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Strategies & Market Trends : ajtj's Post-Lobotomy Market Charts and Thoughts

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From: maitri10/8/2025 1:39:51 PM
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ajtj99

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Intel just doubled in last 3 months

Microsoft indirectly forcing companies to upgrade the PCs by halting support to Windows 10
INT, AMD and AAPL will benefit . I wonder if this is also driving the rally.

AI Overview

Intel's stock rose due to a series of large, strategic investments and partnerships that bolstered investor confidence in its turnaround and foundry business ambitions. Key drivers include a $5 billion investment and chip partnership with Nvidia, a $2 billion investment and potential collaboration with SoftBank, a potential equity stake by the U.S. government, and early talks with rival AMD to become a foundry customer. These developments signal increasing market belief in Intel's strategy to become a strong manufacturing partner in the high-value chip market.
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