U.S. Industrial Policy Backs Intel Amid Domestic Chip Mandates

about 1 month ago

Tom Keane and colleagues

"So into the weekend, do we assume by Monday morning companies are going to be crowbarred into investment in Intel? ... I just think what we're seeing across the board of this industrial policy, this tariff policy is to bring back as much as you can to the U.S."

The discussion highlights that, under the evolving U.S. industrial and tariff policies aimed at reducing dependence on overseas chip manufacturing, companies may be pushed to invest domestically. Intel (INTC) appears to be a potential beneficiary of this shift, supporting a bullish sentiment on its stock.

Related Stocks