Market Overview - The three major indices closed lower, with the Dow Jones down 0.37% at 46,121.28 points, the S&P 500 down 0.28% at 6,637.97 points, and the Nasdaq down 0.33% at 22,497.86 points [2] - Concerns over a potential "circular financing" model in the AI industry have intensified, leading to increased investor skepticism [2] - After a series of historical highs driven by AI investment, the market is experiencing a pullback, with some investors taking profits amid high valuations [2][3] Company News - Intel's stock surged over 6% as reports emerged that the company is seeking investment from Apple to help reverse its struggles [5] - Oracle initiated a $18 billion bond issuance, which is the second-largest in the investment-grade market since 2025, with subscription demand reaching nearly $88 billion [6] - OpenAI is reportedly considering leasing Nvidia chips to save 10%-15% on costs, which would alleviate financial pressures in their large-scale data center collaboration [7] - Amazon's autonomous driving subsidiary, Zoox, is seeking broader regulatory approval to deploy driverless cars without traditional controls, potentially allowing up to 2,500 vehicles on U.S. roads [8] Stock Performance - Major tech stocks mostly declined, with Nvidia down 0.82%, Oracle down 1.71%, and Apple down 0.83%, while Tesla rose 3.98% [4] - Chinese tech stocks saw a general increase, with Alibaba up 8.19% and JD.com up 5.74%, following Alibaba's commitment to increase investments in AI infrastructure [4]

Market Overview - The three major US stock indices experienced declines, with the Dow Jones falling by 0.37%, the Nasdaq down by 0.33%, and the S&P 500 decreasing by 0.28% [1] Company Highlights - Intel saw a significant increase of over 6% in its stock price as it seeks investment from Apple [1] - Apple and Nvidia both experienced a decline of nearly 1%, while Google dropped by over 1% [1] - Tesla's stock rose by over 3% [1]

The chip maker has reportedly asked Apple for an investment as it attempts to save its faltering business with a slew of multi-billion-dollar deals ...

Investment & Partnerships - Intel is reportedly in talks with Apple for a potential investment, which could be a form of payback for the removal of iPhone tariffs [1][2][3] - The US government, under the Trump administration, has shown support for Intel with a $20 billion investment [2] - Intel needs a bonafide large foundry customer with millions of units and a roadmap extending through 2030 [8] Manufacturing & Capacity - The focus of US investment is on bringing manufacturing back to the United States, favoring companies with manufacturing sites [5] - Wolfspeed may need funding to support its silicon carbide ambitions [6] - Texas Instruments (TI) could be a potential investment target, although they may be reluctant [5] Market Dynamics & Competition - AMD is trying to take market share from Nvidia, highlighting the importance of having multiple producers of this technology [4] - Intel is seeking a 14A foundry customer, potentially linked to the investment [3]

Core Viewpoint - Intel is actively seeking investments and partnerships, particularly with Apple, to bolster its manufacturing capabilities and secure a significant foundry customer base [1][2][3]. Group 1: Intel's Current Situation - Intel is experiencing a positive momentum, aided by a $20 billion investment from the Trump administration aimed at supporting U.S. manufacturing [2]. - The company is in need of a large foundry customer to ensure sustainable production, requiring millions of units and a long-term roadmap extending to 2030 [8]. Group 2: Potential Partnerships and Investments - Intel's approach to Apple may be seen as a strategic move, possibly linked to past tariff negotiations where Apple benefited from the removal of tariffs on iPhones [3]. - Other companies, such as Wolfspeed, may also seek investments to support their manufacturing ambitions, indicating a broader trend of capital infusion in the semiconductor sector [6]. Group 3: Market Dynamics - AMD is attempting to capture market share from Nvidia, but there are no expectations for direct investments from the U.S. Treasury into AMD at this time [4][5]. - The focus appears to be on manufacturing capabilities within the U.S., with potential investments in companies that align with this goal [5].

the stock was already higher uh during the regular session and that was sort of eye raising there wasn't any news and so maybe this is the answer to that question there uh Dan um it could be that Apple sees who the rescue squad is and said you know says to itself let's get in line with the administration but uh Apple spent the last 20 years trying to get away from Intel I mean let's be really clear and kar just said this I mean less than 1% of their revenue okay comes from Apple so Apple has been designing ...

Core Viewpoint - The discussion revolves around the uncertain investment landscape for Intel, highlighting the disconnect between market sentiment and the company's fundamentals, as well as the potential influence of government partnerships on investment decisions [4][5][7]. Group 1: Intel's Market Perception - Intel is one of the most disliked stocks in the S&P 500 with a market cap over $100 billion, having only five buy ratings from analysts [2]. - The stock's recent performance has been driven more by narrative and speculation rather than solid technological advancements or manufacturing capabilities [3][7]. - There is skepticism regarding whether investments in Intel are based on genuine confidence in returns or merely aligning with governmental initiatives [4][5]. Group 2: Financial Performance and Strategy - Intel is currently losing money, which raises concerns about its financial health despite recent cash infusions that may mitigate some downside risks [7]. - The stock has seen significant volatility, with a notable increase from $50 in December 2023, suggesting a potential retracement to around $35 if it loses momentum [11]. - The new CEO's commitment to improving the company's strategy is seen as a potential positive change, although doubts remain about the effectiveness of past leadership [12][14]. Group 3: Broader Market Context - The market is experiencing a frenzy where any announcement related to partnerships or investments leads to immediate stock buying, raising concerns about the sustainability of such trends [8][10]. - Comparisons are drawn with other companies like Alibaba, where market cap increases are linked to capital expenditure announcements rather than revenue growth, indicating a preference for more tangible financial metrics [16][18]. - The discussion emphasizes the need for a clearer understanding of Intel's strategic direction and deliverables, especially in light of recent investments and partnerships [20].

Bloomberg reporting the company is seeking funding from Apple to help its turnaround efforts. It would be just the latest in a string of cash infusions. Our Christina parts is here on set with uh details here.Christina, what do we know so far. This is a potential investment that could be seen as a comeback of sorts for Intel. And the reason I say that is because like you said, Bloomberg did put out this report just within the last 45 minutes or so saying that it they are in the early stages.Nothing is confi ...

Core Viewpoint - The company is reportedly seeking funding from Apple to aid in its turnaround efforts, marking a potential comeback for Intel, although details remain unconfirmed [1][2]. Group 1: Funding and Investments - Intel is in early discussions for a potential investment from Apple, which could be seen as a positive sign for the company's future [1]. - Recent investments include Nvidia's $5 billion and SoftBank's $2 billion, along with a 10% stake from the White House amounting to $8.9 billion, indicating a validation of Intel's turnaround efforts [4][5]. Group 2: Market Reaction - Following the news of potential discussions with Apple, Intel's shares rose approximately 6%, reflecting investor optimism despite the lack of a confirmed partnership [3]. Group 3: Current Challenges - Despite the positive market reaction, Intel continues to face significant challenges, including losses at its foundry and a slowdown in advanced manufacturing processes [5][7]. - The potential partnership with Apple may not lead to immediate product collaborations, as both companies currently lack a formal relationship [2][6].

[Music] That's closing bell on Wall Street and now it's market domination overtime getting you full team coverage of all the moves get you speed on the action from today's trade Yahoo finances y uh Jared Blickery joining us here to break down the moves today Jared walk us through that close >> thank you a lot of red here but it's not a disaster just seeing some mild losses in the Dow, NASDAQ, and S&P all down about 3 to 4/10en of 1%. I will show you the intraday price action first on the Dow. That's actuall ...