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TSMC is reportedly in talks to form a joint venture with Nvidia, Broadcom, and potentially other chipmakers like AMD and Qualcomm to operate Intel's semiconductor foundries [1], [2], [3], [4]. This potential collaboration, initiated by a request from former President Trump, aims to revitalize Intel's struggling business and expand TSMC's US presence [1], [2]. The deal faces challenges due to differing manufacturing processes and intellectual property concerns [1], as well as potential internal resistance within Intel and regulatory hurdles [2]. Separately, TSMC announced a $100 billion investment in US production facilities over the next four years, focusing on high-performance computing and AI, to meet growing demand and mitigate tariff risks [5], [8]. Despite a recent stock dip due to a broader market sell-off, analysts view TSMC favorably due to its strong position in the growing AI chip market and its continued investment in expanding manufacturing capacity [5], [6], [10]. Recent financial reports indicate strong year-over-year revenue growth, further reinforcing the positive outlook [11], [12].

Palantir Technologies (PLTR) experienced a stock surge of over 7% following announcements of new commercial partnerships with Walgreens Boots Alliance, Heineken, and others [3], [6], [7], [8]. This positive momentum is driven by the company's expansion into the private sector, diversifying revenue streams beyond its core government business [6]. The company also announced partnerships with Ondas Holdings in the drone market and TWG Global in financial services, further expanding its reach [1], [5]. Palantir hosted its sixth annual AIPCon event, showcasing new AI customers and reinforcing its commitment to data analytics solutions [4], [8]. Despite this positive news, CEO Alex Karp’s significant stock sales raise some concerns [4], along with prior market instability and concerns about reduced military spending [9]. Analyst projections for 2025 remain optimistic, predicting substantial revenue growth and increased operating margins [3], [7].

IBM demonstrated strong Q4 2024 results with revenue growth driven by software, particularly Red Hat, and strong AI performance [2]. The company is viewed as a stable investment in a volatile market due to its strategic decisions, such as the Kyndryl spin-off, and new mainframe launch [5]. IBM is expanding its presence in the automotive sector through an AI partnership with Mitsubishi [3] and won a key lawsuit against LzLabs, protecting its mainframe intellectual property [7], [10]. While CEO Arvind Krishna downplayed the potential for widespread job displacement due to AI, positioning IBM's AI offerings as productivity tools [6], the company faces increasing competition in both the AI and quantum computing sectors [2], [4]. Insider stock acquisitions through deferred compensation plans were also reported [11], [12], [13].

NVIDIA's stock rallied for two consecutive days [1], [3] due to cooling inflation and renewed optimism surrounding the upcoming GTC 2025 conference, where growth catalysts are expected to be revealed [4]. A potential joint venture with TSMC and Intel to operate Intel's U.S. foundry facilities could further boost domestic manufacturing and mitigate risks [8]. However, despite positive short-term momentum, concerns remain about NVIDIA's high valuation [5] and competition for TSMC's 3nm chip capacity [5], as well as competition from companies developing their own chips [5], [9]. While the company recently beat Q4 earnings expectations, lower projected gross profit margins led to some investor concern [10]. Long-term prospects for the company are still viewed favorably by some due to its strength in the AI and cloud computing markets [6].