Rep. Ro Khanna (D-Calif.) has emerged as the top-performing congressional stock trader in AI-related investments, outperforming the S&P 500 and surpassing Nancy Pelosi, according to data highlighted by Anthony Pompliano on Wednesday.
Ro Khanna Leads Congress In AI Stock Outperformance
A ProCap Insights analysis of congressional stock disclosures shows Khanna's AI-focused trades delivered a staggering 112.1% excess return over the S&P 500 from January 2024 through April 2026.
That performance far exceeds Pelosi's 38.5% outperformance, long considered one of the strongest among lawmakers, as well as gains posted by others across party lines.
The data tracks "alpha," or returns above the broader market, specifically tied to investments in artificial intelligence-related companies.
Sharing the data on X, Pompliano, CEO of Professional Capital Management, wrote, "Nancy Pelosi take a seat. There is a new king in town when it comes to Congress members being abnormally good traders."
He added that Khanna has "destroyed the S&P 500 since January 2024."
Nancy Pelosi take a seat.
There is a new king in town when it comes to Congress members being abnormally good traders.
Ro Khanna has DESTROYED the S&P 500 since January 2024.
The outsized returns highlighted in the report could fuel ongoing scrutiny over whether members of Congress should be allowed to trade individual stocks.
Congress Stock Trades Outperform S&P 500 In 2025
The SPDR S&P 500 ETF Trust posted a 16.6% gain in 2025, delivering a strong year for investors, but several members of Congress outpaced the benchmark through their stock trades during the same period.
According to a report from Unusual Whales, Republicans posted average gains of 17.3%, while Democrats averaged 14.4%. Notably, the top-performing lawmakers delivered returns that were more than double the S&P 500's annual performance.
Among the standout traders were Rep. Warren Davidson (R-Ohio), who led with a 78.8% gain, followed by Donald Norcross (D-N.J.) at 70.8% and Terri Sewell (D-Ala.) at 67.9%.
Bryan Steil (R-Wis.) posted a 62.5% return, while Alex Padilla (D-Calif.) rounded out the top performers with gains of 61.7% for the year.
At the time of writing, according to the Benzinga Government Trades page, several lawmakers posted outsized gains, with Ashley Moody (R-Fla.) leading at 272.4% across 57 trades, followed by Susie Lee (D-Nev.) at 216.3% (30 trades) and Tina Smith (D-Minn.) at 167.7% (11 trades).
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The stock market has been ripping, with the S&P 500, Nasdaq Composite, and Dow Jones Industrial Average all near record highs. Given this is happening while inflation is rearing its head and consumer sentiment hits all-time lows, it's making some investors uneasy.
Many are rotating out of the high-flying artificial intelligence (AI) stocks fueling the market's all-time highs, but not these billionaires. Looking at the latest 13F disclosures filed with the Securities and Exchange Commission (SEC), there are still some major AI bulls among Wall Street's biggest names.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
David Tepper, Chase Coleman, and Bill Ackman have all doubled down on AI, especially infrastructure. Here's a look at what each has been up to recently.
Image source: Getty Images.
David Tepper is betting big on AI infrastructure
David Tepper's Appaloosa Management nearly doubled its Amazon position last quarter, making the cloud and AI giant his single largest bet. Four of his top five holdings now tie directly to AI infrastructure: Amazon, Micron Technology, Alphabet, and Taiwan Semiconductor Manufacturing.
Tepper also opened a new position in Sandisk and added significantly to Vistra, the power company that's become a proxy for data center energy demand. The one notable cut was Microsoft, slashed by 82%.
Company
Action
AI Role
Amazon
Added 98%
Cloud / AWS
Vistra
Added 114%
Data center power
Sandisk
New position
Memory / storage
TSMC
Added 17%
AI chip foundry
Microsoft
Cut 82%
Azure / Copilot
Chase Coleman's Tiger Global is loading up on chips
Chase Coleman's Tiger Global runs a $22.8 billion portfolio, nearly half of which is in five names, all AI-related -- Alphabet, Nvidia, Amazon, TSMC, Meta Platforms.
Last quarter, he expanded his AI bets, especially in chips, adding 49% to his TSMC stake and nearly doubling his Applied Materials position. He added more Broadcom and Nvidia as well.
