Turn to the stock story of the day, and that would be Intel.

Christina Parts and Evas watching the big move on top of an already big move that this stock has seen, Christina.

Yeah, big move up, what, 125% this year alone and really sitting at all-time highs just after yesterday's really strong quarter.

The U.S. government, I know a lot of people wondering, they bought a 10% stake just last August at $20 a share.

So that investment has nearly quadrupled on paper. The question, though, is whether this is a real

inflection point for Intel or whether the stock has just gotten ahead of itself.

Wall Street seems to be relatively split. A city upgraded to buy calling out agentic AI demand

and foundry credibility for Intel,

but several firms are still maintaining holes. The fundamentals did show up. The biggest revenue

beat in five years. Server CPU demands so strong that tight supply held back by more than a

billion dollars in revenue, although management just said the word B, and they've been

raising prices with more flowing through next quarter. I spoke to CFO Dave Zizner just yesterday,

and he said they're so constrained on servers that they're shifting PC capacity over to meet

data center demand. He also called the Elon Musk-Therap partnership a, quote, great endorsement and

said there are, quote, many other customers behind Elon, even if no details about the TerraFab

are finalized just yet. There is, of course, pushback. Seafel warns margin improvement won't be

linear as they still try to work through their advanced chip processes. Morgan Stanley says yes, the music will keep playing but sees better risk

reward in memory and even at AMD. And the foundry is still unprofitable with no mention

on this earnings call of new customers. Although management did say their advanced packaging

capabilities are going to pick up, especially in the second half of this year into the next year. Bottom line, Intel definitely

hit every talking point it needed to keep this momentum going. We see that with the share

price up 24%. Whether the business can actually sustain it is the big question, but for the first

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