Intel Corporation

The Nasdaq Composite Technology Sector Index fell 1.5% in November, interrupting a seven-month rally. The reason was investors' doubts about the sustainability of the profitability of the AI sector, CNBC <a href="https://www.cnbc.com/2025/11/27/stock-market-today-live-updates.html">notes</a>. S&amp;P 500 and Dow Jones Industrial Average managed to maintain positive dynamics thanks to this week's rally: the market is waiting for the Federal Reserve to lower the rate in December for the third time this year.

The Nasdaq Composite broke off a seven-month rally, ending November in negative territory

Apple Inc.

Quotes Intel jumped by 7.7% in trading on Friday, November 28, after TF International Securities analyst Ming-Chi Kuo said that the chipmaker may become a manufacturing partner for some Apple processors, <a href="https://seekingalpha.com/news/4526553-intel-jumps-as-analyst-says-prospects-of-apple-deal-have-improved-significantly">noted</a> Seeking Alpha. We are talking about the M-series processors, which are used in MacBook Air and iPad Pro and in total should be dispersed in the approximate circulation of 20 million devices this year, the publication writes.

Intel shares soar: analyst tipped on prospects for new Apple contract

NVIDIA Corporation

Taiwan Semiconductor Manufacturing Company Limited

Leading Chinese companies - Alibaba and ByteDance - are training their artificial intelligence models abroad to gain access to Nvidia chips, Financial Times sources claim. One of China's largest developers, Vanke, has requested a delay in payments, causing its bonds to collapse and alarm across the sector. On these and other topics - in our review of key events by the morning of November 27.

Highlights for the morning: Canada's duties, Intel and TSMC squabble, China finds its way to Nvidia chips

American Airlines Group Inc.

Advanced Micro Devices, Inc.

Truist Financial Corporation

The U.S. billionaire's investment company has strengthened its position in the consumer sector and sharply reduced its investments in health care

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Chinese authorities have invested at least $100 billion in data center construction since 2021

China has banned AI chips from overseas in state-supported data centers. Who will suffer?

Wall Street analysts generally maintained a cautious - neutral to negative - view of chipmaker Intel following the release of its third-quarter <a href="https://oninvest.com/article/intel-vernulsa-k-pribyli-i-dal-investoram-obnadezivausij-prognoz-akcii-podskocili">report</a>, CNBC <a href="https://www.cnbc.com/2025/10/24/intel-is-surging-after-results-heres-what-top-analysts-are-saying-to-do-from-here.html">writes.</a>

Intel stock jumped after a strong report. Why doesn't Wall Street believe in this rally?

Ford Motor Company

Deckers Outdoor Corporation

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research

Morning in New York: consumer price data will set the trading vector

Alphabet Inc.

US President Donald Trump has escalated relations with Canada, halting trade talks in the wake of the Ronald Reagan "fake" voiceover ad scandal. Intel reported revenue and profit growth with multi-billion dollar US support and investment from Nvidia, while OpenAI continues to expand with the purchase of Mac AI developer Sky. These and other topics are covered in our review of key events for the morning of October 24.

Intel returned to profit and gave investors an encouraging outlook. Shares jumped

Tesla, Inc.

Netflix, Inc.

Wall Street predicts the most volatility for Intel shares

Analysts warned of sharp moves in Netflix and Tesla shares after the reports

Troubled chipmaker Intel has <a href="https://www.intc.com/news-events/press-releases/detail/1752/intel-unveils-panther-lake-architecture-first-ai-pc">announced</a> that it has launched a full production cycle of Panther Lake processors: the chips will start to be installed in notebooks next year. These processors are important for the company because they are produced using the new 18A technology, which Intel claims gives the company a technological advantage over its competitors.

Intel announced the release of new chips. Why is this important for investors?

Intel stock has been among the top gainers in the S&amp;P 500 index this year