Intel Becomes the US Chip Bet Wall Street Can Finally Understand

Intel's stock surged following President Trump's announcement that Apple will collaborate with Intel on U.S. chip design and manufacturing. The move signals Intel's transformation from a legacy chipmaker into a potential American alternative to TSMC, supported by CHIPS Act funding, Tesla partnerships, and growing geopolitical concerns about Taiwan's chip manufacturing dominance. Apple's involvement validates Intel's foundry capabilities and could attract additional customers, making the company a key player in domestic semiconductor buildout.

06/18/2026, 3:03 PM • Investing

S&P 500 Bounces Back; Dow Largely Sits This One Out

The S&P 500 rebounded 1% on Thursday after Wednesday's Fed-induced decline, driven by two major catalysts: President Trump's interim Iran peace deal that temporarily reopened the Strait of Hormuz, and an announced Apple-Intel chip partnership. While semiconductor stocks surged, the Dow lagged with only 0.4% gains. SpaceX declined 9.9%, offsetting broader tech strength.

06/18/2026, 1:18 PM • The Motley Fool

Stock Market Today, June 18: Intel Surges As Market Gains on U.S.-Iran Agreement

U.S. stock markets rallied on June 18, 2026, following a landmark U.S.-Iran agreement to end hostilities and reopen the Strait of Hormuz. The Nasdaq led gains at +1.69%, while the S&P 500 and Dow Jones also advanced. Intel surged on Apple partnership reports, while Space Exploration Technologies dropped 6% as post-IPO momentum cooled. Technology stocks outperformed as AI infrastructure demand remained strong.

06/18/2026, 1:18 PM • The Motley Fool

Nasdaq 100 Rallies, Oil Sinks To $75 On Iran Peace Deal: Stock Market Today

U.S. stocks rebounded Thursday with the Nasdaq 100 leading gains on a semiconductor rally fueled by an Intel-Apple chip manufacturing partnership. Oil prices tumbled 2.2% to $75/barrel following a U.S.-Iran peace deal and Strait of Hormuz reopening. The S&P 500 rose 1.2% while the Russell 2000 fell 0.7% amid mixed market performance.

06/18/2026, 12:33 PM • Benzinga

Why Intel Stock Rocketed Higher on Thursday

Intel stock surged up to 11.8% on Thursday after President Trump revealed on Truth Social that Apple has agreed to work with Intel to design and build chips in America. The announcement, which neither Apple nor Intel has officially confirmed, suggests Intel is securing high-profile clients for its foundry business. Intel has gained 257% in 2026 amid AI optimism, though its valuation at 122x forward earnings is steep given unconfirmed reports and current unprofitability.

06/18/2026, 11:34 AM • The Motley Fool

SpaceX Surges Past Taiwan Semiconductor to Become the World's 6th Most Valuable Company. Is It Too Late to Buy?

SpaceX has become the world's 6th most valuable company at $2.5 trillion market cap, surpassing Taiwan Semiconductor despite generating only $18.67B in revenue with a $4.94B net loss. The valuation is driven by a tiny 5% public float and ambitious growth projections centered on AI and orbital data centers expected by 2028. Analysts recommend caution for most investors until the company demonstrates execution and the float stabilizes.

06/18/2026, 11:30 AM • The Motley Fool

Why Sandisk Stock Just Jumped

President Trump announced a partnership between Apple and Intel for semiconductor manufacturing in the U.S., causing Sandisk stock to surge 10.7%, Intel to jump 9.5%, and Apple to gain nearly 1%. The deal, combined with Intel's collaborations with SpaceX and Tesla on AI chips, is expected to boost domestic semiconductor manufacturing. However, analysts note Sandisk's 67x P/E ratio appears steep despite strong growth prospects.

06/18/2026, 11:27 AM • The Motley Fool

With Just 3 Words, Warren Buffett Gives a Clear Endorsement of This Vanguard ETF

Warren Buffett's estate plan specifies that his wife's inheritance should be allocated 10% to Treasury bills and 90% to a low-cost S&P 500 fund, with explicit endorsement of Vanguard's S&P 500 ETF (VOO). The article discusses how this recommendation reflects Buffett's long-standing belief that diversified index investing is the best approach for average investors, though it notes current concerns about high valuations and heavy concentration in the top 10 holdings.

