Zacks Investment Ideas feature highlights: Intel, Advanced Micro Devices, Nvidia and Super Micro Computer

For Immediate ReleaseChicago, IL – September 24, 2025 – Today, Zacks Investment Ideas feature highlights Intel INTC, Advanced Micro Devices AMD, Nvidia NVDA and Super Micro Computer SMCI.Skin in the Game: NVIDIA, U.S. Government Back IntelZacks Rank #3 (Hold) stock Intel designs and manufactures a plethora of computer hardware and software products for individuals and businesses. Founded in 1968, the Santa Clara, California-based Intel is best known for its microprocessors (CPUs) that act as the “brain” behind many popular personal computers and servers. Intel’s graphics cards (GPUs) are also helping to power the burgeoning cloud computing and artificial intelligence industries.Intel Enters Agreement with US GovernmentThe CHIPS and Science Act was a landmark bill signed into law under the Biden Administration in 2022. Amid the ongoing loss of manufacturing jobs in the United States and the increasing threat from China on Taiwan’s sovereignty (most semiconductor manufacturing is currently in Taiwan), the bill concentrates on ensuring that the US on shores some of its domestic semiconductor manufacturing. Intel, one of the primary beneficiaries of the legislation, was awarded an $11.1 billion grant.Although the massive amount of money was initially a handout, the Trump Administration secured a 9.9% stake in Intel for American taxpayers after a contentious spat between President Donald Trump and Intel CEO Lip-Bu Tan. If Intel was initially supposed to receive a handout but now has given up equity, why is the deal bullish for Intel? Simply put, the US government now has “skin in the game” and the motivation to ensure Intel is a good long-term investment for the US taxpayer.Nvidia Investment Gives Intel LifeIntel, once the undisputed leader in the semiconductor industry, has been left behind by companies like Advanced Micro Devices and Nvidia. However, last week, Nvidia, the leading AI chip company, announced that it will provide a lifeline to Intel, promising to invest $5 billion inIntelstock and collaborate on AI and data centers. Intel jumped more than 20% on the news, printing its highest level since mid-2024. The deal with Nvidia breathes new life into the company, and like the US government deal, ensures that key players have “skin in the game.”Intel is CheapThe price-to-book ratio is a key valuation indicator. INTC has a P/B ratio of 1.19x, which makes it relatively inexpensive compared to the S&P 500’s ~4.6 P/B.INTC Technical ViewFollowing the NVDA news, INTC shares spiked 22% as volume turnover surged 390% above the norm – a sign of massive accumulation. After a uniform bull flag correction, shares are primed to move higher.INTC: A Leader in AI Infrastructure and Autonomous Car TechnologyIntel is gaining solid market traction in the AI infrastructure market. Super Micro Computer, a global leader in high-performance, energy-efficient IT solutions, is deploying INTC technology for large-scale databases (the fastest-growing industry on Wall Street). Meanwhile, the Mobileye acquisition has helped the company to penetrate the rapidly growing autonomous car technology market.Bottom LineDespite years of struggle, Intel is on the cusp of a significant turnaround. The US government’s equity stake, Nvidia’s investment and collaboration, and Intel’s foundational role in AI make for an attractive investment.Free: Instant Access to Zacks' Market-Crushing StrategiesSince 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.Today you can tap into those powerful strategies – and the high-potential stocks they uncover – free. No strings attached.Get all the details here >>Media ContactZacks Investment Research800-767-3771 ext. 9339support@zacks.comhttps://www.zacks.comPast performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.Quantum Computing Stocks Set To SoarArtificial intelligence has already reshaped the investment landscape, and its convergence with quantum computing could lead to the most significant wealth-building opportunities of our time.Today, you have a chance to position your portfolio at the forefront of this technological revolution. In our urgent special report, Beyond AI: The Quantum Leap in Computing Power, you'll discover the little-known stocks we believe will win the quantum computing race and deliver massive gains to early investors.Access the Report Free Now >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Intel Corporation (INTC): Free Stock Analysis Report Advanced Micro Devices, Inc. (AMD): Free Stock Analysis Report NVIDIA Corporation (NVDA): Free Stock Analysis Report Super Micro Computer, Inc. (SMCI): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks