EPISODE · Jun 22, 2026 · 10 MIN
THE MATH ISN'T ADDING UP And Nobody Seems to CARE...
from Wall Street Truthbombs Podcast · host Wall Street Truthbombs
Intel stock jumped nearly 10% after reports that Apple could shift portions of its chip manufacturing to Intel's domestic foundry operations. Wall Street celebrated the announcement as a major win for American manufacturing and supply-chain independence.But is the market missing the bigger story?In this episode of Wall Street Truth Bombs, Mark Malek breaks down the numbers behind the headlines. Intel's foundry business is still operating at significant losses, domestic manufacturing input costs are rising sharply, and Apple's long-term margin story may be facing new pressures as production shifts closer to home.We'll examine Intel's manufacturing economics, Apple's supply-chain realities, rising producer costs, and why investors may be underestimating the execution risks hidden beneath the political headlines.Subscribe for weekly market analysis, economic insights, and investment perspectives that go beyond the headlines.Subscribe: https://www.youtube.com/@wstruthbombs?sub_confirmation=1Substack: https://substack.com/@wstruthbombsX: https://x.com/WSTruthBombsPatreon: https://www.patreon.com/wstruthbombsBlueSky: https://bsky.app/profile/wstruthbombs.bsky.socialTikTok: https://www.tiktok.com/@wstruthbombsSupport the show
What this episode covers
Intel stock jumped nearly 10% after reports that Apple could shift portions of its chip manufacturing to Intel's domestic foundry operations. Wall Street celebrated the announcement as a major win for American manufacturing and supply-chain independence. But is the market missing the bigger story? In this episode of Wall Street Truth Bombs, Mark Malek breaks down the numbers behind the headlines. Intel's foundry business is still operating at significant losses, domestic manufacturing input...
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THE MATH ISN'T ADDING UP And Nobody Seems to CARE...
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