US chip stocks gain after Apple-Intel partnership
Intel shares fell 2% after Elon Musk confirmed talks with TSMC to join Terafab, a Texas chip venture. Despite this, US chip stocks, led by AMD and Intel, are recovering and driving the SOXX index towards its best monthly performance since June. The rebound occurs despite economic headwinds and skepticism about AI. Investors await Micron's results to gauge demand.
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- ✓ Intel shares fell about 2% on Monday after Elon Musk confirmed talks about TSMC joining Terafab.
- ✓ Intel invests in AI chipmaker SambaNova Systems, forming a multiyear partnership.
- ✓ The Applied Materials Intel partnership on next-gen chipmaking is real.
What changed
Elon Musk's confirmation of TSMC joining Terafab talks caused Intel shares to drop 2%.
Live updates
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US chip stocks gain after Apple-Intel partnership
Intel shares fell 2% after Elon Musk confirmed talks with TSMC to join Terafab, a Texas chip venture. Despite this, US chip stocks, led by AMD and Intel, are recovering and driving the SOXX index towards its best monthly performance since June. The rebound occurs despite economic headwinds and skepticism about AI. Investors await Micron's results to gauge demand.
Why it matters
The US chip industry is experiencing a rebound, driven by strong demand for AI infrastructure and recovering stocks. However, high costs and competition create volatility. Intel's partnerships and investments, such as with SambaNova Systems, aim to challenge Nvidia's market dominance.
What is confirmed
- Intel shares fell about 2% on Monday after Elon Musk confirmed talks about TSMC joining Terafab.
- Intel invests in AI chipmaker SambaNova Systems, forming a multiyear partnership.
- The Applied Materials Intel partnership on next-gen chipmaking is real.
Still unconfirmed
- TSMC role would turn Intel's most visible outside foundry customer into a shared one.
What to watch next
- Micron's results to gauge demand
- Intel's progress in confidential computing
- TSMC's involvement in Terafab
confidence 80%Sources used for this update (6)
- finance.yahoo.com — Intel Drops as Musk Signals TSMC Could Join Terafab, a ...
- www.marketscreener.com — Intel : Confidential Computing - Growing Momentum, Sharpened Focus
- finance.yahoo.com — TSMC stock hits all-time high after Elon Musk confirms early ...
- www.abcmoney.co.uk — Applied Materials Intel Partnership Joins a Week of Deals
- www.thedailystar.net — Intel Partners with AI Chip Startup SambaNova | The Daily Star
- www.fool.com — Elon Musk Confirmed Terafab Talks With TSMC. Intel Has Been ...
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US chip stocks gain after Apple-Intel partnership
US chip stocks, led by AMD and Intel, are recovering and driving the SOXX index towards its best monthly performance since June. The rebound occurs despite economic headwinds and skepticism about AI. Investors await Micron's results to gauge demand. AI infrastructure demand remains strong, but high costs and competition create volatility.
Why it matters
The semiconductor industry is experiencing a resurgence in growth, driven by increasing demand for AI infrastructure and a rebound in investor confidence. This trend is significant as it indicates a potential turnaround in the sector, which has faced challenges due to economic uncertainty and skepticism about AI. The performance of chip stocks, particularly those of major players like Intel and AMD, is being closely watched by investors.
What is confirmed
- Intel shares fell 5.7% over two sessions after Elon Musk floated TSMC involvement in his Terafab chip project.
- Intel's CEO Lip-Bu Tan says Intel stays in the project.
- SpaceX shows that companies are making a return on their AI compute investments, according to Jim Cramer.
- Nokia CEO Justin Hotard said customers would build data centers roughly twice as fast if supply constraints were removed.
Still unconfirmed
- Elon Musk floated TSMC involvement in his Terafab chip project.
What to watch next
- Micron's results to gauge demand
- Intel's future partnerships and projects
- TSMC's potential involvement in Terafab
confidence 70%Sources used for this update (9)
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- en.sedaily.com — Intel Slides as Musk Floats TSMC Role in Terafab; CEO Rejects Exit Talk
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US chip stocks gain after Apple-Intel partnership
Semiconductor stocks, led by AMD and Intel, are recovering, driving the SOXX index towards its best monthly performance since June. The rebound occurs despite economic headwinds and skepticism about AI. Investors await Micron's results to gauge demand. AI infrastructure demand remains strong, but high costs and competition create volatility.
