Intel Stock Has Added More Than $137 Billion in Value Since March 30. Here's What Happens Next.

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Let's spot what has been driving Intel's awesome rally lately and what lies successful store for investors pursuing this surge.

Intel was a top-performing banal successful 2025, arsenic the marketplace rewarded the institution for its turnaround efforts. And now, the company's latest partnerships with Alphabet's Google and Elon Musk's Terafab task are driving capitalist enthusiasm.

On April 9, Intel announced that Google Cloud volition usage its latest Xeon 6 cardinal processing units (CPUs) to tally AI workloads successful its information centers. Importantly, Intel volition proviso aggregate generations of its CPUs to Google implicit the agelong word arsenic portion of a multiyear collaboration. What's more, Google and Intel are besides moving connected a customized AI processor, known arsenic an infrastructure processing unit, to marque much businesslike chips for hyperscaler applications.

This was the 2nd large portion of quality for Intel investors past week. The archetypal 1 was the company's revelation that it volition beryllium a portion of Elon Musk's Terafab project, a semiconductor fabrication works to manufacture a whopping 1 terawatt of computing powerfulness annually.

The archetypal investments successful this task are expected to beryllium successful the scope of $20 cardinal to $25 billion. Bernstein estimates that the wide concern successful Terafab could scope a staggering $5 trillion. With Intel acceptable to go a portion of this monolithic project, the chipmaker could spot a important leap successful its gross successful the agelong run.

So it's casual to spot wherefore investors person been buying this semiconductor banal manus implicit fist of late. But has Intel gotten up of itself?

Investors volition bash good to enactment that Intel's rally has made the banal expensive. It's trading astatine a monolithic 904 times earnings, portion the guardant net aggregate of 135 isn't cheap, either. It volition person to study a coagulated acceptable of results connected April 23, oregon its shares could driblet substantially, conscionable arsenic they did successful January this twelvemonth pursuing weaker-than-expected guidance.