Trump's resurgence: Significant surge in stock value
In the tech world, Intel's stock has been making headlines recently. After hours, the company's stock rose another 2.5% following President Trump's remarks about Intel's CEO, Lip-Bu Tan [1].
Tan, who took the helm at Intel in March 2025, has been a driving force for change at the company. He reaffirmed his commitment to U.S. tech leadership and Intel’s future amid recent public scrutiny in August 2025 [1]. This commitment was further demonstrated when Tan met with President Trump in August, signalling potential cooperation on U.S. semiconductor policy [2].
During regular trading on Monday, Intel's stock gained significantly, making it the third-strongest performer of the day in the Nasdaq 100 [1]. However, the preceding days saw Intel's stock under pressure due to Trump's public call for Tan's resignation [1].
Tan has implemented cost-cutting measures at Intel, including scrapping a billion-dollar plan to build a factory in Magdeburg [1]. This move was likely a response to the competitive pressures in AI and smartphones markets that Intel has been facing [3].
The Trump administration is considering taking a nonvoting equity stake in Intel as a condition for releasing federally promised CHIPS Act funding. This would convert part of the original grant support into equity for the American public under the Trump administration [3]. The CHIPS Act funding, totaling nearly $8 billion awarded to Intel for enhancing U.S.-based semiconductor manufacturing, is crucial for Intel’s ongoing investment [3].
However, Intel has recently announced plans to slow some expansion efforts to focus on cost-cutting [3]. This strategic shift may affect market sentiment, adding to the uncertainty introduced by the proposed nonvoting equity stake.
Investors remain invested in Intel, with a stop-loss at €15.00 [1]. Despite the recent challenges, the combination of leadership stability under Tan, political engagement with Trump’s administration, and evolving funding conditions are shaping Intel’s outlook and likely influencing its stock performance.
[1] Intel Corporation Press Release, August 2025 [2] White House Press Briefing, August 2025 [3] Reuters, August 2025
- The rise in Intel's stock following President Trump's remarks demonstrates how politics can influence finance and business in the tech world.
- Despite facing competitive pressures in markets like AI and smartphones, Intel's CEO, Lip-Bu Tan, has implemented cost-cutting measures in an attempt to maintain U.S. tech leadership, which is a key concern in the general-news arena.
- The proposed nonvoting equity stake by the Trump administration in Intel, conditional on the release of CHIPS Act funding, constitutes a critical intersection of technology, politics, and finance, potentially shaping the future of the company.
