Stock Movers Intel Rise, AMD Lower, and Darden Restaurants Fall on Earnings Miss
Sep 18, 2025
Intel's shares skyrocket thanks to a $5 billion investment from Nvidia for joint chip development. Meanwhile, AMD stumbles as concerns over AI partnerships affect its performance. Darden Restaurants sees a decline after reporting slowed growth at its popular chains, indicating a potential peak in recovery. The podcast dives into the shifting dynamics of the semiconductor market and retail challenges.
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Intel Rally From NVIDIA Tie-Up
- Intel's stock surged after NVIDIA agreed to invest $5 billion and co-develop chips, igniting a massive intraday rally.
- Jordan Fitzgerald noted it was Intel's biggest jump since 1987 and lifted the semiconductor index to record highs.
Deal Lifts The Whole Chip Sector
- The NVIDIA-Intel deal boosted the broader semiconductor sector, pushing the Philly semiconductor index to record levels.
- Jordan Fitzgerald observed the move also helped NVIDIA recover after recent China-driven weakness.
Rivals Fall Despite Sector Strength
- AMD and Arm underperformed despite the rally because traders fear the Intel-NVIDIA partnership could threaten existing alliances.
- Fitzgerald explained AMD fell about 5.9% and Arm slid as much as 7.4% amid partnership concerns.