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

Intel Corporation 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.

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TSMC’s U.S (TSM) news archive — page 11

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

Taiwan Semiconductor Manufacturing Company 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
16 November 2025
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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, 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
14 November 2025
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TSMC Stock Skyrockets on AI Boom — Analysts See More Upside

TSMC (TSM) Pre‑Market Briefing, Nov 7, 2025: Jensen Huang Visits Taiwan Partner, Taiwan Exports Soar on AI Demand, and 2026 Price‑Hike Reports Surface

Nvidia CEO Jensen Huang landed in Taiwan and told reporters there are no active talks to sell the company’s Blackwell AI chips in China, reiterating the export‑control overhang. He added that he is in Taiwan to visit TSMC and take part in the company’s sports day, underscoring the foundry’s central role in Nvidia’s AI roadmap. Reuters
7 November 2025
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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?

Global markets were jolted on Wednesday, Nov 5, as an AI‑led selloff in U.S. megacaps rolled through Asia and then Europe. The immediate trigger: rising skepticism that AI‑exposed winners can sustain nosebleed valuations, compounded by fresh policy headlines out of China and high‑profile warnings from Wall Street heavyweights. Reuters+1
5 November 2025
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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

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 that even earnings surprises aren’t moving markets much in this wait-and-see environmentreuters.com.
22 October 2025
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Top 5 Stocks to Buy Now: October 22, 2025

Top 5 Stocks to Buy Now: October 22, 2025

Why It’s a Buy Now: Advanced Micro Devices has emerged as a standout in 2025’s artificial intelligence boom. The semiconductor firm’s stock price has nearly doubled this year, gaining roughly 80% year-to-datets2.tech. In mid-October, AMD shares soared to an intraday record $240.48 after the company announced two blockbuster deals to supply its cutting-edge GPUs for AI workloadsts2.tech. On October 6, AMD revealed a multi-year partnership to provide OpenAI with high-performance AI chips – a contract worth an estimated $100 billion in revenue – which sent the stock up over 30% in one dayts2.tech. A week later, AMD inked another major deal to deliver 50,000 AI GPUs to Oracle’s cloud servicests2.tech. These back-to-back wins have cemented optimism that AMD can chip away at NVIDIA’s dominance in data-center AI hardware over timets2.tech.
21 October 2025
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TSMC Stock Rockets on AI Boom: Record Profit and $1T Valuation Stun Markets

TSMC’s latest earnings confirmed the AI-driven boom in semiconductors. July–September revenue jumped to NT$989.9 billionreuters.com, about 30% above last year, and net income hit NT$452.3 billioneconomictimes.indiatimes.com – both well above analysts’ estimates. High-performance computing chips – used in AI servers – dominated the quarter, with the HPC unit accounting for roughly 57% of saleseconomictimes.indiatimes.comeconomictimes.indiatimes.com. Counterpoint Research analyst William Li commented that the “strong traction at 3nm as well as high utilization at 4/5nm” from orders by AI GPU and data-center customers directly drove these robust earningseconomictimes.indiatimes.com. CEO C.C. Wei echoed this, saying recent AI developments are “very positive” and that TSMC’s “conviction in the AI megatrend is strengthening.” He raised the company’s 2025 revenue forecast to the mid-30% rangereuters.comeconomictimes.indiatimes.com.
17 October 2025
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Dow Dips as Fed Fears Slam Tech Stocks – Hot Economic Data Rattles Wall Street (Sept 25, 2025)

Stocks Surge on Trade Optimism and Fed Cut Hopes – Is a New Bull Run Brewing?