Company
Action
AI Role
Applied Materials
Added 85%
Chip equipment
TSMC
Added 49%
AI chip foundry
Broadcom
Added 25%
AI networking / chips
Meta
Added 12%
AI / Llama
Microsoft
Cut 54%
Azure / Copilot
Bill Ackman likes Microsoft
Bill Ackman has the most concentrated portfolio of the group, with Pershing Square Capital Management holding just 11 positions worth $13.7 billion. While Coleman cut his Microsoft position, Ackman added a major stake. Ackman said he believes the company is a durable franchise temporarily out of favor because investors are spooked by its massive capital expenditures.
Company
Action
AI Role
Microsoft
New $2.1 billion position
Azure / Microsoft 365
Amazon
Added 19%
Cloud / AWS
Alphabet
Cut 95%
Cloud / Gemini
Ackman also added to his Amazon position while slashing Alphabet by 95%. All in all, nearly 40% of his fund is invested in AI-related stocks.
The takeaway
So what should you do with this? Honestly, not much.
Tracking these sorts of moves can be useful directionally, revealing where the "smart money" generally sees opportunity. It can show you if fund managers are playing defense amid economic headwinds.
But remember that 13F filings are backward-looking snapshots, reflecting trades up to 45 days stale; they don't show short positions or any hedges; and most importantly, fund managers can be -- and often are -- wrong. These trades are information, nothing more.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again
In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. If you'd invested $5,000 then, you'd be sitting on $2,597,408 today.*
Now, for the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. It's a key player in the $1.8 trillion space race, and with the stock recently sitting 20% off its highs, the window to get in early is closing fast.
Johnny Rice has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Alphabet, Amazon, Applied Materials, Broadcom, Meta Platforms, Micron Technology, Microsoft, Nvidia, Taiwan Semiconductor Manufacturing, and Vistra. The Motley Fool has a disclosure policy.
Prediction markets show limited optimism that a ban on congressional stock trading will pass this year, even as public scrutiny intensifies and lawmakers increase their trading activity.
Not Much Action Expected This Year?
A Kalshi bet gives just 6.7% odds that members of Congress will be banned from trading individual stocks before 2027.
Note that a congressional stock trading ban may still qualify for a "Yes" if lawmakers are permitted to use blind trusts or invest in diversified assets like exchange-traded funds or mutual funds. The restriction only applies to individual stock trading.
Kalshi and Benzinga have an existing data collaboration agreement.
A similar bet on Polygon-based Polymarket showed a 12% chance of a ban this year, down from 21% at the beginning of the year.
An 'Honest' Attempt
In recent years, several legislative efforts have sought to prohibit executive branch officials, including Presidents and Vice Presidents, from trading individual stocks. Among these is the Halting Ownership of Non-Ethical Securities and Trusts Act, commonly referred to as the HONEST Act.
Although a Senate committee advanced the bill, it has not received a full floor vote in either the Senate or the House of Representatives
Pelosi At The Centre Of It All
Rep. Nancy Pelosi (D-Calif.), the former House Speaker who has come under heavy scrutiny for her stock trades, voiced support for legislation that was, until recently, named after her — the PELOSI Act.
This jab targeted Paul Pelosi, Nancy Pelosi's husband, and his prominent stock trades, which have substantially boosted the couple's net worth over the years.
Those on the opposing side of the political divide haven't escaped scrutiny either. Marjorie Taylor Greene (R-Ga.), who resigned earlier in January, was under the scanner for buying shares of several stocks as the market declined on news of President Donald Trump's reciprocal tariffs.
The 2012 STOCK Act requires members to disclose stock trades within 45 days, but members of both political parties have violated this rule.
Pelosi has announced that she will be retiring at the end of her current term in January 2027, and therefore will not seek re-election.
Photo Courtesy: Alexandros Michailidis on Shutterstock.com
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Investing.com - Representative Nancy Pelosi filed a new report disclosing that her spouse purchased call options on Intel Corporation (NASDAQ:INTC) and Uber Technologies Inc (NYSE:UBER), with a combined disclosed value ranging from $1.5 million to $6 million.
The filing shows two separate option purchases, both carrying a $50 strike price and a March 19, 2027 expiration date. The Intel position consists of 200 call options valued between $1,000,001 and $5,000,000, while the Uber position covers 200 call options valued between $500,001 and $1,000,000. Both transactions are classified as new purchases, not amendments to prior disclosures.
