Markets edged higher with the S&P 500 up just 0.05% while the Nasdaq slipped 0.64%, mirroring chip sector weakness. Intel’s stock rode a rollercoaster—boosted by strong earnings and 25% YoY revenue growth in after-hours trading, but dragged down today as investors focused on its foundry ambitions, massive spending, and potential stock dilution. With Intel’s shares up 300% this year, investors are eyeing whether its foundry business can attract new clients and sustain demand amid soaring AI-related costs. The episode underscores the market’s constant balancing act between growth excitement and looming risk.
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