INTC — Recent News Coverage

Intel's announced partnership with Apple represents a pivotal validation of its foundry services strategy, marking a potential inflection point in the company's competitive positioning against TSMC and Samsung. The deal…

U.S. equities advanced Thursday with semiconductor leadership and geopolitical risk reduction offsetting lingering rate-hike concerns. Intel's surge to record highs reflects executive confidence in domestic chip manufac…

An Intel-Apple partnership represents a potential inflection point in U.S. semiconductor manufacturing strategy, signaling renewed confidence in domestic chip design and production capabilities. This collaboration could…

Intel led semiconductor strength on June 18 as geopolitical de-escalation between the U.S. and Iran bolstered risk appetite across equities. The agreement removed a layer of macro uncertainty that had pressured markets …

Intel surged nearly 8% on announcements of a strategic partnership with Apple to domesticate chip design and manufacturing within the U.S., a development that signals potential reversal of the semiconductor giant's rece…

Nvidia CFO commentary signals aggressive market expansion into a $200 billion TAM segment where the company lacks incumbent presence, creating material competitive pressure across the semiconductor landscape. This repre…

The reported Apple-Intel chip manufacturing partnership represents a structural shift in the semiconductor foundry landscape. This deal signals Intel's competitive repositioning against established players like TSMC and…

Wall Street futures are rebounding on geopolitical de-escalation expectations following US-Iran deal optimism, creating a temporary offset to persistent Fed hawkishness. This dual dynamic reveals competing macro narrati…

Ray Dalio's warning about U.S. fiscal deterioration and political risk carries significant macro implications for equity markets. The commentary highlights structural debt dynamics and narrowing Treasury demand, which t…

Apple and Intel have announced a partnership to manufacture semiconductors domestically, a move that extends the Trump administration's push to onshore critical chip production. This follows similar commitments from Nvi…

Intel's advancement of its 18A-P semiconductor node into risk production represents a critical inflection point in the company's foundry strategy. Risk production—the phase between prototype validation and high-volume m…

Bank of America's rare two-notch upgrade of Intel signals a meaningful reassessment of the semiconductor landscape and AI infrastructure spending patterns. Double upgrades are institutional-grade catalysts that typicall…

Intel received a significant double-upgrade from Bank of America, moving from Underperform to Buy with a substantial price target increase to $135 from $96. This 41% upside revision reflects institutional confidence in …

Cadence Design Systems (CDNS) has expanded its strategic partnership with Intel Foundry, positioning itself as a critical infrastructure beneficiary of the emerging agentic AI ecosystem. This deal expansion signals acce…