06/18/2026, 10:30 AM • The Motley Fool

Apple: Wall Street Is Leaning Into New Siri AI After an Initial Panic

Apple shares recovered from an initial selloff following the June 8 WWDC announcement of new Siri AI features. After dropping sharply due to concerns about gradual rollout, limited third-party app access, and EU regulatory pushback, the stock has steadily climbed back. Wall Street has warmed to the opportunity, citing Apple's monetization strategy through premium service tiers, seamless cross-device integration, and a capital-light AI approach compared to peers. Analysts like Maxim Group reiterated Buy ratings with $350 price targets, though CEO transition and regulatory risks remain.

06/18/2026, 10:13 AM • Investing

SpaceX Joins Nvidia, Alphabet, Apple, Microsoft, Amazon, and Taiwan Semiconductor in the $2 Trillion Club. But Will It Last?

SpaceX reached a $2.11 trillion market cap at its IPO on June 12, becoming the seventh-most-valuable company globally. However, the article cautions that the stock's current valuation is driven by IPO hype and limited float rather than current fundamentals. With only $18.67 billion in 2025 revenue and a $4.94 billion net loss, SpaceX must grow into its valuation through Starlink expansion and AI monetization. The S&P 500 index committee declined to fast-track SpaceX's inclusion, suggesting concerns about overvaluation.

06/18/2026, 8:23 AM • The Motley Fool

TinyML AI Chipset Shipments to Top 4.1 Billion by 2031 as Embedded AI Scales Across Industrial IoT

ABI Research forecasts TinyML AI chipset shipments will reach 4.1 billion units by 2031 with revenue exceeding $7.8 billion, growing at 37% CAGR. NPUs show fastest growth at 90% CAGR while MCUs lead the segment. Asia-Pacific will exceed 721 million shipments. Premium smartphones remain resilient while mid-to-low-priced models face pressure from higher DRAM costs. Heterogeneous SoC architectures gain traction as vendors optimize AI workloads across CPUs, GPUs, and NPUs.

06/18/2026, 8:00 AM • GlobeNewswire

Apple-Intel Chip Manufacturing Deal Reshapes Foundry Race

President Trump announced that Apple has agreed to work with Intel to design and build chips domestically, marking a significant shift in semiconductor supply chains. The deal signals Apple's diversification away from Taiwan Semiconductor Manufacturing (TSMC) due to capacity constraints, while Intel gains credibility for its foundry business. Intel shares surged over 9% in premarket trading. However, neither company has issued formal confirmation, and investors should await official disclosures before treating this as a durable revenue commitment.

06/18/2026, 6:32 AM • Investing

Stock Markets Change Trend

Following a hawkish FOMC meeting, stock market futures experienced significant volatility. Emini S&P 500 futures collapsed below key support levels to 7472 but recovered, with potential targets at 30730-30910. Emini Dow Jones futures fell to 51839 but recovered to 52273 overnight, showing resilience near resistance levels. Major tech stocks and indices declined amid Fed rate hike expectations.

06/18/2026, 6:13 AM • Investing

Tech Stocks Just Did Something That Should Only Happen Once Every 4 Million Years

The tech sector outperformed the S&P 500 by 29.7% over a 50-day period in spring 2026, a statistically rare 'six-sigma' event. This exceptional performance was driven by semiconductor and software stocks, particularly companies like Nvidia, AMD, and Broadcom. However, tech stocks have since pulled back from their highs, though many remain reasonably valued given strong AI infrastructure spending.

06/18/2026, 5:30 AM • The Motley Fool

After Nvidia And Tesla, Trump Confirms Apple Has Agreed To Build Chips With Intel Amid US Manufacturing Push: 'When Was The Last Time...'

President Trump announced that Apple has agreed to work with Intel to design and build chips in the U.S., following similar partnerships with Nvidia and Tesla. The move is part of efforts to bring semiconductor manufacturing back to America. Intel's stock has surged 207.52% year-to-date, and the U.S. government's 9.9% stake in Intel is now worth approximately $52 billion, representing a 5.8x return on its $8.9 billion investment.

06/18/2026, 4:15 AM • Benzinga