Taiwan Semiconductor Manufacturing Company Limited

Broadcom Inc.

Oracle Corporation

Identifying a new group of leading stocks is complicated by the fact that several key beneficiaries of the AI boom are not publicly traded

Bloomberg called the "Magnificent Seven" obsolete. Which stocks to pay attention to?

Intel Corporation

Intel shares have risen 16% over the past two days

WSJ: Intel has approached TSMC with an investment or partnership proposal

BYD Company Limited

Berkshire Hathaway Inc.

Omaha-based Orukul has been selling BYD stock since the summer of 2022 without explanation   

Buffett got out of BYD stock. They went up 4500% after his first investment 

NVIDIA Corporation

Advanced Micro Devices, Inc.

Intel's $5bn deal with Nvidia is "symbolic in nature", says Financial Times

Intel stock got a downgrade from Citi. Partnership with Nvidia won't help?

The main party affected by the deal could be contract chipmaker TSMC if Nvidia shifts some orders to Intel's factories

AMD investors have changed their minds to panic over Nvidia and Intel alliance. What risks does it bring?

KLA Corporation

MercadoLibre, Inc.

Cadence Design Systems, Inc.

AI is the one "big idea" worth betting on, argues Janus Henderson Global Technology and Innovation fund manager Danny Fish

The head of an IT stock fund that far outperformed the S&amp;P 500 named four favorite companies

On Friday, August 22, Intel officially <a href="https://newsroom.intel.com/corporate/intel-and-trump-administration-reach-historic-agreement">confirmed</a> that the U.S. government received 9.9% of the company and became its largest shareholder. Measures of this kind are usually taken in crisis situations, when the collapse threatens entire industries. This was the case, for example, with General Motors and Chrysler in 2009 - then the Obama administration bought their shares to <a href="https://www.latimes.com/business/story/2025-08-21/heres-why-you-dont-want-the-trump-administration-to-buy-stock-in-intel">save</a> 1.9 million jobs. Intel employs 96,000 people and <a href="https://www.reuters.com/business/intel-is-cutting-more-jobs-ceo-tan-tries-fix-manufacturing-missteps-2025-07-24/">will</a> have 75,000 by the end of the year - a significant reduction, but not a national disaster. Yes, the computer giant has been making serious losses lately, but it has already raised $2 billion from Softbank and is now <a href="https://www.cnbc.com/2025/08/20/intel-investors-equity-softbank-trump.html">looking for</a> other big investors. The point seems to be different: Intel is virtually the only U.S. company capable of producing state-of-the-art computer chips, and this production is exactly what the government does not want to lose.<br>

Intel's share went to the White House: what do U.S. officials fear losing? 

Micron Technology, Inc.

Samsung Electronics Co., Ltd.

The U.S. Commerce Department is pushing the idea of giving government subsidies to chipmakers in exchange for their stock, and Trump likes the idea, sources tell Reuters

Trump follows Intel stock by targeting stakes in Micron, TSMC and Samsung - Reuters

Tokyo Electron Limited

At this stage, large chip manufacturers with plants in the US are winning, but they cannot do without Japanese equipment

Trump's plans to impose 100% chip duties hit Japanese giants, TSMC on the plus side

The US will impose duties of 100% on chip imports, Donald Trump has announced. However, he maintains that the levies will not apply to companies that have pledged to manufacture semiconductors in the US. Nvidia shares and TSMC securities fell as much as 1.5% at one point in the postmarket, but quickly recovered the losses. Intel shares jumped more than 3%.

Trump threatened 100% duties on chip imports. Intel shares jumped by 3%

The share of defect-free processors is still only 10%, although mass production is scheduled for the fourth quarter

Intel is having trouble creating a new chip. It is important to compete with TSMC

Tesla, Inc.

After weeks of uncertainty, the U.S. and the European Union reached a sweeping tariff agreement, removing the threat of an escalating trade war. Against this backdrop, futures on European indices, including the Euro Stoxx 50 and DAX, went up, and the euro strengthened. The oil market shows contradictory dynamics: despite the current deficit and stable prices around $70 per barrel, analysts warn of an impending oversupply in 2025-2026 due to production growth both within OPEC+ and outside the cartel. On these and other topics - in our review of key events for the morning of July 28.

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