Intel surges 100% YTD on turnaround momentum

5 articles I'm watching carefully

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Good morning 👋

Here's the latest news I'm tracking today.

 📈 Stocks / Finance

Intel surges 100% YTD on turnaround momentum

Intel stock has doubled in 2025 after spinning off Altera, securing $5B from Nvidia, and receiving U.S. government backing. New CEO Lip-Bu Tan may split chip design from manufacturing to unlock growth. Valuation remains low at 15x earnings excluding foundry losses.

Tim Seymour backs Boeing on $10B free cash flow outlook

Tim Seymour remains bullish on Boeing, citing projected free cash flow exceeding $10B by 2027. He points to regulatory stability, a $500B order backlog, and long-term demand as key drivers. Sound Shore exited its position earlier after fresh manufacturing concerns.

SoundHound, BigBear.ai face Q3 test after steep rallies

SoundHound and BigBear.ai report Q3 earnings Nov 6 and 10 amid surging stock prices. SOUN expects 60%+ revenue growth; BBAI forecasts a 20%+ drop. Both stocks remain volatile, with analysts favoring SOUN’s fundamentals despite limited near-term upside.

🪙 Crypto

Digitap emerges as fintech rival to XRP amid app adoption surge

Digitap ($TAP) is positioning itself as an 'XRP killer' with over $1.3M raised in its presale and 88M tokens sold. The app offers hybrid fiat-crypto banking, tapping into fintech demand and 560M global crypto users. Analysts forecast a $14 price target from $0.14 launch.

🌎 Global Economy

Chevron sees oil slump extending to 2026, warns of macro impact

Chevron’s CFO predicts prolonged low oil prices due to rising output from OPEC+ and non-aligned nations. The glut threatens oil-exporter revenues and investment, while lower energy costs could benefit consumers and soften inflation globally.

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