Why it matters
The semiconductor industry is experiencing a resurgence, driven in part by partnerships like Apple and Intel. This growth is significant as it indicates potential resilience in the tech sector amid economic uncertainty. The upcoming results from Micron will be crucial in understanding future demand for semiconductors.
What is confirmed
- The SOXX index is pushing toward its strongest monthly performance since June.
- AMD and Intel are leading a recovery in semiconductor stocks.
- AI infrastructure demand remains robust.
- The ISM Non-Manufacturing Index came in at 54.9, indicating economic expansion.
Still unconfirmed
- Qualcomm struggles with performance compared to Intel Core Ultra processors
What to watch next
- Micron's upcoming results
- future AI infrastructure demand
- impact of high costs and competition on semiconductor stocks
confidence 80%Sources used for this update (2)
- note.com — [ISM Price Index 74.0, NASDAQ +1.05% despite 24-year high interest rates] Capital concentrated in large-cap tech! AI demand breaks through the interest rate barrier …
- timesofindia.indiatimes.com — How Intel Core Ultra processors lead in performance where Qualcomm ‘struggles’
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Semiconductor Stocks Recover as AI Demand Persists
AMD and Intel are leading a recovery in semiconductor stocks, pushing the SOXX index toward its strongest monthly performance since June. This rebound occurs despite headwinds from rising oil prices, higher yields, and some skepticism regarding AI. Investors are currently focused on upcoming results from Micron to gauge future demand. While AI infrastructure demand remains robust, high costs and increased competition continue to create investor volatility. Meta Platforms, along with Okta and SentinelOne, recently reached 52-week highs amid rising Wall Street optimism.
Why it matters
The sector is driven by heavy capital flows into AI workloads and strategic hardware partnerships. Previous gains were linked to AMD's trillion-dollar valuation and Intel's AI server demand. These movements reflect a broader trend of major chipmakers capitalizing on the race for AI agents.
What is confirmed
- AMD and Intel are powering the SOXX toward its best month since June.
- Meta Platforms, Okta, and SentinelOne reached 52-week highs on Thursday.
- Greenwich Wealth Management LLC reduced its Intel Corporation holdings by 7.7% during the second quarter.
Still unconfirmed
- SK hynix may expand U.S. memory-chip production through a potential partnership with Intel.
- AI infrastructure demand remains strong despite soaring costs and intensifying competition.
What to watch next
- Micron's upcoming financial results regarding demand
confidence 90%Sources used for this update (14)
- www.cnbc.com — Technology News - CNBC
- www.nytimes.com — The 4 Best Windows Laptops of 2026 | Reviews by Wirecutter
- www.b360nepal.com — International - Business 360
- www.usbank.com — Personal Banking, Credit Cards, Loans & Investing | U.S. Bank
- stocktwits.com — Why Did OKTA, S, META Stocks Jump To 52-Week Highs Today?
- stocktwits.com — Chip Stocks Roar Back: AMD, Intel Power SOXX Toward Best Month Since June
- www.wired.com — Best Laptops (2026): My Top Recommendations After Testing Hundreds
- stockanalysis.com — QCOM06
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- finance.yahoo.com — SKHY Likely to Gain From a Potential Intel Partnership: Worth ...
- en.wikipedia.org — United States - Wikipedia
- www.home.saxo — Asia Market Quick Take – 17 August, 2026 | Saxo Bank Switzerland
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AMD Joins Trillion-Dollar Club as Chip Stocks Rally
AMD has crossed the $1 trillion valuation threshold driven by inference demand for Meta's Muse AI agent. Meanwhile, Intel shares climbed following a strong trading streak that pushed prices near $125, supported by robust AI server demand. In related hardware sectors, Qualcomm shares advanced after extending its patent agreement with Apple through 2027. These movements highlight broad momentum across technology equities as major chipmakers capture heavy capital flows from expanding artificial intelligence workloads and hardware partnerships.
Why it matters
The broader technology sector continues to experience heavy investment driven by artificial intelligence infrastructure spending and hardware integration. Major players are expanding their market positions through strategic extensions and high-demand product deployments. Valuations across chipmakers and software providers fluctuate as investors evaluate supply chain placements and long-term revenue targets.
