INTC Shares Rise After Hours On President Trump’s Truth Social Endorsement

• The rally accelerated sharply after Intel’s first-quarter earnings, reported on April 23.
• While GPUs still dominate training, the rise of inference workloads and “agentic AI” systems is driving demand for high-performance Intel server chips.
• Under CEO Lip-Bu Tan, the company has signaled that this momentum will carry through the rest of 2026 and into 2027.
   

Shares of Intel Corp (INTC) jumped 3% after hours on Wednesday after President Donald Trump highlighted its recent rally in a post on Truth Social.

“Intel Stock continues to rise…Congratulations to Intel on doing such a great job and, more importantly, congratulations to the People of the United States for making such a good investment!,” Trump said in a post on Truth Social.

The chipmaker’s stock has now surged roughly 100% in April alone and more than 140% year-to-date, turning in one of the strongest performances among major U.S. technology names in 2026.

INTC Rally

The rally accelerated sharply after Intel’s first-quarter earnings, reported on April 23. Revenue rose 7% year-over-year to $13.6 billion, beating Wall Street estimates by about 9%. The Data Center and AI segment posted particularly strong results, growing 22% to $5.05 billion. Adjusted earnings per share came in at $0.29, crushing consensus expectations of roughly $0.01–$0.02. The company also issued upbeat guidance for the current quarter, forecasting revenue of $13.8 billion to $14.8 billion.

While GPUs still dominate training, the rise of inference workloads and “agentic AI” systems is driving demand for high-performance Intel server chips. Hyperscalers are refreshing data centers faster than expected, and tight supply has even forced Intel to sell previously written-off inventory.

Under CEO Lip-Bu Tan, the company has signaled that this momentum will carry through the rest of 2026 and into 2027. “The next wave of AI will bring intelligence closer to the end user,” Tan said, pointing to growing needs for CPUs and advanced packaging in inference and edge computing.

The Trump administration in August purchased a 10% stake in Intel, paying $20.47 per share, to aid its turnaround. The move provided the company with immediate capital and a powerful vote of confidence at a time when its fortunes had faltered.

How Did INTC Retail Traders React?

On Stocktwits, retail sentiment around INTC stock stayed within the ‘extremely bullish’ territory while message volume remained at ‘extremely high’ levels.

A Stocktwits user expressed optimism for the stock rallying on Thursday.

INTC stock has gained nearly 366% over the past 12 months. 

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