The filing was digitally signed on June 23, 2026, roughly 25 days after the May 29 transaction date, placing it well within the STOCK Act's 45-day disclosure window.
The identical strike prices and expiration dates across both positions point to a coordinated bullish outlook, with the trades structured to profit if INTC and UBER trade above $50 before mid-March 2027. The Intel bet carries considerably more capital at risk, with the upper bound of its disclosed value reaching $5 million, compared to $1 million for Uber.
The timing draws attention, given the policy environment surrounding both companies.
The U.S. government owns a roughtly 10% stake in Intel with the Trump administration pushing for U.S. chip manufacturing, which could greatly benefit Intel's foundry ambitions. Shares of Intel are up 259% year-to-date and nearly 500% over the last year. The calls owned by Pelosi are now significantly in the money.
Uber, meanwhile, operates at the intersection of gig-economy labor regulation and autonomous vehicle policy, two areas that have seen active congressional interest.
Pelosi disclosed up to $5 million in Intel call options and $1 million in Uber options, both at a $50 strike price expiring March 2027.
Both trades are deep in-the-money, with Intel trading near $132 and Uber near $70, well above the $50 strike price.
By using call options instead of shares, Pelosi controls 20,000 shares of each company while capping losses at the premium paid.
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Congressional stock trading remains one of the most controversial issues in Washington. Attempts to ban lawmakers from owning and trading individual stocks routinely stall in Congress itself, despite years of criticism from ethics watchdogs and investors. The reason is easy to understand.
Chip Somodevilla / Getty Images
Numerous academic studies have found that members of Congress have historically outperformed the broader market, fueling concerns that lawmakers benefit from information gathered through their oversight responsibilities long before it reaches the public.
No politician attracts more attention in this debate than former House Speaker Nancy Pelosi. While the trades are officially disclosed under her husband Paul Pelosi's name, many investors closely follow the family's portfolio because it has generated returns that have outpaced not only the S&P 500 but, at times, also the track record of legendary investor Warren Buffett.
Now Pelosi has disclosed two new trades worth up to $6 million combined, and both are aggressive bets on future stock gains.
Pelosi's Latest Moves Target Intel and Uber
According to congressional disclosure filings, Pelosi purchased up to $5 million worth of call options on Intel (NASDAQ:INTC) and up to $1 million worth of call options on Uber Technologies (NYSE:UBER).
The positions consist of:
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Company
Contracts
Strike Price
Expiration
Trade Date
Report Date
Intel
200 Call Options
$50
March 19, 2027
May 29, 2026
June 23, 2026
Uber Technologies
200 Call Options
$50
March 19, 2027
May 29, 2026
June 23, 2026
The filings indicate Pelosi is not simply buying shares. Instead, she is using options, a strategy that can amplify returns while requiring far less upfront capital.
Options are often the preferred tool of sophisticated investors because they allow them to control a large number of shares without committing the full purchase price required to buy the stock outright.
What These Trades Actually Mean
Each options contract represents 100 shares. That means Pelosi's 200 Intel call options provide control over 20,000 Intel shares at a fixed purchase price of $50 per share through March 19, 2027. The Uber position works the same way. The 200 call contracts provide the right to buy 20,000 Uber shares at $50 per share until the same expiration date.
Rather than spending millions of dollars to purchase 20,000 shares outright, an investor pays an options premium to secure the right to buy those shares later. If the stock climbs well above the strike price, the options can become far more profitable than simply owning the stock.
The trade also comes with a built-in clock. If the stock fails to rise enough before March 2027, the contracts could expire worthless. In that case, the maximum loss is limited to the premium paid.
Why These Bets Are Notable
The Intel trade stands out because it suggests a long-term bullish view on a company many investors have largely written off. Intel has spent years trying to rebuild its manufacturing business and regain ground lost to competitors such as Taiwan Semiconductor Manufacturing (NYSE:TSM) and Advanced Micro Devices (NASDAQ:AMD).
Uber is a different story. The ride-sharing giant has already emerged as a profitable technology platform and continues expanding its delivery and mobility ecosystem. With Uber shares trading just below $70, Pelosi's $50 strike price already sits well below the current market value.
