Impax Asset Management released its Q3 2025 investor letter, reporting a 7.33% return for the Institutional Class, slightly below the Index’s 7.99%. The portfolio underperformed due to its focus on lower-risk, high-quality factors. Intel Corporation (NASDAQ: INTC) was highlighted in the letter, with a one-month return of -1.81% and a market cap of $190.99 billion.

In a recent investor letter, Impax US Sustainable Economy Fund praised Intel Corporation (NASDAQ: INTC) for its partnership with Nvidia on AI server systems. Intel’s stock surged in September, attracting investments from Softbank and the US government. The team sees strong growth potential and corporate resilience in the stock.

Intel Corporation (NASDAQ: INTC) saw a 7.23% surge in its stock as investors reacted positively to its restructuring plan. Despite being popular among hedge funds, some believe other AI stocks offer greater upside potential with less risk. Intel reported $13.7 billion in revenue in Q3 2025, a 6% increase from the previous quarter.

Read more at Yahoo Finance: Intel (INTC) Rallied Following the Partnership Announcement with NVIDIA