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Fund Letter Reveals Alphabet Drag, Intel-Apple Rumor Boosts AI Chip Stocks

Yahoo Finance Read original source (opens in a new tab)
The Story

News Summary

  • Alpha Wealth Funds' Q2 2026 letter underperformed the S&P 500, citing heavy Alphabet exposure and premature AMD/Intel sales.
  • Letter highlights Intel's rally driven by rumored Apple chip partnership and SpaceX-Tesla-xAI Terafab venture.
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AAPL price history

332.56 +20.40% over the displayed period

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