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Alphabet Intel Chip Pact Reshapes AI Supply Chain And Investor Outlook
Simply Wall St.65d agoneutral
Alphabet Intel Chip Pact Reshapes AI Supply Chain And Investor Outlook

Alphabet plans to use Intel to manufacture over 3 million custom AI chips in 2028. The move shifts a portion of Alphabet’s Tensor Processing Unit production away from TSMC due to capacity constraints. This is the first time Alphabet will rely on Intel as a contract manufacturer for its proprietary AI hardware. The agreement reshapes parts of the global semiconductor supply chain and highlights rising competition in AI chip sourcing. Alphabet, trading as NasdaqGS:GOOGL, is committing...

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Intel shares soar on reported in-house chip deal with Alphabet
Reuters Videos65d agobullishVIDEO
Intel shares soar on reported in-house chip deal with Alphabet

<body><p>STORY: Alphabet’s Google has placed an order with Intel for more than three million chips in 2028.</p><p>:: Intel</p><p>:: Nvidia</p><p>That’s according to the news site The Information Monday which also reported that Nvidia is evaluating Intel’s technology and running early trials as it considers future orders.</p><p>:: Intel</p><p>Shares of Intel jumped as much as 12% Monday morning to add to the nearly 169% gain so far this year, on the back of signs of steady turnaround progress under CEO Lip-Bu Tan.</p><p>:: Intel</p><p>Intel declined to comment on the report, while Alphabet and Nvidia did not immediately respond to requests for comment.</p><p>Reuters could not independently verify the report.</p><p>The potential order for Google's in-house AI chips would be a major win for Intel's contract manufacturing business, as the company works to regain ground it lost to Taiwan's TSMC after years of management missteps.</p><p>:: Archive</p><p>According to The Information's report, surging demand has led companies to seek out other manufacturers as TSMC tries to keep up with orders.</p><p>Since Lip-Bu Tan took charge, Intel has secured billions of dollars of investments from the Trump administration, Nvidia and SoftBank.</p><p>It is also working on chips for Tesla.</p><p>:: Intel</p><p>One analyst told Reuters that companies are supporting Intel because it has U.S.-based manufacturing, which is important for relationships with the Trump administration.&nbsp;</p></body>

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Fidelity’s Emerging Markets ETF Is Stealthily Up 30% (and No One’s Watching)
24/7 Wall St.65d agoneutral
Fidelity’s Emerging Markets ETF Is Stealthily Up 30% (and No One’s Watching)

$10,000 parked in the Fidelity Fundamental Emerging Markets ETF (NYSEARCA:FFEM) on the last trading day of 2025 was worth roughly $13,000 at the late-May peak near $43.45, before a recent week of selling trimmed it back to about $12,200 by the June 5 close at $40.73. That puts the headline number where it should be. ... Fidelity’s Emerging Markets ETF Is Stealthily Up 30% (and No One’s Watching)

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TSMC (TSM) Showcases Manufacturing Excellence at 2026 Technology Symposium
Insider Monkey65d agoneutral
TSMC (TSM) Showcases Manufacturing Excellence at 2026 Technology Symposium

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the 10 Best Stocks in Chase Coleman’s Tiger Global Portfolio. On May 28, 2026, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) conducted the 2026 Technology Symposium, where the company highlighted its manufacturing excellence by noting that it has accelerated the new fab expansion at an unprecedented 2X […]

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Bloomberg66d agoneutral
Intel Gains on Report That Google Will Use It to Make Chips

(Bloomberg) -- Intel Corp. shares rose the most in a month after the Information reported that Alphabet Inc.’s Google will rely on it for more than 3 million specialized AI chips in 2028. Most Read from BloombergHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’Trump Says He, Not Congress, Is in Charge of Kennedy Center in ReversalLA Mayor Race Flips as Socialist Beats Reality TV Star PrattWhy Oil’s Not at $200 After the Biggest Supply Shock in HistoryIsrael Strikes Iran After Missile

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Is Intel Corporation (INTC) A Good Stock To Buy Now?
Insider Monkey66d agobullish
Is Intel Corporation (INTC) A Good Stock To Buy Now?

