10 Best Performing Data Center Stocks So Far in 2025

6. Intel Corp. (NASDAQ:INTC)

YTD Returns: 24.0%

Number of Hedge Fund Holders: 83

Intel Corp. (NASDAQ:INTC) is a global leader in the design and manufacturing of microprocessors and semiconductor components. The company’s products power a wide range of computing devices, from personal computers to data centers and Internet of Things (IoT) applications. Intel is renowned for its innovation in CPU architecture and process technology.

With a 24% year-to-date (YTD) increase in share price, Intel Corp. (NASDAQ:INTC) has outperformed the benchmark SOX Index by 21%. This strong performance stands out, especially considering the volatile 2024, during which the company’s stock plunged by 60%. The renewed optimism in 2025 is largely driven by speculation surrounding potential strategic actions, including asset sales, spin-offs, a possible acquisition by another semiconductor giant, or private equity firms acquiring stakes in the company.

On February 18, the stock surged as much as 17% following a Bloomberg report indicating that buyout firm Silver Lake was exploring a majority stake in its subsidiary, Altera. While specific details remain undisclosed, Reuters estimated the deal could be worth $9 billion—significantly lower than the $17 billion Intel Corp. (NASDAQ:INTC) originally paid for Altera in 2015. The company’s management had previously signaled its intention to pursue a stake sale or an IPO for Altera, with a decision expected in early 2025. Despite its strong YTD performance, Intel’s stock has already surpassed the consensus target price of $21, implying a potential downside of 16%. A definitive resolution on these strategic discussions could further support the company’s valuation.