Trump Administration Injects $150M into xLight
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 03 2025
0mins
Should l Buy INTC?
Catch up on the top industries and stocks that were impacted, or were predicted to be impacted, by the comments, actions and policies of President Donald Trump with this daily recap compiled by The Fly.XLIGHT STAKE:The Trump administration has agreed to inject up to $150M into xLight, which makes lasers for EUV machines and has former IntelCEO Pat Gelsinger on its board, for an equity stake, The Wall Street Journal's Amrith Ramkumar and Robbie Whelan. ASMLis currently the only global producer of EUV machines, which can cost hundreds of millions of dollars each.AMICABLE SETTLEMENT:Trump Media and Technologyannounced that Trump Media and United Atlantic Ventures reached an "amicable" settlement of their dispute and all claims by Trump Media against United Atlantic Ventures have been mutually resolved.NEW DOD AWARD:Immuronannounced a new research agreement with the Naval Medical Research Command -NMRC - and the Walter Reed Army Institute of Research, or WRAIR, Silver Spring, MD, USA funded by a U.S. Department of Defense subaward.The Naval Medical Research Command and the Walter Reed Army Institute of Research, in collaboration with Immuron, are progressing the development of novel vaccines targeting Campylobacter jejuni and Shigella sonnei. Under a recently executed collaborative research agreement with the Henry M. Jackson Foundation, new vaccine preparations against these pathogens have been developed and formulated at the military research institutes and subsequently provided to Immuron.Immuron will produce two hyper-immune bovine colostrum products for pre-clinical evaluation, with the objective of advancing a combined colostrum-based therapeutic specifically designed for the U.S. military. Also, the Uniformed Services University topline results from its clinical trial evaluating the effectiveness of enterotoxigenic E. coli hyperimmune bovine colostrum in maintaining gut health during deployment and travel are anticipated to be announced at the end of next week. In P2TD study, IMM-124E - the active ingredient in Travelan - was delivered in 600 mg powder sachets and administered twice daily in a randomized, placebo-controlled trial.Infectious diarrhea is the most common illness reported by travelers visiting developing countries and among U.S. troops deployed overseas. In the last decade, several enteric pathogens have an increasing resistance to commonly prescribed antibiotics.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy INTC?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on INTC
Wall Street analysts forecast INTC stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for INTC is 39.30 USD with a low forecast of 20.00 USD and a high forecast of 52.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
29 Analyst Rating
5 Buy
19 Hold
5 Sell
Hold
Current: 48.240
Low
20.00
Averages
39.30
High
52.00
Current: 48.240
Low
20.00
Averages
39.30
High
52.00
About INTC
Intel Corporation is a global designer and manufacturer of semiconductor products. The Company operates through three segments: Intel Products, Intel Foundry, and All Other. Its Intel Products segment includes Client Computing Group (CCG), Data Center and AI (DCAI), Network and Edge (NEX). The CCG is bringing together the operating system, system architecture, hardware, and software application integration to enable PC experiences. DCAI delivers workload-optimized solutions to cloud service providers and enterprises, along with silicon devices for communications service providers, network and edge, and HPC customers. NEX helps networks and edge compute systems from fixed-function hardware to general-purpose compute, acceleration, and networking devices running cloud native software on programmable hardware. The Intel Foundry segment comprises technology development, manufacturing and foundry services. All Other segments include Altera, Mobileye, Other.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Enterprise Products Partners: An Underrated Energy Stock
- Stable Dividend Yield: Enterprise Products Partners (EPD) has increased its distributions for 28 consecutive years, currently offering a 6.2% yield, reflecting strong cash flow and financial stability that appeals to income-focused investors.
- Robust Cash Flow: In fiscal 2025, EPD reported record cash flow from operations of $8.7 billion and returned approximately $5 billion to shareholders, indicating that its distributions are funded by operational performance rather than debt, which boosts investor confidence.
- Future Growth Potential: The company expects to generate $1 billion in discretionary free cash flow in 2026, with 50% to 60% earmarked for unit repurchases, which could further enhance distribution per unit for remaining investors and increase shareholder value.
