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Intel’s September Surge: The Real Story Behind a 46.6% Rally and Strategic Pivot
Medium· 2025-09-28 13:37
Intel’s September Surge: The Real Story Behind a 46.6% Rally and Strategic PivotKtiria2 min read·1 hour ago1 hour ago--Press enter or click to view image in full sizePhoto by Alexandru-Bogdan Ghita on UnsplashIntel Corporation (NASDAQ: INTC) has delivered one of the most remarkable turnaround stories of September 2025, with shares surging 46.6% from $24.21 to $35.50 in a matter of weeks. However, contrary to misleading headlines circulating in financial media, Intel has not reached all-time highs — the stoc ...
NVDA, CRWV, NOW & Ellerbroek's Big Picture on A.I.
Youtube· 2025-09-28 13:30
Now, I'd like to welcome into the conversation Jed Ellerbrook to join us today with some broader market thoughts. And Jed, you know, you're portfolio manager at Argent Capital Management, but just some takeaways from the data we've received this week and also the market's response to that data. Yeah, I feel like we continue to see lots of new data data center commitment and building announcements.Um, OpenAI is is agreeing to fund a lot of these. We've seen a lot of news related to Oracle and some of the oth ...
Why Astera Labs Stock Plummeted This Week
The Motley Fool· 2025-09-28 10:09
Are investors falling out of love with Astera Labs stock?Astera Labs (ALAB -1.43%) stock got hit with a double-digit sell-off across this week's trading. The company's share price fell 19.3% over the period. Meanwhile, the S&P 500 and the Nasdaq Composite declined 0.3% and 0.7%, respectively. While there wasn't any fresh, business-specific news behind Astera Labs' sell-off this week, the company's valuation headed lower in response to widespread valuation concerns that impacted the market. Declines for the ...
Kevin O’Leary is furious at Trump ‘force-feeding’ him Intel — as the US aims to invest taxpayer money in another company
Yahoo Finance· 2025-09-26 21:15
In an Aug. 25 post [1] captioned “The Art of the Deal: Intel,” Secretary of Commerce Howard Lutnick said the president decided it would be “fair” if “America had shares” in Intel in exchange for the monetary support, which in total comes to $11.1 billion.What the Trump administration has done is rewritten the terms of the deal.The company has been paid $2.2 billion in CHIPS grants but needed to meet certain milestones to receive the remaining $6 billion, which was looking unlikely.The 2022 CHIPS and Science ...
Nvidia’s Strong AI Moat Justifies The Premium (NASDAQ:NVDA)
Seeking Alpha· 2025-09-26 20:03
Since my last coverage on NVIDIA Corporation (NASDAQ: NVDA ) last month, the stock has been almost flat due to several reasons, mainly due to the news of China's chip halts . However, IHi, I'm a dedicated Stock Analyst aiming to identify clear winners in the market. I'm here to help others make informed investment decisions by delivering clear, insightful, and easy-to-understand financial content. My work has been featured on several leading platforms, including Yahoo, MSN, Nasdaq, InvestorPlace, Barchart, ...
These chip stocks are rising off Trump's latest proposal to boost U.S. manufacturing
MarketWatch· 2025-09-26 15:56
Shares of U.S. chip manufacturers were moving higher on Friday morning after a report that the Trump administration is considering a new plan to move more chip production stateside. ...
GlobalFoundries Stock Climbs. What's Behind the Chip Manufacturer's Momentum.
Barrons· 2025-09-26 15:40
GlobalFoundries could be in line to receive more orders if the Trump administration's plan to boost U.S. chip manufacturing comes to fruition. ...
Why Would Anyone Bet Against Intel's Red-Hot Stock Right Now?
Investopedia· 2025-09-26 15:10
An investment from Nvidia and reports of talks with Apple in the past week have done wonders to boost Intel's stock price, though it remains well off its 2021 highs. Justin Sullivan / Getty Images Close Key Takeaways Not long ago, it was hard to find people who were excited about Intel's stock. But these days, even skeptics are finding it difficult to look away, with President Donald Trump's recent endorsement, a high-profile investment from Nvidia (NVDA), and rumors swirling about still more deals—leaving ...
The Trump admin is going after semiconductor imports
Yahoo Finance· 2025-09-26 14:40
In its latest bid to boost semiconductor production in the U.S., the Trump administration is reportedly considering a ratio-based approach that would penalize domestic manufacturers with tariffs if they don’t produce enough chips. The administration is weighing a policy that would mandate U.S. semiconductor companies to manufacture the same number of chips in the U.S. as their customers import from overseas manufacturers, the Wall Street Journal reported, citing anonymous sources. Companies that don’t c ...
Wall Street Breakfast Podcast: Tariffs Hit Pharma
Seeking Alpha· 2025-09-26 10:57
Kwangmoozaa/iStock via Getty Images Listen below or on the go on Apple Podcasts and Spotify Trump slaps 100% tariffs on drugs, 25% on heavy trucks and more. (00:28) Federal agencies told to prepare for mass firings if government shuts down. (01:21) Upward pressure on Fed's preferred inflation gauge — PCE price index — is seen persisting in August. (03:05) This is an abridged transcript. President Trump announced sweeping new tariffs, including 100% on branded and patented pharmaceutical drugs, to tak ...