Core Viewpoint - Nvidia's stock experienced a nearly 1% decline following reports that the company has halted testing of Intel's 18A manufacturing process, indicating potential challenges in its supply chain and production capabilities [1] Group 1: Company Developments - Nvidia has paused testing of Intel's 18A manufacturing process, which is a significant move for the AI chipmaker [1] - The decision to halt testing may impact Nvidia's production timelines and overall strategy in the competitive AI chip market [1] Group 2: Market Reaction - Following the news, Nvidia's stock fell nearly 1%, reflecting investor concerns regarding the implications of the halted testing on future performance [1]

Tell us about what is driving Intel stock lower right now. So essentially, Nvidia halted a test run of Intel's 18, a manufacturing process, which we know essentially is a process that makes Chip making more efficient and faster here. So we do have this being really critical to Intel's turnaround story.So that's what's really alarming investors in this moment, because this is essentially a process that should help Intel compete with a global leader, TSMC. So investors are essentially concerned that this is s ...

Core Viewpoint - Intel's stock has seen a significant increase of approximately 78% in 2025 and over 35% since its partnership announcement with Nvidia in September, but is currently facing pressure due to Nvidia halting tests on Intel's chip manufacturing process [1][3][5]. Company Performance - Intel's stock performance has been strong this year, with a notable rise of 78%, although it experienced a slight decline of about 1.5% recently due to Nvidia's decision [1][5]. - The company has been gaining momentum through various deals, but its manufacturing unit is reportedly struggling with quality issues in producing in-house chips [3][4]. Partnership Developments - Nvidia and Broadcom had previously conducted manufacturing tests with Intel's 18A technology, but dissatisfaction from initial customer tests has led to reduced demand [4]. - Nvidia's abandonment of plans to utilize Intel's chip production process is a significant development, impacting Intel's stock performance [3][5]. Market Reactions - Despite the recent news, Intel's stock has shown resilience, bouncing back from lows, and is currently flat for the month [5][6]. - Analysts suggest that Nvidia's performance will be crucial for maintaining market momentum as the year ends [6].

Market Overview - Stocks are experiencing slight changes on a holiday-shortened trading day, with the S&P 500 closing at a record high, indicating investor optimism as they watch for a potential Santa Claus rally [1] - Commodities are also showing positive trends, with gold prices surpassing $4,500 per ounce, and copper and platinum reaching all-time highs, while oil is on track for its longest winning streak since March due to supply disruption fears [2] Company Insights - Nike's stock is rising following Apple CEO Tim Cook's purchase of nearly $3 million worth of shares, bringing his total ownership to over 100,000 shares [3] - BP has reached an agreement to sell a majority stake in its Castro Lubricants business for $10.1 billion, creating a new joint venture with Stone Peak [25] - Santa Fe is acquiring Dynavax Technologies for approximately $2.2 billion, enhancing its portfolio in adult immunization [26] - UiPath's shares are increasing as the company is set to join the S&P Midcap 400 index, following a strong performance with over 20% gains this year [27][28] AI and Technology Sector - The AI trade is expected to continue driving portfolio performance into 2026, with significant investments from companies like Meta and Amazon in AI infrastructure [5] - Intel has emerged as the top-performing AI stock for 2025, with an 81.4% year-to-date increase, outperforming Nvidia, which is up 36% [6][7][8] - Valuations in the tech sector are currently lower than at the start of the year, as earnings growth has outpaced price increases, countering the AI bubble narrative [9][10] Economic Outlook - Consumer spending has remained strong, growing at a pace of 3.5% in the third quarter, supported by high-income households despite lower consumer sentiment [30][33] - The economic backdrop for 2026 appears favorable, with expectations of continued consumer spending, rising wages, and potential fiscal stimulus [41][42] - The healthcare sector is anticipated to perform well in 2026, benefiting from dividend yields and its role as an AI beneficiary, particularly in drug development [19][20]

