Why Nvidia and TSMC Stocks Just Popped, but Intel Dropped Today

Why Nvidia and TSMC Stocks Just Popped, but Intel Dropped Today

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Publish Date: 2026-02-22 07:11:00

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• Nvidia’s Stock Performance: Nvidia’s stock (NASDAQ: NVDA) rose by nearly 5% initially due to CEO Jensen Huang’s comments on CNBC’s “Closing Bell: Overtime” about “insane” demand for its new Blackwell AI chip, settling at around a 3% gain.

• On-schedule Release of Blackwell: The Blackwell chip remains scheduled for a Q4 release, which is expected to significantly boost Nvidia’s sales and contribute “several billion” more dollars to its income by J.P. Morgan’s estimates.

• Impact on TSMC: The positive outlook for Nvidia is also benefiting Taiwan Semiconductor Manufacturing (NYSE: TSM), a major contract chip manufacturer for Nvidia, which saw its stock rise by 2%.

• Intel’s Decline: In contrast, rival Intel (NASDAQ: INTC) is suffering stock losses—down 0.9% after earlier drops of 3.3%, negatively impacted by competition from Nvidia and shifting market dynamics.

• OpenAI’s Funding and Its Implications: OpenAI’s recent $6.6 billion funding boost to enhance its AI software and increased compute capacity through AI chips, likely sourced from Nvidia, is expected to add revenues for both Nvidia and TSMC.

• Future Outlook for Nvidia: The upcoming earnings report on November 19th for Nvidia is highly anticipated, with forecasters predicting strong growth (75%+ increase in earnings and 82% jump in sales). Analysts are keenly focusing on Q4 forecasts for potential indications of sustained growth.

• Valuation Comparison: TSMC vs. Nvidia: TSMC, trading at a lower valuation (31 times trailing earnings vs. Nvidia’s 56 times), offers a potentially more attractive investment option due to diversification benefits, if Blackwell’s expected impact does not materialize fully.

• Investor Recommendations: While some analysts recommend investing in select high-growth firms identified by The Motley Fool Stock Advisor, which did not include Nvidia recently, historical investment success from this list underscores its potential for significant returns.