Intel shares soar on Apple chip deal report. Here’s why it signals a total pivot for chipmaking

Samsung, Intel and TSMC are the only three companies in the world capable of manufacturing the most advanced chips needed for AI.
Dunkin’ owner Inspire Brands confidentially files for IPO

The restaurant company owns Dunkin’, Arby’s, Buffalo Wild Wings, Baskin Robbins, Sonic Drive-In and Jimmy John’s.
Wall Street sees ‘changing of the guard in AI’ as Intel, AMD shares soar while Nvidia lags

Intel, AMD and Micron surged double digits this week as investors bet on CPU makers and memory companies powering the next stage of AI
The Trump-Xi summit is the next major deadline for investors awaiting a resolution to the U.S.-Iran war. Here’s what’s ahead

Trump’s apparent determination to wrap up the fighting in Iran is part of the reason why the stock market has been unruffled by the ongoing conflict.
Rocket Lab surges 30% to fresh highs on revenue beat, record-setting launch deal

Enthusiasm for space stocks has skyrocketed ahead of SpaceX’s anticipated IPO.
The Federal Reserve is quickly running out of reasons to cut interest rates

Friday’s jobs report provided evidence that the central bank’s larger concern is a cost of living that is getting increasingly hard to bear.
Michael Burry says the market today feels like ‘the last months of the 1999-2000 bubble’

“Stocks are not up or down because of jobs or consumer sentiment,” Burry wrote. “Feeling like the last months of the 1999-2000 bubble.”
Stocks making the biggest moves midday: Akamai, Fluence, Cloudflare, Micron Technology, Upwork & more

Here are some of the stocks making headlines in midday trading.
AWS data center outage hits trading on FanDuel, Coinbase — recovery to take hours

The cloud platform says it is currently working to resolve the outage, caused by overheating at a data center in Northern Virginia.
U.S. says it struck two Iran-flagged oil tankers trying to skirt blockade

The shaky U.S. ceasefire with Iran has been repeatedly undermined this week, even as President Donald Trump insists it remains in effect.