Core Viewpoint - The U.S. government is considering acquiring equity stakes in defense contractors, particularly Lockheed Martin, following a similar investment in Intel, indicating a trend of government intervention in key industries [1][3]. Group 1: U.S. Government's Investment in Defense - The U.S. Commerce Secretary revealed that the Trump administration is interested in acquiring shares of major defense contractors, specifically naming Lockheed Martin [3]. - Lockheed Martin derives 97% of its revenue from the U.S. government, with 73% of its net sales in 2024 expected to come from government contracts, primarily from the Department of Defense [3]. Group 2: Intel's Agreement with the U.S. Government - Intel announced an agreement with the U.S. government for an investment of $8.9 billion, acquiring 9.9% of the company's shares at $20.47 per share [5]. - The funding for this investment comes from previously allocated subsidies under the CHIPS and Science Act, aimed at revitalizing the struggling semiconductor industry [5]. Group 3: Implications of Government Ownership - Intel expressed concerns that the government's stake could pose commercial risks, particularly affecting its international sales, which account for nearly 80% of its revenue [7]. - The involvement of the U.S. government as a major shareholder may lead to stricter foreign subsidy reviews and impact Intel's operations in international markets [7].