t riding government support alone. SoftBank and Nvidia have also piled in, with Nvidia announcing a $5 billion investment last month to co-develop data center and PC products. Those endorsements helped restore confidence in Intel, which had seen shares crater 60% in 2024 before CEO Lip-Bu Tan took the reins.

Rival Talks Add Fuel
Adding to the buzz, reports surfaced that Intel is in early discussions to manufacture chips for longtime rival AMD. The news alone sent shares up 7% on Wednesday, underscoring how far investor sentiment has flipped.

The Bigger Picture
​A year ago, Intel looked like a fading giant. Now, with government backing, big-name investors, and whispers of surprising new partnerships, it’s looking more like a comeback story. The U.S. stake isn’t just a financial win — it’s a political and strategic bet that could reshape the global chip race.