It's 'essential' for the Trump administration to take a stake in Intel: D.A. Davidson's Gil Luria
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Yahoo
2 minutes ago
- Yahoo
Why Is Intel Stock Down on Monday?
Key Points Bloomberg reports that the U.S. government may take a 10% stake in Intel. The government may convert its grants to the semiconductor company into an ownership interest. This might be bad news for Intel's competitors. 10 stocks we like better than Intel › In a just-breaking development, Bloomberg reports the Trump administration may take a 10% stake in Intel (NASDAQ: INTC) -- which perversely is down 3.9% on the news, at least as of 12:35 p.m. ET. Probably not the reaction that either the Trump administration or Intel itself anticipated. $10 billion, or 10%? We heard rumors last week that a direct investment in Intel might be in the offing, and today's news seems to confirm this -- or at least confirm that talks are occurring. As Bloomberg reports, the plan is for the government to take money already awarded to Intel under the CHIPS Act and convert it into a government ownership stake in Intel. Intel has so far been awarded $10.9 billion under that act. At the company's current $103.3 billion market capitalization, that would work out to about 10% of the company's market cap. And that right there, I suspect, is why Intel stock is dropping today, not popping. If Intel had been awarded $10 billion-plus in grants already, and the plan was to invest $10 billion-plus more into Intel for an ownership stake, well, that's one thing -- and probably a good thing in the minds of investors. If the government plans instead to demand shares for the grants it's already awarded, and maybe not make any additional investment at all, well, that's bad news for Intel. Buy or sell semiconductor stocks? It wouldn't be great news for investors in other semiconductor stocks, either. However it comes about, giving the government a stake in Intel's success would also give the government an interest in ensuring Intel succeeds -- perhaps at the expense of rivals like Nvidia and AMD. Bad news for Intel today, it turns out, could be bad news for a whole lot of investors. Do the experts think Intel is a buy right now? The Motley Fool's expert analyst team, drawing on years of investing experience and deep analysis of thousands of stocks, leverages our proprietary Moneyball AI investing database to uncover top opportunities. They've just revealed their to buy now — did Intel make the list? When our Stock Advisor analyst team has a stock recommendation, it can pay to listen. After all, Stock Advisor's total average return is up 1,070% vs. just 184% for the S&P — that is beating the market by 885.55%!* Imagine if you were a Stock Advisor member when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $668,155!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,106,071!* The 10 stocks that made the cut could produce monster returns in the coming years. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of August 18, 2025 Rich Smith has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Advanced Micro Devices, Intel, and Nvidia. The Motley Fool recommends the following options: short August 2025 $24 calls on Intel. The Motley Fool has a disclosure policy. Why Is Intel Stock Down on Monday? was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
2 minutes ago
- Yahoo
Clean energy investors relieved by Trump tax rule changes
(Reuters) -Shares of U.S. solar energy companies rose on Monday after the Trump administration released new subsidy rules for clean energy projects that were not as stringent as many investors had feared. Late on Friday, the Treasury Department narrowed the definition for what it means for a solar or wind project to be considered under construction, a requirement to qualify for federal tax credits worth 30% of a project's cost. The changes include requiring developers of big solar arrays and wind farms to complete physical work rather than simply show that they have invested capital. Solar companies criticized the move on Friday, but analysts, investors and others said the guidelines were better than many expected. The MAC Global Solar Energy index was up 4% in mid-day trade, with top gainers, including residential solar company Sunrun, up 9%, and panel manufacturer First Solar, up 8.6%. "Although it creates some complications, it is manageable," Raymond James analyst Pavel Molchanov said in an email. Some in the industry had feared that project developers would have to incur a large percentage of project costs in order to be eligible for the credits, or that they would have a narrower timeline to claim the subsidies after starting construction. The Treasury Department left the 4-year window unchanged for projects that start construction before the credits expire. The One Big Beautiful Bill Act requires projects to begin construction by July of next year or enter service by the end of 2027 to qualify for a 30% tax credit and bonuses that can push the subsidy even higher. Under previous law, the credits were available through 2032.
The Hill
3 minutes ago
- The Hill
Zelensky, Europeans highlight ‘future security architecture' ahead of Trump meeting
Ukraine's president and a number of European leaders on Monday said the U.S. must be a partner in creating the future security architecture for Ukraine and the entire European continent. The statement came after Ukrainian President Volodymyr Zelensky huddled with European leaders at the Ukrainian embassy in Georgetown before heading to the White House to meet with President Trump. While Trump has ruled out bringing Ukraine into NATO, he has raised some sort of security guarantees for the country as part of any peace deal with Russia. 'The leaders welcomed the readiness of the United States to participate in guaranteeing security for Ukraine. One of the key issues in the negotiations with President Trump will be the joint participation of the United States and Europe in creating the future security architecture for Ukraine and, consequently, for the entire European continent,' the statement read. The signatories to the statement included President of Finland Alexander Stubb, Prime Minister of the United Kingdom Keir Starmer, President of the Council of Ministers of Italy Giorgia Meloni, President of the European Commission Ursula von der Leyen, and NATO Secretary General Mark Rutte.
