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Intel (NASDAQ: INTC) and Taiwan Semiconductor Manufacturing Company (TSMC) are at the forefront of the semiconductor industry. While TSMC dominates the global foundry market, holding over 60% market share, Intel has struggled in recent years to keep pace with technological advancements. However, recent rumors of a potential collaboration between Intel and TSMC have sparked significant interest in the investment community, particularly as AI demand continues to surge. INTEL & TSMC Why the Potential Partnership Matters The semiconductor industry is crucial to the future of AI development. High-performance chips are essential for training and running AI algorithms, and companies like Nvidia, AMD, and Broadcom have been leading the charge. However, these companies rely heavily on TSMC’s advanced foundry solutions to meet market demands. Intel, once a leader in chip manufacturing, has lost ground to competitors like TSMC in recent years. A potential partnership between Intel and TSMC co...

  POINT US retail sales decline increases expectations for a Federal Reserve rate cut 10-year Treasury yield drops below 4.5% , marking a five-week rally S&P 500 and Nasdaq rise , while the US dollar weakens Meta and Dell stocks climb , but Intel and consumer-related stocks face potential adjustments US Retail Sales Decline: A Sign of Economic Slowdown? US retail sales in January fell by 0.9% month-over-month , marking the largest decline in nearly two years. This sharp pullback follows a strong consumer spending trend in late 2024. As a result, market analysts are now betting on an increased likelihood of a Fed rate cut. Expert Opinions David Russell (TradeStation) : "Consumer sentiment is weakening, which increases the probability of a Fed rate cut." Jose Torres (Interactive Brokers) : "This weak retail data has revived expectations for rate cuts, but the earlier inflation report this week remains a wildcard." Investment Strategy Implications Slowing consumer...