智通财经网·2025-08-08 12:56Core Viewpoint - Intel faces significant challenges as CEO Pat Gelsinger's recent criticisms and President Trump's public discontent create uncertainty around the company's reform efforts and future direction [1][6]. Group 1: Company Leadership and Challenges - CEO Chen Liwu has been targeted by President Trump, who called for his resignation due to alleged conflicts of interest, despite no evidence being provided [1]. - Chen's appointment initially boosted Intel's stock by 25%, but optimism has since faded, with the stock now on track for a second consecutive year of decline, a situation not seen in 40 years [5][6]. - The company is struggling to balance cost-cutting measures with the need for advanced product development to compete with rivals like Nvidia and AMD [6]. Group 2: Market Reactions and Investor Sentiment - Following Trump's comments, Intel's stock dropped 3.1% but rebounded in pre-market trading, indicating that investors do not expect Chen to leave the company imminently [1]. - Investors were left confused after Intel's recent quarterly earnings call, where Chen criticized previous investment strategies and focused more on cost reduction rather than innovation [5][6]. - In contrast, Apple's commitment to invest $100 billion in domestic production has positively impacted its stock, highlighting a stark difference in market sentiment between the two companies [2][5].