Investors are highly optimistic about Intel ahead of its Q4 results, betting CEO Lip-Bu Tan’s turnaround strategy is taking root. Bolstered by investments from Nvidia and SoftBank, Intel’s stock has surged 84% in 2025, significantly outpacing the broader market. Anticipation is high for a 30% jump in data center revenue driven by strong server chip demand.
However, challenges remain. The company faces stiff competition in the PC market and declining margins due to manufacturing struggles with its new 18A technology. While data center growth is promising, rising memory prices may dampen PC demand, and Intel still has a “long way to go” to fully execute its recovery.
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