WS #13796
Intel's $15B stock offering triggers ~5% drop and ~$20B market cap loss on dilution fears, countering AI capex optimism. Microsoft plans to unveil Maia 300 AI chip as soon as next month, seeking TSMC capacity for 300k+ units in 2027, boosting AI chip competition.
Intel $15B stock offering selloff
Intel's $15B stock offering triggers ~5% drop and ~$20B market cap loss on dilution fears, countering AI capex optimism.
Microsoft plans to unveil Maia 300 AI chip as soon as next month, seeking TSMC capacity for 300k+ units in 2027, boosting AI chip competition.