Semiconductors
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X @Wendy O
Wendy O· 2026-05-08 19:08
We are in the part of the Crypto cycle where we are seeing stocks pump like 2020/2024 memecoins.The Kobeissi Letter (@KobeissiLetter):BREAKING: Apple and Intel have reached a preliminary agreement for Intel to manufacture some of the chips that power Apple devices, per WSJ.Intel stock, $INTC, surges another +14% to its highest level on record. https://t.co/fXmePUKDPm ...
X @Herbert Ong
Herbert Ong· 2026-05-08 18:54
RT Trath1 (@Trath101)Elon just toured Intel’s Oregon fab with the team — silicon is waking up and things are very much in motion for Terafab 🔥#intelfab https://t.co/6juk9gFFY6 ...
X @Watcher.Guru
Watcher.Guru· 2026-05-08 17:02
JUST IN: Intel $INTC surges over 15% on report it will make chips for Apple $AAPL devices. https://t.co/hx4uErVUfW ...
X @Watcher.Guru
Watcher.Guru· 2026-05-08 16:52AI Processing
JUST IN: Apple and Intel $INTC reach agreement for Intel to make chips in Apple devices, WSJ reports. https://t.co/SbN4ZxU52U ...
X @The Wall Street Journal
The Wall Street Journal· 2026-05-08 16:51
Exclusive: Apple and Intel reached a preliminary agreement for Intel to make some of the chips that power Apple devices https://t.co/uqM2szd0yC ...
X @Bloomberg
Bloomberg· 2026-05-08 07:58AI Processing
TSMC and Sony are planning to form a joint venture to build next-generation image sensors https://t.co/1EspYyw2wo ...
X @Bloomberg
Bloomberg· 2026-05-08 06:45AI Processing
US prosecutors are said to suspect a Thai AI company of helping smuggle Nvidia chips to China, with Alibaba one of multiple end customers https://t.co/ObCSNeJ1xa ...
X @Bloomberg
Bloomberg· 2026-05-08 05:50
TSMC reported a 17.5% increase in its sales, highlighting sustained spending by hyperscalers bankrolling the AI boom https://t.co/u8tXwEJVv0 ...
X @Bloomberg
Bloomberg· 2026-05-08 04:56
Baidu’s chip unit Kunlunxin is planning an IPO on Shanghai’s Nasdaq-style bourse in addition to a separate listing plan in Hong Kong as the Chinese search engine giant looks to taps investor appetite for semiconductor stocks https://t.co/XMx9RrQF1N ...