- Intel’s shares have been volatile, but Q3 results showed progress in cost reduction and potential for recovery, boosting investor optimism.
- New AI CPUs and Gaudi 3 AI accelerator launches could drive growth in Intel’s Client Computing and Data Center businesses.
- Intel’s foundry business has growth catalysts, including a custom AI chip deal with Amazon and a $3 billion grant under the Chips and Science Act.
- Despite past underperformance, Intel remains a BUY for me, though risks remain.
Intel’s (NASDAQ:INTC) shares have been on a rollercoaster in recent quarters. After the management delivered a disappointing earnings report for Q2 in August in which they outlined an updated strategy, released disappointing guidance, and announced the elimination of dividend payments.
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