The stock market marched to fresh highs with Nvidia, Taiwan Semiconductor and AI chipmakers leading and economic data solid.

The U.S., meanwhile, added to restrictions on exports of advanced ... rival Advanced Micro Devices. In April, the Trump administration announced it would restrict sales of Nvidia’s H20 chips to China ...

Once the premier maker of semiconductors and a stalwart of Oregon's "Silicon Forest," Intel is struggling. A breakup is even possible.