NVIDIA's Intel Endorsement Sends Stock Price Soaring

Intel's stock price has surged to $140.05, marking a ~465% gain over the past year.

The company's recent investment thesis does not rely on the Apple deal or Trump's social media post, but rather on NVIDIA's decision to invest $5B in Intel and choose Xeon 6 as the host CPU for their DGX Rubin NVL8 AI systems.

This endorsement from the world's largest infrastructure company in AI is a strong signal that Intel's CPU is competitive.

Intel's Data Center and AI segment reported revenue of $5.1B in Q1 2026, up 22% year-over-year, while Foundry revenue reached $5.4B, up 16% year-over-year.