Editorial companion

What stands out

Intel is selling $15 billion of new stock, its first public offering since 1971, to fund an AI-driven comeback, and Bloomberg's roundup makes that choice the connective tissue between chip makers, cloud players, and consumer names. Microsoft is planning a big ramp of its Maia 300 AI chip, Meta released a downloadable model called Muse Glimmer, Jefferies downgraded Apple amid iPhone concerns, and GameStop's maneuvering around eBay adds M&A noise. For investors, the clip highlights where capital and talent are flowing inside the AI ecosystem and which companies will have to pay to play.