Closing Bell: Intel Rallies, Novo Nordisk Jumps, FedEx Sees Sales Growth
Sep 18, 2025
The podcast dives into the impressive rally of Intel's shares, spurred by a $5 billion investment from Nvidia, marking a significant leap for the chipmaker. Novo Nordisk's Ozempic leads in a heart health study against Eli Lilly's Trulicity, highlighting its benefits for diabetes patients. FedEx surprises with robust sales growth and renewed guidance. The semiconductor sector thrives, boosted by Intel, while other market movements, including Disney and Live Nation news, are also discussed.
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Nvidia-Intel Tie-Up Sparks Semiconductor Rally
Nvidia will invest $5 billion in Intel and co-develop chips for PCs and data centers, sparking a major rally in Intel shares.
The deal lifted the Philadelphia Semiconductor Index and sent Intel up about 23% on the day.
volunteer_activism ADVICE
Watch Guidance Resumptions Carefully
Monitor companies that resume guidance after pauses as their clarity often drives sentiment and stock moves.
Treat management caveats about policy risks as active risk factors when sizing positions.
insights INSIGHT
FedEx Reinstates Full-Year Outlook
FedEx beat Q1 EPS and revenue and reinstated full-year adjusted EPS guidance of $17.20–$19, showing improving clarity on its business outlook.
Management warned of policy-related uncertainties and included caveats in its release despite the upbeat guidance.
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- The US government’s bet on Intel (INTC) is paying off in a big way after a surprise investment from Nvidia Corp. sparked the biggest rally in the chipmaker’s shares in nearly four decades. Intel shares soared 23% on Thursday after the firm announced that Nvidia had agreed to invest $5 billion in the company and co-develop chips for PCs and data centers. The move comes less than a month after President Donald Trump sealed a deal for a roughly 10% US government stake in Intel. Thursday’s surge in Intel shares pushed the stock to $30.57, boosting the value of the government’s stake to about $13 billion, a $4.4 billion gain on paper since the deal was inked in August. Under that agreement, the US government said it would buy 433.3 million shares of Intel’s common stock at $20.47 per share.
- Novo Nordisk (NOVO) rose the most in a month after its diabetes blockbuster Ozempic beat Eli Lilly & Co.’s older drug Trulicity in a real-world survey of certain US patients. Medicare patients who took Ozempic were 23% less likely to have a heart attack, stroke or die than people on Trulicity, Novo said in a presentation at the European Association for the Study of Diabetes conference in Vienna. The study followed almost 60,000 people with diabetes and heart disease.
- FedEx (FDX) reinstated its full-year profit outlook, a sign that the company is gaining some clarity on the future of its business even while the pressure from tariffs is far from over. Adjusted earnings in the 2026 fiscal year will be $17.20 to $19 a share, the company said Thursday in a statement detailing its first-quarter results. The midpoint is slightly below the $18.25 average of analyst estimates compiled by Bloomberg. The company expects revenue to grow by as much as 6% this year compared with a 1.2% average gain forecast by analysts.
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