Intel Shares Surge Amid White House Stake Talks

Written by John R. Smitmithson, Senior Financial Analyst & Columnist

Updated: 15 Aug 25

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Intel's stock rose 7% following reports that the Trump administration is considering taking a government stake in the struggling chipmaker. Discussions reportedly focus on supporting Intel’s domestic manufacturing expansion, particularly in semiconductors and AI. While White House officials have labeled these talks as speculative, Intel’s CEO, Lip-Bu Tan, has been in discussions with President Trump about investment opportunities. This move aligns with the administration’s push to bolster domestic technology manufacturing.

Intel’s Stock Surge and Reported Stake Discussions

Intel Corporation (NASDAQ: INTC) witnessed a significant stock surge on Thursday, with shares climbing 7% during regular trading hours and an additional 4% in after-hours trading. The market reaction followed reports that the Trump administration is exploring the possibility of taking a government stake in the struggling chipmaker. This speculation has sparked investor interest, given Intel's pivotal role in the U.S. semiconductor industry.

The reported discussions are centered on bolstering Intel's domestic manufacturing capabilities, particularly amidst growing global competition in advanced chip technologies. Bloomberg indicated that the White House is considering providing financial support to help Intel execute its delayed plans to open a new manufacturing facility in Ohio. Such an investment could signal a broader strategy to fortify critical industries like semiconductors and artificial intelligence against international reliance.

White House and Intel Collaboration Details

A key meeting between President Donald Trump and Intel CEO Lip-Bu Tan earlier this week reportedly served as a platform to explore a potential partnership. According to sources familiar with the matter, the discussions included proposals for government investment in exchange for a stake in the company. Such a move aligns with the administration's ongoing efforts to promote domestic technology manufacturing and reduce reliance on foreign supply chains.

The Trump administration has previously voiced its commitment to increasing U.S. manufacturing capabilities for critical technologies, including semiconductors and data centers. An Intel spokesperson declined to comment directly on the speculation but reiterated the company's support for advancing U.S. technology leadership. Meanwhile, the White House has described the discussions as speculative and hypothetical at this stage.

These developments come as Intel faces significant challenges, including missed technological opportunities and increased competition from rivals. CEO Lip-Bu Tan, who took the helm in March, has been actively implementing turnaround strategies, including workforce reductions and asset optimization, to stabilize the company. The potential collaboration with the government could be a critical step in Intel's efforts to regain its competitive edge.

Sources

White House reportedly discussing taking stake Intel, sending shares climbing | CNN Business
cnn
Intel Stock Pops Report Trump Administration Considering Taking Stake
investopedia
Intel Stock Pops Report Trump Administration Considering Taking Stake
yahoo

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About the author

John R. Smitmithson

With over 15 years of experience in global financial markets, John R. Smitmithson holds a Master’s degree in Finance from the London School of Economics. A former investment strategist at Goldman Sachs, he specializes in macroeconomic trends and equity analysis, contributing authoritative insights to Intellectia’s market overviews.