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MP Materials Apple Deal Recasts Rare Earth Miner As Integrated Magnet Supplier
Simply Wall St.101d agoneutral
MP Materials Apple Deal Recasts Rare Earth Miner As Integrated Magnet Supplier

MP Materials (NYSE:MP) has formalized a $500 million partnership with Apple to expand rare earth magnet manufacturing and recycling in California. The agreement positions MP Materials as a core supplier of rare earth magnets for Apple products within the United States. The partnership strengthens domestic capacity in critical minerals and supports efforts to reduce reliance on overseas supply chains. For you as an investor, this development places MP Materials at the center of a key part of...

AAPLMP
Intel (INTC) Is Up 16.0% After Securing Preliminary Apple Chip Manufacturing Pact - What's Changed
Simply Wall St.101d agoneutral
Intel (INTC) Is Up 16.0% After Securing Preliminary Apple Chip Manufacturing Pact - What's Changed

In recent weeks, Intel and Apple reached a preliminary agreement for Intel to manufacture some of the chips that power Apple devices, while Intel also named former Qualcomm executive Alex Katouzian to lead its Client Computing and Physical AI Group and confirmed Pushkar Ranade as chief technology officer. Together with Intel’s new AI-focused leadership structure and an expanded push into factory optimization and advanced computing, the Apple deal signals a broad attempt to reposition the...

AAPLINTCQCOM
Intel Apple Chip Deal Puts Foundry Ambitions And Risks In Focus
Simply Wall St.101d agoneutral
Intel Apple Chip Deal Puts Foundry Ambitions And Risks In Focus

Intel (NasdaqGS:INTC) and Apple reached a preliminary agreement for Intel to manufacture chips for Apple. The agreement marks a breakthrough for Intel's foundry effort and involves active support from the White House. The deal highlights U.S. based chipmaking as an alternative to supply chains centered on Taiwan Semiconductor Manufacturing. Intel, traded as NasdaqGS:INTC, has been working to build a contract chip manufacturing business alongside its own processor lines. Apple is one of the...

AAPLINTCTSM
Fed’s Eyes Turn to Inflation: Heard on the Street Recap
The Wall Street Journal101d agoneutral
Fed’s Eyes Turn to Inflation: Heard on the Street Recap

The U.S. economy added 115,000 jobs in April, the Labor Department said, far exceeding expectations. The unemployment rate stayed unchanged at 4.3%. Intel shares rose 14% after The Wall Street Journal reported that the chip maker struck a preliminary deal to supply chips to Apple.

AAPLINTCMU
Market Talk: Soaring chip stocks 'can go even higher from here'
Reuters Videos101d agobullishVIDEO
Market Talk: Soaring chip stocks 'can go even higher from here'

<body><p>STORY: :: Lisa Bernhard, Reuters</p><p>:: Ross Mayfield, Investment Strategist, Baird</p><p>The S&P 500 and the Nasdaq rallied to record highs on Friday, boosted by gains in semiconductor stocks, while a stronger-than-expected jobs report pointed to labor market resilience.</p><p>Speaking with Reuters' Lisa Bernhard, Mayfield said that with April's nonfarm payrolls data "building on last month's strong report... you start to feel like maybe the labor market is turning a corner."</p><p>Meanwhile, shares of Intel joined the chip rally late Friday, soaring as high as 19%, after the Wall Street Journal reported on Friday that the company had reached a preliminary deal to make some chips for Apple devices.</p><p>"I certainly wouldn't want to stand in front of this momentum-driven sector," Mayfield said of the recent chip rally. "In my mind, it can't be a bubble if earnings are keeping up with price."</p></body>

AAPLINTC
Apple May Become an Intel Customer Again. What This Means for Both Companies.
Barrons.com101d agoneutral
Apple May Become an Intel Customer Again. What This Means for Both Companies.

On Friday The Wall Street Journal cited sources who said that Apple and Intel had reached a preliminary agreement for Intel to manufacture chips for the iPhone-maker. Intel stock was up 16% in midday trading on the news; it has risen 246% this year. Apple uses Taiwan Semiconductor Manufacturing to make its Apple Silicon chips that run all its devices.

AAPLAVGOTSM
Intel Just Ripped 116% in a Month. Is It Time to Sell in May and Go Away?
24/7 Wall St.101d agobearish
Intel Just Ripped 116% in a Month. Is It Time to Sell in May and Go Away?

Shares of Intel (NASDAQ:INTC) are ripping higher again in Friday afternoon trading, with the stock changing hands near $125, up roughly 14% on the session. The move caps a stunning month for the chipmaker. INTC stock is now up approximately 116% over the past month with today’s intraday gain factored in. Through Thursday’s close, Intel ... Intel Just Ripped 116% in a Month. Is It Time to Sell in May and Go Away?

AAPLAMDGOOGGOOGLINTCNVDA
Intel Stock Surges on Apple Deal
The Wall Street Journal101d agobullish
Intel Stock Surges on Apple Deal

Shares of Intel are up more than 15% in afternoon trading, building on morning gains after The Wall Street Journal reported that the chip maker had struck a deal with Apple to make some of the chips that power its devices.

AAPL
Apple, Intel have reached preliminary chip-making deal, WSJ reports
Reuters101d agoneutral
Apple, Intel have reached preliminary chip-making deal, WSJ reports

Apple and Intel have reached a ‌preliminary agreement for Intel ‌to manufacture some of the chips ​that power the iPhone maker's devices, the Wall Street Journal reported on Friday, citing people ‌familiar with ⁠the matter. Intensive talks between the two companies have ⁠been underway for more than a year, and they ​hammered out ​a ​formal deal in ‌recent months, the report said. Apple shares were up about 2%, while Intel's stock extended gains and was last up ‌about 14%.

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