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Trump’s Q1 trades span Nvidia Intel Boeing and more raising fresh questions on policy and portfolios

Trump’s Q1 trades span Nvidia Intel Boeing and more raising fresh questions on policy and portfolios

In his latest quarterly financial disclosures, President Donald Trump reported stock and bond purchases and sales worth tens of millions of dollars across major US companies during the first quarter. Filings covering over 100 pages show buying ranges that include Nvidia, Oracle, Microsoft, Boeing and Costco, alongside notable selling of Microsoft, Meta and Amazon. The White House says independent managers executed trades via index-replicating programs, while Trump is not required to specify asset classes in the same way lawmakers do.

Summarised by Beize from a story on The Economic Times on 15 May 2026
TSMC set to keep making Apple chips even with reported Intel chip deal

TSMC set to keep making Apple chips even with reported Intel chip deal

Despite reports that Apple may involve Intel in some chip efforts, experts expect Taiwan Semiconductor Manufacturing Co to remain Apple’s primary manufacturing partner. The reason: TSMC’s advanced process technology, dependable production, and edge in packaging and yields are viewed as hard to replace—especially for Apple’s most important devices.

Summarised by Beize from a story on The Economic Times on 11 May 2026

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Intel CEO Lip-Bu Tan wins Apple and Musk deals as chips face rising pressure

Intel CEO Lip-Bu Tan wins Apple and Musk deals as chips face rising pressure

Intel’s CEO Lip-Bu Tan has steered the chipmaker toward customer-first partnerships, drawing interest from Apple and Tesla and striking a surprising deal involving Elon Musk. The strategy has already pushed Intel’s stock to a record high, raising hopes of a turnaround. But with industry competition intensifying, Tan now faces the bigger test: a real breakthrough in chips manufacturing and performance.

Summarised by Beize from a story on The Economic Times on 9 May 2026
Intel stock jumps 490% but the real turnaround may lag far behind

Intel stock jumps 490% but the real turnaround may lag far behind

Intel’s shares have surged roughly 490% over the past year, fueling headlines about a dramatic comeback. But the move may reflect Wall Street’s optimism more than Intel’s pace of execution, suggesting investors are betting on a turnaround that could be unfolding more slowly than the stock implies.

Summarised by Beize from a story on TechCrunch on 8 May 2026
Apple and Intel eye preliminary chip deal that could reshape device supply plans

Apple and Intel eye preliminary chip deal that could reshape device supply plans

Apple and Intel have reportedly reached a preliminary deal where Intel would manufacture chips for Apple devices, a potential manufacturing win for Intel and a capacity boost for Apple. The report says the US government played a role in the talks. Both Intel and Apple shares rose on the news, with the move also diversifying Apple’s chip sourcing strategy.

Summarised by Beize from a story on The Economic Times on 8 May 2026
Apple explores Intel and Samsung chip options as US supply worries grow fast

Apple explores Intel and Samsung chip options as US supply worries grow fast

Apple is reportedly in exploratory talks with Intel and Samsung as it searches for backup chip suppliers in the US. The move follows recent supply disruptions that exposed how vulnerable production can be. The news has already shaken markets, with Intel’s stock jumping roughly 12%, signaling investor optimism about a potential manufacturing role for Apple’s future chips.

Summarised by Beize from a story on Entrepreneur on 6 May 2026

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Dow Jones Nasdaq Surge as Intel Hits All Time High and Oil Drops Sharply

Dow Jones Nasdaq Surge as Intel Hits All Time High and Oil Drops Sharply

US stocks surged as the Dow gained over 350 points, the S&P 500 pushed to fresh highs, and the Nasdaq climbed nearly 250 points. The rally was powered by Intel reaching an all-time high alongside broad strength in tech and semiconductors. Oil prices fell sharply, with WTI dropping around 3%, while select companies like Pfizer and Anheuser-Busch posted stronger-than-expected results.

Summarised by Beize from a story on The Economic Times on 5 May 2026
Intel stock rockets 12% to a record high as Apple chip talks spark fresh demand

Intel stock rockets 12% to a record high as Apple chip talks spark fresh demand

Intel shares surged 12% to an all-time high after results topped expectations and revived investor confidence in the chipmaker’s turnaround. The move was amplified by reports and chatter around a potential Apple manufacturing partnership, alongside a dramatic quarter rework. Observers are also weighing political momentum as headlines tie recent gains to the current U.S. administration’s claims.

Summarised by Beize from a story on The Economic Times on 5 May 2026
QuantWare bags 178 million as Intel backs Dutch quantum processor expansion

QuantWare bags 178 million as Intel backs Dutch quantum processor expansion

Dutch quantum processor startup QuantWare has raised $178 million in new funding, with Intel Capital among the backers. The investment is set to expand QuantWare’s production capabilities as quantum computing aims to deliver dramatically faster data processing. With the sector projected to grow into a multi-trillion market over the next decade, the deal signals accelerating efforts toward real-world deployment.

Summarised by Beize from a story on The Economic Times on 5 May 2026
Apple reportedly considers Intel and Samsung to make iPhone and Mac chips in the US

Apple reportedly considers Intel and Samsung to make iPhone and Mac chips in the US

Apple has reportedly held exploratory discussions with Intel and Samsung Electronics about producing the main processors for its devices, according to Bloomberg, citing people familiar with the talks. The move, if pursued, could diversify Apple’s chip supply chain and reshape how key processors are manufactured, with implications for US-based production and long-term sourcing strategy.

