Overview

• Intel shares have climbed more than 50% over the past month to roughly $37.30, the highest level in about 18 months.
• The U.S. holds about 10% of Intel after buying 433.3 million shares for $8.9 billion at $20.47 each, now valued near $16 billion.
• CHIPS Act support includes about $2.2 billion already disbursed, a further $5.7 billion scheduled, and a separate $3.2 billion initiative tied to foundry expansion.
• Nvidia committed $5 billion for collaborations in data centers and PCs, and SoftBank also invested this year, adding private capital to the rebound.
• Reports describe early-stage talks for AMD to become a foundry customer, a potential move that remains unconfirmed and would validate Intel’s manufacturing push.