$Intel(INTC.US)If tariff actions get legally challenged or limited, that slightly reduces trade uncertainty across the semiconductor supply chain. For INTC, lower tariff risk can ease input cost volatility and reduce geopolitical overhang, which is generally supportive for sentiment. That said, Intel’s bigger driver is U.S. industrial policy, not tariffs alone. Domestic chip incentives, manufacturing subsidies, and national security priorities still favor onshore capacity. Even if tariff policy shifts, structural support for U.S.-based semiconductor production likely remains intact. The stock will trade more on execution than trade headlines.

@Bridge Buzz SG