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05.05.26 - 19:42
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Apple Weighs Using Intel, Samsung to Build Device Processors (Bloomberg)
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Apple has held exploratory talks about using processors from Intel and Samsung in the iPhone maker's devices. Bloomberg's Mark Gurman explains why Apple is looking for a secondary option beyond longtime partner Taiwan Semiconductor Manufacturing. He joins Caroline Hyde on “Bloomberg Tech.” (Source: Bloomberg)...
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05.05.26 - 19:36
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Everyone’s Talking About TSMC’s AI Boom. Smart Money Is Watching UMC Instead (24/7 Wall St.)
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Taiwan Semiconductor Manufacturing (NYSE:TSM) is the headline name in every AI portfolio chatroom, and after a 143% one-year run that carried the world's most valuable chipmaker to a $2.1 trillion market cap, the reasons are obvious. But here's what you should actually be watching. The Crowded Trade Is Already Priced TSMC delivered $35.90 billion in ... Everyone's Talking About TSMC's AI Boom. Smart Money Is Watching UMC Instead...
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05.05.26 - 09:18
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Iran War: Flareup of Violence Tests Ceasefire | Daybreak Europe 05/05/2026 (Bloomberg)
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Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from London, we set the agenda for your day, catching you up with overnight markets news from the US and Asia. And we'll tell you what matters for investors in Europe, giving you insight before trading begins.
On today's show, the four-week ceasefire in the Middle East has been tested by a flareup of violence between the US and Iran. The American military fought off attacks from Iranian drones, missiles and armed small boats as it guided two US-flagged vessels through the Strait of Hormuz.
Plus Bloomberg understands that Apple is exploring using Intel and Samsung to produce the main processors for its devices in the US. Doing so would offer a secondary option beyond its longtime partner TSMC.
Today's guest: Sunaina Sinha Haldea, Raymond James, Global Head of Private Capital Advisory. (Source: Bloomberg)...
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05.05.26 - 07:54
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Apple Considers Using Intel, Samsung to Build Device Processors (Bloomberg)
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Apple has held exploratory discussions about using Intel and Samsung to produce the main processors for its devices in the US. According to people familiar with the deliberations, Apple had early-stage talks with Intel about enlisting the company's chipmaking services. Apple executives also made visits to a Samsung plant under development in Texas. The move would offer a secondary option beyond longtime partner TSMC. Bloomberg's Neil Campling explains. (Source: Bloomberg)...
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04.05.26 - 21:42
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Broadcom, Qualcomm, or TSMC: Why One AI Chip Stock Won Decisively in April (24/7 Wall St.)
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The April 2026 scoreboard for the artificial intelligence (AI) chip trade is in, and the winner is not the most-watched name on Wall Street. Qualcomm (NASDAQ:QCOM) stock surged 39.45% in April, decisively beating Broadcom (NASDAQ:AVGO) stock at 34.87% and leaving Taiwan Semiconductor (NYSE:TSM) stock far behind at a 17.19% gain. The gap of roughly 22 ... Broadcom, Qualcomm, or TSMC: Why One AI Chip Stock Won Decisively in April...
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