Semiconductor supply chains are mostly self financed now. The top of the chain (nvidia, tsmc) are so flush with cash that they just bankroll their own precision manufacturers. In the future they should probably just get into general merchant and sme banking, have venture arms for embodied AI, etc. ...

China said it is closely monitoring US legislative plans after the House Foreign Affairs Committee advanced export-control bills targeting semiconductors, which Beijing warned could disrupt global supply chains if passed https://t.co/Jj3Zo3j61Q ...

>> "BLOOMBERG TECH" IS LIVE FROM COAST-TO-COAST, WITH BLOOMBERG -- WITH ED LUDLOW AND CAROLINE HYDE. ED:: COMING UP, LASTING THROUGH THE. COM ERA, AND A PHONE CALL WITH LOUIS VUITTON.MICROSOFT AND META MAKING THOUSANDS OF JOB CUTS AS AI SURGES. OPENAI COMES UP WITH A NEW MODEL, BETTER AT HELPING SCIENTISTS IN CARRYING OUT MORE COMPLEX TASKS. BLOWING THROUGH THE.COM TO A STUNNING NEW RECORD HIGH. THIS HAS BEEN AN UNSTOPPABLE TRAIN. INTEL IS UP 120%.THAT'S THE STORY, INTEL GUIDING AHEAD OF THE STREET. IT'S AL ...

MATT: 30 MINUTES UNTIL THE START OF THE CASH TRADE AND THE SEMI'S ARE UP AGAIN. I'M MATT MILLER. DANI: I'M DANI BURGER.BLOOMBERG "OPEN INTEREST" STARTS NOW. MATT: COMING UP, AI EUPHORIA RETURNS. LACKLUSTER RESULTS FROM INTEL FUEL A MASSIVE RALLY IN TECH SHARES.DANI: META AND MICROSOFT PLAN TO CUT THOUSANDS OF JOBS TO OFFSET SPENDING ON AI. MATT: PAKISTAN SAYS A SECOND ROUND OF U.S.-IRAN TALKS IS EXPECT IT, BUT NO DATE HAS BEEN SET TO END -- HAS BEEN SET. DANI: WHEN IS THE LAST TIME INTEL HAD THIS BIG OF A S ...

MUSK PICKS INTEL 14A FOR TERAFAB CHIPS@Tesla will use Intel's next-gen 14A process to make AI chips at the Terafab complex, @elonmusk said Wednesday. Tesla becomes Intel's first major 14A customer, a breakthrough for the chipmaker's foundry business.The project splits responsibilities: Tesla runs a research fab in Austin at roughly $3 billion, while SpaceX handles the high-volume manufacturing site. The combined facilities target one terawatt of AI compute output per year.@intel officially joined Terafab ea ...

JUST IN: Nvidia $NVDA surges over 5%, adding $250,000,000,000 to its market cap today.Total market cap: $5 trillion https://t.co/zkPY5qgc0o ...

Turn to the stock story of the day and that would be Intel. Christina Partzene watching the big move on top of an already big move that this stock has seen. Christina.>> Yeah, big move up what 125% this year alone and really sitting at alltime highs just after yesterday's really strong quarter. The US government, I know a lot of people wondering, they bought a 10% stake just last August at $20 a share. So, that investment has nearly quadrupled on paper.The question though is whether this is a real inflectio ...

The value of the US government stake in Intel has increased fourfold to hit a value of about $36 billion after the chipmaker’s financial outlook showed a resurgence in sales https://t.co/z0uYd3vUJc ...

>> THIS MARKET AND TECH HAVE FURTHER TO GO. >> THE MARKET IS CLEARLY LOOKING THROUGH THE SHORT TERM UNCERTAINTY. >> THE MARKET IS SAYING THIS IS STILL A TRANSITORY STORY. >> MAYBE SUPPORTS THE NEED TO INVEST. >> THIS IS BLOOMBERG SURVEILLANCE WITH JONATHAN FERRO, LISA ABRAMOWICZ, AND ANNMARIE HORDERN. JONATHAN: LIVE FROM NEW YORK CITY THIS MORNING, GOOD MORNING, GOOD MORNING. BLOOMBERG SURVEILLANCE STARTS RIGHT NOW. COMING INTO FRIDAY, EXTENDING THE CHIP RALLY, STRONG EARNINGS FROM INTEL HELPING SEMIS BILLE ...

HE GETS IN, YOU KNOW, AND WHAT HE'S GOING TO DO, THAT WAS A BIG HINT IS THAT, YOU KNOW, STILL FEELING I THINK IT WAS BUILD. >> THE CASE TO CUT RATES IS THE HINT. >> DOVISH SIGNAL.WE'RE LOOKING AT INFLATION. MEASURE THAT. WHATEVER YOU HAVE.>> TO DO TO DO THAT. YEAH. >> ALL RIGHT.LET'S TURN TO INTEL NOW. THE SHARES ARE SURGING THIS MORNING AFTER AN EARNINGS BEAT. VERY SOLID GUIDANCE.JOINING US NOW DAN NILES FOUNDER AND FOUNDER OF NILES INVESTMENT MANAGEMENT. DAN I DON'T KNOW IF YOU GOT THE MEMO. IT'S NOT ABOU ...