Intel’s Strategic Pivot: Can New Alliances and AI Chips Revive Investor Confidence?

Intel finds itself at a critical inflection point. The semiconductor giant is making bold moves through high-profile AI partnerships and product announcements, yet market participants remain cautious as they scrutinize the underlying financial performance. Investors face a fundamental question: is this the beginning of a genuine turnaround for the struggling chipmaker, or merely an expensive distraction from deeper challenges?

The company’s third-quarter 2025 results revealed both progress and persistent concerns. Intel returned to profitability with approximately $13.7 billion in revenue and a GAAP net income of about $4.1 billion, marking a significant improvement over the substantial losses experienced in the previous year. The net margin expanded to an impressive 30 percent. However, management’s Read more...