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NASDAQ:INTC 23 October 2025 - 5 November 2025

AI Chip Boom, Google’s New Tricks, and Hollywood’s Robot Wars – Today’s AI News Roundup

$500 Billion Vanishes From Chip Stocks: Is the AI Boom Finally Hitting a Wall?

A global semiconductor selloff erased about $500 billion in market value as AI valuation fears spread from Wall Street to Asia and Europe. South Korea’s Kospi dropped as much as 6.2% intraday, while U.S. chip stocks and ETFs fell sharply after the Nasdaq slid 2% on Nov 4. Beijing ordered state-backed data centers to use only domestic AI chips, hitting Nvidia, AMD, and Intel. China will suspend some U.S. tariffs but keep a 13% levy on soybeans.
Intel Stock Soars ~90% in 2025 Amid AI Boom and Turnaround – What’s Next for INTC?

Intel Stock Soars ~90% in 2025 Amid AI Boom and Turnaround – What’s Next for INTC?

Intel shares closed at $39.50 on Nov. 3, 2025, nearly doubling year-to-date after a strong Q3 earnings beat and major AI partnerships. Q3 revenue reached $13.7 billion with adjusted EPS of $0.23, far above estimates. Nvidia, SoftBank, and the U.S. government invested billions in Intel. The company launched new 18A-based chips and opened its Arizona Fab 52.
Epic 2025 Comeback: Intel Stock Soars – Latest Price, News & Forecast

Epic 2025 Comeback: Intel Stock Soars – Latest Price, News & Forecast

Intel stock neared $40 on Nov. 3, 2025, nearly doubling year-to-date after strong Q3 earnings and major investments from Nvidia, SoftBank, and the U.S. government. Shares surged 7–8% after Intel posted $13.7 billion revenue and a surprise profit. The dividend remains suspended, and analysts rate the stock Hold with a $31 target. Intel’s valuation now far exceeds peers, with a forward P/E over 70.
3 November 2025
Tech Roundup Oct 31, 2025: OpenAI’s $1T IPO, Moon Plans, AI Factories & Stock Surge

Tech Roundup Oct 31, 2025: OpenAI’s $1T IPO, Moon Plans, AI Factories & Stock Surge

OpenAI is reportedly planning a $1 trillion IPO in 2026 to fund AI infrastructure, with CEO Sam Altman calling it the “most likely path.” SpaceX proposed a streamlined Starship lunar plan to NASA, while Airbus, Thales, and Leonardo will merge satellite units in a €6.5 billion venture. Nvidia secured a deal for 260,000 Blackwell chips in Korea. Apple and Amazon shares jumped after strong earnings and raised guidance.
Intel (INTC) Stock Soars 90% to 18-Month High on AI Boom, $15B Lifeline – Will the Rally Last?

Intel (INTC) Stock Soars 90% to 18-Month High on AI Boom, $15B Lifeline – Will the Rally Last?

Intel stock has surged 85–90% year-to-date, hitting an 18-month high near $42 after a surprise Q3 return to profit and $13.7 billion in revenue. The U.S. government, Nvidia, and SoftBank invested $15 billion in 2025, with Washington taking a 10% stake. New CEO Lip-Bu Tan is steering Intel toward AI and advanced manufacturing. Analysts warn the stock’s valuation, now ~70× forward earnings, far exceeds peers.
Nvidia Stock Rockets Toward $200 on AI Boom — Analysts Predict Further Gains

Nvidia’s $5 Trillion AI Juggernaut: Stock Soars on Huge Chip Orders – Boom or Bubble Ahead?

Nvidia stock surged to about $200, adding over $230 billion in value and nearing a $5 trillion market cap after unveiling new AI projects. Quarterly revenue jumped 56% to $46.7 billion, with 88% from data-center GPUs. Nvidia announced a $100 billion deal to supply GPUs for OpenAI’s supercomputing push and booked $500 billion in AI chip orders. Rival AMD also secured major AI chip deals with OpenAI and Oracle.
Intel Stock Skyrockets on AI Hype and $15B Lifeline – Can the Rally Last?

Intel Stock Skyrockets on AI Hype and $15B Lifeline – Can the Rally Last?

Intel shares closed near $38 on Oct. 27, nearly doubling since January and up about 85–90% year-to-date. Q3 earnings on Oct. 23 beat forecasts, with revenue at $13.7 billion and net income at $4.1 billion after a loss last year. The company secured over $15 billion in new funding, including major investments from the U.S. government and Nvidia. Analyst targets remain well below current levels, citing valuation concerns.
Intel Stock Soars on AI Hype and $15B Lifeline – Can the Rally Last?

