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Apple May Become an Intel Customer Again. What This Means for Both Companies.
Barrons.com145d agoneutral
Apple May Become an Intel Customer Again. What This Means for Both Companies.

On Friday The Wall Street Journal cited sources who said that Apple and Intel had reached a preliminary agreement for Intel to manufacture chips for the iPhone-maker. Intel stock was up 16% in midday trading on the news; it has risen 246% this year. Apple uses Taiwan Semiconductor Manufacturing to make its Apple Silicon chips that run all its devices.

Intel Just Ripped 116% in a Month. Is It Time to Sell in May and Go Away?
24/7 Wall St.145d agobearish
Intel Just Ripped 116% in a Month. Is It Time to Sell in May and Go Away?

Shares of Intel (NASDAQ:INTC) are ripping higher again in Friday afternoon trading, with the stock changing hands near $125, up roughly 14% on the session. The move caps a stunning month for the chipmaker. INTC stock is now up approximately 116% over the past month with today’s intraday gain factored in. Through Thursday’s close, Intel ... Intel Just Ripped 116% in a Month. Is It Time to Sell in May and Go Away?

Intel Stock Surges on Apple Deal
The Wall Street Journal145d agobullish
Intel Stock Surges on Apple Deal

Shares of Intel are up more than 15% in afternoon trading, building on morning gains after The Wall Street Journal reported that the chip maker had struck a deal with Apple to make some of the chips that power its devices.

Apple, Intel have reached preliminary chip-making deal, WSJ reports
Reuters145d agoneutral
Apple, Intel have reached preliminary chip-making deal, WSJ reports

Apple and Intel have reached a ‌preliminary agreement for Intel ‌to manufacture some of the chips ​that power the iPhone maker's devices, the Wall Street Journal reported on Friday, citing people ‌familiar with ⁠the matter. Intensive talks between the two companies have ⁠been underway for more than a year, and they ​hammered out ​a ​formal deal in ‌recent months, the report said. Apple shares were up about 2%, while Intel's stock extended gains and was last up ‌about 14%.

Wedbush Hikes Apple Price Target to $400: AI Inflection Point Could Reach 20% of the World
24/7 Wall St.145d agoneutral
Wedbush Hikes Apple Price Target to $400: AI Inflection Point Could Reach 20% of the World

Wedbush raised its price target on Apple (NASDAQ:AAPL) to $400 from $350, with analyst Daniel Ives keeping an Outperform rating and calling the company “the sleeping tech giant about to see a major inflection point.” Ives estimates that roughly 20% of the world’s population will access AI through an Apple device over the coming years, ... Wedbush Hikes Apple Price Target to $400: AI Inflection Point Could Reach 20% of the World

Warren Buffett: “I’d rather have Greg handling my money than any of the top investment advisors or any of the top CEOs of the United States.”
24/7 Wall St.145d agoneutral
Warren Buffett: “I’d rather have Greg handling my money than any of the top investment advisors or any of the top CEOs of the United States.”

Warren Buffett does not hand out personal endorsements of his money manager every day. That makes the line he delivered about Greg Abel, who formally became President and CEO of Berkshire Hathaway on January 1, 2026, worth pausing on. For shareholders of Berkshire Hathaway (NYSE:BRK-B), it is the strongest possible vote of confidence after the ... Warren Buffett: “I’d rather have Greg handling my money than any of the top investment advisors or any of the top CEOs of the United States.”

Smart glasses are about to have their iPhone moment and Apple is late to the party
24/7 Wall St.145d agoneutral
Smart glasses are about to have their iPhone moment and Apple is late to the party

Smart glasses are entering their iPhone moment in 2026, and for the first time in a generation, Meta and Google are defining the inflection. Industry projections show category sales rising from 6 million units in 2025 to 20 million units in 2026, and Apple’s flagship smart glasses do not ship until 2Q 2027, with full-display ... Smart glasses are about to have their iPhone moment and Apple is late to the party

Is Taiwan Semiconductor (TSM) Still The Best AI Chip Stock to Buy?
Insider Monkey145d agobullish
Is Taiwan Semiconductor (TSM) Still The Best AI Chip Stock to Buy?

We just covered Cathie Wood’s 11 Biggest AI and Data Center Stock Picks. Taiwan Semiconductor (NYSE:TSM) ranks #8 (see Cathie Wood’s 5 Biggest AI and Data Center Stock Picks). Taiwan Semiconductor Mfg Co Ltd (NYSE:TSM) is perhaps the most critical cogwheel in the AI revolution. It manufactures the world’s most advanced semiconductors for companies that design […]

Jim Cramer Makes Sarcastic Remark About NVIDIA (NVDA)
Insider Monkey145d agoneutral
Jim Cramer Makes Sarcastic Remark About NVIDIA (NVDA)

We recently published Jim Cramer Said Sandisk Stock Performance is Befuddling & Discussed These 17 Stocks. NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks discussed by Jim Cramer. Despite its lackluster share price performance recently, AI GPU giant NVIDIA Corporation (NASDAQ:NVDA) continues to be on Jim Cramer’s radar. The stock is up by 77% over […]