Summarised by Beize from a story on The Economic Times on 5 May 2026

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Intel names Qualcomm veteran Alex Katouzian to reboot PC plans and physical AI push

Intel names Qualcomm veteran Alex Katouzian to reboot PC plans and physical AI push

Intel has appointed Alex Katouzian, formerly a Qualcomm executive, to lead its PC and “physical AI” division. Intel’s goal is to reshape its PC strategy using Katouzian’s mobile chip expertise and to blend those capabilities with the fast-emerging field of physical AI, signaling a potential pivot in how the company builds computing platforms.

Summarised by Beize from a story on The Economic Times on 5 May 2026
Intel gets US antitrust clearance for larger bet on SambaNova chip startup

Intel gets US antitrust clearance for larger bet on SambaNova chip startup

US antitrust authorities have wrapped up their review of Intel’s investment in SambaNova, clearing the expansion of its stake. Intel put in $35 million in the chip startup, following an earlier investment and with plans to add another $15 million. The clearance effectively removes a major regulatory hurdle as Intel deepens its push into new chip technology.

Summarised by Beize from a story on The Economic Times on 1 May 2026
Nvidia and chip peers tumble as AI spending fears spark broad Magnificent Seven selloff

Nvidia and chip peers tumble as AI spending fears spark broad Magnificent Seven selloff

Nvidia, AMD, and Intel led a sharp fall in chip stocks as AI spending worries hit sentiment ahead of major mega-cap earnings. The Magnificent Seven opened broadly lower, with just Apple gaining. Higher oil and elevated bond yields added pressure on valuations, while concerns over OpenAI revenue growth further cooled AI optimism.

Summarised by Beize from a story on The Economic Times on 28 Apr 2026
Intel layoff leaves 60 year old fighting for reemployment shares brutal job hunt advice

Intel layoff leaves 60 year old fighting for reemployment shares brutal job hunt advice

After an Intel layoff, a man in his 60s is scrambling to find new work as reemployment proves far harder than expected. He’s learning new skills, applying broadly, and relying on determination while financial pressure and health concerns limit how long he can wait. His account highlights how career change and age can collide during downsizing.

Summarised by Beize from a story on The Economic Times on 27 Apr 2026

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US stake in Intel soars 300 percent to 36 billion, but why now

US stake in Intel soars 300 percent to 36 billion, but why now

The US government’s stake in Intel has jumped about 300%, reaching $36 billion. The deal, announced in August, implies an almost $27 billion paper return. Intel CEO Lip-Bu Tan reportedly secured the investment after a charm offensive to rebuild relations with President Donald Trump, who had earlier called for Tan’s ouster.

Summarised by Beize from a story on The Economic Times on 26 Apr 2026
Intel stock explodes past dot com highs as AI chip demand beats all forecasts

Intel stock explodes past dot com highs as AI chip demand beats all forecasts

Intel’s turnaround is accelerating: its stock has surged beyond dot-com era peaks, powered by unexpected AI chip demand. Sales of Xeon server CPUs reportedly included previously written-off inventory, helping drive a more than 24% rally. Analysts say the move reflects a wider semiconductor rebound as AI infrastructure spending keeps ramping and competitors benefit too.

Summarised by Beize from a story on The Economic Times on 24 Apr 2026
Intel shares jump 28% to record high as AI demand and Nvidia push valuation to new heights

Intel shares jump 28% to record high as AI demand and Nvidia push valuation to new heights

Intel stock surged nearly 28% in a single session, pushing the company above $80 to record highs. The move reflects explosive AI-driven demand, reinforced by strong Nvidia support. A stake said to have been entered near $20 per share in August 2025 is now worth about $36 billion, alongside Intel expanding AI chip production and foundry services tied to U.S. supply-chain priorities.

Summarised by Beize from a story on The Economic Times on 24 Apr 2026
Dow crashes 150 points as Nasdaq rockets on Intel’s AI earnings surge

Dow crashes 150 points as Nasdaq rockets on Intel’s AI earnings surge

US markets moved sharply in opposite directions: the Dow slid over 150 points while the Nasdaq rose nearly 0.9% and the S&P 500 held steady gains. The shock came from Intel’s more-than-25% surge after strong earnings, fueled by AI data-center demand and a near-10% weekly run in semiconductors. Rising oil above $100 from Iran tensions weighed on industrials, while consumer sentiment stayed near record lows.

Summarised by Beize from a story on The Economic Times on 24 Apr 2026

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Qualcomm shares jump 8 percent before April 29 earnings can the rally last

Qualcomm shares jump 8 percent before April 29 earnings can the rally last

Qualcomm’s stock surged more than 8% as investors piled into semiconductors after strong Intel earnings and improving industry sentiment. Still, the rally’s durability hinges on Qualcomm’s April 29 report, where investors will weigh demand signals against lingering smartphone weakness and memory constraints. The next update could determine whether momentum continues or fades.

Summarised by Beize from a story on The Economic Times on 24 Apr 2026
US chipmakers surge to record highs as Intel forecasts stoke AI spending optimism

US chipmakers surge to record highs as Intel forecasts stoke AI spending optimism

American chip stocks hit fresh record highs as Intel’s strong revenue forecast fueled confidence in the AI boom. The broader semiconductor sector followed with notable earnings momentum, lifting names like AMD and Arm. Even Nvidia, the world’s most valuable company, rose—signaling investors’ belief that demand for AI infrastructure will keep accelerating.

Summarised by Beize from a story on The Economic Times on 24 Apr 2026
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