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Chronicles

The story behind the story

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Intel added $100B+ in value and now has a $300B+ market cap after its stock jumped 53% in nine sessions on plans to buy an Ireland fab and join Terafab

Bloomberg

Discussion

  • @daniel_rubino Daniel Rubino on x
    Remember all the people who thought Intel was dead? yeah.
  • @bearlyai @bearlyai on x
    Intel is up over 40% in the past month and 76% YTD (vs. Nvidia +1% and AMD +14%). Gains on back of CPU demand from AI agents and recent announcement it is involved in Tesla x SpaceX TeraFab project The US government's ~10% stake for $11B is up around 3x. [image]