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Bloomberg59d agobullish
Intel Shares Soar After Trump Says It Struck Apple Chip Deal

(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

Trump says Apple to work with Intel to manufacture chips in US
Reuters59d agoneutral
Trump says Apple to work with Intel to manufacture chips in US

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.

Trump says Apple to partner with Intel on US chip design, production
Reuters59d agoneutral
Trump says Apple to partner with Intel on US chip design, production

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.

Is ASML (ASML) The Best Undervalued AI Stock?
Insider Monkey60d agoneutral
Is ASML (ASML) The Best Undervalued AI Stock?

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 […]

Billionaire Dan Loeb’s Top AI Stock Pick: Taiwan Semiconductor (TSM)
Insider Monkey60d agoneutral
Billionaire Dan Loeb’s Top AI Stock Pick: Taiwan Semiconductor (TSM)

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 […]

Taiwan Semiconductor Manufacturing (NYSE:TSM) And Amkor Sign 10 Year Arizona Packaging Deal
Simply Wall St.60d agoneutral
Taiwan Semiconductor Manufacturing (NYSE:TSM) And Amkor Sign 10 Year Arizona Packaging Deal

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%...

This is What Taiwan Semiconductor Manufacturing Company Limited (TSM) CEO Sees Happening
Insider Monkey60d agoneutral
This is What Taiwan Semiconductor Manufacturing Company Limited (TSM) CEO Sees Happening

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 […]

Bloomberg61d agobullish
Apple Plans Camera AirPods Alongside Upgraded Foldable iPhone in 2027

(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

What Makes Taiwan Semiconductor Manufacturing (TSM) a Strong Bet?
Insider Monkey61d agoneutral
What Makes Taiwan Semiconductor Manufacturing (TSM) a Strong Bet?

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 […]

Taiwan Semiconductor Manufacturing Co.’s (TSM) 25% Capex Budget Hike Surged Market Confidence
Insider Monkey61d agobullish
Taiwan Semiconductor Manufacturing Co.’s (TSM) 25% Capex Budget Hike Surged Market Confidence

Columbia Threadneedle Investments, an investment management company, released its first-quarter 2026 investor letter for the “Columbia Global Technology Growth Fund”. A copy of the letter is available to download here. In Q1 2026, the Fund’s institutional Class shares fell –6.05%, outperforming the S&P Global 1200 Information Technology Index, which declined –6.57%. Positive performance was mainly due […]

The 'Dirty Dozen' is the new 'Mag 7': Will OpenAI or Anthropic take the last spot?
Yahoo Finance Video61d agoneutralVIDEO
The 'Dirty Dozen' is the new 'Mag 7': Will OpenAI or Anthropic take the last spot?

The "Dirty Dozen" refers to all the stocks in the "Magnificent Seven," as well as SpaceX (SPCX), Taiwan Semiconductor Manufacturing Company (TSM), Broadcom (AVGO), and Micron (MU). The final spot will go to either OpenAI (OPAI.PVT) or Anthropic (ANTH.PVT). Barron's associate editor Al Root, Yahoo Finance Breaking Business News Reporter Jake Conley, and Morning Brief host Julie Hyman discuss more in the video above.