Intel Corporation's ( INTC ) shareholders faced quite a volatile performance through the last five years, with INTC's stock price falling below $20 per share this year. My past articles dived into some of the problems INTC wasWelcome to Cash Flow Venue, where dividends do the heavy lifting! Blending my financial chops with the timeless wisdom of value investing (and love for steady income), I’ve built a rock-solid pillar in my financial foundation through dividend investing. I believe it’s one of the most a ...

Intel Corporation's ( INTC ) shareholders faced quite a volatile performance through the last five years, with INTC's stock price falling below $20 per share this year. My past articles dived into some of the problems INTC wasWelcome to Cash Flow Venue, where dividends do the heavy lifting! Blending my financial chops with the timeless wisdom of value investing (and love for steady income), I’ve built a rock-solid pillar in my financial foundation through dividend investing. I believe it’s one of the most a ...

Core Insights - Intel is in early discussions with AMD regarding the possibility of AMD becoming a customer for Intel's foundry services [1] - The extent of production business that AMD might shift to Intel remains unclear, as does the potential for direct investment from AMD [1] - Following the news, Intel's stock price surged, increasing by over 6% at one point [1] Company Developments - Intel is exploring a partnership with AMD, which could signify a strategic shift in the semiconductor industry [1] - The discussions are at an early stage, indicating that no formal agreement has been reached yet [1] Market Reaction - The announcement led to a significant positive reaction in Intel's stock price, reflecting investor optimism about the potential collaboration [1]

Core Insights - Intel is currently in discussions to secure AMD as a manufacturing customer, indicating a strategic shift in its business model and potential revenue growth opportunities [1] Company Summary - Intel has recently benefited from financial investments, which may enhance its operational capabilities and market position [1] - The potential partnership with AMD could signify a collaborative approach in the semiconductor industry, reflecting changing dynamics and competitive strategies [1] Industry Summary - The semiconductor industry is witnessing shifts in customer relationships, with companies like Intel exploring new avenues for revenue through manufacturing agreements [1] - The move to engage AMD as a customer highlights the increasing interdependence among major players in the semiconductor market [1]

Group 1: Manufacturing Sector - US manufacturing activity has contracted for the seventh consecutive month, with the orders index declining, indicating a lack of momentum in the sector [4][5] - The ISM reported that the manufacturing index slightly increased by 0.4 points to 49.1 in September, remaining below the neutral level of 50, which signifies contraction [4] - The orders index fell by 2.5 points to 48.9, reverting to contraction after a brief expansion in August [4] Group 2: UK Market Developments - The UK government plans to exempt new listings on the London Stock Exchange from a 0.5% stamp duty for two to three years, aiming to enhance the business environment [7] Group 3: Technology Sector - Intel's stock surged by 6% after news emerged of early negotiations to manufacture chips for AMD, which could significantly boost Intel's foundry business [11] - Google has laid off over 100 design-related employees in its cloud computing division, affecting teams focused on user experience research and product design [13] Group 4: Economic Policy and Federal Reserve - Former US Treasury Secretary Lawrence Summers criticized the recent speech by Federal Reserve Governor Stephen Milan, arguing it lacked analytical support for aggressive interest rate cuts [17][18] - The US Supreme Court's decision to prevent President Trump from immediately dismissing a Federal Reserve governor has temporarily alleviated pressure on the central bank [15]

