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This article first appeared on GuruFocus. Aug 20 - Intel (NASDAQ:INTC) shares swung sharply this week, surging 7% on Tuesday before tumbling by a similar margin on Wednesday. The volatility reflects growing uncertainty around the chipmaker's funding plans and turnaround strategy. Warning! GuruFocus has detected 10 Warning Signs with INTC. According to CNBC, Intel is in talks with several large investors about a discounted equity raise. The discussions come days after the company secured a $2 billion investment from Japan's SoftBank Group. At the same time, the U.S. government has signaled interest in taking a direct stake. Treasury Secretary Scott Bessent described domestic semiconductor production as vital to national security, while Commerce Secretary Howard Lutnick suggested that Intel should provide equity in return for CHIPS Act support. Intel continues to face pressure despite leadership changes. Lip-Bu Tan stepped in as CEO in March to accelerate a turnaround effort aimed at addressing falling sales and shrinking market share. However, challenges remain, including public criticism from President Trump earlier this month, who later softened his stance after meeting Tan at the White House. The funding talks highlight how Intel's recovery is tied not just to markets, but also to political priorities in Washington. Sign in to access your portfolio
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Nvidia Earnings Seen as Next Big AI Spark
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This article first appeared on GuruFocus. Coinbase (NASDAQ:COIN) is making its boldest bet yet: that stablecoinsthose tame, dollar-pegged cousins in crypto's otherwise wild Westcould become the lifeblood of the AI economy. At its recent Crypto x AI hackathon in Brooklyn, the company gave a glimpse into this future. About 100 developers, some flying in from as far as Italy and Malaysia, stayed up through the sweltering August weekend coding AI tools and bots that transact using digital dollars. At the center of it all was x402, Coinbase's new open-source protocol designed to let machines settle in stablecoins over the internetinstantly, without banks, and for pennies. Warning! GuruFocus has detected 7 Warning Signs with COIN. This isn't a marketing gimmick. For Coinbase, it's a strategic pivot away from the highs and lows of trading revenue, and into infrastructure with real-world use cases. With the U.S. now having passed its first federal stablecoin law, the regulatory fog is beginning to liftand the race is on. Stripe recently acquired Bridge and is reportedly building its own blockchain. PayPal launched its own stablecoin, leaning into distribution. But Coinbase's approach focuses on developers. It wants to be the go-to toolkitthe AWS of programmable payments. According to Nemil Dalal, who leads Coinbase's Developer Platform, this is the logical next step in co-founder Brian Armstrong's decade-old roadmap: speculation first, infrastructure second, real-world utility third. Of course, this isn't guaranteed to scale overnight. Visa and Mastercard remain formidable gatekeepers with massive reach. AI's commercial path is still taking shape. And stablecoins, while booming in countries battling inflation, remain a niche payment method in the U.S. Still, for a weekend in Brooklyn, the momentum looked real. Hackathon teams built bots that could charge per query, marketplaces that didn't need banks, and tools that paid creators instantly. The message was hard to miss: crypto might finally be shedding its casino image, and Coinbase is positioning itself to power what comes next.