Intel’s U.S. Capex Boom Carries A Hidden Cyclical Risk (Rating Downgrade) (NASDAQ:INTC)

U.S. industrial policy is triggering one of the biggest domestic capex waves in decades, hinged on booming semiconductors and AI infrastructure. There's a visible boost to U.S. activity and GDP as tariffs, subsidies, and national-security priorities pull factory construction and equipment spendingAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, a ...