Intel Corporation (INTC) Rose Following the Strategic Partnership Announcement with Nvidia

In its third-quarter 2025 capitalist letter, Ariel Global Fund highlighted stocks specified arsenic Intel Corporation (NASDAQ:INTC). Intel Corporation (NASDAQ:INTC) designs, develops, manufactures, markets, and sells computing and related products and services. The one-month instrumentality of Intel Corporation (NASDAQ:INTC) was -7.02%, and its shares gained 42.98% of their worth implicit the past 52 weeks. On November 18, Intel Corporation (NASDAQ:INTC) banal closed astatine $34.33 per stock with a marketplace capitalization of $163.754 billion.

Ariel Global Fund stated the pursuing regarding Intel Corporation (NASDAQ:INTC) successful its 3rd 4th 2025 capitalist letter:

"Shares of semiconductor spot manufacturer, Intel Corporation (NASDAQ:INTC) besides roseate pursuing the announcement of a strategical concern with NVIDIA to co-develop aggregate generations of customized information halfway and idiosyncratic computing solutions. The collaboration volition integrate NVIDIA’s accelerated computing and AI stack with Intel’s x86 cardinal processing portion (CPU) architecture, leveraging NVIDIA’s NVLink interconnect exertion to heighten show and scalability. As portion of the agreement, NVIDIA intends to put $5 cardinal successful Intel communal stock, pending regulatory approval—underscoring assurance successful Intel’s semipermanent trajectory. The concern arrives amid Intel’s ambitious turnaround strategy, aimed astatine reclaiming enactment successful the semiconductor space. The institution is making important investments successful manufacturing and foundry services, supported by important subsidies from some U.S. and European governments. While execution risks remain, Intel’s scale, heavy engineering capabilities, and progressively strategical relation successful securing resilient U.S. spot proviso chains presumption it arsenic a cardinal beneficiary of the AI and computing revolution. At existent levels, the banal offers semipermanent vulnerability to these secular trends astatine a comparative discount."

Intel Corporation (NASDAQ:INTC) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 82 hedge money portfolios held Intel Corporation (NASDAQ:INTC) astatine the extremity of the 2nd quarter, compared to 91 successful the erstwhile quarter. In the 3rd 4th of 2025, Intel Corporation (NASDAQ:INTC) reported $13.7 cardinal successful revenue, up 6% sequentially. While we admit the imaginable of Intel Corporation (NASDAQ:INTC) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.