#intc — Public Fediverse posts

Stocks & Trading Update – August 18th,

🕔 4:00 AM EST — I wake up to feed the fuzzy overlord ☁️🐾, then check the markets—all grey and red 📉 #Iran Ceasefire talks drag on ⚓💥, Brent Crude hits $90+ 🛢️📈, #SPCX +4%, #INTC +1%, #SNAP -4% 📉.

https://geospart.substack.com/p/stocks-and-trading-update-august-eea

#DayTrading #DividendStocks #Finance #FinancialFreedom #Fintech #Investing #Investment #MarketUpdate
#MarketWatch #StockAlert #StockMarket #StockNews #Stocks #StocksToWatch
#Tech #Technology #TechStocks #TraderLife #Trading #WallStreet

Stocks & Trading Update – August 17th, 2026
Articles of Interest while having coffee at Panera.

4:33am⏰ 5am⏰ 5:01am🐱
US markets slipping 📉, Europe/Asia green 📈. Trending: #SPCX -1.3%, #INTC -2%, NVDA -0.14% 📉
Taiwan 🛡️ boosts defense spending, US halts SK exercises, carrier moved to ME.

https://geospart.substack.com/p/stocks-and-trading-update-august-94f

#DayTrading #Finance #Fintech #Investing #Investment #MarketUpdate
#MarketWatch #NVIDIA #StockAlert #StockMarket #Stocks
#Tech #Technology #TechStocks #TraderLife #Trading #WallStreet

Stocks & Trading Update – August 14th, 2026

🐱 4am: Cat princess demands her 1st breakfast.
📊 Markets: US ✅ green, Europe ➖ mixed, Asia ❌ red (#KOSPI ✅ standout).
🛢️ Commodities: #Brent +1%, #Crude +1.61% (Iran tensions).
📈 Top Stocks: #WDAY +18% 🚀, #SNDK +13% 🚀, #RDDT +3%, #NFLX +5%, #NOK +2.33%, #INTC +3.5%. #SPCX -3%.

https://geospart.substack.com/p/stocks-and-trading-update-august-141

#DayTrading #Finance #Fintech #Investing #Investment #StockMarket #StockNews
#Stocks #Tech #Technology #TechStocks #Trading #WallStreet

Stocks & Trading Update – August 5th, 2026
Articles of Interest while having coffee at Panera.

Market Recap & Personal Morning Chaos 🚀🐱🤖
My Top Gainers: #AAPL #INTC #SPCX #HPE #GOOG #GOOGL #MSFT #NVIDIA #RIVN #JBLU #LCID #AMD #GE #GEV #RDDT
My Top Losers: #F #WMT #AMZN
#Oil Took a dip—will gas prices follow? 🛢️💨
Pre-market: #SpaceX down 11% early.
World indices: Mostly green.

https://geospart.substack.com/p/stocks-and-trading-update-august-608

#StockMarket #Trading #MarketUpdate #PreMarket #fintech #wallstreet #finance #daytrading

Intel riporta ricavi di 16,1 miliardi di dollari nel Q2, con una crescita del 25% su base annua. Si tratta dell'espansione più rapida in circa 15 anni per #intel, trainata da una domanda senza precedenti. Il titolo #intc è salito oltre il 10% dopo la chiusura dei mercati. #finanza #semiconductor

Stocks & Trading Update – July 24, 2026
Articles of Interest while having coffee at Panera.
Market Update (4:30 AM):
US Markets: Mixed as tariffs take effect.
Asia: Mixed.
Europe: Mixed.
🍊 China Tariffs: 99% of imports hit, fueling inflation fears.
📉 NASDAQ: Down sharply, shedding nearly $1 trillion in value.
🇯🇵 NIKKEI: Down 2% amid AI concerns.

https://geospart.substack.com/p/stocks-and-trading-update-july-24

#StockMarket #Trading #WallStreet #Investment #DayTrading #StockNews #Fintech #iran #NASDAQ #NIKKEI #INTC

Another Look at the Revised Schedule of Trump’s Intel Trades

The Wall Street Journal last week reported on “Trump’s trading surges around major policy decisions,” most notably around his Liberation Day tariffs and the pause on tariffs he announced one week later. It was, essentially, a bear raid conducted across the board and under cover of US trade policy. The Intel trades I’ve been looking at work in roughly the same way, clustering around closed-door discussions with Intel and major, market-moving announcements. 

The August 2025 trades called out in my last post look the most brazen, since they were made in connection with the government taking a 10 percent stake in Intel. But there’s notable activity before then, and another look at the schedule of Trump’s Intel trades can help put the August trades in context.

Up until August, 2025, and at least since Trump’s inauguration in January of 2025, four of Trump’s eight brokerage accounts (Accounts 5, 6, 7, and 8) are trading Intel, buying when the stock was in the $19-23 range and selling under $22, and usually on days when the stock closed below $20. 

Most of the purchases and sales look like nothing more than well-executed brokerage trades made on public information, but even those prompt questions. 

For example, does it look as if these eight accounts are making coordinated moves, or is it more likely they are managed separately? Hard to say, but worth considering. The evidence points both ways. On May 5 and June 5, for example, accounts 7 and 8 trade in opposite directions; that might indicate a manager balancing the risk of a buy with a sale. On August 7, the day Trump calls (at 8AM, before markets open) for Intel CEO Lip-Bu Tan to resign, Account 7 sells, apparently in reaction to the news; but others do not. *

The accounts could be run with different investment and tax objectives from, say, a single family office. Or are they run from different offices? “It’s given to big firms,” Trump told CNBC the other day, adding that his son Eric is the one who “gives it into these like semi-blind trusts or blind trusts where people invest.” (The softball interview didn’t probe any further; CNBC’s Joe Kernen even went out of his way to endorse the Commerce stake, asserting that it’s “better to have equity than a loan…for the country.”)

Some of the eight accounts are blinder than others. Consider Account 6, the only one of the four accounts that does not sell during this January to August period. It is long INTC. On May 6, 2025, Account 6 buys $50-100K worth of Intel; on May 28 and again on July 1, 2025, $15-50,000; and on July 23, 50-100K. So before August, Account 6 holds 130-300K of Intel. Then on August 18, as Lutnick pulls together the deal for the Intel stake, and one day before he touts it on CNBC, Account 6 makes its big move, buying $250,000-500,000 of Intel stock. Not only is that bet at least 2.5X and possibly 10X its single biggest purchase to date; the move also doubles (or nearly doubles) Account 6’s overall stake in the company. 

Whoever is managing Account 6 – and that would be worth knowing – looks exceptionally confident.  Other accounts are making more measured bets as the talks with Intel proceed. On August 7, the day Trump calls for Tan’s resignation, one of his eight brokerage accounts (Account 7) sells $15,001-50,000 worth of Intel stock; the sale looks like the previous sales, executed at a 22.1 on a day when INTC closed at 19. And on August 15, while the government and the Intel board are talking, another account (Account 5) makes a relatively small purchase, in the 1,001-15,000 range. 

The complaint filed in the Intel shareholder lawsuit over the government’s taking of the equity stake fills out the August picture a little more. It describes a call between Intel Chief Financial Officer David Zinsner and David Shapiro, General Counsel at the US government’s CHIPS Program Office, about a week after Trump met with Intel CEO Lip Bu Tan.

Confirming that a deal had been struck in principle between the President and Tan during the August 11 meeting, on August 18, 2025, CPO general counsel, Dave Shapiro, “sent a clear message” in a call to Intel CFO Zinsner that Intel “should not make the ‘mistake of thinking that this is a negotiation[]’ and ‘the President is expecting to announce a deal on these terms on Friday’” [22 August 2025]… The “CPO acknowledged that the Board could choose not to accept the offer, but noted that rejection will have consequences that [Shapiro] cannot predict and that [the B]oard needs to consider benefits of having a friend in this administration and what the administration can do to help Intel (including with customers).”

…CPO general counsel Shapiro’s statement that the Board had no ability to negotiate against the government and that, should the Company not agree to the Administration’s demands, the consequences would be unpredictable and decidedly unfriendly, was a direct threat to Intel and to the members of its Board. [emphasis mine]

This is the sort of stuff Greg Mankiw was talking about when he told the Times back in September of 2025 that the Intel deal struck him as “kind of a shakedown. It’s like when the mob comes to visit.” It now appears that some of Trump’s buying and selling of Intel stock was coordinated with the shakedown. 

“Intel came in,” Trump told CNBC. “They had a problem. I said, I can solve your problem, but I want 10% of the company.” What he failed to mention (and what Joe Kernen failed to counter with) is that Trump and his henchmen had created, or at least severely exacerbated, the problem. 

On March 4, 2025, Trump calls the CHIPS Act a “horrible horrible thing” in his address to Congress and declares, “We’re not giving them any money.” (Account 8 buys INTC the next day.) Grants were essentially frozen. There was now a “significant amount of uncertainty,” in the words of Intel CFO David Zinsner, that the government would ever make good on its pledge of $8 billion in grants.

As uncertainty grew existential, Intel came to the table.

 At the table, there would be no “negotiation,” as attorney Shapiro made clear. Instead, the Secretary of Commerce and his legal muscle threatened the Intel Board with “consequences” and extorted the government stake while Trump, or Trump’s investment manager, was betting on their all-but-guaranteed capitulation. 

*Update 10 July 2026: The Wall Street Journal today reports that Account 7 is managed by Schwab and uses “automated strategies” like direct indexing to reduce capital gains. “UBS and JPMorgan Chase are two of the other financial firms handling investment accounts for the first family.” The Journal does not specify which if any of these firms controls Account 6, which is obviously following a different strategy.

A Revised Schedule of Trump’s Intel Trades

The financial disclosure filed with the Office of Government Ethics on Monday affords another look at Trump’s Intel trades.

The trades were made from eight accounts controlled by the president. For now, I’ve listed them on this schedule, which runs chronologically from January 2025 to March 2026.

There is lots to digest here, and lots of agita to go along with it, but for the moment I want to call out just one date on the schedule: 18 August, 2025. On that day, Trump Account 6 made its biggest trade of INTC, in the 250-500K range. It is whale-scale, much larger than any other transaction listed here.

I guess the president somehow caught wind of the rumors that the Department of Commerce was about to take a 10 percent stake in Intel.

The next day, 19 August, Howard Lutnick went on CNBC and talked up the idea of the stake; the deal was announced three days later.

Who's got their 🍿 ready re #INTC 📈📉?

Image ref:
https://www.truedata.in/blog/the-psychology-of-stock-market-investing

An Incomplete Look at Cantor Fitzgerald’s Rigetti Trades and Some Reconsideration of the Commerce-Cantor Connection 

Right around the time Commerce Secretary Howard Lutnick was taking a 10 percent equity stake in Intel for the US government, Cantor Fitzgerald —the firm Lutnick ran for 34 years, and which is now run by his sons — was building an enormous position in the chipmaker. That much is clear from the SEC filings I discussed in a previous post on Trump’s Intel trades. 

From the quarterly reports filed with the SEC, it’s impossible to say whether Cantor built its position before the government announced the Intel deal, or in response to it. That remains an open question and a key one. It would also be helpful to know whether this was an isolated incident, a mere coincidence, or part of a pattern. Are there other Cantor trades of public companies in which the government has taken a stake that work like Intel? Are there other trades that point to a Cantor-Commerce connection?  

In this post I want to give a little more shape to this question by looking briefly at Cantor’s trades of another technology company in the government’s growing equity portfolio: Rigetti Computing. 

Rigetti is one of nine deals, all with quantum computing companies, that the Department of Commerce announced in May. (Tad De Haven has put together a useful list.) A government award of up to $100 million requires that over the next three years Rigetti meet certain milestones on its roadmap toward “quantum advantage.” The terms of the award allow the Department of Commerce to take an equity stake in Rigetti “consistent with the total amount of the funding,” and with shares priced at a 15 percent discount from closing price on the date of the award. (On 20 May 2026, the day before the award was announced, RGTI closed just below $17 per share.).

That’s the deal in a nutshell.  Now let’s turn to the SEC filings that detail Cantor’s trade. 

At first glance, the position that Cantor Fitzgerald LP took in Rigetti Computing looks something like the protective collar position the firm took in Intel. After an options-heavy, hedged entry in Q3 2025 – 2.1 million long shares protected by 2.4 million at-the-money puts – Cantor adopts a position in Q4 that looks something like a long straddle, with calls and puts basically balanced. That would allow the firm to respond to some big market moving event they anticipated; or it could just reflect the balance of inventory Cantor needed to facilitate client bets, as Q3’s quantum hype devolved into Q4’s uncertainty. 

As Rigetti’s share price steadily decayed in Q1 2026, down as low as $12.90 just before the quarter’s end, Cantor drastically cut its Rigetti position by about 80 percent, from a notional $112 to $24 million. So it looks as if the firm was a) revising its thesis and winding down its Rigetti book well before the late May 2026 announcement of the $100 million award or, more likely, b) all along Cantor had been running a broker-dealer facilitated trade, and cut inventory as the initial quantum hype wore off and investors exited RGTI. 

In other words, Cantor did not hang around for the Commerce announcement party (which wasn’t a complete blowout and didn’t last all that long, but it was a party all the same: shares of RGTI rose 30 percent on the 21 May news).

The picture is incomplete. SEC filings for Q2 2026, due in mid-August, will tell us more. Did Cantor reverse course and rebuild its position in Q2 2026 in anticipation of the Commerce announcement? That would be a telling move, and it’s certainly possible, but that doesn’t look like the path they were taking. The filings we already have suggest that the firm (sensibly) decreased its exposure – derisked – as the share price fell and the horizon stayed cloudy, or reduced inventory as it managed client demand. 

The timing and scale of Cantor’s RGTI entry might still give pause. The firm went from zero holdings in the first half of 2025 to a massive position in Q3. That’s the sort of aggressive, confident move that Cantor made when it increased its Intel holdings 50X in a single quarter, as Lutnick and Commerce attorney Dave Shapiro strong-armed the company. What’s more, Cantor built its hoard and hedge position in Rigetti before the end of Q3 2025, and at least three weeks before the Wall Street Journal reported, on 23 October 2025, that Commerce was talking with Rigetti and other quantum computing companies about taking an equity stake in return for a government award, as they had done with Intel in August. 

That may raise eyebrows. But the timing of Cantor’s entry alone doesn’t indicate that they had knowledge of the Commerce-Rigetti talks or establish a Cantor-Commerce connection. Investors were piling into Rigetti and other quantum computing companies at the time. On September 18th, the Air Force Research Laboratory awarded Rigetti a contract; on September 19, 2025, there was news that the administration was considering an overhaul of the national quantum computing strategy: “speculation that the Trump administration could soon unveil new U.S. quantum technology initiatives also could be fueling the rally.” Online hype (like this video and this one, both cued to the mark) described a “combination of speculative and institutional buying” that was most likely driven by a mix of sound observation and FOMO. 

Cantor Fitzgerald LP could have just been acting on public information, or not even making a directional bet on Rigetti at all, just countering moves by clients, subsidiaries, and other entities.

In the absence of any other evidence and without the 13F filing for Q2 2026, it is reasonable to conclude that that’s probably what went down. My best guess is that Cantor’s Rigetti position reflects the evolving bid-ask spread. Cantor didn’t even need a Rigetti thesis, they just needed to answer investors who wanted in on or wanted out of quantum computing. (And maybe the same could be said about the firm’s Intel position; we just don’t know.) 

None of this is dispositive, of course, but it argues against a Cantor-Commerce connection or back channel in this particular instance. It does not assuage legitimate concerns about how the Intel deal went down, from the mob-style, arm-twisting extortion of the company to the Intel trades reported on Trump’s 278-T disclosure, which Liz Oyer reads as “a roadmap to the ways he is personally profiting from the powers of the presidency.” It does introduce more uncertainty into my reading of the public record and it makes me wary of drawing hasty conclusions about these trades from highly-sanitized SEC filings.

De Haven thinks corruption is inevitable when the government takes equity stakes in public companies. He may be right about that; I just don’t see proof of it in these filings. There are, however, still plenty of other places to look for evidence of corruption involving Lutnick and sons, from Kazakhstan to Oklahoma. One can only hope that Senator Van Hollen and others with investigative powers and resources will continue to look into the many ways “official Commerce Department business has intersected with Cantor Fitzgerald’s financial interests during [Lutnick’s] tenure.”

I plan to revisit the Rigetti trades in mid August, after Cantor files its Q2 13F. In the meantime, if there are things I’ve missed or places where I’ve gone astray, let me know.

Cantor Fitzgerald Built an Enormous Position in Intel While Howard Lutnick Negotiated the Government’s 10 Percent Stake (And Trump Got Some, Too)

Trump bought Intel shares on six separate occasions in March of 2026, just before Intel’s market-moving announcement on 1 April that it had repurchased Apollo Global’s 49 percent share in an Irish joint venture, known as the Ireland SCIP. This much is clear from the timeline of Trump’s Intel trades I put together earlier this week. (Read that post for background.) In the short space of a month, Trump’s March trades nearly tripled in value.

Other trades disclosed on Trump’s 278-T are getting more attention in the press. But I believe these Intel trades merit attention as well. First, because they are evidence of corruption and general problems in government ethics; second, because they raise questions about Intel governance and the 10 percent stake the Trump administration extorted in August of 2025; and third, because as a longtime Intel shareholder, I am concerned that government extortion, the capitulation of Intel leadership, and, finally, political insider trading all compound risk. 

One big question is whether Trump made his Intel trades knowing that Apollo Global and Intel had already reached an agreement on the Ireland SCIP repurchase, that an announcement of the buyback was coming, and when it was coming. My answer right now is, it sure looks that way. 

A few people close to the Trump administration or in regular contact with Trump would have to have known about the Ireland SCIP transaction in advance. Intel CEO Lip-Bu Tan. Mark Rowan of Apollo Global, a Trump donor and confidant. And Secretary of Commerce Howard Lutnick. Three billionaires. All three of these oligarchs – or, to be fair, none of them – could have given Trump a heads up on the Intel-Apollo deal.

For the moment, let’s focus on Howard Lutnick. His daily proximity to the president, loose lips, and disgraceful public conduct make Lutnick a likely source, but there’s a case to be made that goes well beyond that.

Upon becoming Secretary of Commerce, Lutnick entered into an ethics agreement on 21 January 2025. That agreement required Lutnick to divest from his management role at Cantor Fitzgerald LP, the investment firm he owned and controlled for three decades, and recuse from matters that affected the firm’s financial interests.

To meet the obligations of this agreement, Howard Lutnick sold the firm to a set of trusts set up for his children. The sale agreement was signed on 16 May 2025, just days before the deadline set by his January ethics agreement. Lutnick’s son, Brandon, took over as Cantor CEO. Another son, Kyle, became Executive Vice Chairman.

This all sounds like an episode of Succession, but it’s also when things get interesting. SEC filings show that under the new leadership of the Lutnick sons, Cantor Fitzgerald LP built an enormous position in Intel right around the time that their father, Secretary Howard Lutnick, was negotiating the US government’s stake in the company. 

From public data alone, it is impossible for me to say whether they did so before or after (or both before and after) news of the government’s stake was made public. That would be a critical piece of information.

For now, I’ll confine myself to this breakdown, showing how the Cantor Fitzgerald position evolved from Q2 2025 to Q1 2026. It’s based on Cantor Fitzgerald LP 13F forms submitted to the Securities and Exchange Commission. (If you can’t read the table as is, this link should take you to a full screen-size version.)

At the end of Q2 2025, Cantor Fitzgerald LP held $2 million worth of Intel stock. For a Wall Street titan, this is a negligible position.

By the end of the next quarter, Q3 2025, things have changed dramatically. Cantor Fitzgerald now holds nearly $100 million worth of Intel stock.

Let’s review the timeline. At the start of August, Trump calls for Intel CEO Lip-Bu Tan to resign. Tan hurries to Washington DC, and meets with Lutnick at the White House on 11 August. About a week later, on 19 August, Howard Lutnick is on CNBC’s Squawk on the Street touting the idea of the US government converting CHIPS Act grants to an equity stake in the company. The deal closes three days later, on 22 August. About a month later, more good news: on 18 September, Nvidia announces an investment of $5 billion in Intel.

Meanwhile, Cantor Fitzgerald LP is building what looks like a protective collar position, or what I think of as hoard and hedge. In the third quarter of 2025, as Lutnick twists Tan’s arm and then secures the US government’s stake, the firm goes from 89,483 to 1,826,197 long shares. That’s the sort of move you make on good information. And they simultaneously hedge that $59.3 million bet with $40.3 million at-the-money puts, to protect against any sudden drops. This way, the firm can manage risk as events unfold. 

The total value of Cantor’s position climbs in a single quarter from $2 million to $99 million. To express that another way, in Q3 2025, Cantor Fitzgerald LP increase their Intel holdings by 50X.

In the next quarter, Q4 2025, the position peaks. Cantor Fitzgerald LP increase their Intel holdings to 2.5 million long shares and balance those with at-the-money puts of 2 million shares. Long shares and puts are at near parity. And it’s only now, in October of 2025, that the divestiture agreement signed back in May — Howard Lutnick’s sale of Cantor Fitzgerald to his children’s trusts — actually closes.

As Lutnick’s November 278-T disclosure indicates, the divestiture was “consummated on October 6, 2025 following regulatory approvals.” It appears the Secretary of Commerce was still technically the owner of Cantor Fitzgerald LP while he negotiated the government stake in Intel and as Cantor built its protective collar position in Intel.

The Nvidia deal finalizes at the very end of Q4 2025, on Boxing Day. Over the next quarter, Q1 2026, the share price moves into the 40s. The firm prunes back its overall position and starts to unwind the hedge, with a long investment of $69 million and puts valued at around $35 million.

What happened next remains to be seen, when Cantor files its Q2 2026 13F, due in mid-August. The eight-month arc of this trade describes a well-executed entry, hold, and partial exit just before the news of the Ireland SCIP buyback drops on 1 April – which sends Intel stock on its way to new highs. 

Trump looks like a piker by comparison, but he still gets to wet his beak. It looks like he’s brought in for a piece of the action when it’s clear the Cantor Fitzgerald strategy is about to pay off and pay off big.

A Timeline of Trump’s Intel Trades

Here’s a timeline that plots Trump’s Intel trades against Intel’s stock price. I’ve included a few major policy changes and announcements.

It’s a rough sketch that tries to put the Intel trades in context. Maybe others will find it useful.

Trump boasted in January of this year that he had made “tens of billions of dollars for the American people” in the four months after he converted Intel’s Biden CHIPS Act grant to an equity stake. Shares of Intel jumped from the mid-forties to the mid-fifties on this claim, hitting a 52-week high.

Trump’s 278-T disclosures show that he waited things out for a couple of months, as shares settled back into the mid-forties. He started buying shares in early March and continued buying throughout the month.

The president’s disclosure shows him buying Intel stock on six separate occasions. The transactions were relatively small, some around $15,000 others in the 15-50K range, and all below 100,000, according to the disclosure. Fortune notes that “several” of these trades were “unsolicited” (meaning they were not made on the recommendation of a broker). By my count, four of the six trades made in March were unsolicited.

Here’s another look* at Trump’s March Intel trades listed by date and organized into a table. Trades marked “unsolicited” are so described in the president’s disclosure form; those not so described are left blank. 

The trades are relatively small, three in the 15-50K range, only one in the 50-100K range. Let’s not get hung up on that. The dollar amount of the bet is not really the issue, at least as far as presidential ethics and Article II Section 4 misdemeanors go. And, pace Vance, Trump’s wealth does not mean that the rules don’t apply.

It’s also worth noting that the four trades marked unsolicited are bigger bets than the two trades of 17 and 23 March. The first move, on 2 March, looks pretty confident, the kind of move one might make on reliable information. It was repeated in two steps the following week. 

March was a good month to buy. Shares took off at the very start of April on news that the company bought out Apollo Global’s stake in an Irish fab. As the chart shows, shares jumped about 9 percent on the day of the announcement (April 1). It was a breakaway event.

Intel’s press release names some of the many players involved in this transaction.

Among them, Skadden Arps, the law firm that advised Intel in the US government’s acquisition of the equity stake. Under public pressure from Trump, Skadden had previously agreed, in March of 2025, to provide “$100 million in pro bono legal services to causes the president supports.” A shareholder lawsuit in the Delaware Court of Chancery calls out the obvious conflict of interest.

Apollo came away from the deal with a 27 percent return on its initial investment: $3 billion in less than two years. The deal happened quickly (but it didn’t happen overnight), and it’s unclear exactly who was involved in or privy to the buyback negotiations. Certain people had to be. For example, the CEO of Apollo Global: Marc Rowan, billionaire Wharton alumnus, big republican donor, and a member of Trump’s Board of Peace. After the 2024 election, Trump considered appointing Rowan Secretary of the Treasury.

Strong earnings announced on April 23 further boosted the stock. A week later, on April 30, Trump posted that “Intel stock continues to rise.” That’s true: since April, the stock has climbed steadily, reaching a record high of 129.44.

The news that sent Intel to that record high, tripling Trump’s stake, was the May 8 announcement of the Intel-Apple deal. The deal was in the works for a year or so. Now there are reports that Trump “brokered,” or claims to have brokered, that deal. It would come as no surprise if he were taking credit for Howard Lutnick’s work. Either way, it’s not a good look.

None of this is.

*I added this table and the three paragraphs discussing it on 23 May 2026. I created it in connection with another post I am drafting then realized it belonged here, not there.

WEBINAR APR 23 15:00 UTC: INTC – IP Address Geolocation

REGISTER | ADD TO CALENDAR | PERMALINK

On Thursday, 23rd April 2026 at 11:00-12:00 EDT (15:00-16:00 UTC) the Industry Network Technology Council (INTC) and the India Internet Engineering Society (IIESoc) host a webinar 'IP Address Geolocation'.

IP-based geolocation is widely used today for applications such as content delivery, compliance, and network optimizat

https://isoc.live/20653/

#post #geolocation #IIESoc #INTC

… 📈💵 Today's trade: #INTC

#Business #Finance #Trading #Stocks

Intel Beats Q3 Expectations with $13.7B Revenue, But High-Stakes Foundry Turnaround Looms

#Intel #Q32025 #INTC #Tech #Semiconductors #CHIPSAct #LipBuTan #Foundry #Investing #StockMarket #Business #AI #Manufacturing #Technology

https://winbuzzer.com/2025/10/24/intel-beats-q3-expectations-with-13-7b-revenue-but-high-stakes-foundry-turnaround-looms-xcxwbn

川普宣布政府入股英特爾持股10%，分析：英特爾獲喘息空間但仍面臨挑戰

julia 2025-08-24 11:55:00 CST

Where lawful corporate governance ends and the personalist regime begins

I embarrassed myself when, back in January, I asked whether wind energy investors had standing to sue the Trump administration over a presidential memorandum pausing all federal approvals for wind power development. I was suffering at the time from the delusion — common to most writers, I suppose — that readers would respond or at least consider the point. Instead, crickets. I guess it was what the experts would call a dumb question, which wouldn’t be the first one I’ve asked and won’t be the last, or it just wasn’t the sort of thing that grabs people’s attention nowadays. (I would never claim to have my finger on the popular pulse.) In any case, it was a failed bid.

I was, however, on to something. I just didn’t know what, but now I think I have a slightly better idea. It’s not only that Trump’s Quixotic madness about windmills has been on full display ever since; “adverse market development in the US,” as an Ørsted executive euphemistically puts it, has interrupted big projects like Empire Wind and sent wind energy stocks plummeting. It’s also that Trump continues to assert his (unlawful) prerogative to control and extort companies, whole industries, and markets.

Acting arbitrarily, corruptly (witness the Paramount or Tim Cook bribes), and with undisguised prejudice, Trump is trying to replace the invisible hand that we were supposed to believe was at work in the free market with his own bruised, rotting Chaos Monkey paw.

He has reserved for his regime a “golden share” as a condition for approving deals (auguring “a ‘meaningful shift’ in America’s approach to capital markets,” as a writer in the FT delicately puts it), spooked investors by calling unflattering economic data rigged, imposed import and export taxes with unfair exemptions for cronies and flatterers, arrogated to himself powers reserved for boards (witness the call, last week, for the CEO of Intel to step down), and repeatedly offended shareholder rights and prerogatives.

