Intel Falls as Manufacturing Snags Bedevil Comeback | Bloomberg Tech 1/23/2026

分组1 - Intel's stock has plunged due to a disappointing sales outlook, marking its largest drop since August 2022, with a 15% decline in a volatile trading week [1][7] - The company is facing significant manufacturing and execution issues, particularly with yield and production of server chips, leading to unfulfilled orders [1][3] - Analysts express concerns about Intel's ability to attract external customers for its foundry business if manufacturing processes do not demonstrate high efficiency [1][3] 分组2 - Chinese tech firms, including Alibaba, Tencent, and ByteDance, have received approval to prepare orders for NVIDIA's H200 chips, indicating a potential thaw in U.S.-China tech relations [2][4] - The approval comes with caveats, as Chinese officials are cautious about the chips being used in sensitive sectors like the military [2][4] - Analysts suggest that this development could open up significant market opportunities for NVIDIA in China, although the exact size of this opportunity remains uncertain [2][4] 分组3 - Tesla has begun offering robotaxi rides in Austin without a human safety driver, marking a significant step in autonomous vehicle technology [4][5] - The development is seen as a confidence boost for Tesla's vision-only platform, which relies solely on cameras, contrasting with competitors like Waymo that use multiple sensors [4][5] - Consumer acceptance of autonomous vehicles is growing, particularly in markets like San Francisco, where users are increasingly comfortable with ride-hailing services [5] 分组4 - Capital One has agreed to acquire fintech startup Brex for $1.51 billion, marking the largest acquisition for the bank since its purchase of Discover [7][8] - The acquisition is seen as a strategic move to combine Brex's technology with Capital One's scale and resources, aiming to accelerate product development [7][8] - Brex's valuation has significantly decreased from its previous $12 billion valuation, reflecting broader market trends in fintech [7][8] 分组5 - Apple is experiencing a rough week, with its stock on track for an eighth consecutive weekly decline, the worst run since May 2022 [6] - Jon Ternus, Apple's hardware chief, has been given additional responsibilities overseeing design teams, positioning him as a potential successor to CEO Tim Cook [6][6] - The focus for Ternus will likely be on the development of a foldable iPhone, which is anticipated to be a key growth driver for the company [6][6]