Intel shares fell more than 1% in early trading as U.S. benchmarks opened lower. Front-month WTI crude surged over 4% to $94 a barrel on heightened Middle East tensions and a looming Iran deadline, dragging semiconductor equities down. Arm has shifted from offering chip blueprints to producing physical silicon tailored for AI workloads. This expansion into silicon manufacturing intensifies competition in data center and AI chip markets where Intel is expanding its own product lines. GlobalFoundries plans to invest $16 billion in new facilities across Vermont and New York, focusing on advanced research and development. The company has also filed patent infringement lawsuits against Tower Semiconductor, underscoring rising intellectual property battles among specialty chipmakers.