NVDA: everything we know so far

Intel shares jumped 114% in April, lifting the chipmaker's market cap past $470 billion. NVDA has emerged this Friday as one of the stories drawing attention in South Korea.

Key facts

• Intel shares jumped 114% in April, lifting the chipmaker's market cap past $470 billion.
• Intel hit an all-time high of $82.57, breaking its 26-year-old record on strong Q1 earnings and AI-driven CPU demand, but a 130x P/E ratio and rising competition raise concerns.
• After posting surprise first-quarter earnings, Intel closed at $82.57 on April 24 (local time), setting an all-time high.
• The company's previous intraday record of $75.81 was set in August 2000, just after the dot-com bubble burst — a full 26 years ago.
• Intel's market cap more than doubled in April, boosted by a blowout earnings report and optimism that the chipmaker is in the midst of a revival.

What we know

Going deeper, Intel hit an all-time high of $82.57, breaking its 26-year-old record on strong Q1 earnings and AI-driven CPU demand, but a 130x P/E ratio and rising competition raise concerns.

On the substance, after posting surprise first-quarter earnings, Intel closed at $82.57 on April 24 (local time), setting an all-time high.

Beyond the headlines, the company's previous intraday record of $75.81 was set in August 2000, just after the dot-com bubble burst — a full 26 years ago.

More precisely, Intel's market cap more than doubled in April, boosted by a blowout earnings report and optimism that the chipmaker is in the midst of a revival.

It is worth noting that it was by far the best month in Intel's 55-year history on the Nasdaq, with the best prior month coming in July 1973, when the stock rose 70%.

By the numbers

At this stage, the stock hit a record on April 24, for the first time since 2000, and continued to rally.

On a related note, Intel is on a winning streak unlike any since it became one of the first companies to go public on the Nasdaq nearly 55 years ago.

Going deeper, the chipmaker's stock soared 114% in April, closing out its best month on record.

On the substance, It's been an extended rally for Intel, which has enjoyed two of its best days ever in the last seven months, including a 24% jump on April 24, following a blowout earnings report.

The wider context

On a related note, the stock rose to a record that day for the first time since 2000, and then continued to rise.

Going deeper, Wall Street appears convinced the tide may be turning, with Intel's latest 18A chips showing real promise as they churn out of the company's new Arizona plant.

On the substance, Bank of America predicts the CPU market could more than double by 2030, and Nvidia told CNBC in March that "CPUs are becoming the bottleneck" for AI.

Beyond the headlines, Tan was tapped as CEO in March 2025, three months after Intel ousted Pat Gelsinger, whose four-year tenure was marred by turmoil.

More precisely, Intel's stock plummeted 60% in 2024, its worst year ever.

The bottom line

• After posting surprise first-quarter earnings, Intel closed at $82.57 on April 24 (local time), setting an all-time high.
• The company's previous intraday record of $75.81 was set in August 2000, just after the dot-com bubble burst — a full 26 years ago.
• It was by far the best month in Intel's 55-year history on the Nasdaq, with the best prior month coming in July 1973, when the stock rose 70%.
• Searches spiking right now: NVDA|NVIDIA Corp|가격:199.340|Chg%:-0.23, Nvidia 주가 전망: NVDA 보합세 속 $196.00 지지선, 2026년, 2027년, 2028~2030년 및 향후 엔비디아(NVDA) 주식 예측 및 주가 전망, 엔비디아, 반도체주 랠리 속 ‘시총 5조 달러’ 돌파···짐 크레이머 “NVDA 보유하고 팔지 마라”.