Intel Corp. INTC stock has been heading for its best week since January 2000, largely driven by vocal support from President Donald Trump. INTC stock is climbing again on Friday. Watch the price action here. A Revival For Intel — and the American Chip Industry?Intel's rally followed a meeting between Trump and Intel CEO Lip-Bu Tan and a flurry of reports that the Trump administration was actively exploring taking a direct government stake in the struggling semiconductor giant. Read Next: Michael Burry Joins ...

so much for being here. We'll look forward to that. >> Thanks for having me.Appreciate it. >> Coming up this morning, the Trump administration reportedly looking to use the Chips act funding for its potential stake in Intel. Our Kristina Partsinevelos is watching that in today's tech check.Morning again KP. >> Good morning Carl. Well, talk of the U.S. Government taking an equity stake in Intel.Sounds dramatic, but for investors, it doesn't really solve the company's core issue. Catching up in advanced chip ...

Veteran venture capital investor Lip-Bu Tan, who was named Intel's CEO in March, has amassed a fortune of $1.1 billion https://t.co/Boa9m6Oo5O ...

One chip name rallying today, Intel, on a report the Trump administration is considering taking a stake in the company. Matthew Bryson, Wedbush Securities research uh and hardware analyst joins us now. Um Matt, uh just frame it out for us in terms of what this might mean for Intel if it were to happen.It would seem like it would be kind of a a national champion and it would assert the government's uh thought that it's in the public interest to make sure Intel can produce domestically. Yeah. Yeah.Certainly. ...

Group 1 - The Trump administration is considering using funds from the CHIPS and Science Act to directly invest in Intel, indicating a shift towards direct intervention in key industries [1][2] - Intel is the largest beneficiary of the CHIPS Act, having received $7.9 billion in semiconductor manufacturing grants and additional funding opportunities, which could alleviate its financial pressures if the investment proceeds [1][2] - Following a meeting between Trump and Intel's CEO, Intel's stock price rose by 5.3%, reflecting market optimism regarding the potential investment [2] Group 2 - The U.S. government has accelerated the allocation of idle CHIPS Act funds towards national security core industries, previously intervening in steel acquisitions and investing in rare earth producer MP Materials [2] - Analysts suggest that this combination of equity, loans, and government procurement guarantees can enhance market confidence and protect taxpayer funds [2] - Intel has faced challenges due to a loss of technological leadership and declining market share, with significant delays in its Ohio chip factory plans [2] Group 3 - Political factors add significance to the potential deal, as Ohio is a key state for Trump, and the upcoming elections may influence the dynamics of the investment [3]

Market Overview - The three major U.S. stock indices experienced fluctuations, with the Dow Jones up 0.06%, the Nasdaq down 0.24%, and the S&P 500 down 0.21% as of the report [1] - Chinese concept stocks saw significant gains, with iQIYI up over 7%, NIO up over 6%, and several others including Bilibili and Pinduoduo rising over 3% [1] - Meta Platforms (META) reached a historic high, with a market capitalization surpassing $2 trillion, marking it as the sixth U.S. company to achieve this milestone [1] - Chip stocks mostly declined, with Applied Materials dropping over 10% due to disappointing Q4 earnings outlook, while Intel rose over 4% amid reports of potential government investment [1] Federal Reserve and Economic Indicators - The St. Louis Fed President Alberto Musalem stated it is too early to determine if interest rates will be lowered in September [2] - The July Producer Price Index (PPI) rose by 0.9%, significantly exceeding market expectations and raising inflation concerns, which cooled down the Fed's rate cut expectations [2] Consumer Sentiment and Corporate Actions - A survey indicated that over 60% of Americans oppose former President Trump's tariff policies, with his overall approval rating at 38% [3] - There is a notable trend of American workers increasingly investing in stocks through their 401(k) accounts, reflecting a shift towards higher stock allocations [4] Investment Strategies and Trends - Berkshire Hathaway disclosed a reduction in its Apple holdings and revealed new investments in sectors such as healthcare, steel, and real estate during Q2 [4] - Major hedge funds have increased their investments in large tech companies, driven by unprecedented growth in the AI sector, while reducing exposure to aerospace, defense, and retail [7] - Retail investors are becoming a significant force in the market, with Goldman Sachs highlighting a resurgence in buying activity among retail investors in S&P 500 and Nasdaq stocks [8]

