Intel Just Did Something That's NEVER Happened in 55 Years — Apple Deal, Markets at ATH | Stonkcast
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The Iran-US ceasefire officially became "nominal" this week — per Iran's own Foreign Ministry — after both sides traded fire near the Strait of Hormuz on Thursday. Iranian forces targeted three US destroyers with missiles, drones, and small boats. The US responded with self-defense strikes on Iranian bases. Meanwhile, more Iranian missiles and drones struck the UAE, and approximately 1,600 ships remain trapped in the strait with no resolution in sight. We break down where negotiations stand, whether the peace framework is salvageable, and what the oil and energy trade looks like heading into the week.
Markets, improbably, hit all-time highs on all three major US indices. The S&P 500 hit 7,398, the Nasdaq reached 26,247, and the Russell 2000 set its own record at 2,861 — with Bitcoin breaking $80,000. VIX closed at 17. Oil came down to $95, from a peak of $115 just two weeks ago. We scan every major index for what these levels signal heading into a week loaded with macro data.
Intel reached a preliminary deal with Apple on Friday to manufacture chips for its devices — the product of over a year of intensive talks and, notably, active US government involvement to help broker the arrangement. INTC surged nearly 14% on the news, capping three consecutive weeks of 20%-plus gains — a feat that has never occurred in Intel's 55-year history as a publicly traded company. The stock is now up 175% in 2026. We assess what the deal actually means for Intel's foundry business, Apple's supply chain strategy, and whether the stock still has room to run.
We also cover the smaller tech earnings that flew under the radar this week. Atlassian raised its annual guidance, Twilio posted its fastest revenue growth in three years, AppLovin delivered a 78% operating margin, and Supermicro surged 24.5% on strong results. The SaaS re-acceleration thesis is gaining real momentum — we break down which names look most compelling.
We close with the week ahead: CPI on Tuesday is the first major inflation print under the Warsh Fed. PPI and Retail Sales follow Thursday. And Friday, May 15, Kevin Warsh officially takes over as Fed Chair. Nvidia earnings come the following Wednesday, May 20. Walmart reports May 22. We lay out what to watch, what to ignore, and how to be ready.
⚠️ Disclaimer: This content is for educational purposes only and should not be considered financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making any investment decisions.
