$TSLA ✨ $NVDA If you thought only cryptos had surprises, what just happened with Intel (INTC) is a wake-up call. The processor giant (the brains behind almost all computers in the world) has made a bold move that left Wall Street speechless.
What happened?
Intel reported its Q1 earnings and exceeded all expectations. While many thought the company was in trouble, they surprised everyone with revenues of $13.6 billion and a net profit of $1.5 billion. This caused their stock to soar over 20%, nearing $82.
Key points you need to know:
- The Elon Musk effect: The big news is that Intel struck a deal with Musk to manufacture AI chips for his Terafab project (home to Tesla, SpaceX, and xAI). This is the first time such a large external client has trusted Intel's new technology to compete with NVIDIA.
- Trump’s masterstroke: Last year, under the Trump administration, the government invested $8.9 billion buying Intel shares at just $20. With today’s jump, that investment is now worth over $35 billion. The government tripled its money in less than a year!
- AI for all: Intel's growth isn't just from old PCs; its Data Center and AI division grew by 22%. It seems the market finally understood that for AI to work, Intel processors are just as crucial as video cards.
Seeing an iconic company bounce back like this while teaming up with the biggest names in tech is a sign that the chip sector is entering a new golden age. Keeping a "cool head" and observing these macro movements is what sets us apart from the rest.
Do you think Intel will dethrone NVIDIA now that it has Musk on its side, or is this just a temporary spike?
#noticias
{future}(NVDAUSDT)
{future}(TSLAUSDT)