Rumored Apple partnership boosts Intel
Intel's domestic chip-manufacturing prospects are boosted by reports of a partnership with Apple to design and build chips in the US, backed by federal government support.
The argument
The host highlighted President Trump's social media post claiming Apple agreed to work with Intel, which follows the US government taking a 10% stake in Intel. This partnership could help Apple mitigate rising memory chip costs while validating Intel's domestic foundry strategy.
The thesis, stress-tested
✓ What validates it
- ✓Official corporate confirmation of the Apple-Intel design and manufacturing partnership
- ✓Details on federal subsidies or joint-venture structures released by the companies
▸ Risks discussed
- ▸Neither Apple nor Intel has confirmed the partnership
- ▸The news relies on a social media post by President Trump without official corporate filings
Hear it yourself
"What incentive does Iran really have to do that if it is already going to receive revenue from oil sales? If it follows other aspects of the deal, it will start to get some money. Shouldn't starving Iran be a point of leverage? And president Trump effectively says no. It was important to him to reopen the Strait Of Hormuz because he didn't want to start a new Great Depression, and he believes that the threat of perpetual military bombing, military pressure would be enough to get around to cave. I've been speaking to Wall Street Journal national security reporter Alex Ward in Geneva this morning."
07:35
AFFILIATE LINK · ZORTIX MAY EARN A COMMISSION · NEVER A RECOMMENDATION TO TRADE