What is confirmed
- AMD joined the $1 trillion club as Meta's Muse AI agent increased inference demand.
- Qualcomm stock gained after extending its patent deal with Apple through 2027.
- Intel closed up 1.69% at $123.86 on September 22, hitting an intraday high of $124.25.
Still unconfirmed
- Qualcomm targets $15 billion in data center revenue by fiscal 2029.
- CFRA Research raised its Microsoft stock price target to 550 based on growing artificial intelligence potential.
What to watch next
- Whether Intel shares can break past the $140 mark on sustained AI server demand.
- Progress on Qualcomm reaching its $15 billion data center revenue target by fiscal 2029.
- Further updates regarding Nvidia's quarterly financial performance.
confidence 95%Sources used for this update (8)
- www.markets.com — Markets
- www.markets.com — Best AI Stocks to Buy Now: 10 Top Performers for 2026 | Markets.com
- contents.premium.naver.com — 📬 미국 주식 데일리 종목 분석 (2026.09.28)
- www.home.saxo — Asia Market Quick Take – 17 August, 2026 | Saxo Bank
- www.tradingkey.com — Intel Stock Price Forecast: INTC Nears $125, Can AI Server Demand Push Shares to $140?
- www.foxbusiness.com — Microsoft - Fox Business ,Saving & Investing
- www.coinspeaker.com — News Archives
- blockonomi.com — Qualcomm (QCOM) Stock Gains as Apple Partnership Extended ...
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Intel and SK Hynix rise on potential US memory partnership
Intel and SK Hynix shares are increasing as investors react to a potential memory partnership in the United States. This development occurs alongside continued AI demand and varying valuations across the sector. These movements follow a broader recovery in technology stocks, including Nvidia, which previously saw gains after Federal Reserve actions stabilized the market. Market attention is now shifting toward specific hardware collaborations and the contrast in valuations among major chipmakers and software giants like Microsoft and Apple.
Why it matters
The semiconductor industry is currently balancing high AI demand against market volatility. Recent Federal Reserve rate hikes initially caused a sell-off before triggering a rebound in the Nasdaq. This partnership represents a strategic move to secure memory supply chains within the US.
Still unconfirmed
- Intel and SK Hynix are seeing increased activity due to a potential U.S. memory partnership.
What to watch next
- Official confirmation of the Intel and SK Hynix partnership terms
- Quarterly earnings reports for Intel and SK Hynix
- Further Federal Reserve commentary on interest rates
confidence 60%Sources used for this update (2)
- pro.thestreet.com — Most Active Stocks
- finance.yahoo.com — Zacks Investment Ideas feature highlights: Intel, SK Hynix, Nvidia, Microsoft and Apple
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Wall Street Rebounds as Tech Stocks Rise Following Fed Rate Hike
Technology stocks led a broad Wall Street rebound on Thursday, pushing the Nasdaq to its strongest one-day gain since August 4 following the Federal Reserve's rate hike on Wednesday. Nvidia shares climbed 2.5 percent, contributing to the sector's recovery after an earlier sell-off. The central bank's action provided relief to investors concerned about inflation, helping stabilize markets despite lingering rate worries. Meanwhile, the Baron Technology ETF posted a 38.95 percent gain during the second quarter, tracking closely with broader information technology indices.
Why it matters
Federal Reserve monetary policy decisions continue to dictate equity market direction, with the latest rate hike serving to ease investor anxiety regarding inflation. Technology sector performance remains closely tied to these macroeconomic shifts, rebounding sharply after initial market volatility. Elsewhere, consumer-facing enterprises face separate pressures, as exemplified by warnings in the retail sector regarding rising household energy bills and mortgage costs ahead of Christmas.
What is confirmed
- Nvidia shares rose 2.5 percent as technology stocks led a Wall Street rebound.
- The Nasdaq achieved its strongest one-day gain since August 4.
- An expected Federal Reserve rate hike on Wednesday offered relief to stock investors regarding inflation concerns.
- The Baron Technology ETF rose 38.95 percent during the second quarter.
Still unconfirmed
- UK shoppers are bracing for pricier energy and mortgages before Christmas, impacting consumer spending outlooks.
