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Semiconductor
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Will Intel Stock Beat Nvidia In The New Year?

Intel's stock has surged 95% since December 2024, outperforming Nvidia's 28% increase. The analysis suggests Intel's geopolitical advantages and innovative technology could make it a viable investment despite Nvidia's strong market position. The shift from AI model training to inference may impact Nvidia's margins, while Intel's 18A node offers potential value. The strategic asset allocation approach is recommended for future investments.

Forbes·
US
INTC
-7.45%
US
NVDA
+2.12%
US
NVDL
+4.15%
Forbes·
US
INTC
-7.45%
US
NVDA
+2.12%
US
NVDL
+4.15%

Nvidia partner Foxconn reports 26% revenue spike as AI boom continues

Foxconn, a key partner of Nvidia, reported a 26% year-on-year revenue increase in November, driven by strong demand for AI server racks. The company, known for manufacturing Apple products, is expanding in AI infrastructure, collaborating with Nvidia and OpenAI. Despite a 6% month-on-month revenue decline, Foxconn's AI server business boosted third-quarter profits by 17%. Its share price rose 26% in 2025, following a 76% increase the previous year.

CNBC·
NA
OpenAI
0.00%
US
NVDA
+2.12%
CNBC·
NA
OpenAI
0.00%
US
NVDA
+2.12%

REG - Wellington Mngmnt Gp Qualcomm Inc - Form 8.3 - Qualcomm Incorporated

Wellington Management Group LLP has disclosed its interests and short positions in Qualcomm Incorporated through Form 8.3. The disclosure includes details of securities owned, cash-settled derivatives, and stock-settled derivatives. Wellington Management Group LLP holds 1.26% of Qualcomm's common stock, with additional positions in derivatives. No indemnity or option arrangements are reported. The disclosure is dated 05 December 2025.

London Stock Exchange·
US
QCOM
+0.10%
London Stock Exchange·
US
QCOM
+0.10%

Intel to Keep Networking, Communications Unit Following Strategic Review

Intel to Keep Networking, Communications Unit Following Strategic Review

marketscreener·
US
INTC
-7.45%
marketscreener·
US
INTC
-7.45%

AMD chief says company ready to pay 15% tax on AI chip shipments to China

AMD CEO Lisa Su announced that the company is ready to pay a 15% tax to the U.S. government for shipping its MI 308 chips to China. This decision follows a deal made by the Trump administration with Nvidia and AMD, allowing them to resume chip shipments to China in exchange for the tax. The announcement was made at a Wired conference in San Francisco.

fidelity·
US
AMD
-0.74%
US
AMDL
-1.41%
fidelity·
US
AMD
-0.74%
US
AMDL
-1.41%
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Once approved, feels like AMD is about to take off in a wave!$AMD(AMD.US)

$NVIDIA(NVDA.US)

​"If investing is entertaining, you're probably not making money."

​Good investing should be boring. NVDA is simply executing its roadmap, quarter after quarter. I don't need daily dram...

  • 0

$Recursion Pharmaceuticals(RXRX.US) Recursion Pharmaceuticals Inc.（RXRX）Weekly Report (2025.11.22-11.29) The extent of your achievements can largely be seen from how much pain you can endure...

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