The US government’s nearly $9 billion investment in Intel is paying off in a big way in just a few months, as INTC continues to soar following a strong Q3 2025 performance.
In a new press release, Intel says its third-quarter revenue stands at $13.7 billion, beating Wall Street estimates of $13.65 billion.
The firm’s Q3 adjusted gross margin sits at 40%, up 22 percentage points from the same period a year ago and shattering projections of 36.1%. Meanwhile, adjusted earnings per share are $0.23, well above expectations of $0.01.
Intel CEO Lip-Bu Tan says the AI boom is creating demand for the firm’s products.
“AI is accelerating demand for compute and creating attractive opportunities across our portfolio, including our core x86 platforms, new efforts in purpose-built ASICs and accelerators, and foundry services. Intel’s industry-leading CPUs and ecosystem, along with our unique US-based leading-edge logic manufacturing and R&D, position us well to capitalize on these trends over time.”
News of the firm’s Q3 earnings report sent INTC to as high as $38.4, a more than 5% surge.
In August, Intel announced that the Trump administration had agreed to purchase an $8.9 billion stake in the firm, priced at $20.47 per share. At INTC’s current level, the US government’s investment is now up 90%.
Intel CFO David Zinsner says recent investments have allowed the firm to find a better footing.
“We took meaningful steps this quarter to strengthen our balance sheet, including accelerated funding from the US government and investments by Nvidia and SoftBank Group that increase our operational flexibility and demonstrate the critical role we play in the ecosystem.”
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