Group 1: Tesla - Tesla's stock rose by 3.31%, with a trading volume of $44.281 billion, as CEO Elon Musk became the first person to reach a net worth of $500 billion [1] - The company is expected to announce its latest quarterly delivery data, with predictions of record delivery numbers due to a surge in purchases before the $7,500 electric vehicle tax credit expiration [1] - Analysts express concerns that this demand boost may not be sustainable, particularly with ongoing weaknesses in the European market [1] Group 2: Nvidia - Nvidia's stock increased by 0.35%, reaching a new all-time high with a trading volume of $32.304 billion, driven by strong demand for AI chips and a $100 billion strategic partnership with OpenAI [1] Group 3: Meta Platforms - Meta Platforms' stock fell by 2.32%, with a trading volume of $14.575 billion, as the company announced plans to use data from user interactions with its AI products for targeted advertising [1] - The updated privacy policy will be implemented globally, except in South Korea, the UK, and the EU, where such data collection is prohibited [1] Group 4: Eli Lilly - Eli Lilly's stock rose by 8.18%, marking the fourth consecutive day of gains, with a trading volume of $8.205 billion, following positive discussions with the Trump administration regarding drug pricing [2] - The company received EU approval for its Alzheimer's treatment drug Kisunla, enhancing its global market presence [2] Group 5: Micron Technology - Micron's stock surged by 8.86%, reaching a historical high with a trading volume of $7.356 billion, as NAND Flash prices increased by over 10% since September, igniting bullish expectations for the storage industry [2] - Morgan Stanley predicts that the price increase cycle may continue until 2026, creating a strong short-term catalyst [2] Group 6: Intel - Intel's stock rose by 7.12%, with a trading volume of $5.585 billion, as reports emerged of early negotiations with AMD for chip manufacturing services [3] - Analysts suggest that securing AMD as a client would significantly bolster Intel's confidence in its foundry business and signal its capabilities to other chip companies [3] Group 7: Strategy - Strategy's stock increased by 5.03%, with a trading volume of $4.596 billion, following news that the U.S. Treasury is preparing to relax a proposed rule that would tax unrealized Bitcoin gains [3] - The proposed tax was seen as unfair by companies like Strategy and Coinbase, which argued it would disadvantage U.S. firms in the global market [3]

We recently published 10 AI Analyst Calls You Should Pay Attention To. INTC is one of the stocks analysts were recently talking about. Christopher Danely, Citi semiconductor analyst, explained in a recent program on CNBC why he downgraded Intel to sell. The analyst said Nvidia’s $5 billion investment in Intel Corp (NASDAQ:INTC) is “no big deal” and is not enough to “move the needle” for the stock. Here is how the analyst explained his reason:   “Obviously, there’s a lot of political pressure going on wi ...

Economic Indicators - US MBA mortgage applications fell by -12.7% in the week ended September 26, with the purchase mortgage sub-index down -1.0% and the refinancing sub-index down -20.6% [1] - The September ISM manufacturing index rose +0.4 to a 7-month high of 49.1, exceeding expectations of 49.0 [6] - The September ADP employment change unexpectedly fell by -32,000, marking the largest decline in 2.5 years, while August was revised lower to -3,000 from +54,000 [5] Market Reactions - Stocks initially moved lower due to the US government shutdown, but later recovered, with the S&P 500 and Nasdaq 100 reaching new all-time highs [2][4] - The dollar index fell to a one-week low, while gold prices climbed to a record high amid risk-off sentiment [2] - Rising corporate earnings expectations are a bullish backdrop for stocks, with over 22% of S&P 500 companies providing guidance for Q3 earnings that are expected to beat analysts' expectations [8] Sector Performance - Pharmaceutical stocks rallied, with AstraZeneca closing up more than +9% and Eli Lilly up more than +8%, driven by hopes from Pfizer's deal with the US government [15] - Chipmakers and AI-infrastructure stocks also saw gains, with Super Micro Computer closing up more than +9% and Micron Technology up more than +8% [16] - Grocery retailers declined after Amazon announced a new private-label food brand, leading to Dollar Tree and Dollar General closing down more than -4% and -3% respectively [22] Upcoming Economic Data - Weekly initial unemployment claims are expected to increase by +7,000 to 225,000, and August factory orders are expected to rise by +1.4% month-over-month [9] - September nonfarm payrolls are anticipated to increase by +51,000, with the unemployment rate expected to remain unchanged at 4.3% [9]

周三美股三大指数集体收涨，纳指涨0.42%，标普500指数涨0.34%，道指涨0.09%。大型科技股多数上 涨，英特尔大涨超7%，消息称拟为AMD代工生产芯片，特斯拉涨超3%，马斯克身家突破5000亿美元， 甲骨文涨约3%，AMD、博通涨超1%，谷歌、亚马逊、英伟达、苹果、微软微涨，Meta跌超2%。 来源：滚动播报 ...

About this content About Sean Mason Sean Mason is a Senior Journalist at Proactive, having researched and written about Canadian and US equities for 20 years. Sean graduated from the University of Toronto with a BA in history and economics and has also passed the Canadian Securities Course. He previously worked at Investors Digest of Canada, Stockhouse, and SmallCapPower.com. Read more About the publisher Proactive financial news and online broadcast teams provide fast, accessible, informative and action ...