Trump’s 10% Intel (INTC) Stake Gains $47 Billion After Apple Chip Deal

Intel Corporation (INTC) Stock Performance.

“Thats a gain of +$47.6 BILLION in less than 8 months. Truly unprecedented,” analysts at the Kobeissi Letter commented.

Why the Apple deal matters for Intel

The Wall Street Journal first reported the deal, the first time Apple has agreed to use Intel for production silicon. Apple has historically depended on Taiwan Semiconductor Manufacturing Company for its custom chips.

Commerce Secretary Howard Lutnick had met repeatedly with CEO Tim Cook to push the partnership forward.

BREAKING: Apple $AAPL and Intel $INTC have reached a preliminary agreement for Intel to manufacture chips for Apple devices, per WSJ.

Trump administration pushed for the deal. Commerce Secretary Lutnick met repeatedly with Tim Cook over the past year. Trump personally advocated…

Intels foundry business has spent more than a year searching for an anchor customer. Microsoft signed on for the 18A process earlier this year.

April 2026 was Intels strongest month on record with a 114% gain. The Apple deal adds another major customer to a foundry roadmap once viewed as struggling. It feeds the broader push to onshore semiconductor manufacturing.

The $47.6 billion gain remains on paper. Any sale will hinge on market conditions. It also depends on political appetite for booking a profit on what was framed as industrial policy.

The equity-for-grants formula has drawn Senate scrutiny over Trump policy windfalls.

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