bearish

EP 132: Offical Gov. Stake in Intel, NVIDIA's New Scale Across Fabric, NVIDIA Earnings Preview

448 Views27 Aug 2025 14:16
Podcast
SUMMARY
  • The United States government now owns 10% of Intel, a move that is seen as a vote of confidence in the company's future
  • The deal, worth $8.9 billion, involves the government buying new shares at a 20% discount, leading to dilution for existing shareholders
  • There are still many unanswered questions about the deal, including the government's role in Intel's decision-making and the company's commitment to advancing technology.

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