Intel (INTC) Soars Amid Potential Apple Investment Talks

Intel's stock surge continues as the chipmaker secures multi-billion dollar investments from industry giants. After recent deals with Nvidia ($5B for AI chip development) and SoftBank ($2B), the company is now in preliminary discussions with Apple—a former strategic partner—about a potential collaboration. While unconfirmed, these talks have already boosted INTC shares by 4% in a single trading session.

The renewed interest comes after a rocky separation between the two tech firms. Intel previously supplied processors for Mac computers and co-developed Thunderbolt technology before Apple completed its transition to in-house silicon in 2023. Market sentiment remains bullish, with INTC gaining 30% over 30 days and 64% year-to-date.

Analysts note the semiconductor sector's volatility but see Intel's partnership momentum as a positive signal. The Nvidia collaboration on AI chips particularly resonates with investors betting on the next computing paradigm shift.