Backed by Nvidia and Government! Can Intel Close Above $35 This Week?
$NVIDIA(NVDA)$ will invest $5 billion to purchase Intel stock at $23.28 per share, slightly below Intel’s previous closing price of $24.90. After the investment, Nvidia will become one of Intel’s largest shareholders, with an estimated stake of ≥4%.
Boosted by Nvidia’s investment, $Intel(INTC)$ jumped 30% in pre-market trading, while Nvidia rose 3%.
In contrast, Intel is soaring with joy[Happy][Happy], while AMD and TSMC are both falling[Cry]
Nvidia and Intel will jointly develop PC and data center chips. Nvidia’s AI chips will be paired with Intel CPUs, using Nvidia’s proprietary technology to enable faster chip interconnects. On the consumer side, Intel will gain access to customized GPUs that can be paired with its CPUs, giving it a competitive edge in the PC market. $Advanced Micro Devices(AMD)$ fell about 4% and $Taiwan Semiconductor Manufacturing(TSM)$ dropped around 2%.
Currently, TSMC is Nvidia’s primary foundry, but Nvidia may expand its business to Intel in the future. Meanwhile, AMD’s data center and AI chips will face direct competition from the Nvidia–Intel alliance.
Backed by US government & Nvidia, Is Intel now like a tiger with wings?
Intel has recently accumulated significant capital, including a $2 billion investment from SoftBank and $5.7 billion from the U.S. government. New CEO Lip-Bu Tan is driving operational streamlining and building fabs based on demand. Still, Intel’s foundry business needs to secure large customers to remain sustainably profitable.
Just a month ago, the U.S. government invested at $20.47 per share, while Nvidia is buying in at $23.28. The pace of this story is astonishing—thanks to Trump’s efficiency.
Last week, there was news that $Oracle(ORCL)$ might invest in TikTok, and now Trump is handing Intel a big gift.
At present, Intel’s market cap is only $116B. Today’s pre-market surge also filled the prior gap-down, and the next step could be a run toward $40. But some argue that news from the Trump administration comes and goes—Intel jumps, then drops—so chasing at these highs could risk a pullback.
Questions
What do you think? Can Intel keep climbing?
Will Nvidia’s investment act like Buffett’s recent bet on $UnitedHealth(UNH)$, giving investors a “peace-of-mind” boost?
And are there other old-line U.S. companies that could be the next “lucky winner” chosen by Trump?
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The Nvidia–Intel alliance is more than just capital; it’s synergy. Pairing Nvidia’s AI chips with Intel CPUs in data centers and PCs gives Intel a real edge and puts pressure on AMD $Advanced Micro Devices(AMD)$ . If execution is solid, Intel could shift from lagging to revitalized.
Chasing a gap-up carries risk, but the support behind Intel looks strong enough to hold above $30. Nvidia’s investment may act like a Buffett effect, drawing in long-term investors. I see Intel entering a new chapter and I’m optimistic.
@Tiger_comments @TigerStars
Trump is known for being eccentric and unpredictable. We won’t know who will be the lucky winner and we also won’t know who will he turn his back on. We also cannot rule out whether he will favour Tsmc next considering its ability to make superior chips.
@SR050321 @SPOT_ON @Wayneqq @DiAngel @Universe宇宙 @Fenger1188 @HelenJanet @Success88 @Kaixiang @LuckyPiggie come join
I m glad I didn’t sell Intel late month as it is a CMI stock. It was after a discussion with a technical analyst from one broker firm (well, now we are friends. We meet for lunch or coffee) that I decided to sleep on it as its loss is covered by PLTR. I always like to deceive myself. [LOL][Happy][Smile][Chuckle]. It is ok to rob peter to pay paul. So immune with the losses. 😅😂🤭😇
@MHh @melson @Wayneqq @rL @1PC
As no one is guessing the right closing price of Intel, 27 tigers evenly slpit the 500 tiger coins. Everyone gets 19 tiger coins!
Your coins have been sent through the tiger coin center! Check them in the history - “community distribution“[Miser][Miser]
上週，有消息稱$Oracle(ORCL)$可能會投資抖音，現在特朗普給英特爾送了一份大禮。
目前，英特爾的市值僅爲116B美元。今天盤前的飆升也填補了之前的缺口，下一步可能是向40美元運行。但一些人認爲，來自特朗普政府的消息來來去去——英特爾先是上漲，然後下跌——因此在這些高點追逐可能會面臨回調的風險。
目前，臺積電是英偉達的主要代工廠，但英偉達未來可能會將業務擴展到英特爾。與此同時，AMD的數據中心和AI芯片將面臨來自英偉達-英特爾聯盟的直接競爭。
Short Term: Yes it is a Bull run. Intel's investors are celebrating.
Medium Term: It is a strategic lifeline for Intel. This partnership gives Intel access to Nvidia's AI stack, GPU chiplets and credibility.
Long Term : Execution matters. Intel must deliver on Co developed chips, regain foundry trust and prove that it can be more than just a political pawn.
If you believe in Intel's AI pivot and manufacturing renaissance, then Intel is a great buy at the current price.
@Tiger_comments @TigerStars @CaptainTiger @TigerClub
至于英伟达的投资是否等同于巴菲特买入联合健康那种“定心丸”，我认为性质差别很大。巴菲特看重的是稳定现金流和长期价值，而英伟达这次更多是产业协同和供应链战略布局。它需要英特尔的制造与x86技术，属于利益绑定的商业决策。对投资者来说，这确实释放了“AI赛道核心玩家互相加码”的积极信号，可以短期稳定市场信心，但并不代表英特尔立刻具备类似联合健康那样的防御属性。
如果说还有哪些老牌美企可能成为特朗普的“下一个幸运儿”，我会关注与政策导向高度匹配的产业。能源、军工和基础设施是首选，例如埃克森美孚、雪佛龙在能源独立议题上符合特朗普一贯立场；波音和洛克希德·马丁在国防与航天上也是关键角色。只要政府继续强调制造业回流与国家安全，这类拥有技术门槛、又能提供大量就业的企业，很可能得到更多政策和资本的加持。