- Project Investment Plans: EPD is undertaking $4.8 billion worth of major projects, including natural gas gathering and processing, with plans to invest $2.5 billion to $2.9 billion in 2026 and $2 billion to $2.5 billion in 2027, supporting future cash flow growth.
See More
Analysis of Buffett's Investment Strategies
- Buffett's Investment Returns: From 1965 to 2025, Berkshire Hathaway achieved an average annual return of approximately 20%, significantly outperforming the S&P 500's 10.3%, indicating Buffett's investment strategy has excelled over the long term, reinforcing the company's market leadership.
- Signs of DaVita's Recovery: DaVita exceeded expectations in its latest quarterly results and projected earnings per share between $13.60 and $15 for 2026, with shares surging over 30% since the earnings release, presenting an opportunity for investors to reassess its value, especially as it historically traded at 13 to 14 times forward earnings.
- Investment Opportunity in Kraft Heinz: Despite Berkshire's losses in Kraft Heinz, the stock currently trades at a mere 9 times forward earnings, below peers, and the company's plan to split into two entities could unlock significant value, attracting new investors' interest.
- Cautious Approach to UnitedHealth Group: Although Berkshire purchased 5 million shares of UnitedHealth last year, the stock has dropped from $350 to around $280 due to lower-than-expected Medicare payment increases, with a current P/E ratio of 16, which is still above peers, prompting investors to consider their buying strategy carefully.
See More
Two Cryptocurrencies Set to Rebound in 2026
- Solana's Potential: Despite a 35.7% drop in 2025, Solana (CRYPTO: SOL) reached an all-time high of $293.31 last January, and if it succeeds in stablecoin and real-world asset tokenization, it could rebound in 2026, especially as the stablecoin market is projected to grow to $4 trillion by 2030.
- Stablecoin Market Outlook: Analysts predict that with current stablecoin issuance just over $300 billion, if the market grows as expected, Solana's speed and low transaction costs could make it an attractive option for a significant number of transactions moving on-chain, thereby driving its price recovery and enhancing market competitiveness.
- Chainlink's Opportunity: Chainlink (CRYPTO: LINK) lost nearly 40% in 2025, closing at $12.19, and with its current price near a five-year low of $5.30, it shows strong rebound potential, particularly as traditional finance begins to embrace blockchain.
- Demand for Smart Contracts: As an oracle coin, Chainlink provides data for smart contracts, and with the anticipated growth in stablecoin demand, there will be increased need for trustworthy proof-of-reserve and price data, further driving Chainlink's market demand and price appreciation.
See More
Micron Technology: The New Favorite AI Chip Stock
- Massive Market Potential: According to Bloomberg Intelligence, the total addressable market for AI accelerators is expected to grow at a 16% CAGR through 2033, reaching $604 billion, providing strong market support for Micron Technology.
- Surging Memory Demand: Micron's management forecasts the memory market will grow from $35 billion in 2025 to $100 billion by 2028, indicating that demand for memory chips is accelerating at a pace far exceeding that of the GPU market.
- Rising Prices Driven by Capex: With hyperscalers' capital expenditure budgets increasing, big tech is expected to spend over $500 billion on AI infrastructure this year, leading to shortages in HBM solutions, with DRAM and NAND prices potentially soaring by 60% and 38% respectively in Q1.
- Attractive Valuation: Micron currently trades at a forward P/E ratio of 12, significantly lower than other leaders in the AI chip market, and combined with the multi-year supercycle for HBM chips, this suggests strong investment value, positioning Micron as a potential
See More
Investors Cautious on Tech Stocks in 2026
- Tech Sector Weakness: As of February 4, 2026, large-cap tech stocks have declined approximately 3%, making them the worst-performing sector, reflecting investor concerns over high valuations and ineffective AI spending, which may increase the risk of a market correction.