Is INTC a good stock to buy? We came across a bullish thesis on Intel Corporation on Nikhs’s Substack. In this article, we will summarize the bulls’ thesis on INTC. Intel Corporation’s share was trading at $99.17 as of June 5th. INTC’s trailing and forward P/E were 904.17 and 123.46 respectively according to Yahoo Finance. Intel Corporation […]

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Forget Marvell: 1 Unstoppable Semiconductor Stock to Buy Hand Over Fist After the Market Pullback
24/7 Wall St.66d agobullish
Forget Marvell: 1 Unstoppable Semiconductor Stock to Buy Hand Over Fist After the Market Pullback

Marvell Technology (NASDAQ:MRVL) is the name on every chip trader’s lips after a 305.44% one-year rip that turned custom AI silicon into the most crowded trade in semiconductors. But here’s what you should actually be watching. The Marvell trade is mathematically exhausted Last Friday’s leverage shakeout told you everything. Marvell dropped 16.74% in a single ... Forget Marvell: 1 Unstoppable Semiconductor Stock to Buy Hand Over Fist After the Market Pullback

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The Overlooked EM ETF (XCEM) Is Up 38% YTD — What the S&P 500 Took Five Years to Match in Just Five Months
24/7 Wall St.66d agoneutral
The Overlooked EM ETF (XCEM) Is Up 38% YTD — What the S&P 500 Took Five Years to Match in Just Five Months

A dollar put into Columbia EM Core ex-China ETF (NYSEARCA:XCEM) on the last trading day of 2025 was worth about $1.38 by the close on June 3, 2026. The same dollar in SPDR S&P 500 ETF (NYSEARCA:SPY) was worth about $1.11. That is XCEM up roughly 38% year to date against SPY up about 11%, ... The Overlooked EM ETF (XCEM) Is Up 38% YTD — What the S&P 500 Took Five Years to Match in Just Five Months

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Taiwan Semiconductor (TSM) Is A Top AI Stock In Billionaire Ken Fisher’s Portfolio
Insider Monkey66d agoneutral
Taiwan Semiconductor (TSM) Is A Top AI Stock In Billionaire Ken Fisher’s Portfolio

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of Billionaire Ken Fisher’s Latest Portfolio: 10 Best Stocks to Buy. Contract chip manufacturing giant Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the most important companies in the world. It is the only foundry capable of manufacturing high-end chips at scale and with stable yields. […]

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Silvaco (SVCO) Launches Industry-First MIPI C-PHY/D-PHY Combo IP on TSMC N2P Process
Insider Monkey66d agoneutral
Silvaco (SVCO) Launches Industry-First MIPI C-PHY/D-PHY Combo IP on TSMC N2P Process

Silvaco Group Inc. (NASDAQ:SVCO) is one of the hot tech stocks to buy according to analysts. On May 19, Silvaco announced the immediate availability of its Mixel MIPI C-PHY/D-PHY Combo Universal IP on TSMC’s N2P process. This new solution is the industry’s first to support MIPI D-PHY v3.6 with embedded clock mode/ECM, offering significant improvements […]

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TSMC Nvidia AI Partnership Puts Factory Efficiency And Valuation In Focus
Simply Wall St.66d agobullish
TSMC Nvidia AI Partnership Puts Factory Efficiency And Valuation In Focus

TSMC (NYSE:TSM) and Nvidia announced a wide-ranging partnership to apply AI and accelerated computing across TSMC's semiconductor manufacturing operations. The agreement covers areas such as lithography, defect detection, and factory and production optimization within TSMC's fabs. The partnership extends the existing customer supplier relationship into a broader collaboration focused on AI driven chipmaking processes. For you as an investor, this matters because TSMC is a key contract chip...

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$10,000 in Asia’s Biggest 50 Stocks Became $15,267 in Five Months: Here’s Why
24/7 Wall St.67d agoneutral
$10,000 in Asia’s Biggest 50 Stocks Became $15,267 in Five Months: Here’s Why

$10,000 dropped into the iShares Asia 50 ETF (NYSEARCA:AIA) on the last trading day of 2025 was worth roughly $15,267 by the close on June 3, 2026. That is the kind of half-year a US large-cap investor doesn’t get out of the SPDR S&P 500 ETF Trust (NYSEARCA:SPY) in a calendar year, let alone five ... $10,000 in Asia’s Biggest 50 Stocks Became $15,267 in Five Months: Here’s Why

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