The host relays that the market is reassessing Intel's role in the TSMC project, fearing its foundry business is weak, rumors are overstated and actual execution is poor, and orders could be taken by TSMC, pressuring its competitive position.
As one of the mega-cap tech star stocks, Apple is either at long-term support or making new highs and has a high probability of rising; however, a stronger dollar would create FX losses on its overseas earnings.
Historically October tends to close higher, with smaller policy black-swan risk before midterms; a once-in-a-century crisis looks unlikely this October, and the month probably still rises.