US Government’s Intel Investment Gains $35.9 Billion as Shares Surge on Pricing and Foundry Plans
Bull Theory said in a post on X that the U.S. government acquired a 9.9% stake in Intel at $20.47 per share in August 2025. Intel shares are up 8% today, according to the post, adding to a substantial gain since the government investment.
Intel Raises CPU Prices as Shares Advance
One of the developments cited by Bull Theory is Intel’s plan to raise PC CPU prices by roughly 10% starting in early October.
The company is taking the step to protect profit margins rather than compete purely on volume, according to the post. The pricing strategy comes as Intel works to strengthen its financial position while investing heavily in artificial intelligence and semiconductor manufacturing capacity.
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| Source: Bull Theory |
Bull Theory also pointed to a major manufacturing milestone involving ASML’s High-NA EUV technology. Intel has crossed 1 million wafers processed using the advanced lithography technology, according to the post.
High-NA EUV is part of the next generation of extreme ultraviolet lithography used in advanced semiconductor manufacturing. Intel’s progress with the technology is particularly relevant to its foundry ambitions, which depend on developing and manufacturing increasingly sophisticated chips.
Analyst Upgrade and $20 Billion Equity Raise
The stock’s advance was also accompanied by an upgrade from Northland, which raised Intel to “Outperform” today, according to Bull Theory.
Intel is simultaneously running a $20 billion equity raise at $95 a share to fund its AI and foundry buildout. The capital raise represents another major component of the company’s strategy as it seeks to expand its capabilities in areas considered central to the semiconductor industry.
The combination of pricing changes, manufacturing progress, analyst sentiment and additional funding has contributed to Intel’s sharp stock-market performance highlighted in the post.
Intel’s Turnaround Gains Momentum
Bull Theory said Intel is now up over 160% year to date, describing the company as one of the biggest turnaround stories in the market this year.
The scale of that gain places the U.S. government’s investment in Intel in a substantially different position from when the stake was acquired in August 2025 at $20.47 per share. Bull Theory’s $35.9 billion figure reflects the reported gain associated with the government’s investment based on the developments and share performance cited in its X post.
Intel’s next milestones will include the planned PC CPU price increases beginning in early October, while the company continues to pursue its AI and foundry buildout funded in part by the $20 billion equity raise.
Writer: Marcus RenfieldCrypto Market Analyst & Onchain WriterMarcus Renfield covers cryptocurrency markets with a focus on onchain data, Bitcoin price action, and emerging market narratives. His writing examines how capital flows, network activity, and broader market structure influence short- and medium-term trends.He aims to provide clear, data-informed analysis for readers seeking a deeper understanding of crypto market dynamics.