INTC | Weekly | Haru Insights

Intel secured a preliminary agreement to manufacture Apple’s future chips in the U.S., marking a potential watershed moment in its transformation into a global foundry leader—this unconfirmed but widely reported deal has fueled a 263% YTD stock surge and redefined investor sentiment.
The U.S. government acquired a 10% non-voting stake in Intel via CHIPS Act funding, cementing the company as a strategic national asset in the global AI and semiconductor race—this level of federal involvement is unprecedented and signifies deep institutional trust in Intel’s revival narrative.

Intel’s 18A process node is now in risk production with a 9% performance gain at equal power, proving its advanced manufacturing ambitions are no longer theoretical—this technical validation is a critical milestone in reclaiming foundry relevance.
The $5 billion equity investment from NVIDIA, combined with federal backing and partnerships across Tesla, SpaceX, and Alphabet, confirms Intel is now embedded in America’s core tech infrastructure—signaling trust from both private and public power players.
Nancy Pelosi’s spouse betting $1M–$5M on a leveraged Intel call option at $50 sends a powerful signal of elite insider confidence—this isn’t just market momentum, it’s a political endorsement of Intel’s long-term transformation.
The CHIPS Act funding and government stake represent a structural shift: Intel is no longer just a company—it’s a national strategic asset, granting it access to unparalleled fiscal and political support.
Apple’s potential move to Intel for future chip manufacturing—if realized—would validate the company’s foundry turnaround on the highest stage, potentially unlocking massive scale and credibility in advanced node production.

Intel Corporation (INTC)[Tv]