Core Viewpoint - Intel shares surged over 10% following an analyst report indicating improved chances of a chip partnership with Apple, reaching their highest point in a month [1] Group 1: Stock Performance - Intel's stock closed up 10.3% at $40.56, nearing its highest closing price in over a year [1] - Since January, Intel shares have climbed 102.3%, rising from approximately $20.22 [3] Group 2: Analyst Insights - TF International Securities analyst Ming-Chi Kuo reported that visibility on Intel becoming an advanced-node supplier to Apple has significantly improved [2] - Apple plans to utilize Intel for shipping its lowest-end M processor, which is used in MacBook Airs and iPad Pros [2] Group 3: Competitive Landscape - Kuo noted that Intel will still lag behind Taiwan Semiconductor Manufacturing Company in the coming years, but a deal with Apple and other tier-one customers could enhance Intel's long-term outlook [3]

Market Overview - The U.S. stock market ended a volatile November positively, with major indexes extending their winning streaks despite a shortened trading session on Black Friday [1] - All three benchmark U.S. stock indexes recorded their best weekly performance since June, with the S&P 500 closing up 0.54% at 6,849.09, the Dow Jones Industrial Average up 0.61% at 47,716.42, and the Nasdaq Composite rising 0.65% to 23,365.69 [2] Sector Performance - Broad-based participation was observed in the market, with the Materials Select Sector SPDR (XLB), Technology Select Sector SPDR (XLK), Utilities Select Sector SPDR (XLU), and Consumer Staples Select SPDR (XLP) increasing by 1.2%, 1.3%, 1.3%, and 1% respectively [3] - Semiconductor stocks were a significant driver of market gains, while energy producers saw WTI crude oil futures rise over 1% to a one-week high [3] Key Stock Movers - Intel (INTC) surged 10.2% on speculation of becoming a foundry supplier for Apple (AAPL) processors, while Sandisk (SNDK) gained nearly 4% after debuting in the S&P 500 [4] - Cryptocurrency-related stocks benefited from Bitcoin's price climbing above US$92,000, with Coinbase Global (COIN) up 2.2% and other crypto-tied companies also seeing significant gains [5] - Retailers performed well on Black Friday, with Walmart (WMT), Target (TGT), and Amazon (AMZN) closing up between 1% and 2% [6] Upcoming Market Events - Investors will be monitoring upcoming economic data releases and corporate earnings, including October Construction Spending and November ISM Manufacturing data on December 1 [8] - The week will also feature the November ADP Employment Survey and earnings reports from companies like Macy's (M) and Salesforce (CRM) [8] Federal Reserve Outlook - Market sentiment remains optimistic regarding a potential Federal Reserve interest rate cut, with the probability of a cut at the upcoming December 9-10 FOMC meeting rising to 84% from 30% just a week prior [11]

Intel Stock Pops As Analyst Sounds Alarm On Potential Apple Partnershiphttps://t.co/nErPnXEguW https://t.co/hw6KjoJ7mi ...

Core Viewpoint - Intel's stock surged by 10% following a report from analyst Ming-Chi Kuo, indicating that Intel is expected to begin shipping the lowest-end M-series processors for Apple, potentially starting in 2027 [2] Group 1: Intel's Market Position - Kuo's industry survey suggests that Intel's visibility as a supplier for Apple's advanced nodes has significantly improved recently [2] - Winning Apple's advanced node orders is expected to have a much greater significance for Intel beyond the direct revenue and profit contributions from this business [2] Group 2: Stock Market Reaction - Following the news, Apple's stock also saw a slight increase of 0.5% [2]

Core Insights - Intel Corp is gaining momentum in its efforts to manufacture Apple Inc's next-generation M chips, as indicated by TF International Securities' analyst Ming-Chi Kuo [1][2]. Group 1: Intel's Position and Developments - Intel is moving closer to becoming an advanced-node foundry supplier for Apple, with stronger momentum than previously believed [2]. - Apple has signed a non-disclosure agreement (NDA) with Intel and received the 18AP advanced-node process design kit (PDK) 0.9.1GA, allowing for key simulation and performance validation [2]. - Apple expects Intel to deliver updated PDK 1.0/1.1 in Q1 2026, which is critical for finalizing development [3]. Group 2: Shipment Projections and Market Impact - Projected annual shipments of Intel's lowest-end M-series processor are estimated at 15–20 million units in 2026 and 2027 [4]. - The order size is considered modest and will not significantly disrupt Taiwan Semiconductor Manufacturing Company Ltd's market position [4]. - The partnership with Intel is seen as a strategic move for Apple to enhance supply-chain resiliency while still relying on Taiwan Semiconductor [5]. Group 3: Strategic Significance - Securing Apple's business is viewed as a milestone that could redefine confidence in Intel Foundry Services [5]. - Despite being technologically behind Taiwan Semiconductor, this partnership suggests Intel's worst period may be ending and opens doors for future orders from Apple and other top-tier customers [6]. - Intel's stock price increased by 10.19% to $40.56 following this news [6].

