Today the U.S. stock market is closed for Juneteenth, a commemorative day. But I want to talk a bit more about last night's market.


INTC closed up 10% last night, reaching a new all-time high around $134, already up 228% this year. The reason is that Trump’s Truth Social posted that Apple agreed to cooperate with Intel to design and manufacture U.S.-based chips—this completely rewrites the story of "Intel = foundry chip manufacturing failure" from a structural perspective. Coupled with AMD’s Q1 server CPU market share reaching 33% (eating into Intel’s most stable cash cow for 30 years), the entire x86 landscape is being rewritten.
There are also a few details: the Philadelphia Semiconductor Index rose 7.4% in a single day, Corning +10.3%, Marvell +7.3%—the entire line of AI data center fiber optics, AWS Trainium chips for export, and Corning’s fiber optic story has exploded. MRVL is set to be officially included in the S&P 500 on 6/22, and passive buying is coming again.
But honestly, with this kind of INTC movement, I feel a bit dazed. From last year’s 20 to this year’s 20 to this year’s 134, the market’s story has shifted from "crash" to "core player in AI infrastructure"—the emotional reversal is much faster than the fundamentals. #INTC #半导体 #美股 #沃什首秀美联储利率不变
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