Talking Points
Intel
It was a strong 7-day period for Intel, whose shares jumped 10% on Black Friday and continued that momentum into this week. Reports of a potential deal to become a foundry supplier for
Apple
's next-generation M chips, coupled with growing confidence in Intel's 18A node, lifted the shares, validating Intel's turnaround under CEO Lip-Bu Tan.
Regeneron
While Regeneron’s share price has recovered from lows over the course of 2025, it fell over the past week following a downgrade from
Morgan Stanley
from Overweight to Equalweight. The rerating has prompted some investors to exit the stock in favour of more compelling opportunities elsewhere. Marvell Technology Marvell’s share price surged after reporting strong earnings and a buoyant outlook. The company's Digital Signal Processor technology, which converts electricity to light in optical cables, is a key component of next generation data centres. It helps to cut energy consumption, one of the biggest considerations for Marvell’s hyperscaler customers. XPeng XPeng, the Chinese electric vehicle manufacturer whose cars have recently appeared on Irish roads, announced a year-on-year increase of 156% in vehicle deliveries for the first 11 months of 2025. This disappointed analysts, however, causing the shares to fall over 10%. The Chinese EV market is intensely competitive as manufacturers vie for market share and margin.
In the Charts
Pic of the Week
Why does time matter in investing? There are two primary, relatively straightforward, reasons: 1. Investing means accepting volatile returns. This is true of equities in particular, but also true of most other investment asset classes. A corollary of "volatile", in this context, is that values go down sometimes. In fact, as the chart shows, on any one day between 1980 and 2025 there was a 46% chance of the S&P500 falling. However, extend that time period to 10 years and the chance of a negative return was just 7%. 2. Compounding is an investor's invisible engine. The longer you can compound positive returns for, the greater the power of that compounding. Linking it to the previous point, the longer you can afford to invest for, the greater the prospect that the compounding effect will be applying to positive returns. It is that simple. Time matters.
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