Intel's disclosed equity portfolio is unusually small for its $541.83 billion market cap, totaling just $620 million as of mid-2026. It holds two key positions: 50 million shares in Mobileye, an autonomous driving company spun out from Intel, and 15.3 million shares in Joby Aviation, an eVTOL developer. Mobileye showed modest revenue growth and profitability but faced a significant goodwill impairment charge, while Joby reported massive revenue growth from a low base but continued to burn cash and trade at high sales multiples. CEO Lip-Bu Tan views these investments as strategic bets on edge AI in physical mobility, signaling Intel's focus on AI-driven technologies beyond traditional semiconductors. Investors should watch for further Mobileye impairments and Joby's certification progress in late 2026.
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