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Jim Cramer Sees Potential for Intel Under Lip-Bu Tan

Intel Corporation (NASDAQ:INTC) is one of the stocks Jim Cramer was focused on. Cramer said that the company can “execute” under the CEO Lip-Bu Tan.

“First, let me tell you these incredibly wild circumstances that explained why Intel even needed the cash so that NVIDIA could make the profit. At one time, Intel was by far the most important semiconductor company in the world. It owned the PC and server market, but it didn’t go into fast chips… Not only that, for years Intel ran circles around Advanced Micro Devices, but when Lisa Su took over at AMD and set her sights on taking Intel’s business, she succeeded beyond her wildest dreams… Intel feels lost at aea, dazed and confused.

A few years ago, Intel picked a new CEO, Pat Gelsinger, who vowed to stop losing share in PCs and servers while taking on NVIDIA in accelerated computing and artificial intelligence. Oh man, he spent fortunes far more than Intel could afford. Although he caught a break when the federal government gave Intel some big handouts from President Biden’s Chips Act, but it wasn’t enough. No, uh-uh… Gelsinger was ultimately fired. In came Lip-Bu Tan, possibly the greatest semiconductor venture capitalist in history… Once he came in, he had to end the runaway manufacturing train and raise cash in a hurry, and he’s proved quite adept at that…

Last night, he got that 5 billion from NVIDIA, $23 and 28 cents per share… Intel stock immediately zoomed from just under $25 to 30.57 tonight… Now that was a remarkable move. In return for the money, Intel got a new partner in its PC and server business, where more than 50 billion is up for grabs… Meanwhile, Intel stays in business and can thrive if it executes, and I think it can under Lip-Bu Tan.”

Intel Corporation (NASDAQ:INTC) develops and manufactures semiconductor. It offers CPUs, GPUs, FPGAs, SoCs, memory, and networking products along with AI, edge, and autonomous driving solutions. In addition, the company provides software, design services, and advanced process technologies.

While we acknowledge the risk and potential of INTC as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than INTC and that has 10,000% upside potential, check out our report about this cheapest AI stock.

READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

Disclosure: None. This article is originally published at Insider Monkey.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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Buy This $3 Stock Now Before the 400% Surge Begins

Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

My name is Inan Dogan. I’m the co-founder and Research Director of Insider Monkey. I have an important message for you today.

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We looked under the cover and realized they were wrong.

We alerted our subscribers, and BTI returned 90% in just 16 months.

Now if you had invested just $10,000 in BTI in June 2024, you’d be sitting on $19,000 in October 2025.

Today, we have identified a nearly identical pattern in a digital-first giant trading at $3.

While the market panics over a surface-level revenue decline, our PhD-led research shows management has actually surgically cut $100 million in waste to focus on high-margin growth.

This pattern is a hallmark of our 16.5% annual return track record. The current opportunity offers a 400% upside potential—dwarfing even our 90% BTI return.

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