memory
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How Intel Goes to “Apple Inside”?
The most eye-catching narrative last week – President Trump announced via Truth Social post that Apple (AAPL) has agreed to partner with Intel (INTC) to design and manufacture its chips domestically. While official corporate confirmations are still pending, the headline triggered a +10% surge in Intel last Thursday. This announcement echoes The Wall Street Journal’s… Continue reading
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The First Reality Check
14 April 2026 It passed. The U.S. market exhibited remarkable resilience last night (SOXX +1.7%, SPY +1%, Nasdaq +1%), clearing a rigorous “reality check” following the Hormuz Strait blockade. In a weaker environment, such a move typically triggers a broad sell-off; however, the tape held firm even before news emerged of a potential revival in… Continue reading