What to watch next
- Further macroeconomic data releases concerning inflation and central bank monetary policy trajectory
- Subsequent performance metrics for semiconductor and technology equities on Wall Street
confidence 95%Sources used for this update (5)
- seekingalpha.com — Baron Technology ETF Q2 2026 Shareholder Letter
- finance.yahoo.com — Stock market today: Dow, S&P 500, Nasdaq rise as oil slips, Fed rate hike pacifies markets' inflation worries
- www.ibtimes.co.uk — Nvidia Stock Jumps as AI Shares Lead Wall Street Rebound After Fed-Fuelled Selloff
- www.briefs.co — Next says UK shoppers are bracing for pricier energy and mortgages before Christmas
- yellow.com — Crypto Options Approach Half of Bitcoin Derivatives Market as Bybit Captures 28% of Tracked Volume, Glassnode Report Finds
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US Chip Stocks Gain as Federal Reserve Enacts First Rate Hike in Three Years
United States semiconductor equities strengthened as the Federal Reserve enacted its first rate hike in three years, triggering a broad mixed session across Wall Street. The Nasdaq closed near flat at 25,978.42 while the Dow tumbled 631 points. Intel led chip sector gains, driven by lucrative dealmaking that prompted Melius Research to project a share price of $200 within two years. Meanwhile, Qualcomm shares climbed to a two-month high as investors evaluated the company's diversification into artificial intelligence data center infrastructure.
Why it matters
Wednesday trading sessions reflected heightened volatility as markets reacted to the Federal Reserve interest-rate decision and Chair Kevin Warsh's remarks alongside easing oil prices and declining energy shares. Technology equities remained mixed during late afternoon hours, showing resilience in the semiconductor segment even as financial and energy stocks sank. Individual chipmakers capitalized on growing demand for artificial intelligence hardware and strategic partnerships.
What is confirmed
- US markets closed mixed on Wednesday as the Federal Reserve delivered its first interest rate hike in three years.
- The Nasdaq closed near flat at 25,978.42 while the Dow fell 631 points.
- Intel led chip sector gains following reports from Melius Research projecting the stock could reach $200 per share in two years.
- Qualcomm stock climbed to a two-month high as its push into artificial intelligence data centers gained traction.
Still unconfirmed
- Intel could hit as much as $200 per share in two years due to lucrative deals with top chipmakers.
What to watch next
- Federal Reserve Chair Kevin Warsh's subsequent comments on monetary policy
- Further market reaction to the central bank's first rate hike in three years
- Performance of Intel and Qualcomm shares as artificial intelligence infrastructure deals progress
confidence 100%Sources used for this update (5)
- economictimes.indiatimes.com — FED Meeting Live | Dow Jones Futures | US Stock Market Live: US stocks trade higher ahead of much-anticipated Fed rate decision
- finance.yahoo.com — QCOM Stock Climbs To 2-Month High As AI Data Center Push Gains Momentum
- hdfcsky.com — Nasdaq Closes Near Flat at 25,978.42 as Fed Rate Hike Jolts Dow Down 631 Points; Russell 2000 Slides 0.71%
- finance.yahoo.com — Sector Update: Tech Stocks Mixed Late Afternoon
- www.cnbc.com — Intel is leading chip gains. A top analyst sees the stock hitting $200 in two years
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Intel Expands Edge AI Security as Chip Sector Rallies
United States semiconductor equities rose as investors digested fresh deal disclosures across the sector. Intel partnered with Atsign in September 2026 to eliminate encryption bottlenecks for autonomous edge artificial intelligence agents on Xeon and Core Ultra 9 platforms. Atsign joined Intel's Industrial Builders partner program following reports of large performance gains in secure agent-to-agent communications. Meanwhile, Apple continues to utilize advanced manufacturing technology from Taiwan Semiconductor, though Nvidia represents a growing presence for the foundry.
Why it matters
These hardware developments arrive amid a broader period of investment and partnership activity across the semiconductor industry. Intel previously expanded its enterprise footprint by teaming up with ASUS and adopting the TRACE open specification. Market observers continue to monitor how zero-trust architectures and hardware-rooted security might alter the competitive narrative for central processing units in smart transportation and agentic workloads.
What is confirmed
- In September 2026, Atsign announced a partnership with Intel to remove a major encryption bottleneck for autonomous edge AI agents on Intel Xeon and Core Ultra 9 platforms.