Intel, meanwhile, trades around $132, placing its strike price far below the current trading level as well.
Of course, options are not guarantees of future gains. They magnify both rewards and risks. A stock can move in the right direction and still leave option holders disappointed if gains fail to exceed the premium paid. Still, savvy investors pay attention when one of Washington's most successful and closely watched traders commits millions of dollars to a specific thesis.
Key Takeaway
In short, Pelosi's latest disclosures reveal two sizable bullish bets on Intel and Uber, totaling as much as $6 million. More importantly, she chose call options instead of common stock, a strategy designed to maximize upside while limiting losses to the premium invested.
Regardless of where investors stand on congressional stock trading, these filings offer a glimpse into where one of the market's most scrutinized portfolios sees opportunity. That doesn't mean investors should blindly follow the trades. It does mean Intel and Uber deserve a closer look, especially when a trader with a history of market-beating returns is willing to place millions behind the idea.
Don't wait: the analyst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
Over the last four years, no trend has played a bigger role in lifting Wall Street's major stock indexes to new heights than the artificial intelligence (AI) revolution. Arguably, no companies have been more foundational to the evolution of AI than Nvidia (NASDAQ: NVDA) and Google parent Alphabet (NASDAQ: GOOGL)(NASDAQ: GOOG).
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Image source: Getty Images.
Despite their dominance, Nvidia and Alphabet have flaws
On the surface, Nvidia and Alphabet appear to be firing on all cylinders. Nvidia's data center sales skyrocketed 92% in the fiscal first quarter (ended April 26), driven by otherworldly demand for the company's superior graphics processing units (GPUs).
While Nvidia has established itself as the face of AI infrastructure, Alphabet is mastering the art of AI applications. Integrating generative AI and large language model (LLM) capabilities into Google Cloud sent revenue for this high-margin cloud infrastructure service platform soaring by 63% in the first quarter.
But Nvidia and Alphabet aren't infallible.
Billionaire investors have been decisive sellers of Nvidia shares for years. This likely has to do with the expectation of increasing GPU competition. Many of its top customers by net sales are developing AI chips internally for use in their data centers. Even though this hardware poses no threat to Nvidia's compute superiority, it can minimize the GPU scarcity that's helped fuel Nvidia's pricing power and mid-70% gross margin.
Meanwhile, Alphabet's flaw is simply that it isn't the screaming bargain it was 12 months ago. Whereas Alphabet shares traded at a forward price-to-earnings (P/E) ratio of 16 at this time last year, they're now commanding a forward P/E of nearly 26.
Image source: Amazon.
Amazon is a top holding for a half-dozen billionaire money managers
After reviewing the top-four holdings for more than a dozen billionaire fund managers, the one AI stock that kept popping up was dual-industry leader Amazon. It ranks as a core holding for six of the savviest billionaire investors:
David Tepper of Appaloosa: No. 1 holding by market value
Dan Loeb of Third Point: No. 1 holding
Seth Klarman of Baupost Group: No. 1 holding
Bill Ackman of Pershing Square: No. 2 holding
Chase Coleman of Tiger Global Management: No. 3 holding
Larry Robbins of Glenview Capital Management: No. 4 holding
Most consumers are aware that Amazon dominates the U.S. e-commerce landscape. But they might not realize that Amazon Web Services (AWS) accounts for nearly a third of global cloud infrastructure service spending. Although Google Cloud is growing faster, AWS holds considerably more market share and has also seen its sales growth reaccelerate through the integration of generative AI and LLM solutions.
Additionally, Amazon stock hasn't risen nearly as much as Nvidia or Alphabet in recent years, creating an intriguing value proposition for billionaire money managers.
Throughout the 2010s, Amazon ended each year at a multiple of 23 to 37 times cash flow. With AWS's juiced-up margins, Amazon's annual cash flow is projected to more than double from a reported $12.89/share in 2025 to an estimated $27.66/share by 2028. If Amazon hits Wall Street's 2028 consensus, it'll be trading at less than 9 times cash flow.
Should you buy stock in Amazon right now?
Before you buy stock in Amazon, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Amazon wasn't one of them. The 10 stocks that made the cut are built for long-term growth and could produce monster returns in the coming years.
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Sean Williams has positions in Alphabet and Amazon. The Motley Fool has positions in and recommends Alphabet, Amazon, and Nvidia. The Motley Fool has a disclosure policy.
