With over 15 years of experience in the markets and a degree in economics, I focus on breaking down companies with clarity and discipline. My goal is to give individual investors a straightforward, honest view— what's working, what isn't, and where the risks and opportunities actually are. I don't chase narratives. I follow the numbers and the business underneath. Analyst's Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any su ...

*Stock prices used were from the trading day of Aug. 19, 2025. The video was published on Aug. 19, 2025. Intel stock is up 30% this month. In this video, I will cover the recent updates regarding Intel (INTC 7.00%). Watch the short video to learn more, consider subscribing, and click the special offer link below. ...

Core Viewpoint - The article expresses a bullish outlook on Intel, driven by confidence in the new CEO, Lip-Bu Tan, and his potential impact on the company [1]. Company Analysis - Intel's stock is viewed positively due to the leadership change, suggesting a potential turnaround under the new CEO [1]. - The author has a beneficial long position in Intel shares, indicating a personal investment in the company's future performance [1]. Investment Strategy - The investment strategy focuses on strategic buying opportunities, particularly in dividend and value stocks, which has garnered a strong following and high ratings on investment platforms [1].

Japanese conglomerate SoftBank is making a $2 billion investment into chipmaker Intel.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.The companies say the new arrangement, announced Monday (Aug. 18), represents a ...

Core Insights - Palantir's stock has dropped 9% on Tuesday, marking its fifth consecutive day of losses, and is down 15.5% since August 13 [1][2] - The decline is attributed to a short report from Citron Research, which claims Palantir's stock is overvalued compared to OpenAI's valuation [2] - Despite the recent slump, Palantir's shares have increased by 110% since the beginning of the year, driven by strong performance in AI tools and a significant $10 billion deal with the Army [6] Financial Performance - Palantir reported quarterly revenue of $1 billion, surpassing the milestone for the first time [5] - The company has raised its full-year revenue guidance to between $4.14 billion and $4.15 billion, up from previous expectations of $3.89 billion to $3.90 billion [6] Market Context - Other tech stocks, including NVIDIA and Meta, have also experienced declines, with NVIDIA shares slipping 3% and Meta falling nearly 2% [3] - The Nasdaq index fell 1.4% during midday trading, indicating a broader market trend affecting tech stocks [3] Industry Trends - The AI sector is experiencing volatility, with OpenAI's CEO suggesting that investors may be overexcited about AI, despite its significance [6] - The Trump administration's push for enhanced AI and chip infrastructure in the U.S. has led to increased financial commitments from major companies [7]

Let's get over to Christina Parson. She's at the NASDAQ. Has more on what all this could mean for Intel.Fascinating story in terms of what you can imagine with a 10% holder. He went on to say as well that they don't want governance rights if in fact they do get there. But a lot yet to come here, Christina.>> Yeah, they don't want voting rights and I'll get to that, but this is essentially if we're talking about the Soft Bank, it's a $2 billion lifeline from the private sector and shareholders really need to ...

Core Insights - Donald Trump's relationship with Intel Corp has dramatically shifted from criticism to support, highlighting the influence of political sentiment on investor confidence [1][2] - The Trump administration is contemplating a significant investment in Intel, potentially making the U.S. government the largest shareholder, which would signal strong confidence in the company's strategic importance [3] - SoftBank's $2 billion investment further reinforces belief in Intel's manufacturing ambitions and turnaround efforts [3][4] Investment Activity - Notable hedge funds have increased their stakes in Intel, with Appaloosa Management acquiring 8 million shares, AQR Capital increasing its stake by over 210%, Citadel Advisors adding 6.25 million shares, and Renaissance Technologies making a remarkable 1,947% increase by acquiring 7.22 million shares [5] - These investment moves indicate that prominent investors view Intel as a significant turnaround opportunity [5] Leadership and Strategy - CEO Lip-Bu Tan has been leading Intel through a critical restructuring phase since March, focusing on regaining market share, streamlining operations, and boosting investor confidence [6][7] - Tan's strategic vision is seen as a key factor in the stock's momentum, alongside government interest and high-profile investments [7] Overall Outlook - The combination of government backing, hedge fund investments, strategic leadership, and foreign investment suggests that Intel's recent stock rally is not a coincidence [8] - Intel is positioned to be a major comeback story in the tech sector, with strong confidence in its ability to execute its turnaround plan [8]

Trump Weighs 10% Government Stake in Intel as Softbank Buys In. Listen for more on Bloomberg Intelligence. https://t.co/V4FqS4iyf4 ...

A US stake in Intel doesn't mean that President Donald Trump would put his finger on the scale for the beleaguered chipmaker. Treasury Secretary Scott Bessent said on Tuesday that while the White House wants to increase US-based production of semiconductors, it would not pressure companies to do business with Intel. "Yeah, the last thing we're going to do is put pressure, is to take a stake and then try to drum up business," Bessent said during an interview on CNBC." Business Insider tells the innovative st ...

Commerce Secretary Howard Lutnick said Tuesday that Intel must give the U.S. government an equity stake in the company in return for CHIPS Act funds. "It's not governance, we're just converting what was a grant under Biden into equity for the Trump administration, for the American people," Lutnick said. "Non-voting." Bloomberg reported Monday that the White House was discussing a 10% stake in Intel, in a deal that could see the U.S. government become the chipmaker's largest shareholder. Intel and SoftBank a ...