Key facts: U.S. stock indexes jumped in mid-October as trade-war fears eased and Fed officials signaled more rate cuts. The S&P 500 closed near 6,671 and the Nasdaq around 22,670, while the Dow was roughly flatreuters.com. Futures point higher: on Oct. 16 morning, Dow futures were +0.4% and S&P 500 futures +0.2%economictimes.indiatimes.com. Major banks led the rallyts2.tech, and tech/AI stocks powered gainsts2.tech. Analysts have raised year-end targets – some now see the S&P hitting 6,000–7,000 by 2026ts2.tech. Still, experts warn that trade tensions with China and inflation risks keep volatility hights2.techreuters.com.
16 October 2025
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Powell’s High-Stakes Speech Spurs Markets – Fed Signals More Rate Cuts in 2025

Fed Cuts Rates — But Mortgage Rates Refuse to Fall, Tech Stocks Surge to New Highs

The Fed’s pivot to easier policy has not yet translated into cheaper mortgages. In September the Fed delivered its first rate cut of 2025 and Fed officials like Governor Michelle Bowman signal more cuts are comingreuters.com. Futures markets now imply a roughly 95% chance of another 25 bp cut at the Oct. 28–29 meetingts2.tech. Despite this, the average 30-year fixed mortgage rate is holding around 6.2%, slightly higher than a year agothedailyeconomy.orgreuters.com. Economists like Paul Mueller explain why: mortgages track the 10-year Treasury yield, which isn’t falling because supply/demand in bond markets is being driven by record deficitsthedailyeconomy.org. In Mueller’s words, “only Congress can rein in the spending that keeps long-term yields — and mortgage rates — stubbornly high”thedailyeconomy.org.
16 October 2025
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TSMC Stock Skyrockets on AI Boom — Analysts See More Upside

TSMC Stock Skyrockets on AI Boom — Analysts See More Upside

TSMC’s latest results have been outstanding. In Q2 2025, the company reported revenue of US$30.1 billion, a 44% jump year-over-yearts2.tech, with net profit of roughly T$398.3 billion. Demand for TSMC’s most advanced nodes is exceptionally strong: cutting-edge chips now account for about 60% of revenuets2.techts2.tech, and high-performance computing/AI wafers made up roughly 60% of Q2 sales. TSMC’s pricing power and scale have kept margins very high, underpinning its profit growth.
16 October 2025
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TSMC’s AI-Fueled Rally: Stock Hits Record High, Earnings Soar Amid Global Chip Race

Breaking out: Taiwan’s TSMC has ridden a wave of AI demand to record results. The company’s stock and revenues are surging as it churns out advanced chips for customers like Nvidia and Applebloomberg.comreuters.com. Q3 sales beat estimates, and management expects ~30% growth for all of 2025ts2.tech. “We have fully booked production lines in the U.S. for the next three years,” CEO C.C. Wei told reporters, even as he vowed to keep investing heavily at home. Industry analysts note TSMC’s unique position: IDC’s Mario Morales says “TSMC will continue to outperform… given the ongoing exponential growth of AI infrastructure investments.”reuters.com That AI-driven tailwind is pushing TSMC’s share price to new heights and underpinning record-high valuationsts2.techbloomberg.com.
14 October 2025
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Stocks Retreat as AI Hype Meets Shutdown and Trade Fears – What’s Next?

Stocks Retreat as AI Hype Meets Shutdown and Trade Fears – What’s Next?

U.S. stocks gave back early gains as investors “paused to assess the optimism around AI and interest-rate cuts” x.com. On Friday Oct. 10, the Dow closed around 45,480, the S&P 500 about 6,552 and the Nasdaq roughly 22,204 reuters.com nasdaq.com. Over the week, the S&P and Nasdaq had their worst weeks in months as global trade fears resurfaced. The declines were broad-based: 10 of 11 S&P sectors fell, with big drops in tech and consumer discretionary nasdaq.com. Volatility spiked – the VIX fear index jumped 32% to ~21.7, its highest since June nasdaq.com.
13 October 2025
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TSMC Stock Skyrockets on AI Chip Boom – Can the Rally Last?

TSMC Stock Skyrockets on AI Chip Boom – Can the Rally Last?

TSMC’s advanced fabs have driven its recent headlines. On Oct 9, 2025, TSMC announced preliminary Q3 sales of NT$989.92 B, up 30% YoY reuters.com – well above the market forecast. This AI-fueled demand lifted near-term guidance: management reiterated ~30% full-year growth. U.S. markets immediately reacted. By Oct 10, the ADR closed ~$280.66 stockanalysis.com after a short-term technical sell-off edgen.tech, then pre-market on Oct 13 jumped to ~$294 stockanalysis.com on strong sentiment.
13 October 2025
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