[[TAKEAWAYS]] - Broadcom's 5% jump on an expanded Apple chip deal underscores how a single customer relationship can still move mega-cap tech stocks, while Intel and AMD’s drift lower suggests investors are rewarding companies with clear, concentrated demand stories. - For crypto readers, this divergence in traditional semiconductors matters because chip-sector sentiment often spills into narratives about mining hardware demand and blockchain infrastructure costs. - Bitcoin and Ethereum are both up over the past 24 hours (BTC +2.44%, ETH +1.76%), yet the Fear & Greed index remains stuck at “Extreme Fear” (23) – a reminder that macro uncertainty still dominates despite short-term price relief. - The news also highlights how capital may be rotating *away* from general-purpose chip makers like Intel and AMD toward specialty,