On August 22, 2025, the Donald Trump Administration acquired a 10% share in Intel (NASDAQ: INTC) to support the company in the AI race against China after the 2024 market downturn.
Specifically, the purchase involved 433.3 million primary shares at the price of $20.47 per share, and it entailed a five-year warrant for an additional 5% stake, exercisable if Intel ceased to own at least 51% of the foundry business.
Since the historic agreement, as the tech leader’s initial press release called it, Intel shares have rallied 170%, as of April 24, with apparently no signs of stopping, as the latest earnings reports suggest continued demand.
What that means is that, had you invested $1,000 in Intel at the same time Trump acquired his share, your investment would now be worth approximately $2,692. In other words, you would have made a profit of $1,692.
Intel dominates Q1 2026
As mentioned, early 2026 has been overwhelmingly positive for Intel. At press time, INTC shares were up nearly 27% in pre-market following blockbuster first-quarter figures, including a 7.2% year-over-year (YOY) growth in revenue, which rose from $12.67 billion to $13.58 billion and topped analyst expectations of $12.42 billion. Profitability delivered an even bigger surprise, as earnings per share came in at $0.29, far exceeding the consensus estimate of just $0.01.
In the long run, the outlook remains constructive. If Intel can sustain its Q1 momentum into the second quarter, the stock could continue climbing beyond the $80 level. While the figure is optimistic, enthusiasm stems largely from the industry’s overall strength.
Advanced Micro Devices (NASDAQ: AMD), for example, is also rallying on strong demand at the time of writing, while the VanEck Semiconductor ETF (SMH) has climbed 29% year-to-date (YTD). With the sector outperforming the S&P 500 by a wide margin, 29% vs. 3% YTD, the momentum suggests that Intel’s rally may indeed be part of a broader, sustained uptrend.
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