Intel Stock Hits 18-Month High as AI Hype and $15 B Deals Fuel Stunning Rally

Intel shares surged to an 18-month high near $39 after reporting a surprise Q3 profit and beating margin forecasts. The stock has gained nearly 90% in 2025, outpacing Nvidia and AMD. Major investments from the U.S. government, Nvidia, and SoftBank fueled optimism. Analysts remain cautious, with average price targets well below current levels.
Intel (INTC) Stock Soars to Multi-Year High After $15B AI Lifeline – Will the Rally Last?

Intel (INTC) Stock Soars to Multi-Year High After $15B AI Lifeline – Will the Rally Last?

Intel shares traded near $38 on October 27, 2025, close to a two-year high after strong Q3 earnings and $15 billion in new investments from the U.S. government, Nvidia, and SoftBank. The stock is up nearly 90% year-to-date, outpacing peers. Analysts remain split, with average 12-month targets well below current levels and several recent downgrades citing valuation risks.
Nasdaq Rally Hits Speed Bump as Tech Stocks Wobble – Fed Warning and AI Jitters Shake Markets (Sept 24–25, 2025)

Dow Futures Soar as Fed Rate Cut Looms, Trade Deal Advances – Tech Earnings Fuel Record Rally

Dow Jones futures climbed 0.7% in pre-market trading Monday, with Nasdaq 100 futures up 2.3% as investors anticipated Fed rate cuts and strong tech earnings. U.S. CPI rose 0.3% in September, below forecasts, reinforcing expectations for a rate cut this week. Trade talks between the U.S. and China eased tariff fears. Tech stocks led gains, while energy shares lagged as oil prices fell.
Intel Stock Soars on AI Hype and $15B Lifeline – Can the Rally Last?

Intel Stock Soars on AI Hype and $15B Lifeline – Can the Rally Last?

Intel stock surged to an 18-month high near $39 in late October 2025 after a 7.8% jump Friday, nearly doubling year-to-date. The company secured $15 billion in new backing this year, including a 10% U.S. government stake and major investments from Nvidia and SoftBank. Q3 earnings beat expectations, with Intel returning to profit and posting $13.7 billion in revenue. Wall Street remains cautious, citing a high valuation and muted price targets.
OpenAI’s AMD Mega-Deal Sparks an AI “Mega-Blob” – 6GW of Chips, a 10% Stake, and a $100B Bet

AMD Stock Rockets on AI Mega-Deals – $300 Target Now in Sight

AMD shares surged nearly 90% year-to-date, hitting record highs above $250 in October after major AI deals with OpenAI and Oracle. Wall Street sentiment turned bullish, with over 60% of analysts rating AMD a Buy and price targets raised to $250–$310. AMD’s valuation now exceeds 40× expected 2026 earnings, outpacing NVIDIA. The rally follows broader tech gains and strong AI sector momentum.
Intel Stock Skyrockets on $15B AI Lifeline and U.S. Stake – Can Rally Continue?

Intel Stock Skyrockets on $15B AI Lifeline and U.S. Stake – Can Rally Continue?

Intel shares surged to $38–39 in late October 2025, nearly doubling year-to-date and reaching a two-year high after major investments from the U.S. government, Nvidia, and SoftBank totaling about $15 billion. Q3 earnings beat expectations, with $0.23 adjusted EPS and $13.7 billion revenue. Most analysts remain cautious, with price targets well below current levels. Rival chipmakers Nvidia and AMD continue to outpace Intel in market value.
Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Stock Market Today 25.10.2025

Intel shares have doubled year-to-date, driven by Q3 results and management’s outlook on process tech and data-center demand. Innodata jumped 4% in the latest session, with a 94% YTD gain and a P/E of 57.2, raising valuation questions. Johnson & Johnson is up 22% over the past year, with fair value estimates near $198, but faces litigation and pricing risks.
U.S. Stocks Rally as Shutdown Fears Fade – Markets Hit Fresh Records

Wall Street Explodes: Dow Jones Jumps 400 Points as Inflation Cools – Tech Stocks Lead, Fed Cuts Expected

U.S. stocks closed at record highs Friday, with the Dow up 400 points and the S&P 500 and Nasdaq also reaching new peaks. Tech and chip stocks led gains—AMD surged 6.5%, Nvidia 4.2%. September inflation rose just 0.3%, below forecasts, boosting bets on a Fed rate cut at the Oct. 29 meeting. Energy and industrial shares lagged, while a partial government shutdown continued.
Stocks Rally as U.S. Inflation Cools – Asia Joins Global Rally, Fed Cut Seen as Lock

Stocks Rally as U.S. Inflation Cools – Asia Joins Global Rally, Fed Cut Seen as Lock