L’actionnaire c’est moi, or something like that, and though boards have gotten very good at ignoring ordinary investors, they are hardly known for standing up to this kind of political pressure. As for CEOs, they have shown that they are all too ready to capitulate and collude.

This non-stop chaos, oafish meddling, and strong-arm interference may at times look clownish, but it will have serious consequences. Sure, it creates “uncertainty” (the rhetorical fig leaf the business press uses when the Chaos Monkey exposes himself), and of course it will lead to misallocation of capital. But that’s hardly the main trouble.

It marks the spot where lawful corporate governance (such as we knew it) ends and the personalist regime begins.

Greg Ip, with whom I usually disagree, appears to make a fair point when he calls this “State Capitalism with American Characteristics,” but I would prefer State Capitalism with Coherent Industrial Policy to to what we actually have, and Ip’s label doesn’t quite capture the personalist element: L’etat c’est moi donc l’actionnaire c’est moi, or something like that.

Let’s just say that it looks like we are heading for — or perhaps we are already in the throes of — a full-blown governance crisis. It may already be too late to push back, but it sure would be nice to see boards and big institutional investors try.

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#AAPL #DNNGY #INTC #PARA #autocracy #capitalMarkets #corpgov #corporateGovernance #corruption #cronyism #freeMarkets #kakistocracy #kleptocracy #liberty #personalism #personalistRegime #ruleOfLaw #shareholderRights

Intel’s Q2 earnings revealed a $2.1B loss and plans to cut 15% of its global workforce, sending shares down 8.5%. Despite stable revenue, shrinking margins, canceled chip plants, and weak AI traction have investors worried. New CEO Lip-Bu Tan is pushing strict cost-cutting, but Intel’s future remains uncertain.

#Intel #Layoffs #EarningsReport #ChipMarket #Semiconductors #AIChips #INTC #TechNews #StockDrop
#TECHi

Read Full Article Here :- https://www.techi.com/intel-stock-drops-after-q2-earnings-layoffs-2025/

https://www.tomshardware.com/pc-components/cpus/intel-posts-flat-year-over-year-earnings-and-bleak-outlook-warns-about-macroeconomic-pressures

Intel posts flat year-over-year earnings and bleak outlook, warns about macroeconomic pressures

#Intel #INTC #nasdaq #financial #revenue #loss #macroeconomic #spending #pullbacks #competition #AMD #ARM #server #tech #technology #cio #datacenter #compute #stocks #equities #markets #stockmarket #investors #trades #trading #investing #cash #bonds #treasuries #treasury #IT #sysops #economic #economy #finance #money #earnings #trump #tariffs #business #tax #consumer #retail #spending #taxes #electronics #computing

🚨 Intel to spin off its foundry business into a separate entity, opening doors for external funding opportunities. INTC surges 5%+ in after-hours trading as investors react to this bold move! 📈💡 #Intel #FoundryBusiness #TechNews #INTC #Investing

This is a really good deep dive into why Intel has fallen behind its competitors and what its potential future might be:

https://stratechery.com/2024/intel-honesty/

#INTC #finance #markets #semiconductors

Wow, Intel suspends its dividend. #INTC

https://www.theverge.com/2024/8/1/24210656/intel-is-laying-off-over-10000-employees-and-will-cut-10-billion-in-costs

How the hell is #INTC (#Intel) dumpster fire of a company still trading at PE=36.2?

PB ratio is almost acceptable tho.

"Intel Corp has decided to halt a $25 billion expansion of its factories in IsraelIntel Corp (#INTC.O)."
Intel employs nearly 12,000 people in Israel.

After the news the share price slightly went higher.

https://www.reuters.com/world/middle-east/intel-halting-25-billion-factory-expansion-israel-israeli-media-report-2024-06-10/

#INTC.O #TASE #nasdaq #intc #bds #etoro #stockbroker #nvidia #amd #ryzen #gpu #cpu #stockmarket #investing #gaza #palestine #Israel #wareconomy #telavivbeach #unemployment #braindrain #zionism #badpolitics #economy

#Stocks #Finance

#INTC Guidance down considerably. -6% AH

Semiconductor Industry Growing to $1 Trillion by 2030 📈 #INTC #TSM #NVDA #QCOM #SMH #SOXX #XSD #semiconductors