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NYSE:TSM News 23 September 2025 - 5 December 2025

Nvidia vs TSMC Stock (NVDA vs TSM): December 2025 Outlook and 2026 AI Chip Forecast

Nvidia vs TSMC Stock (NVDA vs TSM): December 2025 Outlook and 2026 AI Chip Forecast

Nvidia and Taiwan Semiconductor Manufacturing Company (TSMC) have become the twin pillars of the AI hardware boom. One designs the world’s most sought‑after AI chips; the other manufactures those chips – and many rivals’ – on the most advanced production lines on Earth. Over the past three years, Nvidia’s share price has surged more than 900%, while TSMC is up roughly 250%.Watcher Guru With both now worth more than a trillion dollars and central to the AI “supercycle,” investors are asking a simple but tricky question: Between Nvidia (NVDA) and TSMC (TSM), which stock looks more attractive right now? Below is
Intel Stock on December 1, 2025: Apple Foundry Rumors, Trade‑Secret Drama and What’s Next for INTC

Intel Stock on December 1, 2025: Apple Foundry Rumors, Trade‑Secret Drama and What’s Next for INTC

Intel Corporation (NASDAQ: INTC) is closing out 2025 as one of the most talked‑about semiconductor stocks on Wall Street. After a year of aggressive restructuring, a surprise earnings rebound and a powerful rally, fresh headlines on Apple foundry rumors, AI chip ambitions and a TSMC trade‑secret lawsuit are all converging on December 1, 2025. This article pulls together the latest news, forecasts and analyses dated around December 1, 2025, to give you a clear, SEO‑friendly snapshot of Intel stock today. It is informational only and not financial advice. Intel Stock Snapshot on 1 December 2025 Multiple data providers show Intel
Intel Stock Soars on Apple Foundry Rumors and AI GPU Tailwinds: What’s Driving INTC on November 29, 2025

Intel Stock Soars on Apple Foundry Rumors and AI GPU Tailwinds: What’s Driving INTC on November 29, 2025

Dateline: November 29, 2025 Intel Corporation (NASDAQ: INTC) is back at the center of the market’s attention after a powerful post‑Thanksgiving rally that pushed the stock up more than 10% in a single session, making it one of the best performers in the S&P 500 heading into the weekend. StockAnalysis+1 Behind the move is a cocktail of catalysts: intensifying rumors that Apple may tap Intel’s cutting‑edge foundry for future M‑series chips, a bullish long‑term forecast for the GPU market, fresh signs of institutional buying, and a surprisingly muted investor reaction to a new trade‑secret lawsuit brought by rival TSMC. The
TSM Stock Today, November 22, 2025: Intel IP Probe, Noyce Award and AI Expansion Keep Taiwan Semiconductor in Focus

TSM Stock Today, November 22, 2025: Intel IP Probe, Noyce Award and AI Expansion Keep Taiwan Semiconductor in Focus

Taiwan Semiconductor Manufacturing Company (NYSE: TSM, 2330.TW) heads into the weekend sitting near record territory and still at the center of almost every big story in chips — from Nvidia’s AI boom and new fabs in Japan and Arizona to an alleged 2‑nanometer “leak” involving a former executive who just joined Intel. As of the latest data following Friday’s U.S. close, TSM finished around $275 per share, down roughly 0.9% on the day, giving the company a market capitalization of about $1.43 trillion and placing it among the 10 largest listed companies in the world.MarketBeat+1 Despite that modest pullback, TSM
TSMC Stock Surges on AI Boom and U.S. Expansion: What to Know on Sep 23, 2025

TSM Stock Forecast November 2025: Is Taiwan Semiconductor Still a Buy in the AI Chip Boom?

