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Without Tan, the original TSMC cooperation rumors starting February 7 drove a 44% INTC bump by February 18, nearly erased by March 10, days before Tan’s announcement.
Following Tan’s appointment and the smaller ~16% INTC surge (fueled by both ‘renewed’ TSMC cooperation rumors and new 18A progress), the stock has been fluctuating in negative territory, closing today flat or in the red.
Without Tan, the original TSMC cooperation rumors starting February 7 drove a 44% INTC bump by February 18, nearly erased by March 10, days before Tan’s announcement.
Following Tan’s appointment and the smaller ~16% INTC surge (fueled by both ‘renewed’ TSMC cooperation rumors and new 18A progress), the stock has been fluctuating in negative territory, closing today flat or in the red.
when talking about stock prices, you have to put it into bigger contexts, e.g. how did other stocks (e.g. nvda and tsm) do in the same time window? For reference, from Feb 18 to March 10, nvda declined 22% and tsmc declined 15%.
Btw, I don't think the market really belived that TSMC would invest into or "help" INTC. It is the general sense that intc is undervalued, and any positive news would send it up.
when talking about stock prices, you have to put it into bigger contexts, e.g. how did other stocks (e.g. nvda and tsm) do in the same time window? For reference, from Feb 18 to March 10, nvda declined 22% and tsmc declined 15%.
Btw, I don't think the market really belived that TSMC would invest into or "help" INTC. It is the general sense that intc is undervalued, and any positive news would send it up.
44% bump for unsubstantiated rumors of TSMC rescue
36% bump for substantiated placement of Lip-Bu Tan as CEO, with “restore Intel’s position as a world-class products company, establish ourselves as a world-class foundry” mandate, and additionally fueled by both ‘renewed’ TSMC cooperation rumors and new 18A progress
~200% bump for TSMC’s substantiated assistance plan
44% bump for unsubstantiated rumors of TSMC rescue
36% bump for substantiated placement of Lip-Bu Tan as CEO, with “restore Intel’s position as a world-class products company, establish ourselves as a world-class foundry” mandate, and additionally fueled by both ‘renewed’ TSMC cooperation rumors and new 18A progress
~200% bump for TSMC’s substantiated assistance plan
You are weighing so called TSMC "assistance" too much. There were a lot of rumors around that time, including tariffs towards TW chips.
Btw, afaik, the tariffs could still happen. Trump was likely talking about no tariffs towards the future chips made in AZ plants... otherwise, he will make himself a fool -- After all, what ensures TSMC follows through?
Without Tan, the original TSMC cooperation rumors starting February 7 drove a 44% INTC bump by February 18, nearly erased by March 10, days before Tan’s announcement.
Following Tan’s appointment and the smaller ~16% INTC surge (fueled by both ‘renewed’ TSMC cooperation rumors and new 18A progress), the stock has been fluctuating in negative territory, closing today flat or in the red.
This is also the same window where historically the INTC price will go up. Also the time when Employee Stock purchase would happen. The surge might be related to that as well.
