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BI Weekend: China Boeing Halt, LVMH Earnings

Bloomberg Intelligence

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Intel's Strategic Shift in the Semiconductor Landscape

This chapter delves into Intel's recent strategic decisions under its new CEO, particularly the sale of its programmable chips unit, Altera, to Silver Lake Management. Analysts discuss the implications of this divestiture and the challenges Intel faces in the competitive tech sector, especially in AI and foundry businesses. Additionally, the chapter explores Apple's position in AI and the impacts of tariffs on its supply chain, highlighting the unpredictable nature of tech policies affecting major companies.

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