Core Viewpoint - The company is expected to start shipping Apple's low-cost M chips, with deliveries anticipated as early as 2027, which could lead to more orders from Apple and other primary clients, enhancing Intel's long-term outlook [1] Group 1 - Analyst Ming-Chi Kuo from Tianfeng International predicts that Intel will begin shipping Apple's low-cost M chips, with the earliest shipments expected in 2027 [1] - There is potential for Intel to receive more orders for the 14A node and subsequent versions from Apple, as well as additional orders from other primary clients, which could positively impact Intel's long-term prospects [1] - Following this news, Intel's stock price rose by 7.5%, marking a continuous increase over five trading days, with a total rise of 18% during this period [1]

Core Viewpoint - Intel Corporation (INTC) shares experienced a significant increase of 8.47 percent, rising $3.12 to $39.90, following a report predicting strong long-term growth in the U.S. graphics processing unit market [1] Group 1: Stock Performance - Intel's stock is currently trading at $39.90, up from a previous close of $36.78 on the Nasdaq [1] - The stock's trading range for the day was between $37.35 and $39.85, with a trading volume of approximately 55.38 million shares [1] - Over the past 52 weeks, Intel's stock has ranged from $17.67 to $42.48 [1] Group 2: Market Growth Projections - The graphics processing unit market is projected to grow from $19.03 billion in 2024 to $136.07 billion by 2033 [2] - This growth is attributed to increasing demand in sectors such as gaming, artificial intelligence, high-performance computing, cloud infrastructure, and data-intensive applications [2]

Stocks were rising again midday Friday, putting Wall Street on pace for a fifth straight day of gains as rate cut hopes surged and risk appetite returned across tech, crypto and commodities.Traders now see an 88% chance the Federal Reserve will cut interest rates by 25 basis points at its Dec. 10 meeting, up from just 50% last week, according to CME FedWatch data.At midday, the S&P 500 was up 0.4% to 6,840, sitting just 1% below its all-time high and heading for its strongest five-day rally since May. The N ...

Core Viewpoint - Intel Corp. shares experienced an increase of over 8% following a report from technology analyst Ming-Chi Kuo, indicating that the company may become a foundry supplier for future generations of chips [1] Company Summary - Intel Corp. is positioned to potentially expand its role in the semiconductor industry by becoming a foundry supplier, which could enhance its market presence and revenue streams [1] Industry Summary - The semiconductor industry is witnessing shifts as companies like Intel explore new opportunities in foundry services, which may lead to increased competition and innovation in chip manufacturing [1]

Market Overview - All three major indexes were modestly higher during late-morning trading on Black Friday, with the Dow leading the gains [2] - The stock market had a shortened trading day, closing at 1 p.m. [2] Key Stock Movements - Intel (INTC) was the biggest mover on the S&P 500, rising approximately 8% [2] - Eli Lilly (LLY) was the largest decliner, slipping nearly 3% [2] - Brown-Forman (BF.A, BF.B) increased by 1.5%, while Lululemon (LULU) rose over 2% [3] - Best Buy (BBY) reported a decline of more than 1% following its latest quarterly financial results [3] Technology Sector Performance - Nvidia (NVDA) shares were down 1.8%, and Oracle (ORCL) fell by 2.2%, marking them as significant decliners in the S&P 500 [4] - The Roundhill Magnificent Seven ETF (MAGS), which includes major tech stocks, was up 0.3% [4] Cryptocurrency Market - Shares of Coinbase Global (COIN) rose nearly 4%, influenced by purchases from Cathie Wood's ARK funds [5] - Bitcoin was trading around $92,000, showing a rebound from recent lows [5] - Strategy (MSTR), a Bitcoin buyer, saw an increase of 2.4% [5]