(Photo by Justin Sullivan/Getty Images)Getty ImagesOn Dec. 3, 2025, Intel Corp (NASDAQ: INTC, $37.51, Market Capitalization: $178.9 billion) stated that it would not be separating its Network and Edge Group. According to several media reports, Intel’s management has decided that the Network and Edge (NEX) business is more likely to succeed if it remains part of the Company’s core operations (For details refer to spinoffresearch.com). Intel stated that after a thorough review of strategic options for NEX - ...

Market Trends & Sentiment - Despite anxieties around government shutdowns and trade deals, Nvidia and Micron are at record highs, indicating continued allocation to the AI trade [1] - Tech stocks, particularly big tech in the US, remain attractive to investors seeking solid trades [3] - Optimism surrounding potential Federal Reserve rate cuts is supporting the tech sector [3] - There's a pull from the US into tech stocks in Europe, showing encouraging signs for the European tech sector [4][5] Policy & Geopolitics - US administration policy is a central part of how markets are responding and affecting sentiment [7] - The market's response to policy announcements is more relaxed compared to the beginning of the previous administration [8][9] - The US government may proactively seek stakes in sectors and companies, potentially to enhance competitiveness against countries like China [10] - Taiwan rejects a US demand to bring 50% of semiconductor manufacturing into the United States, impacting trade negotiations and the technology sector [6] Valuation & Risk - High valuations are noted, but it's crucial to focus on earnings season and forward guidance [11][12] - The market is considered overstretched in some areas, but a big collapse is not necessarily expected; consolidation is possible [13] - Positive earnings reports in the coming months and further Federal Reserve interest rate cuts could catalyze another leg higher [13]