Apple, Intel
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Intel is on track to surpass its record market-cap level achieved back in 2000, with enthusiasm building over the potential for a partnership with Apple.
All told, it's unsurprising that Intel's stock is surging on the news. Apple would be the crown jewel of its fledgling foundry operations, which would benefit not just from the tech leader's potentially massive chip orders but also the vote of confidence they would imply to other chip designers.
Intel's shares surged in April after the company announced a partnership with Terafab. The chipmaker will help Terafab's semiconductor manufacturing facility get off the ground. While the revenue impact of the Terafab collaboration is unknown, Intel's ...
Intel shares pop on reports that Apple has held exploratory discussions to use its foundry services. Barchart’s data suggests significant further upside in INTC stock.
Intel shares have soared over the past year as fundamentals improve and catalysts stack up. Is there still room for the stock to run?
Apple has reportedly approached Samsung and Intel about building "main device chips" in a bid to reduce its dependence on TSMC, Bloomberg has reported. The iPhone maker is said to have had early-stage talks with Intel and recently visited a Samsung chip plant currently under development in Texas.
While the bull thesis for Intel (INTC) centers on foundry ramp and 18A process leadership by 2H 2026, the stock's 5x run has priced in execution that hasn't materialized. At over 85x forward earnings against 10% expected growth over two years,