U.S. consumer prices rose 0.3% in September, below forecasts, with core CPI up 0.2%. Wall Street futures climbed after the data; Dow E-mini futures gained 0.5%, S&P 500 E-minis 0.7%, and Nasdaq 100 E-minis 0.98%. Intel surged 8% pre-market on strong earnings, while Deckers Outdoor dropped 11.5% after cutting guidance. Fed futures now price in a 25bp rate cut at next week’s meeting.
Intel Stock Soars After Q3 Surprise – AI Boom and $15B in Deals Fuel 90% Rally (Analysts Weigh In)

Intel Stock Soars After Q3 Surprise – AI Boom and $15B in Deals Fuel 90% Rally (Analysts Weigh In)

Intel reported Q3 2025 revenue of $13.7 billion and adjusted EPS of $0.23, swinging to a $4.1 billion profit and beating forecasts. Shares jumped nearly 9% pre-market Oct 24, trading near a two-year high. The U.S. government, NVIDIA, and SoftBank have invested billions, boosting cash reserves. Analysts remain cautious, with most price targets well below current levels.
Intel vs. AMD Stock Faceoff: Who’s Winning the AI Chip Race? (Record Highs & Wild Deals)

Intel vs. AMD Stock Faceoff: Who’s Winning the AI Chip Race? (Record Highs & Wild Deals)

Intel shares hit $38 on Oct. 23, 2025, up 85% year-to-date, while AMD trades near $235, up 80%. Intel’s market cap stands at $178 billion, about half AMD’s $380 billion. Intel posted an $18.8 billion loss in 2024 but beat Q3 estimates; AMD remains profitable and recently won major AI contracts. Most analysts rate Intel “Reduce,” while 60–65% now rate AMD a “Buy.”
Intel Stock Surges 80% on AI Chip Hype – Can $INTC Keep Flying?

Intel Stock Explodes After Q3 Earnings Beat: Will the AI Rally Continue?

Intel reported Q3 revenue of $13.7 billion, up 3% year-on-year, and net income of $4.1 billion after a $16.6 billion loss last year. Shares jumped about 8% in after-hours trading, nearing a two-year high, after the company secured major investments from the U.S. government, NVIDIA, and SoftBank. Management cited strong AI-driven demand. Most analysts remain cautious, with average price targets below current levels.
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Stock Market Today

  • Rising Risk of Stock Market Crash Under Trump Linked to Tax Cuts
    May 3, 2026, 6:12 AM EDT. The S&P 500 and Nasdaq hit record highs recently, continuing a rally that has outpaced most past presidencies during Donald Trump's tenure. Key drivers include rapid advances in artificial intelligence (AI) and strong corporate earnings that frequently exceed expectations. However, a major catalyst linked to Trump is the 2017 Tax Cuts and Jobs Act, which slashed the corporate tax rate from 35% to 21%, freeing up cash for companies and supporting stock buybacks. While these factors have propelled markets higher, some analysts warn this tax policy shift increases vulnerability to a potential market crash. The risk stems from how the extra capital is deployed amid evolving economic conditions, marking a critical turning point for investors.

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Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

US Stock Market Today: Live Updates 03.05.2026

3 May 2026
Rivian shares fell 8.4% to $15.02 after first-quarter results beat expectations, as investors focused on cash burn and profitability concerns. Trading volume jumped 78% above average. The company plans to ramp up R2 SUV production in Georgia to 300,000 units annually. Tesla and Lucid Group shares both rose more than 2%.
Vertiv Stock Tests AI Data-Center Rally as VRT Shares Hit Fresh Highs

Vertiv Stock Tests AI Data-Center Rally as VRT Shares Hit Fresh Highs

3 May 2026
Vertiv shares hit a 52-week high Friday before closing at $328.31, following a 30% jump in Q1 net sales to $2.65 billion. The company raised its 2026 outlook and recently acquired Strategic Thermal Labs, expanding its liquid cooling portfolio. Investors await further details at Vertiv’s May 19-20 conference in South Carolina.
AT&T Inc. Raises $6 Billion as 5G and Fiber Bet Enters a Debt Test

AT&T Inc. Raises $6 Billion as 5G and Fiber Bet Enters a Debt Test

3 May 2026
AT&T closed a $6 billion sale of long-dated notes on April 30, with maturities ranging from 2033 to 2066, according to an SEC filing. The company reported first-quarter free cash flow of $2.5 billion, down from $3.1 billion a year earlier, citing higher capital investment. AT&T is preparing to close a $23 billion purchase of EchoStar spectrum licenses. CFO Pascal Desroches said net debt to adjusted EBITDA rose to 2.71 times.
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