Intel just reported a flat revenue quarter and a small loss, but that is not the real story. The real headline is a company hit with painful yet necessary restructuring that is now facing a clean slate.
Under new CEO Lip Bu Tan, Intel is slashing costs, shelving expensive fab projects, and trimming 15% of its workforce. This is corporate decluttering at a serious scale.
The political spotlight is intense. Trump has publicly called for Tan’s resignation and the White House is involved. Intel now sits at the center of the U.S. chip sovereignty agenda. Billions in CHIPS Act funds are already flowing, which could be a catalyst for a stronger turnaround.
Analysts are looking at a rebound to $22–$28, and talks of partnerships to keep fabs running are circulating. The downside appears limited, while the upside is tied to the success of a full-scale reinvention.
Why buy? Because Intel is being forced to transform itself, and turnarounds under this kind of pressure can create some of the biggest gains in the market.
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