- Atsign joined Intel's Industrial Builders partner program after reporting large performance gains in secure agent-to-agent communications.
- Apple uses advanced technology from Taiwan Semiconductor.
Still unconfirmed
- Nvidia is on the rise as a client for Taiwan Semiconductor alongside Apple.
What to watch next
- Further integration of zero-trust architectures into Intel hardware platforms.
- Developments within Intel's Industrial Builders partner program.
confidence 100%Sources used for this update (3)
- www.fool.com — Apple's new chip uses Taiwan Semiconductor's most advanced technology
- uk.finance.yahoo.com — Should You Buy Citigroup Stock as It Jumps 29.3% in 6 Months?
- finance.yahoo.com — Will Intel’s (INTC) Secure Edge AI Push With Atsign Reshape Its Agentic Computing Narrative?
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AI Infrastructure Stocks Rally Following Qualcomm and Corning Deals
Shares of Intel, Advanced Micro Devices, Qualcomm, and Corning rose Tuesday as investors reacted to new deal announcements. Intel is expanding its enterprise AI footprint through a partnership with ASUS for cloud and industrial edge solutions. Additionally, the Linux Foundation has adopted the TRACE open specification for secure AI workloads, a framework Intel helped develop. This rally follows a period of significant investment in the sector, including a previous multi-billion dollar position taken by Nvidia in Intel and record revenues for memory chip makers in August 2026.
Why it matters
The semiconductor industry is shifting toward specialized AI infrastructure and secure execution environments. Intel's involvement in the TRACE specification aims to standardize verifiable AI workloads across data centers. This occurs as the broader market evaluates valuation gaps between specialized AI cloud providers.
What is confirmed
- Shares of Qualcomm, Corning, Intel, and Advanced Micro Devices rose on Tuesday.
- ASUS expanded its AI infrastructure ecosystem using Intel technologies for industrial edge and cloud solutions.
- Intel contributed to the TRACE open specification for trusted AI execution adopted by the Linux Foundation.
Still unconfirmed
- Blue Origin hired 47 Amazon satellite engineers for its TeraWave network.
What to watch next
- Financial results from the Qualcomm and Corning deals that triggered the Tuesday rally
- Further adoption of the TRACE open specification by other enterprise AI providers
confidence 90%Sources used for this update (5)
- www.ibtimes.com.au — Jeff Bezos' Blue Origin Hires 47 Amazon Satellite Engineers To Build Rival TeraWave Network This Year
- uk.finance.yahoo.com — Intel (INTC) Enters Trusted AI Standards as Enterprise Infrastructure Role Grows
- www.tradingkey.com — CoreWeave: Funding Pressure Behind Rapid Expansion
- finance.yahoo.com — Amkor Expands Advanced Packaging: Can Its $12B Arizona Bet Pay Off?
- www.cnbc.com — AI infrastructure stocks rally on deal announcements from Qualcomm, Corning
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Nvidia investment in Intel grows to $30 billion paper gain
Nvidia's $5 billion investment in Intel reached a $30 billion paper value by June. The collaboration began with an announcement on September 18, 2025, and concluded with Nvidia purchasing 214,776,632 Intel shares at $23.28 each on December 26, 2025. This activity coincides with a broader semiconductor rally. In August 2026, memory chip makers Nanya Technology and Elite Semiconductor Microelectronics Technology both reported record consolidated revenue driven by higher contract prices. Internationally, AI investment enthusiasm pushed Japan's Nikkei 225 index up 1.26%, led by SoftBank.
Why it matters
The partnership between Nvidia and Intel represents a strategic alignment of two chip giants during a period of massive AI infrastructure expansion. This follows a trend of record revenues for memory chip manufacturers and increased tech stock volatility in Asian markets.
What is confirmed
- Nvidia purchased 214,776,632 Intel shares at $23.28 each for $5 billion on December 26, 2025.
- Nanya Technology and Elite Semiconductor Microelectronics Technology reported record consolidated revenue for August 2026.
- Japan's Nikkei 225 index rose 1.26% amid AI investment enthusiasm.
Still unconfirmed
- Nvidia's Intel investment was worth $30 billion by June.
