Stocks News

Despite FX headwinds and margin dilution from Arizona and Kumamoto fabs, TSMC reaffirmed 30% growth for FY25, with advanced nodes (N3/N5) driving 74% of wafer revenue. Analysts lift price targets toward $325–$450, seeing TSM as the backbone of global AI infrastructure | That's TradingNEWS

With shares testing a 52-week high at $36.30, Intel has gained 48% over 12 months and 77% year-to-date. Massive capital inflows, Nvidia’s partnership, and U.S. government backing have flipped sentiment, making INTC a buy on dips despite deep annual losses | That's TradingNEWS

Despite six straight revenue declines, Nike’s $11B quarterly forecast, strong insider positioning, and long-term partnerships signal recovery. The NikeSKIMS collaboration and streamlined “Win Now” strategy could reprice NKE stock higher into 2026 | That's TraidngNEWS

Dow Jones at 46,247, stretched CAPE at 40x, and record household equity exposure set the stage for a volatile week of Fed signals, corporate earnings, and labor market clarity | That's TradingNEWS

Fed’s 25 bps cut, $47.46B in assets, 4.82% yield, and $3.86 payouts shape TLT’s bond market recovery outlook | That's TradingNEWS

With Q2 EBITDA of $3.87B, $11.1B operating cash flow, and $34.7M insider purchases, Energy Transfer LP is positioned for growth as AI-driven energy demand fuels Permian expansion and LNG projects | That's TradingNEWS

With $96.4B in quarterly revenue, EPS of $2.31, and Gemini adoption outpacing rivals, Alphabet posts 51% yearly gains while navigating regulatory battles and intensifying AI competition | That's TradingNEWS

Membership income surges 14% to $1.72B, but investors weigh stretched 45x P/E valuation and slowing same-store sales growth | That's TradingNEWS

Shares hit $36.30, a 52-week high, with Nvidia’s stake, U.S. subsidies, and tariff protection lifting sentiment. Apple and Taiwan Semiconductor (NYSE: TSM) negotiations hint at a new foundry strategy, as Intel’s YTD rally reaches 77% and targets shift toward $40 | That's TradingNEWS

S&P 500 slipped 0.3% weekly to 6,643; Nasdaq ended at 22,484 (-0.7%). Intel rallied to $35.50 on Apple–TSM deal buzz, EA hit $193.35, Boeing reached $221.26, while tariffs boosted Paccar and weighed on RH | That's TradingNEWS

Goldman Sachs and JPMorgan fuel KBWB’s surge, assets jump to $5.61B, and dividend yield tops the S&P 500. Technicals show a rising 200-day moving average as bullish seasonality enters Q4 | That's TradingNEWS

With U.S. commercial sales surging 93% YoY, quarterly revenue topping $1B, and free cash flow hitting $569M in Q2, Palantir is proving its premium valuation is scarcity-driven, not hype | That's TradingNEWS

With $59.9B in trailing revenue, $23.1B free cash flow, and analysts targeting $369–$420, Broadcom cements its $1.58T valuation as AI networking chips and VMware Cloud adoption fuel historic growth | That's TradingNEWS

NASDAQ: INTC climbs 6.08% as Washington takes 10% stake, Nvidia invests $5B for AI CPU deal, and SoftBank adds $2B; investors eye $40–$43 upside while non-core asset sales and $18B CapEx cut reshape Intel’s turnaround | That's TradingNEWS

NVO commands a 35x forward P/E with 33% net margins, while AZN trades at 14.7x earnings, 2.08% yield, and a pipeline targeting $20B annual sales by 2030. Investors weigh high-growth obesity drugs versus diversified oncology momentum | That's TradingNEWS

S&P 500 climbs to 6,640, Nasdaq hits 22,456; Intel (INTC) rallies 20% this week, Paccar (PCAR) surges 5% on Trump’s 25% truck tariffs, Boeing (BA) gains 4.4%, while Costco (COST) tumbles 2.5% after slowing sales | That's TradingNEWS