Intel Stock Soars on AI Hype and $15B Lifeline – Can the Rally Last?

Intel Stock Today (INTC): Flat as AMD’s AI targets steal the spotlight; fresh market‑share data and new Intel security advisories — Nov 12, 2025

Updated: Nov 12, 2025, 17:57 UTC

Quick takeaways

  • Price check: Intel trades around $37.92, little changed on the day; intraday range $37.39–$38.28 with an open at $38.07. Previous close was $37.88. 1
  • Market‑share headlines: New Mercury Research numbers show Intel’s unit share slipped in Q3 2025 while AMD and Arm gained. 2
  • Security news: Intel published 30 advisories covering 60+ vulnerabilities across products (including Xeon, graphics, QAT). Patch details landed this morning. 3
  • Sector context:AMD shares pop after outlining aggressive long‑term AI growth goals; the broader tape is mixed (Dow up, Nasdaq down) as investors rotate. 4
  • 52‑week range:$17.67–$42.48. 5

How Intel stock is trading today

At 17:57 UTC, INTC hovered near $37.92, up roughly 0.1% from Tuesday’s close. The session’s high hit $38.28, the low $37.385. Today’s action is subdued against a choppy tech tape and follows Tuesday’s finish at $37.88. 1

Intel remains well below its late‑October peak and sits inside a $17.67–$42.48 52‑week corridor investors are watching as a sentiment barometer into year‑end. 5


Today’s Intel‑specific headlines (Nov 12)

1) Fresh market‑share snapshot:
Mercury Research’s latest Q3 2025 estimates show Intel’s total microprocessor unit share fell 157 bps Q/Q to 64.2%, while AMD rose to 22.1% and Arm reached 13.7%. It’s a reminder that competitive pressure remains elevated across PCs and servers. 2

2) Security advisories drop:
Intel released 30 advisories addressing 60+ vulnerabilities spanning Xeon, Intel Graphics, QuickAssist Technology and various tools/utilities. Most issues are routine privilege‑escalation/DoS classes; organizations should review mitigation guidance and patch cadence. 3

3) Vendor alignment chatter:
A widely circulated piece on Yahoo Finance (syndicated from Quartz) argues OpenAI isn’t buying Intel’s AI chips, underscoring how difficult it is to break into the hottest corner of the market. Intel last said CEO Lip‑Bu Tan is directly overseeing AI after the CTO’s move to OpenAI earlier this week. 6


Sector tape: AMD’s big promises, mixed indices, and a foundry read‑through

  • AMD’s analyst‑day math dominated chip headlines: the company mapped out $100B in annual data‑center revenue within five years and 60% growth in that segment over the next 3–5 years. The stock rose in premarket/early trading, pulling peer attention and flows. For Intel holders, the message is less about today’s print and more about tomorrow’s TAM fight. 4
  • Macro backdrop: The Dow set fresh records while the Nasdaq lagged, reflecting rotation into non‑tech even as investors track progress on a potential resolution to the federal government shutdown. That dynamic tends to cap rallies in high‑duration tech until bond‑market nerves settle. 7
  • Foundry peer tone:GlobalFoundries guided above estimates, citing auto and data‑center demand—a constructive read on semis demand outside bleeding‑edge nodes that Intel also targets with its foundry push. 8

Recent earnings context (for orientation)

Intel’s Q3 2025 revenue landed at $13.7B (+3% Y/Y) with non‑GAAP EPS of $0.23. The company guided Q4 revenue to $12.8–$13.8B and non‑GAAP EPS to $0.08, excluding Altera post‑deconsolidation. Execution on manufacturing roadmaps and landing external foundry customers remain the pivotal swing factors for 2026–2027. 9


What could move INTC next

  • Inflation & rates: With indexes mixed today, the next macro catalyst is U.S. CPI on deck; equities are sensitive to any surprise that pushes out rate‑cut expectations. Macro tone is keeping a lid on high‑multiple tech into year‑end. 7
  • AI/org updates: The leadership handoff in AI to the CEO invites scrutiny of product cadence (GPUs, NPUs) and software ecosystem traction after this week’s executive shuffle. 10
  • Competitive rhythm:AMD’s raised ambitions and chatter around AI infrastructure spending will keep Intel comparisons in focus across data center and client CPUs. 4

Key numbers at a glance (Nov 12, 2025)

  • Price: $37.92 (17:57 UTC)
  • Day range: $37.385–$38.28; Open: $38.07; Prev. close: $37.88
  • 52‑week range: $17.67–$42.48 1

Bottom line

Intel’s stock is mostly marking time today as investors digest three things at once: (1) Mercury’s reminder that share battles remain live, (2) a large batch of security fixes that matter to enterprise buyers, and (3)AMD’s headline‑grabbing long‑term AI targets that are hogging the spotlight for the entire group. For INTC, the near‑term story is less about today’s print and more about execution—on product cadence, AI competitiveness, and foundry customer wins into 2026. 2

Disclosure: This article is for informational purposes only and is not investment advice.

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