Not sure how this hurts Intel much, they essentially have a monopoly on the CPU space, AMD is only really competing because of their GPU unit. AMD can't scale to meet demand if there were a big shift from cloud providers. Even there Nvidia is miles ahead of everyone (GPU.) The thing is that, if anything, this could help Intel sales, because the only way to -truly- stop this is to get new chips...which Intel will provide, and vendors will have no choice for many larger clients. ARM chips have the same exploits (both variants.) AMD can't scale its business for that kind of demand, and its chips are slower...so what are you going to do?

I doubt the CEO is exactly shaking in his boots or sold for that reason. I'd even be willing to bet Intel will provide a fix on the hardware and continue to use the same sockets so cloud providers can just change them out without further hardware changes.

Intel's stock will probably trade down to 40, fill the gap and continue its uptrend, largely because the market is very bullish on the chip space right now.