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].

Group 1 - The Trump administration is reportedly seeking to acquire an equity stake of up to 10% in Lithium Americas, indicating a move towards state capitalism [1] - The company is currently renegotiating terms of a $2.26 billion agreement with the Energy Department [1] Group 2 - The stock market experienced a decline as Fed chief Powell commented on the high valuation of stock prices [2] - Micron's earnings and guidance exceeded expectations, contributing to a rise in tech futures [1]

White House economic adviser Kevin Hassid telling us that the government's stake in Intel is like a down payment on a sovereign wealth fund. And on our air yesterday, commerce secretary Howard Lutnik referred to a national economic security fund. Joining us right now is CBC contributor Walter Isacson, the legendary Walter Isacson.He's a professor at Twain University, also Paola Weinberg advisory partner and great friend of the show. Walter, thank you for joining us this morning. We've all been trying to mak ...

President Trump has insisted that he doesn't chicken out when it comes to enforcing his tariffs, telling reporters earlier this summer, quote, "It's called negotiation." Well, despite that, with a deadline to impose new tariffs on China at midnight, Trump was waffling again this morning. >> We'll see what happens. They've been dealing quite nicely.The relationship is very good with President with President Xi and myself. Well, just hours later, Donald Trump folded, extending the deadline for China tariffs f ...