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Trump said Apple agreed to work with Intel on chip design and production, extending Intel's string of high-profile foundry wins

Stocks like Nvidia, Alphabet, and Apple are significantly cheaper than SpaceX by one widely used valuation metric.

Samsung Electronics Co Ltd (ADR) (LSE:BC94) is attracting growing interest from prospective customers seeking advanced semiconductor manufacturing capacity as demand for leading-edge chips continues to outstrip available supply at rival foundry operator Taiwan Semiconductor Manufacturing...

Intel stock was gaining after President Donald Trump said the company has signed up a major chip-manufacturing client.

(Bloomberg) -- Intel Corp.’s stock surged more than 9% in premarket trading Thursday after US President Donald Trump said the chipmaker will work alongside Apple Inc. to design and produce semiconductors domestically.Most Read from BloombergRead the 14-Point Draft Memorandum Between the US and IranModi Warns of ‘Shortage of Trust’ Ahead of Trump MeetingTrump Blows Through His Iran Red Lines in Justifying Peace DealIran’s Deputy Foreign Minister Confirms Deal Reached With USApple Plans Camera Air

President Donald Trump said in a ‌Truth Social post on ‌Thursday that Apple had agreed to ​work with Intel to design and build its chips in the United States. Intel had reached a ‌preliminary deal ⁠to make some chips for Apple, following discussions ⁠that went on for more than a year, the ​Wall Street ​Journal reported ​in May.

U.S. President Donald Trump said in a Truth Social post on Thursday that Apple has agreed ‌to work with Intel to design and manufacture its chips ‌in the United States. A partnership with Intel helps Apple diversify its manufacturing base ​as it seeks additional chip capacity. The iPhone maker relies heavily on TSMC, whose advanced production lines are in high demand from AI chipmakers such as Nvidia and AMD.

Don't overthink the AI boom.

TSM has nearly doubled in a year, but AI-driven growth, tight capacity and a 30%+ 2026 revenue outlook raise questions about how far it can run.

Reports of stronger demand for Samsung's chipmaking services lifted semiconductor stocks tied to AI supply constraints.

We just covered Billionaire Dan Loeb Pivots to AI and Sells Old Economy Stocks: His Top 7 AI Picks. ASML Holding (NASDAQ:ASML) ranks #6 (see Billionaire Dan Loeb’s Top 5 AI Stock Picks). Billionaire Dan Loeb’s Stake: 12,000 Shares Valued at Approximately $15.85 Million (NEW position) ASML Holding (NASDAQ:ASML) makes the machines used to print […]

Intel (INTC) announced that its 18A-P process node — a key component to the company's chips and foundry business — has entered initial production. Intel's stock is getting a slight lift in Wednesday trading. Yahoo Finance Tech Editor Dan Howley dives into the specs of the new hardware and its significance to the AI chipmaker.

Amkor Technology is benefiting from premium smartphone demand, 5G adoption and AI-driven chip complexity, fueling advanced packaging revenue growth.

We just covered Billionaire Dan Loeb Pivots to AI and Sells Old Economy Stocks: His Top 7 AI Picks. Taiwan Semiconductor (NYSE:TSM) ranks #1 (see Billionaire Dan Loeb’s Top 5 AI Stock Picks). Billionaire Dan Loeb’s Stake: 275,000 Shares Valued at Approximately $92.93 Million Taiwan Semiconductor (NYSE:TSM) manufactures the physical chips designed by virtually every major semiconductor company […]

Intel stock was climbing early Wednesday. A chip-sector rally was being reinforced by progress on manufacturing. The chip company was recouping some of its losses from the previous day when it fell 8.5% amid a slump in technology stocks.

Major chip stocks advanced sharply in Wednesday’s premarket session, with Intel gaining 4% and the Shares Semiconductor ETF (SOXX) climbing 2.6%

Intel stock was climbing early Wednesday. A chip-sector rally was being reinforced by progress on manufacturing. The company said late Tuesday that it has entered “risk production” for the 18A-P variant of its 18A manufacturing process.

Intel rose about sevenfold over 14 months.

Dell Technologies, Hewlett Packard and Taiwan Semiconductor stand out as dividend-growth stocks as investors seek stability amid falling oil prices.

This semiconductor packaging company is benefiting from a key bottleneck in the AI supply chain.

Power has become the binding constraint on the AI boom, and one $130 million stock just signed a 15-year, $2.6 billion lease that validates the entire thesis. Wall Street hasn't priced it yet.

TSMC (NYSE:TSM) and Amkor have agreed a 10 year partnership focused on advanced semiconductor packaging in Arizona. The collaboration is aimed at expanding U.S. based capacity and strengthening supply chain resilience outside Asia. The plan includes additional advanced packaging facilities to support major chip clients that want more production in the U.S. Taiwan Semiconductor Manufacturing is entering this new phase with Amkor while its stock trades at $425.83, after gains of around 323.4%...

TSMC (TSM) reached $425.83 at the closing of the latest trading day, reflecting a -3.53% change compared to its last close.

The agreement gives TSMC a local packaging and testing partner

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of billionaire Ken Fisher’s top high growth stock picks. TSM shares have gained more than 40% over the past six months and more than doubled over the past year. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), also known as TSMC, is working hard to meet the AI-driven demand […]

Alphabet Inc. (NASDAQ:GOOGL) is one of the Top Stocks to Buy and Hold for the Long Term. On June 11, Reuters reported that Google is reportedly in discussions with Samsung Electronics to manufacture part of its next-generation AI processor. As per the report, the prospective plan involves a split manufacturing approach, where TSMC would produce […]

Global oil prices hit a 3-month low, and stocks like DELL stand out for revenue growth, earnings outlooks, and dividend payouts.

(Bloomberg) -- Apple Inc.’s upcoming camera-equipped AirPods, a product meant to vault the company into the AI device market, is scheduled to launch in late 2027 as part of a flurry of new releases.Most Read from BloombergIran’s Deputy Foreign Minister Confirms Deal Reached With USNetanyahu Pays a Political Price for Trump’s Iran DealStudios in Microsoft’s Xbox Division Brace for ClosuresSpaceX Cements $60 Billion Cursor Takeover Following IPOSpaceX Set to Overtake Amazon in Value as It Soars fo

Sister funds ARKQ and ARKX reported only sales on Monday, with no buys across the three Wood-managed ETFs that traded.

Sustainable Growth Advisers (SGA), an investment management company, released its first-quarter 2026 investor letter for its “Global Growth Strategy.” A copy of the letter can be downloaded here. The SGA Global Growth Portfolio returned -13.6% (Gross) and -13.8% (Net) compared to the MSCI ACWI return of -3.2% and the MSCI ACWI Growth return of -7.7%. AI disruption […]