Daily Brief United States: Intel Corp, Fermi, Corteva , Opus Genetics and more

• What is happening with Advanced Micro Devices (AMD US) and Intel Corp (INTC US)?
• Intel’s stock price has risen about 50% from its April 8 low. However, we have yet to see any tangible progress in its manufacturing technology.  
• Intel’s stock price has risen about 50% from its April 8 low. However, we have yet to see any tangible progress in its manufacturing technology.  

• Fermi is a pre-revenue advanced energy and hyperscaler development company structured as a Real Estate Investment Trust (REIT), planning to build one of the world’s largest data center campuses, Project Matador, with its own dedicated power grid in Texas.
• The company aims to capitalize on the exponential growth in demand for data centers driven by artificial intelligence, offering an integrated solution of up to 15 million square feet of AI computing space and up to 11 gigawatts of low-carbon, on-demand power.
• Led by a management team with deep experience in the energy and government sectors, including former U.S. Energy Secretary Rick Perry, Fermi recently completed a successful IPO, raising approximately $683 million, despite having no revenue-generating operations to date.

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• On October 1, 2025, Corteva Biosciences (CTVA) announced that it plans to break up into two public companies.
• The logic behind the spin-off announcement is that the SpinCo has higher margins and better growth potential.

• For example, the SpinCo has grown EBITDA at a 16% CAGR since 2020 and has a 26% EBITDA margin.

Key points (machine generated)

• Opus Genetics is a clinical-stage gene therapy company founded in 2021, focusing on inherited retinal diseases.
• The lead program, OPGx-LCA5, is in a Phase I/II study showing vision improvements, with preliminary pediatric data expected in Q3 2025.
• Opus is also developing OPGx-BEST1 for retinal diseases, with a Phase I/II trial starting in late 2025, and has a speculative risk/reward profile.

This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.