tech
January 21, 2026
Intel's stock jumps 11% to highest since early 2022 ahead of earnings
Intel has gotten a boost due to optimism around its latest server CPUs and following investments from the U.S. government and Nvidia.
TL;DR
- Intel's stock price has surged significantly, reaching its highest point since January 2022.
- The optimism is largely attributed to strong sales of Intel's latest server chips, driven by increased spending on AI infrastructure.
- Analysts predict Intel may be sold out of server CPUs for the year, potentially leading to price increases.
- Intel's foundry business is showing promise, with expectations of securing new orders and becoming a leading chip foundry.
- The U.S. government has become a major backer of Intel through an $8.9 billion investment.
- Nvidia has also invested significantly in Intel and the two companies are collaborating on integrating CPUs and AI chips.
- Analysts anticipate a revenue drop for the fourth quarter but project a substantial surge in data center and AI sales.
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