Apple-Intel Chip Deal, U.S Adds 115K Jobs, DeepSeek Eyes $50B Valuation | Diet TBPN

May 9, 2026

AI Summary

5 min read

The episode reviews recent economic and tech developments, highlighting a booming AI-driven stock market amid a resilient but uneven broader US economy. Key stories include Intel's prospective Apple chip deal, strong April jobs data, contrasts in company performances, major AI funding rounds, and updates from the OpenAI board trial.

Intel Secures Preliminary Apple Chip Agreement

Intel shares surged nearly 20% following a Wall Street Journal report on a preliminary agreement to manufacture chips for Apple, developed through intensive talks over more than a year. The deal revives a partnership from the 1990s-2000s, ended when Apple shifted to its own silicon via TSMC in 2020. Details remain unclear on specific products or Intel designs involved, but it fits Intel's foundry push under CEO Lip-Bhutan Tan, hired a year ago amid technical setbacks and leadership churn.

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What you'll learn

1 (00:00) **Intro & Economic Overview** - Hosts recap recent market surge and AI vs. real economy split
2 (00:52) **Intel-Apple Chip Deal** - WSJ reports preliminary agreement for Intel to manufacture Apple chips
3 (01:58) **Intel's Business & Revitalization** - Foundry and design units underperformed until new CEO Lip Bu
4 (02:14) **Government Role in Intel Revival** - Trump admin converts grants to Intel stock, now worth big gains
5 (04:51) **Intel Partnerships & Stock Surge** - Deals with Nvidia, Elon’s TerraFab; shares hit all-time highs
6 (06:50) **Apple Supply Constraints** - Chip shortages hit iPhone/Mac demand; Cook cites ongoing issues
7 (08:00) **AI Economy Dominance** - Handful of tech giants drive market returns; Mag7+ semis now 40% of market

+ Full timestamped outline available in the app

Show Notes

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after.

Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.

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