From a purely statistical standpoint, Wall Street has loved having Donald Trump in the White House. During his first, non-consecutive term, the ageless Dow Jones Industrial Average (DJINDICES: ^DJI), benchmark S&P 500 (SNPINDEX: ^GSPC), and tech-inspired Nasdaq Composite (NASDAQINDEX: ^IXIC) rallied by 57%, 70%, and 142%, respectively.
While it's normal for the major stock indexes to rise under a sitting president, annualized gains observed under Trump are higher than most other presidents since the late 1890s.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
This outperformance has continued into the president's second term. Since Trump's inauguration on Jan. 20, 2025, the Dow, S&P 500, and Nasdaq Composite have risen by 18%, 24%, and 32%, respectively. These gains have been powered by the evolution of artificial intelligence (AI), record S&P 500 share buybacks in 2025, and better-than-expected corporate earnings.
President Trump in an Oval Office meeting. Image source: Official White House Photo by Daniel Torok.
But no bull market is indefinite. More than 150 years of historical data strongly suggest the Trump bull market is near its tipping point -- and substantial downside may await.
Wall Street is on the verge of doing something not witnessed in 155 years
Though several catalysts can upend the Trump bull market, arguably none is more pressing than stock market valuations.
"Value" is something of a tricky subject, given that there's no one-size-fits-all way to evaluate and value public companies or the broader market. What one investor views as expensive might be considered a bargain by another. The emotional and subjective nature of valuations is one of the factors that makes predicting short-term directional movements in the broader market so challenging.
However, one time-tested valuation tool has a knack for side-stepping subjectivity: the S&P 500's Shiller Price-to-Earnings (P/E) Ratio, also known as the Cyclically Adjusted P/E Ratio (CAPE Ratio).
What separates the Shiller P/E from the traditional P/E ratio is time. Whereas the latter only accounts for 12 months of trailing earnings per share (EPS) and can therefore lose its usefulness during recessions if EPS turns negative, the Shiller P/E is based on average inflation-adjusted EPS over the previous 10 years. Even during recessions, the Shiller P/E remains useful.
When back-tested to January 1871, the S&P 500's CAPE Ratio has averaged almost 17.4. But earlier this month, the CAPE Ratio reached 42.84, representing the priciest valuation of the Trump bull market, and the second-priciest multiple in history, behind the dot-com bubble (a peak of 44.19 in December 1999).
Although the S&P 500's Shiller P/E Ratio has its limitations -- e.g., it can't predict when a stock market correction will begin -- it has a historically flawless track record of foreshadowing significant downside in Wall Street's major stock indexes when it surpasses 30.
The Shiller P/E has only exceeded 30 on six occasions over the last 155 years. Excluding the present, the previous five instances all resulted in the Dow Jones Industrial Average, S&P 500, and/or Nasdaq Composite losing 20% to 89% of their value. Following the dot-com peak, the S&P 500 and Nasdaq shed 49% and 78% of their respective value.
More than 150 years of valuation history suggest it's only a matter of time until the Trump bull market rolls over.
Image source: Getty Images.
There's more: Game-changing innovations have a checkered past
But the Shiller P/E Ratio isn't the only glaring warning that Wall Street's bull market under President Trump is on thin ice. The checkered past of game-changing innovations should also give investors pause.
Nothing has fueled retail investor excitement quite like the evolution of AI. Empowering software and systems with the tools to make autonomous, split-second decisions is a technology that PwC analysts believe can add $15.7 trillion to global gross domestic product by 2030.
All it takes is a glance at the operating results of Wall Street's leading AI stocks to recognize that AI infrastructure demand is very real and off the charts. Businesses simply can't get enough of Nvidia's graphics processing units, which act as the brains of AI-accelerated data centers, or the memory/storage solutions that facilitate autonomous decision-making and the training of large language models.
But we've witnessed similar patterns before with next-big-thing technologies, and it hasn't ended well for retail investors.
Dating back to the advent and proliferation of the internet more than 30 years ago, every game-changing innovation has navigated an early stage bubble-bursting event. The reason these bubbles form is that professional and retail investors consistently overestimate the adoption or optimization rate of innovations.
