"Key deals include a $5 billion investment from Nvidia ( NASDAQ:NVDA ), paired with a strategic alliance to co-develop chips for PCs and data centers, promising up to $50 billion in annual revenue long-term for both companies. SoftBank invested $2 billion in August to fuel AI research and development, while the U.S. government awarded Intel $8.9 billion under the CHIPS Act for domestic manufacturing expansion, effectively taking a nearly 10% stake ."
"These developments have fueled a 90% year-to-date stock surge. Traders anticipate significant volatility post-earnings, with options pricing suggesting a nearly 12% to 13% swing either way after Thursday's report. But should investors buy INTC stock before its Oct. 23 earnings report? What This Quarter's Numbers Will Tell Us Despite the buzz around Intel's partnerships, don't expect them to juice third-quarter results. Most are capital injections that strengthen the balance sheet rather than flowing directly to the profit and loss statement."
Intel secured major investments and strategic alliances in 2025, including $5 billion from Nvidia for co-developing PC and data-center chips, $2 billion from SoftBank for AI R&D, and an $8.9 billion CHIPS Act award that effectively created a nearly 10% government stake. Other actions included partnering with Exostellar, selling 51% of Altera to Silver Lake, and maintaining foundry relationships with Microsoft, Amazon, and the Defense Department. Total capital raised reached $20.4 billion and cash rose to $47 billion. The stock rallied about 90% year-to-date, while options imply a roughly 12–13% move around the Oct. 23 earnings. Most recent deals strengthen the balance sheet and are expected to affect revenue in 2026 or later.
Read at 24/7 Wall St.
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