Updated: November 16, 2025 Taiwan Semiconductor Manufacturing Company (NYSE: TSM) sits at the center of the global AI hardware build‑out, and November 2025 has delivered a fresh wave of data points: record October sales, a blowout Q3 earnings print, a bigger capex plan, and renewed geopolitical noise around Taiwan’s chip dominance. The key question for investors now is whether TSM stock still offers attractive upside after a 50%+ surge over the last year. Investors.com+2AP News+2 Below is a detailed, SEO‑focused breakdown of the latest news, fundamentals, risks, and a 12–18 month TSM stock outlook as of mid‑November 2025. TSM Stock
Top 5 Semiconductor Stocks to Watch Today (November 14, 2025): Nvidia, Micron, Broadcom, TSMC and Applied Materials

Top 5 Semiconductor Stocks to Watch Today (November 14, 2025): Nvidia, Micron, Broadcom, TSMC and Applied Materials

Semiconductor stocks are back in the spotlight today, November 14, 2025, as a sharp tech-led sell-off collides with ongoing excitement around artificial intelligence (AI), data centers and high‑performance chips. Global markets are under pressure after Federal Reserve officials signaled a more cautious stance on rate cuts and investors fretted about lofty tech valuations and a potential “AI bubble.” Reuters At the same time, new earnings reports and fresh analyst calls are reshaping the outlook for key chipmakers. Market researchers now expect the semiconductor chip market to grow at roughly 16% annually in coming years despite persistent supply constraints — a
Stocks to Buy Today (Oct. 22, 2025): Top Picks as Markets Near Record Highs

Stocks to Buy Today (Oct. 22, 2025): Top Picks as Markets Near Record Highs

Market News & Today’s Financial Outlook Stocks are starting today on cautiously optimistic footing. Futures were little changed this morning after a batch of earnings delivered both relief and warnings. Netflix shocked investors with a rare earnings miss, sending its stock down ~6–7% in pre-market tradingreuters.com. And chipmaker Texas Instruments sank nearly 9% after issuing a bleak sales forecast, which in turn dragged down other semiconductor namesreuters.com. Those disappointments put a slight chill on Nasdaq futures. “We’re at a bit of a point of indecision, where nobody feels particularly strongly about anything,” noted Michael Green of Simplify Asset Management, observing
TSMC’s AI-Fueled Surge: Record Highs, Big Risks, and Bold Predictions (Oct 2025 Update)

TSMC’s AI-Fueled Surge: Record Highs, Big Risks, and Bold Predictions (Oct 2025 Update)

TSMC Stock Soars on AI Boom TSMC (Taiwan Semiconductor Manufacturing Co.) is riding a wave of investor enthusiasm as of October 2025. Its Taipei-listed shares hit record highs this month – reaching NT$1,370 on Oct 2 (about $43 USD per share) ts2.tech – and the U.S. ADR (NYSE: TSM) likewise surged to all-time highs, briefly trading above $300. In fact, TSMC’s U.S. stock spiked to an intraday $307 on Oct 7 amid frenzied buying ts2.tech. Even after a bit of profit-taking, TSMC hovers around the mid-$290s per share as of Oct 11, reflecting a dramatic upswing from roughly ~$200 at
TSMC Stock Soars on AI Boom: Record Highs, Big Ambitions & Geopolitical Risks (Oct 2025 Update)

TSMC Stock Soars on AI Boom – Record Highs, Key News, Risks & 2025 Outlook

Current News & Developments Image: A TSMC semiconductor fabrication facility in Taiwan, emblazoned with the company’s logo. TSMC’s cutting-edge fabs have put it at the center of recent tech and geopolitical news. In early October 2025, Taiwan Semiconductor Manufacturing Co. (TSMC) grabbed headlines with record financial results and strategic moves. On Oct 9, 2025, TSMC reported that its Q3 2025 revenue jumped about 30% year-on-yearto T$989.92 billion (~$32.5 billion)reuters.com, slightly beating market forecasts on the back of surging demand for AI-related chips. This preliminary sales figure (released ahead of full earnings on Oct 16) underscores how AI applications are driving unprecedented orders, offsetting softness in smartphones and other segmentsreuters.com. The blockbuster quarter has
TSMC Stock Soars on AI Boom: Record Highs, Big Ambitions & Geopolitical Risks (Oct 2025 Update)

