Back on Morning Movers. Intel is under pressure this morning after Reuters report that Nvidia has halted testing of Intel's 18A chip production process. Nvidia was reportedly considering the process to manufacture its chips.Shares of Intel are up more than 35% since Nvidia announced a $5 billion investment in the chip maker in September. Time now for Options Corner. Joining us to take a deeper look at the chart is Rick Ducat, lead market technician here on Schwab Network.All right. So, Intel has had strong ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Core Insights - Chip companies are currently testing Intel's new production process, referred to as 18A [1] Group 1 - The 18A process is a significant advancement in semiconductor manufacturing technology [1]

Core Viewpoint - Intel CEO Lip-Bu Tan faced criticism from the President of the United States during a pivotal moment in Silicon Valley, highlighting the tensions between government and tech companies [1] Group 1 - The incident occurred early on a Thursday morning, indicating a significant and possibly urgent matter at hand for Intel and the tech industry [1]

December 23, 2025 04:30 AM GMT Investor Presentation | Japan M Foundation Semiconductor Production Equipment: Tech Monthly Dec 2025 Morgan Stanley MUFG Securities Co., Ltd.+ Tetsuya Wadaki Equity Analyst Tetsuya.Wadaki@morganstanleymufg.com +81 3 6836-8890 Equity Analyst Suzune.Tamura@morganstanleymufg.com +81 3 6836-8891 Semiconductor Production Equipment Japan Industry View Attractive Morgan Stanley does and seeks to do business with companies covered in Morgan Stanley Research. As a result, investors sho ...

Hi, I'm Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with BSc and MSc degrees from U.K. business schools. Investment Style: Spotting high-potential winners before they break out, focusing on asymmetric opportunities (with at least upside potential of 3-5X outweighing the downside risk). By leveraging market inefficienci ...

Hi, I'm Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with BSc and MSc degrees from U.K. business schools. Investment Style: Spotting high-potential winners before they break out, focusing on asymmetric opportunities (with at least upside potential of 3-5X outweighing the downside risk). By leveraging market inefficienci ...

Analyst timothy.arcuri@ubs.com +1-415-352 5676 Natalia Winkler, CFA Analyst natalia.winkler@ubs.com +1-415-352 4626 ab 15 December 2025 Powered by YES UBS Evidence Lab Global Research Cloud Accelerator Study Blackwell Broadens Out, Pricing Holds Up Blackwell broadens out Given ongoing investor concerns about durability of AI demand, we revisit GPU cloud pricing and availability in collaboration with UBS Evidence Lab (>Access Dataset). We think this data illustrates the AI demand environment in general and t ...

Core Viewpoint - The article emphasizes that despite the size of major tech companies, there are still significant growth opportunities in AI stocks, particularly for Alphabet, Amazon, and Taiwan Semiconductor Manufacturing (TSMC) as they head into 2026 [1][2]. Alphabet - Alphabet has a market cap of $3.7 trillion, making it one of the most valuable companies globally, just behind Nvidia at $4.3 trillion [4]. - Concerns about Alphabet's ability to maintain its dominance in search due to AI chatbots have led to skepticism among investors, which may contribute to its current valuation not reflecting its true potential [5][8]. - The company has diversified operations, including enhancements in Google Search, YouTube, a growing robotaxi business (Waymo), and an expanding cloud business, which supports its growth prospects [7][8]. - Alphabet's stock trades at a forward P/E multiple of 28, which is modest compared to the Technology Select Sector SPDR ETF's average of just under 30, indicating potential for a higher valuation [8]. Amazon - Amazon's market cap stands at $2.4 trillion, and its stock price has declined by 4% over the past year, suggesting it may be undervalued [9][11]. - The company is known for its online marketplace and Amazon Web Services (AWS), which are significant growth drivers, alongside its own robotaxi business, Zoox [10][12]. - Amazon is expanding its same-day delivery of fresh groceries, which could enhance its competitive position against rivals like Walmart, leveraging its AI capabilities for better market predictions [12][13]. - The stock trades at a forward P/E of 27, indicating that it should be valued higher given its growth opportunities [13]. Taiwan Semiconductor Manufacturing (TSMC) - TSMC has a market cap of $1.5 trillion and is crucial in the AI industry due to its role in chip manufacturing for major tech companies, including Nvidia [14][15]. - The company reported a 30% revenue increase and a 39% rise in diluted per-share profit for the quarter ending September 30, showcasing strong growth and operating margins around 50% [16]. - TSMC's stock has increased by over 40% this year, and it has a forward P/E of just under 24, making it the cheapest stock among the three discussed [16].

U.S. antitrust agencies have cleared Nvidia's investment in Intel , according to a notice posted by the U.S. Federal Trade Commission. ...