➀ Intel faces significant challenges, including stock price drops, layoffs, and CPU controversies. ➁ The company plans to spin off its Foundry division but will need to maintain control due to the $7.86 billion CHIPS Act deal with the U.S. government. ➃ Intel's CHIPS Act deal includes a 'change of control' restriction requiring Intel to retain 50.1% control or ownership of its Foundry business.

➀ NVIDIA has become the world's most valuable publicly traded company, surpassing Apple with a market cap of $3.43 trillion; ➁ NVIDIA's share price has surged 2,700% over a 5-year period, nearly tripling in 2024 alone; ➂ NVIDIA's growth is attributed to its dominance in AI hardware and its ability to capitalize on the early opportunity of AI.

1. Jefferies raises NVIDIA's share price target from $135 to $150. 2. Analysts believe NVIDIA could capture more of the multi-trillion-dollar AI market. 3. Concerns are growing regarding AMD and Marvell's positions in the AI space.

1. AMD's stock has experienced a significant pullback, making it oversold and potentially primed for a positive momentum change. 2. The company's recent earnings beat estimates, with strong revenue growth in data center and client segments. 3. AMD is expected to witness substantial growth ahead, with potential EPS estimates ranging from $10 to $12 by 2026/2027, making it likely an undervalued investment opportunity.