US President Trump says car companies are coming from Canada, Mexico and Japan; all the chip companies are coming back to the US; US is leading China in AI
Trump's comments suggesting a resurgence of chip manufacturing in the U.S.
Intel (INTC) Q1 2026 (USD): Adj. EPS 0.29 (exp. 0.01), Revenue 13.58bln (exp. 12.39bln), Q2 revenue view 13.8-14.8bln (exp. 13.04bln), Q2 adj. EPS view 0.20 (exp. 0.09)
US President Trump says 'don't rush me' regarding Iran war length, adds will take out Iran's 'wiseguy ships' if we see them and noted maybe Iran loaded during hiatus, and will knock them out, but we have been speaking and they want to make a deal
US President Trump says car companies are coming from Canada, Mexico and Japan; all the chip companies are coming back to the US; US is leading China in AI
EU warns that US trade deal risks unravelling with proposed changes, according to Bloomberg citing sources
An Iranian bulk carrier carrying rice was escorted by IRGC naval vessels and safely crossed the Sea of Oman and reached Iran, despite the US Navy's attempts to seize it, via Fars News
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- Will have close to 50% of the chip market pretty soon.
Commerce Secretary Lutnick
- Expects USD 1tln in chip fabs.
- Negotiated a great deal with Taiwan on chips.
highlight a strategic push to strengthen domestic supply chains, especially in semiconductors, which are critical for technological advancement and national security. This geopolitical maneuvering could bolster the USD as investor confidence in U.S. industrial leadership grows, potentially impacting foreign exchange dynamics and global equity markets as companies adjust to shifting manufacturing landscapes.
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