U.S. stake in Intel is likely to create more downsides for companies, says AEI's James Pethokoukis

Government Intervention & Industrial Policy - Government intervention in Intel raises concerns about its role shifting from a trusted supplier to a political tool [1] - The core purpose of subsidies for Intel was to enhance chip resilience, but the current move's objective is unclear beyond presidential preference [2][3] - Concerns exist that government dependence could lead to political influence on company policy, creating potential downsides [4] - The return on investment should be Intel's ability to become a reliable, leading-edge chip manufacturer, benefiting US national security [7] - Politicization of companies distracts from the goal of expanding US domestic chip operations [7] Investment & Financial Implications - The government's stake in Intel saw a hypothetical paper gain due to stock movements [5] - The true return on investment is not stock price increase but the expansion of US domestic chip manufacturing [7]