Core Viewpoint - Intel faces significant challenges as its stock price drops following Nvidia's suspension of testing on Intel's 18A process technology, despite a recent $5 billion investment from Nvidia and a $8.9 billion investment from the U.S. government [1][2][3][4]. Group 1: Stock Performance and Market Reaction - Intel's stock price fell over 5% in pre-market trading after reports of Nvidia halting tests on Intel's 18A manufacturing process, reaching a low of $34.44 per share [2]. - Despite the approval of Nvidia's $5 billion strategic investment by the FTC, Intel's stock did not see a positive reaction [1][4]. Group 2: Strategic Investments and Partnerships - The U.S. government plans to invest $8.9 billion in Intel, acquiring a 9.9% stake, funded by previously allocated subsidies under the CHIPS and Science Act [3]. - Nvidia's investment of $5 billion will allow it to acquire nearly 4% of Intel's shares, with the deal aimed at developing PC and data center chips [4][5]. Group 3: Competitive Landscape and Challenges - Intel is losing market share and technological edge, particularly in the AI sector where it trails Nvidia, and in the CPU market where it faces competition from AMD [2][5]. - The collaboration between Intel and Nvidia is seen as a potential turning point for Intel, providing not just financial support but also a chance for technological revival through joint development of advanced chips [5].

Core Viewpoint - Intel's stock opened down nearly 3% at $35.53 following reports that Nvidia, the "AI chip leader," has paused testing of Intel's 18A advanced process technology for manufacturing one of its AI chips [1] Group 1: Intel's 18A Process Technology - Intel's 18A process, equivalent to 1.8nm technology, is a significant milestone in its advanced process roadmap aimed at enhancing chip performance and efficiency through the use of RibbonFET transistor structure and PowerVia back power delivery technology [1] - The 18A process is not only intended for Intel's own CPU product line but is also seen as a critical technology node to attract customers for its foundry business [1]

Core Viewpoint - Intel's stock opened nearly 3% lower at $35.53 following news that Nvidia has paused testing of Intel's 18A advanced process technology for manufacturing an AI chip, which is a significant setback for Intel's advanced manufacturing roadmap [1] Group 1: Intel's 18A Process Technology - The 18A process, equivalent to 1.8 nm technology, is a crucial milestone in Intel's advanced manufacturing roadmap aimed at enhancing chip performance and efficiency through the use of RibbonFET transistor structure and PowerVia back power delivery technology [1] - The 18A process is not only intended for Intel's own CPU series but is also seen as a key technology node to attract customers for its foundry business [1] Group 2: Market Reaction - Following the news, Intel's stock price dropped nearly 3%, indicating market concerns regarding the company's competitive position in the semiconductor industry [1]

每经AI快讯，美股三大股指小幅低开，道琼斯指数跌0.11%，标普500指数跌0.01%，纳斯达克综合指数 跌0.02%。耐克开盘涨超3%，获苹果库克增持。英特尔开盘跌3%，传英伟达选择暂停对英特尔18A制程 工艺的测试。 ...

耐克开盘涨超3%，获苹果库克增持。英特尔开盘跌3%，传英伟达选择暂停对英特尔18A制程工艺的测 试。 凤凰网财经讯 12月24日，美股三大股指小幅低开，道琼斯指数跌0.11%，标普500指数跌0.01%，纳斯达 克综合指数跌0.02%。 ...

(格隆汇) 初请失业金数人数意外下降，美国12月失业率或继续处高位。美股三大指数小幅低开，纳指跌0.03%， 标普500指数跌0.02%，道指跌0.09%。 英特尔跌3.8%，知情人士称英伟达已暂停对英特尔18A制程工艺的测试。 耐克涨3.4%，苹果CEO库克周一"逢低买入"5万股耐克股票，总价值近300万美元。 自动化企业UiPath涨7.5%，获纳入标普中型股400指数成分股。 ...