Intel has delivered a remarkable turnaround, culminating in what analysts are calling its strongest market performance since the company first listed on the Nasdaq nearly 55 years ago.
Best figures since 1973
In April 2026, Intel’s shares soared 114%, marking the best month in its entire trading history and eclipsing a record that had stood since 1973.
The rally followed a blowout first‑quarter earnings report, where Intel posted $0.29 EPS and $13.58 billion in revenue, both comfortably ahead of expectations.
CPU demand
Demand for CPUs — long overshadowed by GPUs — is resurging as agentic AI systems increasingly rely on CPU capacity for data movement and workflow orchestration. This shift has placed Intel back at the centre of the AI infrastructure race.
While the company is still early in its recovery, the combination of stronger fundamentals, renewed CPU relevance, and investor confidence has produced a milestone month unmatched in over half a century.