TSMC Stock Soars on AI Boom: Record Highs, Big Ambitions & Geopolitical Risks (Oct 2025 Update)

Overview: TSMC’s Business and Recent Performance Taiwan Semiconductor Manufacturing Co. (TSMC) is the world’s largest contract chipmaker (pure-play foundry), producing advanced semiconductors for clients like Apple, NVIDIA, AMD, and many otherstaiwannews.com.twts2.tech. Rather than selling its own branded chips, TSMC builds chips to order, focusing on cutting-edge manufacturing processes. This model has made TSMC a pillar of global tech supply chains and given it an estimated 60%+ market share of the overall foundry market (and over 90% share in the most advanced nodes)ts2.tech. Financially, TSMC has been on a strong growth trajectory. In Q2 2025, TSMC’s revenue reached US$30.1 billion, a 44%year-on-year surge, with net profit of T$398.3 billion, driven by
TSMC Stock Surges on AI Boom and U.S. Expansion: What to Know on Sep 23, 2025

TSMC Stock Surges on AI Boom and U.S. Expansion: What to Know on Sep 23, 2025

Stock Price and Trend Analysis TSMC’s stock has been on a strong uptrend in 2025, fueled by the global semiconductor recovery and intense demand for AI chips. On September 23, 2025, TSM stock rallied sharply – up about 3.7% in a single session to ~$283 Investing – following bullish news of a new collaboration and reaffirmed growth plans. This builds on an already positive trajectory: the share price has gained roughly 36% year-to-date (vs. mid-teens gains for major indices) Benzinga, and about 59% in the past 12 months Ainvest. Investors have been bidding up TSMC’s stock as signs mount of
Intel vs TSMC: The High-Stakes Chip Stock Showdown of 2025 and Beyond

Intel vs TSMC: The High-Stakes Chip Stock Showdown of 2025 and Beyond

2025 Year-to-Date Stock Performance Both stocks have given investors a positive ride in 2025, but Intel’s run has been notably explosive. As of Q3 2025, Intel (NASDAQ: INTC) shares have rallied roughly 45–50% since January tradingnews.com. Most of those gains came in a dramatic late-summer surge – in September 2025 Intel announced a landmark partnership with Nvidia, which sent the stock jumping over 30% in a single day ainvest.com ainvest.com. Intel hit a new 52-week high around $32 in mid-September, up about 83% from its 2025 low of ~$17 tradingnews.com. By contrast, TSMC (NYSE: TSM) has seen a steadier climb
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Amazon’s $200B AI Spending Jolt Spurs Stock Selloff as Big Tech Capex Nears $650B

Amazon’s $200B AI Spending Jolt Spurs Stock Selloff as Big Tech Capex Nears $650B

7 February 2026
Amazon shares fell Friday after the company announced a $200 billion AI infrastructure plan for 2026, exceeding analyst expectations and reviving investor concerns about profitability. Combined 2026 capex flagged by Amazon, Alphabet, Microsoft, and Meta now tops $630 billion. Nvidia, AMD, and Broadcom shares surged on the news, while software and data firms remained under pressure.
Nvidia stock jumps nearly 8% as Big Tech AI spending bets lift chipmakers and Dow tops 50,000

Nvidia stock jumps nearly 8% as Big Tech AI spending bets lift chipmakers and Dow tops 50,000

7 February 2026
Nvidia surged 7.8% Friday, leading a chip stock rally that pushed the Dow above 50,000 for the first time. The PHLX semiconductor index gained 5.7% as Advanced Micro Devices rose 8.3% and Broadcom 7.1%. Amazon fell 5.6% after projecting $200 billion in 2026 capital spending. Investors weighed a $600 billion AI infrastructure outlay against sharp losses in software shares.
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