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

Intel Stock Today, November 22, 2025: Institutional Flows, TSMC Drama and Foundry Doubts Define INTC’s Outlook

Intel stock (NASDAQ: INTC) heads into the weekend trading around its latest close of $34.50, after gaining about 2.6% on Friday, November 21, in a volatile week dominated by new institutional ownership disclosures, fresh scrutiny of its foundry strategy and a geopolitical twist involving rival TSMC. Investing.com+1 While U.S. markets are closed today (Saturday, November 22), investors following Intel stock news are digesting a dense mix of headlines that could influence sentiment when trading resumes on Monday. Intel Stock Price and Market Snapshot Different analysts and outlets peg Intel’s year‑to‑date gain anywhere from the mid‑50% range to roughly a doubling of the
22 November 2025
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TSMC Stock Skyrockets on AI Boom — Analysts See More Upside

TSMC’s October Sales Set New Record but Growth Cools to 16.9% YoY as AI Demand Normalizes; Smartphone Orders Reawaken

TAIPEI — November 10, 2025 At a glance October by the numbers: a record high with cooler growth TSMC reported NT$367.47 billion in consolidated revenue for October, a fresh record and an 11% sequential rise. On a yearly basis, sales grew 16.9%, slower than September’s ~40% YoY surge. For January–October, revenue totaled NT$3.13 trillion, up 33.8% from the same period last year. TSMC+2Focus Taiwan – CNA English News+2 While those figures confirm the foundry’s dominant position in advanced nodes, they also mark the slowest YoY growth since February 2024, a datapoint traders have latched onto as evidence that the AI
10 November 2025
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NVIDIA (NVDA) News Today — Nov 8, 2025: Huang touts “very strong” Blackwell demand, asks TSMC for more wafers; Taipei clears path for Nvidia’s Taiwan HQ; NVDA steadies after a rough week

NVIDIA (NVDA) News Today — Nov 8, 2025: Huang touts “very strong” Blackwell demand, asks TSMC for more wafers; Taipei clears path for Nvidia’s Taiwan HQ; NVDA steadies after a rough week

On the ground in Taiwan: Blackwell demand, supply chain ramp Speaking to reporters at TSMC’s annual sports day in Hsinchu, Nvidia CEO Jensen Huang said the company is experiencing very strong demand” for Blackwell platform chips—the company’s flagship AI accelerators—adding that Nvidia builds GPUs alongside CPUs, networking and switches for the platform. He emphasized that Nvidia is leaning on TSMC for additional wafers to meet orders. Reuters Bloomberg separately reported that Huang has formally asked TSMC for more chip supplies as AI demand remains robust, noting his comment that business is getting stronger month by month.” Bloomberg On memory, Huang
8 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

Published: November 7, 2025Ticker: NYSE: TSM Key Takeaways Before the Bell What’s Moving TSMC Today 1) Nvidia’s Huang on the ground in Taiwan; China sales stance unchanged 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 Local media tracked Huang’s schedule to TSMC’s 3‑nm plant in Tainan today and to TSMC’s annual sports
7 November 2025
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TSMC Stock Surges on AI Boom and U.S. Expansion: What to Know on Sep 23, 2025

TSMC Stock Rockets on AI Boom: Record Profit and $1T Valuation Stun Markets

Record Q3 Results Drive Rally TSMC’s latest earnings confirmed the AI-driven boom in semiconductors. July–September revenue jumped to NT$989.9 billion (≈$32.5 billion) reuters.com, about 30% above last year, and net income hit NT$452.3 billion economictimes.indiatimes.com – both well above analysts’ estimates. High-performance computing (HPC) chips – used in AI servers – dominated the quarter, with the HPC unit accounting for roughly 57% of sales economictimes.indiatimes.com economictimes.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 earnings economictimes.indiatimes.com. CEO C.C. Wei echoed
17 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

Earnings and Outlook TSMC’s latest results have been outstanding. In Q2 2025, the company reported revenue of US$30.1 billion, a 44% jump year-over-year ts2.tech, with net profit of roughly T$398.3 billion. Demand for TSMC’s most advanced nodes (5nm/3nm) is exceptionally strong: cutting-edge chips now account for about 60% of revenue ts2.tech ts2.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 (Q2 gross margin ~55% ts2.tech), underpinning its profit growth. Looking ahead, Q3 is expected to be even stronger. On Oct 9, TSMC announced preliminary Q3 sales of NT$989.9 billion (≈$32.5 billion), up
16 October 2025
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TSMC Stock Surges on AI Boom and U.S. Expansion: What to Know on Sep 23, 2025

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 Apple bloomberg.com reuters.com. Q3 sales (~$32.5B) beat estimates, and management expects ~30% growth for all of 2025 ts2.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 (continue to build [fabs] in Taiwan because it is still not enough” reuters.com). Industry analysts note TSMC’s unique position: IDC’s Mario
14 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?

Recent Developments and News TSMC’s advanced fabs have driven its recent headlines. On Oct 9, 2025, TSMC announced preliminary Q3 sales of NT$989.92 B (~$32.47 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 (a 6.4% drop on heavier volume) after a short-term technical sell-off edgen.tech, then pre-market on Oct 13 jumped to ~$294 stockanalysis.com on strong sentiment. At the same time, geopolitics grabbed headlines. Taiwan’s leaders refused U.S. calls for an equal 50/50” chip output split,
13 October 2025
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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
11 October 2025
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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 segments reuters.com. The blockbuster
10 October 2025
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TSMC Stock Tops $300 as AI Chip Boom Fuels Rally – Can It Keep Climbing? (Oct 2025 Update)

TSMC Stock Tops $300 as AI Chip Boom Fuels Rally – Can It Keep Climbing? (Oct 2025 Update)

Overview: TSMC’s Business and Recent Performance Taiwan Semiconductor Manufacturing Co. (TSMC) is the world’s largest contract chipmaker – a pure-play” foundry that fabricates advanced semiconductors for clients like Apple, NVIDIA, AMD and more ts2.tech. Rather than selling its own chips, TSMC builds chips to order, focusing on cutting-edge manufacturing processes. This model has made TSMC a pillar of global tech supply chains, commanding an estimated 60%+ market share of the overall foundry market (and over 90% in the most advanced nodes) ts2.tech. In effect, TSMC manufactures ~90% of the world’s most advanced processors, putting it at the heart of technologies
9 October 2025
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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 others taiwannews.com.tw ts2.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
8 October 2025
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