For instance, the metaverse was the hottest thing since sliced bread five years ago. Professional and retail investors alike were touting sky-high addressable markets tied to 3D virtual worlds where we could all interact. However, the real-world adoption of metaverse solutions has been minimal, at best.
Artificial intelligence has followed a development path that's similar to the internet in the mid-1990s. Businesses haven't been afraid to spend aggressively to expand their AI data center infrastructure, much in the same way that businesses welcomed the internet with open arms. In other words, AI adoption hasn't been an issue.
However, the internet fell short from an optimization standpoint. Although businesses quickly adopted internet-driven strategies, it took more than half a decade for companies to optimize sales and profits. It'll likely be a similar story for AI. Even though businesses are deploying AI solutions, they're nowhere near a state where they can be described as mature or optimized.
The puzzle pieces for an AI-driven bubble-bursting event are firmly in place. When coupled with a historically pricey stock market, the conclusion is that the Trump bull market's time is nearly up.
Should you buy stock in S&P 500 Index right now?
Before you buy stock in S&P 500 Index, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and S&P 500 Index wasn't one of them. The 10 stocks that made the cut are built for long-term growth and could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $417,305!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,293,148!*
That performance is why people listen. With a track record of beating the S&P 500 by nearly 5x, Stock Advisor offers a distinct advantage. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built for the long haul.
Sean Williams has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Nvidia. The Motley Fool has a disclosure policy.
We just covered Donald Trump Stock Portfolio: 10 Best AI and Tech Stock Picks in 2026. Intel (NASDAQ:INTC) ranks #3 (see Donald Trump Stock Portfolio: 5 Best AI and Tech Stock Picks in 2026). The stocks identified in this article are based on Trump's financial disclosure filings released by the U.S. Office of Government Ethics. According to a statement from the Trump Organization cited by Reuters, Trump's investment holdings are maintained through fully discretionary accounts managed by third-party financial institutions, which have sole authority over investment decisions.
Stock Performance Since Trade Date: +135%
Intel (NASDAQ:INTC) is among Trump's favorite AI picks and a stock he has taken a personal interest in. In just a matter of months, a beaten-down chip giant that Wall Street had largely written off became one of the market's top performers, and Trump deserves a meaningful share of the credit. The U.S. government bought 433 million Intel shares at $20.47 each through a conversion of CHIPS Act grants into equity, giving Washington a 9.9% stake in Intel (NASDAQ:INTC). Trump also reportedly helped broker a preliminary deal between Intel and Apple, under which Intel's 18A node would manufacture chips for iPad Pro and entry-level MacBook Air devices.
But beyond the Trump angle, Intel has genuine fundamental support. Bulls point to a structural change in how AI infrastructure is being built. The AI workload mix is rotating from training toward inference and agentic AI, shifting the architecture away from GPU-heavy clusters and back toward CPUs as the orchestration layer. Historically, the GPU-to-CPU ratio ran at 8:1 in training environments. For agentic AI, CEO Lip-Bu Tan says that ratio is moving toward 1:1 or even flipping CPU-heavy. Intel's (NASDAQ:INTC) Data Center and AI segment grew 22% year over year in Q1 to $5.1 billion, with operating margins hitting 30.5%. Xeon 6 was selected as the host CPU for Nvidia's DGX Rubin NVL8 systems, and Intel signed a long-term agreement with Google for Xeon processors to support Google Cloud workloads across AI training and inference. On the foundry side, the company has received close to $8.9 billion from the U.S. government and is now partnering with Tesla's TeraFab consortium alongside SpaceX and xAI, with 18A yields improving at 7% per month.
Alpha Wealth Insiders Fund stated the following regarding Intel Corporation (NASDAQ:INTC) in its Q1 2026 investor letter:
"Despite poor fundamentals, we invested heavily in Intel Corporation (NASDAQ:INTC), viewing its role as the sole U.S. defense silicon chip foundry as "too big to fail." We profited handsomely, buying equal amounts at $23.98, $29.60, and $30.70 (August-September) and selling all on March 17th at $45.10. This Intel trade yielded an approximate annualized return of 133%. Intel has since... (Click Here to Read the Letter in Detail)."
Intel (INTC) Advanced Packaging Could Support AI Data Center Growth, Mizuho Says
While we acknowledge the potential of INTC as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on thebest short-term AI stock.
