WS #13794
Intel's $15B share sale for AI capacity, Microsoft's Maia 300 chip plans constrained by TSMC capacity, and chipmaker earnings focus drive AI supply chain moves. Apple sentiment turns negative (Jefferies downgrade), Microsoft gains on Maia 300 news, Tesla faces bearish commentary on Cybertruck sales.
AI supply chain: Intel, Microsoft, TSMC
Intel's $15B share sale for AI capacity, Microsoft's Maia 300 chip plans constrained by TSMC capacity, and chipmaker earnings focus drive AI supply chain moves.
Apple sentiment turns negative (Jefferies downgrade), Microsoft gains on Maia 300 news, Tesla faces bearish commentary on Cybertruck sales.