General Investing

Intel Stock Continues to Surge As the Chipmaker Eyes a Partnership With Apple

Aditya Raghunath
Aditya Raghunath4 minute read
Reviewed by: Thomas Richmond
Last updated Sep 25, 2025

Key Stats for Intel Stock

  • Price Change for $INTC stock: 2%
  • Current Share Price: $31.75
  • 52-Week High: $32.40
  • $INTC Stock Price Target: $24.90

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What Happened?

Intel (INTC) stock surged 6% on Wednesday and is up over 2% in early market trading today following reports that the struggling chipmaker has approached Apple about securing a potential investment.

The talks, which are reportedly in early stages and may not lead to an agreement, would mark another vote of confidence in Intel’s turnaround efforts.

This news comes just days after Nvidia announced a $5 billion investment in Intel for a 4% stake, sparking a remarkable rally that has pushed Intel shares up 25% in a single week.

The potential Apple partnership would represent a key development, as the iPhone maker was a longtime Intel customer before transitioning to its own custom-designed silicon chips starting in 2020.

Intel Stock EPS Estimates (TIKR)

For Apple, which currently relies heavily on Taiwan Semiconductor Manufacturing Company (TSMC) for chip production, a partnership with Intel could help diversify its supply chain amid growing geopolitical tensions surrounding Taiwan.

The move would also align with Apple’s recent commitments to invest $600 billion in domestic U.S. initiatives over the next four years, potentially strengthening its relationship with the Trump administration.

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What the Market Is Telling Us About Intel Stock

The market’s enthusiastic response suggests investors view Intel’s recent string of partnerships as validation of CEO Lip-Bu Tan’s turnaround strategy.

Beyond the potential Apple deal and confirmed Nvidia investment, Intel has also secured backing from SoftBank ($2 billion) and the U.S. government (10% stake worth $8.9 billion).

However, analysts remain cautious about Intel’s foundry business, which is central to the company’s future.

Notably, Nvidia’s $5 billion investment doesn’t include manufacturing commitments for Intel’s foundry operations, raising questions about customer confidence in Intel’s contract manufacturing capabilities.

As Bernstein analysts noted: “If Intel can prove they can deliver, they will have customers lined up around the block. If they can’t, no customer in their right mind will put any meaningful volume there.”

The potential Apple partnership could help address these concerns, particularly if it includes foundry commitments that would demonstrate renewed confidence in Intel’s manufacturing capabilities.

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Disclaimer:

Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!

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