- Microsoft's Financials: Microsoft reported a 66% year-over-year increase in capital expenditures in Q2 2026, although growth for its AI cloud engine, Azure, has slowed; however, its remaining performance obligation surged 110% to $625 billion, enhancing its appeal for long-term investors with a current P/E ratio of 26, below S&P 500 and Nasdaq-100 averages.
- Oracle's Upside Potential: Oracle's stock has even greater upside potential, with analysts projecting a price target of $272, indicating an 88% upside over the next 12 months; despite concerns over its AI spending, its $523 billion backlog has increased by 438% year-over-year, demonstrating robust market demand.
- Investor Risk Considerations: While Microsoft is rated a buy by 95% of analysts, Oracle is viewed as a higher-risk investment due to its debt and reliance on OpenAI, necessitating careful evaluation of its future profitability and market performance.
See More
Disney's Earnings Report Triggers Stock Decline
- Negative Earnings Reaction: Following Disney's fiscal Q1 2026 earnings report, shares fell 7.4%, nearing an eight-month low, primarily due to weak performance in the sports segment and lowered profitability projections for the first half of fiscal 2026, indicating significant market concern.
- Experiences Segment Growth: Despite overall challenges, Disney's experiences segment reported $10 billion in revenue and a 33.1% operating margin in Q1 2025, showcasing strong market demand and profitability, serving as a key driver for the company's earnings rebound.
- Streaming Profitability Improvement: Disney's streaming segment saw operating income surge from $189 million to $450 million in the latest quarter, achieving an operating margin of 8.4%, reflecting significant progress in cost control and profitability enhancement.
- Stock Buyback Initiative: Disney announced a plan to repurchase $7 billion in stock in fiscal 2026, which could reduce the share count by 3.8%, signaling management's confidence in the stock's value while also enhancing earnings per share, thereby boosting investor sentiment.
See More
Enterprise Products Partners: An Underrated Energy Stock
- Stable Dividend Yield: Enterprise Products Partners (EPD) has increased its distributions for 28 consecutive years, currently offering a 6.2% yield, reflecting strong cash flow and financial stability that appeals to income-focused investors.
- Robust Cash Flow: In fiscal 2025, EPD reported record cash flow from operations of $8.7 billion and returned approximately $5 billion to shareholders, indicating that its distributions are funded by operational performance rather than debt, which boosts investor confidence.
- Future Growth Potential: The company expects to generate $1 billion in discretionary free cash flow in 2026, with 50% to 60% earmarked for unit repurchases, which could further enhance distribution per unit for remaining investors and increase shareholder value.
- Project Investment Plans: EPD is undertaking $4.8 billion worth of major projects, including natural gas gathering and processing, with plans to invest $2.5 billion to $2.9 billion in 2026 and $2 billion to $2.5 billion in 2027, supporting future cash flow growth.
See More
Analysis of Buffett's Investment Strategies
- Buffett's Investment Returns: From 1965 to 2025, Berkshire Hathaway achieved an average annual return of approximately 20%, significantly outperforming the S&P 500's 10.3%, indicating Buffett's investment strategy has excelled over the long term, reinforcing the company's market leadership.
- Signs of DaVita's Recovery: DaVita exceeded expectations in its latest quarterly results and projected earnings per share between $13.60 and $15 for 2026, with shares surging over 30% since the earnings release, presenting an opportunity for investors to reassess its value, especially as it historically traded at 13 to 14 times forward earnings.
- Investment Opportunity in Kraft Heinz: Despite Berkshire's losses in Kraft Heinz, the stock currently trades at a mere 9 times forward earnings, below peers, and the company's plan to split into two entities could unlock significant value, attracting new investors' interest.
- Cautious Approach to UnitedHealth Group: Although Berkshire purchased 5 million shares of UnitedHealth last year, the stock has dropped from $350 to around $280 due to lower-than-expected Medicare payment increases, with a current P/E ratio of 16, which is still above peers, prompting investors to consider their buying strategy carefully.
See More
Two Cryptocurrencies Set to Rebound in 2026
- Solana's Potential: Despite a 35.7% drop in 2025, Solana (CRYPTO: SOL) reached an all-time high of $293.31 last January, and if it succeeds in stablecoin and real-world asset tokenization, it could rebound in 2026, especially as the stablecoin market is projected to grow to $4 trillion by 2030.