What to watch next
- Updated SEC filings regarding Nvidia's current Intel shareholdings
- Quarterly revenue reports for Nanya and ESMT to see if August records persist
confidence 90%Sources used for this update (7)
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- uk.finance.yahoo.com — Nvidia’s $5 Billion Intel Bet Was Worth $30 Billion by June. Is the Partnership Still Mispriced?
- www.ibtimes.com.au — Japan's Nikkei 225 index rises amid AI investment excitement, with SoftBank leading gains.
- www.digitimes.com — Nanya, ESMT hit record August revenue on higher contract prices
- www.digitimes.com — India PC shipments rise as channel buying lifts second quarter sales
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Chip stocks lead market gains as Nvidia beats Q2 expectations
US chip stocks drove broad market gains as Nvidia shares jumped 9% following a 138% increase in AI chip revenue. This growth added $440B in market value and led Nvidia to project 70% sales growth. The broader market responded positively, with the Dow Jones Industrial Average rising 0.30% to 53,577.40, the Nasdaq Composite Index gaining 0.66% to 26,151.30, and the S&P 500 Index climbing 0.32% to 7,677.28. AMD also saw gains of 4.91% as Treasury yields fell for a second straight day.
Why it matters
The sector rally follows a partnership between Apple and Intel for domestic chip design and manufacturing. Intel's 18A/18A-P process has entered risk production. Current market momentum is tied to AI adoption and upcoming economic data.
What is confirmed
- Nvidia shares increased 9% after AI chip revenue grew 138%.
- Nvidia's growth added $440B in market value.
- The Dow Jones Industrial Average rose 0.30% to 53,577.40.
- The Nasdaq Composite Index gained 0.66% to 26,151.30.
- The S&P 500 Index climbed 0.32% to 7,677.28.
- AMD shares gained 4.91%.
Still unconfirmed
- Nvidia projects 70% sales growth.
- The CEO of Nvidia described current AI adoption as an inflection point.
What to watch next
- Release of July PCE data
- Further updates on Intel 18A risk production progress
confidence 90%Sources used for this update (6)
- www.foxbusiness.com — Fox News
- www.tradingkey.com — US Stocks Close: Dow Rises 160 Points, Treasury Yields Fall for Second Day; Chip Stocks Lead Gains, Consumer Stocks Slump; AMD Gains 4.91%
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- finance.yahoo.com — Tech stocks today: Tech stocks gain after Nvidia tops Q2 expectations
- www.briefs.co — Nvidia Shares Soar on Explosive AI Chip Revenue Growth
- www.briefs.co — Nvidia Projects Record Revenue Surge Fueled by AI Chip Boom
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US chip stocks gain after Apple-Intel partnership
Intel shares surged following President Trump's announcement of Apple partnering with Intel for domestic chip design and manufacturing. The 18A/18A-P advanced chip process has entered risk production, pushing Intel stock near $140. Investors are reacting to these developments.
What's confirmed:
- Intel shares have surged following an announcement by President Trump that Apple will partner with the company for domestic chip design and manufacturing.
- The 18A/18A-P advanced chip process has entered risk production.
- Intel stock is near $140.
- Intel's Q2 performance beat expectations and AI demand is strong.
confidence 80%Sources used for this update (2)
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Intel Stock Rallies Following Apple Partnership and Process Milestones
Intel shares have surged following an announcement by President Trump that Apple will partner with the company for domestic chip design and manufacturing. Investors are also reacting to the 18A/18A-P advanced chip process entering risk production. These developments have pushed Intel stock near $140.
What's confirmed:
- President Trump announced that Apple will work with Intel to design and manufacture chips in the U.S.
- Intel's 18A/18A-P advanced chip process has entered risk production.
Still unconfirmed:
- Intel stock has experienced a 250% rally and is trading near $140.
- Intel stock could move higher toward $160.
confidence 90%Sources used for this update (6)
- Chip Stocks To Watch And Semiconductor Industry News
- INTC News Today | Why did Intel stock go up today? - MarketBeat
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Apple and Intel Partner for U.S. Chip Production
Apple and Intel will design and manufacture chips within the United States to diversify supply chains. Intel shares rose over 10% following the announcement. The deal establishes Apple as Intel's largest foundry customer.
What's confirmed:
- Apple and Intel agreed to design and manufacture chips in the United States.
- Intel stock closed up 10.64% at $133.99.
- Mizuho raised its Intel price target to $135.
