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Intel Corp
As of May 31, 2026 at 24:02 UTC
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About Intel Corp
Intel is a leading digital chipmaker focused on designing and manufacturing microprocessors for the global personal computer and data center markets. Intel pioneered the x86 architecture for microprocessors and led the semiconductor industry down the path of Moore's law for advances in semiconductor manufacturing. Intel remains the market share leader in central processing units in both the PC and server end markets. The company is seeking to reinvigorate its chip manufacturing business, Intel Foundry, while developing leading-edge products in its Intel Products business segment.
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Latest News
5 articlesIntel stock has surged dramatically, rising from $18 to nearly $120 and becoming one of the best-performing stocks in the market over the past year. CFP Matt Frankel discusses the reasons behind this stellar performance and evaluates whether Intel remains a smart investment at current price levels.
Qualcomm is positioned as a major winner in the AI inference era, with Bloomberg reporting that ByteDance will deploy millions of its custom AI processors. The company is expanding its AI chip business across data centers and edge AI devices, with strong growth in automotive applications. Trading at a reasonable 25x trailing earnings compared to Intel's 904x multiple, Qualcomm appears undervalued despite a recent 62% surge.
Dell Technologies stock surged 80% since President Trump's May 8th endorsement, following a $9.69 billion Pentagon contract and a dramatic earnings beat with 88% revenue growth and 214% EPS growth. The stock gained $120 billion in market cap in under three weeks. This follows a similar pattern with Intel, which rose 500% over 12 months after the Trump administration converted a CHIPS Act grant into a $8.9 billion equity stake.
Nvidia has concentrated 71.6% of its investment portfolio in Intel and CoreWeave as of March 31. Intel is positioned to benefit from agentic AI demand but has surged 500% in 12 months and trades at expensive valuations (151.5x forward earnings). CoreWeave operates AI data centers with strong revenue growth (111.6% YoY) but faces profitability challenges, heavy customer concentration with Microsoft (67% of revenue), and significant execution risks despite a strong $99.4 billion backlog.
Intel's stock has surged 225% in 2026, driven by a shift in AI workloads toward CPU-intensive inference and agentic tasks. The company's data center and AI division revenue grew 22% year-over-year to $5.1 billion with operating margins doubling to 31%. However, at over 100x forward earnings, the valuation leaves little room for error, and the company still faces challenges including foundry losses and execution risks.