- Stablecoin Market Outlook: Analysts predict that with current stablecoin issuance just over $300 billion, if the market grows as expected, Solana's speed and low transaction costs could make it an attractive option for a significant number of transactions moving on-chain, thereby driving its price recovery and enhancing market competitiveness.
- Chainlink's Opportunity: Chainlink (CRYPTO: LINK) lost nearly 40% in 2025, closing at $12.19, and with its current price near a five-year low of $5.30, it shows strong rebound potential, particularly as traditional finance begins to embrace blockchain.
- Demand for Smart Contracts: As an oracle coin, Chainlink provides data for smart contracts, and with the anticipated growth in stablecoin demand, there will be increased need for trustworthy proof-of-reserve and price data, further driving Chainlink's market demand and price appreciation.
See More
Micron Technology: The New Favorite AI Chip Stock
- Massive Market Potential: According to Bloomberg Intelligence, the total addressable market for AI accelerators is expected to grow at a 16% CAGR through 2033, reaching $604 billion, providing strong market support for Micron Technology.
- Surging Memory Demand: Micron's management forecasts the memory market will grow from $35 billion in 2025 to $100 billion by 2028, indicating that demand for memory chips is accelerating at a pace far exceeding that of the GPU market.
- Rising Prices Driven by Capex: With hyperscalers' capital expenditure budgets increasing, big tech is expected to spend over $500 billion on AI infrastructure this year, leading to shortages in HBM solutions, with DRAM and NAND prices potentially soaring by 60% and 38% respectively in Q1.
- Attractive Valuation: Micron currently trades at a forward P/E ratio of 12, significantly lower than other leaders in the AI chip market, and combined with the multi-year supercycle for HBM chips, this suggests strong investment value, positioning Micron as a potential
See More
Investors Cautious on Tech Stocks in 2026
- Tech Sector Weakness: As of February 4, 2026, large-cap tech stocks have declined approximately 3%, making them the worst-performing sector, reflecting investor concerns over high valuations and ineffective AI spending, which may increase the risk of a market correction.
- Microsoft's Financials: Microsoft reported a 66% year-over-year increase in capital expenditures in Q2 2026, although growth for its AI cloud engine, Azure, has slowed; however, its remaining performance obligation surged 110% to $625 billion, enhancing its appeal for long-term investors with a current P/E ratio of 26, below S&P 500 and Nasdaq-100 averages.
- Oracle's Upside Potential: Oracle's stock has even greater upside potential, with analysts projecting a price target of $272, indicating an 88% upside over the next 12 months; despite concerns over its AI spending, its $523 billion backlog has increased by 438% year-over-year, demonstrating robust market demand.
- Investor Risk Considerations: While Microsoft is rated a buy by 95% of analysts, Oracle is viewed as a higher-risk investment due to its debt and reliance on OpenAI, necessitating careful evaluation of its future profitability and market performance.
See More
Disney's Earnings Report Triggers Stock Decline
- Negative Earnings Reaction: Following Disney's fiscal Q1 2026 earnings report, shares fell 7.4%, nearing an eight-month low, primarily due to weak performance in the sports segment and lowered profitability projections for the first half of fiscal 2026, indicating significant market concern.
- Experiences Segment Growth: Despite overall challenges, Disney's experiences segment reported $10 billion in revenue and a 33.1% operating margin in Q1 2025, showcasing strong market demand and profitability, serving as a key driver for the company's earnings rebound.
- Streaming Profitability Improvement: Disney's streaming segment saw operating income surge from $189 million to $450 million in the latest quarter, achieving an operating margin of 8.4%, reflecting significant progress in cost control and profitability enhancement.
- Stock Buyback Initiative: Disney announced a plan to repurchase $7 billion in stock in fiscal 2026, which could reduce the share count by 3.8%, signaling management's confidence in the stock's value while also enhancing earnings per share, thereby boosting investor sentiment.
See More
