Stock Movers Intel Drops, FedEx Falls, Oracle Gains As Analysts See Opportunity
Oct 8, 2025
Intel faces challenges after a downgrade from HSBC, indicating recent gains may not last. Meanwhile, FedEx's stock is down due to JPMorgan's concerns over weakened pricing strategies and shipping volumes. On a positive note, Oracle sees a rise as analysts praise its cloud business and the continued growth driven by AI, despite lower margin reports. The shifting dynamics among these companies highlight the constant volatility in the market.
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TSMC Partnership Would Be Transformational
- HSBC says only a tech-sharing deal with TSMC could fundamentally change Intel's outlook.
- Simple cash investments alone won't resolve core manufacturing and execution problems.
Deal-Fueled Rally May Not Last
- HSBC warns Intel's deal-driven rally may not be durable given core execution issues.
- Deals and cash infusions buoy sentiment but don't fix Intel's money-losing chip operations.
Trade Volatility Cuts Into FedEx Profits
- FedEx expects about $1 billion hit from trade volatility and softer China‑to‑US volume.
- The transport sector faces poor sentiment, amplifying downside risk for carriers.