- Donald Trump announced the partnership via Truth Social.
Still unconfirmed:
- Apple will raise prices across much of its product lineup due to chip costs.
confidence 95%Sources used for this update (8)
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US chip stocks rise on Apple-Intel domestic production deal
President Trump announced a partnership between Apple and Intel to design and manufacture chips in the United States. Intel shares surged following the news. The US government holds a stake in the chipmaker.
What's confirmed:
- Apple and Intel will collaborate on chip design and production in the United States.
- Intel shares rose after the partnership announcement.
Still unconfirmed:
- The US government's 10% stake in Intel is worth $60 billion.
confidence 90%Sources used for this update (4)
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Intel Shares Rise After Trump Announces Apple Partnership
President Trump announced on June 18 that Apple and Intel will collaborate to design and build chips in the United States. Intel stock rose between 6% and 10.5% following the news. TSMC will remain Apple's primary supplier.
What's confirmed:
- President Trump announced on June 18, 2026, that Apple and Intel will partner to design and produce chips in the U.S.
- Intel stock increased following the announcement, with reported gains ranging from nearly 6% to 10.5%.
- TSMC will continue as Apple's main supplier.
Still unconfirmed:
- Apple will use the Intel 18A-P process for lower-end chips only starting in 2027.
- Neither Apple nor Intel has formally confirmed the deal.
confidence 80%Sources used for this update (6)
- Intel Stock Surges 9% on Trump's Apple Chip Deal Claim
- Apple and Intel to Build Chips in US: Trump Confirms Deal, Stock Climbs 10.5%
- Intel Stock Jumps 10% After Trump Announces Apple Chip Deal
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- Apple Intel Chip Deal: Impact on iPhones and Macs
- Intel's Strategic Role Highlighted by Apple Partnership Announce
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Intel Shares Surge Following Apple Domestic Chip Deal
President Trump announced on Truth Social that Apple and Intel will partner for chip design and manufacturing in the United States. Intel shares rose over 9% in pre-market trading after the news. The agreement focuses on domestic operations.
What's confirmed:
- President Trump announced on Truth Social that Apple and Intel reached a partnership to design and manufacture chips domestically in the United States.
- Intel shares surged over 9% in pre-market trading following the announcement.
confidence 100%Sources used for this update (5)
- Trump Announces Apple and Intel Reach US Domestic Chip Partnership ...
- Intel and Apple strike chip deal, Trump says in Truth Social post
- Intel Jumped 10% on an Apple Deal. Here's Why the Whole Semiconductor Sector Just Hit a Record.
- Intel surges, but Apple's stock barely blinks - Rolling Out
- Intel Apple Partnership 2026: Bold U.S. Chip Design Deal Explained
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US Chip Stocks Rise Following Trump Announcement of Apple-Intel Partnership
President Trump announced that Apple will partner with Intel to design and manufacture chips within the United States. Intel shares surged following the news, and broader US semiconductor stocks gained. Tim Cook stated that iPhone prices will increase.
What's confirmed:
- President Trump stated Apple will partner with Intel for chip design and production in the US.
- Intel shares rose after the announcement.
- US semiconductor stocks climbed in premarket trading on Thursday.
- Tim Cook said iPhone prices will rise.
Still unconfirmed:
- Intel shares surged 10.67% to $134.02 from a previous close of $121.10.
- Intel stock reached around $133 in early trading.
confidence 90%Sources used for this update (13)
- Intel rises 9% after Trump says company will partner with Apple on U.S. chip design
- (INTC) Intel Share Price Soars After Trump Says It Struck Apple Chip Deal (APPL)
- Tim Cook says iPhone prices will rise. Trump says Apple will make US chips with Intel
- Trump: Apple partnering with Intel on chip design, production in US
- Intel shares leap after Trump says it's working with Apple to make chips in the U.S.
- US chip stocks gain after Apple-Intel partnership
- Apple to Buy Computer Chips From Intel, Trump Says
- Intel stock rises after Trump touts U.S.-built chip deal with Apple
- Intel Soars 10% After Trump Says Apple Will Partner With Intel on U.S ...
- US chip stocks gain after Apple-Intel partnership - Yahoo Finance
- Nasdaq Composite Gains 1.7%: Intel Soars on Apple Chip Deal, as Semi’s Rally
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