A key concern for investors has been the enormous capital required for Intel’s turnaround. This risk has been substantially mitigated by a recent influx of capital and strategic support totaling nearly $20 billion. This includes funding from the U.S. CHIPS Act, a $2.0 billion investment from SoftBank, and a crucial $5.0 billion investment from NVIDIA (NASDAQ: NVDA). This financial fortification provides Intel with the stability to execute its long-term manufacturing expansion, a vital factor given that its ...

Ariel Investments, an investment management company, released its “Ariel Global Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. Global equities rallied in the third quarter, driven by AI enthusiasm, resilient corporate earnings, the first U.S. rate cut of the year, and targeted policy easing across key regions. Against this backdrop, the Ariel Global fund traded +4.99% higher in the quarter, compared to the +7.62% return of the MSCI ACWI Index and +6.13% return of the ...