Core Viewpoint - Intel's stock rose nearly 4% on Friday, accumulating an 11% increase over two days, amid reports that the Trump administration is exploring the possibility of acquiring equity in Intel using funds from the U.S. Chips Act [1] Group 1: Financial Implications - Intel is the largest expected beneficiary of the Chips Act, having already secured $7.9 billion in semiconductor manufacturing grants [1] - The company is also set to receive up to $3 billion in grants for the Pentagon's secure enclave program and has obtained $11 billion in loans under the 2022 legislation [1] Group 2: Government Negotiations - Discussions are in early stages regarding whether to convert part or all of Intel's existing Chips Act grants into equity, allocate new funds, or combine Chips Act funding with other financing sources [1] - The government aims to quickly utilize unused Chips Act funds for sectors deemed critical to U.S. national security [1] Group 3: Leadership and Stability - Intel's CEO, Pat Gelsinger, met with President Donald Trump, and despite previous criticisms from the President, his position appears secure [1] - The discussions surrounding funding sources remain unstable and have not been reported previously [1]

英特尔首席执行官陈立武周一会见了唐纳德·特朗普总统，据说尽管早些时候受到总统批评，但他的职 位很安全。政府的目标是将未使用的《芯片法案》资金迅速用于被认为对美国国家安全至关重要的部 门。白宫拒绝置评。 （原标题：美股异动 | 传特朗普政府考虑利用芯片法案资金入股 英特尔(INTC.US)逆势涨近4%） 智通财经APP获悉，周五，英特尔(INTC.US)逆势涨近4%，两日累涨11%，报24.76美元。消息面上，据 彭博报道，知情人士透露，特朗普政府正在探索利用美国芯片法案资金收购英特尔公司的股权。谈判仍 处于早期阶段，重点是是否将英特尔现有的部分或全部《芯片法案》赠款转换为股权、分配新资金，或 将《芯片法案》资金与其他融资来源合并。英特尔已经是该计划的最大预期受益者，已获得 79 亿美元 的商业半导体制造赠款，为五角大楼的安全飞地计划提供高达 30 亿美元的赠款，并根据 2022 年法律获 得 110 亿美元的贷款。潜在的资金来源此前尚未报告，讨论仍然不稳定。 ...

Economic Indicators - The Producer Price Index (PPI) rose significantly, with year-over-year prices increasing by 3.3%, up from 2.4%, and a monthly increase of 0.9% [3] - The Import Price Index increased by 0.4%, surpassing the forecast of 0.1%, indicating potential cost impacts from tariffs on U.S. consumers [4][5] Market Reactions - Equity markets initially sold off following the inflation data, but expectations for a quarter-point rate cut at the next Federal Reserve meeting remain high at over 92% [3] - The S&P 500, Nasdaq Composite, and Dow Jones Industrial Average closed flat, while small-cap stocks fell by 1.3% [2] Corporate Developments - Berkshire Hathaway invested heavily in UnitedHealth Group, purchasing over five million shares valued at $1.6 billion, while also trimming its holdings in Apple by selling twenty million shares [9] - Applied Materials reported earnings that exceeded expectations but lowered its guidance due to an uncertain outlook, particularly regarding China, leading to a projected 15% decline in its shares [9] Upcoming Events - Global economic policymakers will gather in Jackson Hole, Wyoming, with discussions expected to cover interest rate policy among other topics [8]

Core Viewpoint - The article discusses the potential investment by the Trump administration in Intel to support domestic high-end chip production, highlighting the importance of this initiative for the U.S. semiconductor industry and national security [1][3]. Group 1: Investment and Financial Support - The Trump administration is in talks with Intel regarding a potential equity investment to provide financial support for the construction of a new factory in Ohio [3]. - This project is seen as a key part of the U.S. "CHIPS Act," aimed at revitalizing the domestic semiconductor industry [3]. - Intel is currently the only U.S. company capable of producing the most advanced chips domestically, which are critical for national defense and strategic sectors like artificial intelligence [3]. Group 2: Market Reaction - Following the news of potential government investment, Intel's stock price surged by 8.9%, marking its largest single-day increase in recent times [3]. - The discussions come after Intel's CEO, Pat Gelsinger, met with Trump, which followed previous calls for his resignation due to alleged ties with China [3]. Group 3: Strategic Importance - The initiative to support Intel is part of a broader strategy to enhance the U.S.'s advanced chip manufacturing capabilities, which are essential for maintaining competitive advantage in technology and security [3].