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Thursday's Bonus Story
Apple Talks Just Changed Everything for IntelWritten by Sam Quirke. Publication Date: 5/6/2026. 
Key Points
- Intel has surged more than 140% since the start of April, with this week’s Apple talks fueling the latest push higher.
- The significance is not so much that a partnership might be in the works, but that Apple now sees Intel as credible enough to even consider as a partner.
- While the long-term turnaround story is becoming increasingly compelling, the stock now looks extremely overheated in the near term.
- Special Report: Elon’s “Hidden” Company
Shares of Intel Corporation (NASDAQ: INTC) are trading around $110 after another explosive week for the stock. It has risen more than 400% over the past 12 months and more than 150% since the start of April alone. While the company’s broader turnaround has been the main driver of the multi-month rally, this week’s report that Apple Inc (NASDAQ: AAPL) is exploring a potential relationship with Intel pushed the stock even higher.
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The most important part of the report isn't just that Apple and Intel are in talks; it's that Apple now considers Intel credible enough to be part of the conversation. That matters because, until recently, Intel was widely viewed as having lost its technological edge and falling behind its competitors. The idea that Apple—arguably the world’s most demanding hardware partner—would consider Intel as part of its long-term supply strategy represents a major shift in perception and effectively confirms Intel’s renewed standing as a company to be taken seriously. Why Apple News Matters So MuchFor investors, the key question now is whether Apple’s interest marks the start of Intel’s next leg higher or simply the peak of an already historic rally. Despite the stock's prior gains, the market's initial reaction favored the former. Specifically, Apple is reportedly in exploratory talks with Intel about using it as a manufacturing partner in the United States as it seeks to diversify away from heavy reliance on Taiwan Semiconductor Manufacturing Company (NYSE: TSM). In a world increasingly shaped by geopolitical tensions, supply-chain resilience and domestic chip production are hot topics. For Intel, though, the significance goes deeper: Apple rarely explores strategic chip partnerships with just anybody. Even if these talks don't produce a formal agreement in the near term, the fact that Intel is being considered at all is an enormous validation of the company's improved standing in the industry. That’s what investors were waiting for. Intel’s turnaround story has always depended on the market eventually believing the company could once again become a credible manufacturing force. This week’s report suggests that belief is taking hold at the highest level. Intel’s Turnaround Is Looking Very RealJust a year ago, this kind of conversation would have sounded absurd. Intel shares were trading near the same levels as in 1996, and the company was widely viewed as a legacy chipmaker that couldn’t keep up with younger, more agile competitors. Now, the narrative is reversed. Last month’s blowout earnings report fundamentally changed the conversation around the stock. Investors finally saw evidence that Intel’s investments may actually be working, and the market’s reaction since then has been extraordinary. Year to date, Intel shares have gained about 200%, far outpacing even some of the hottest younger competitors, including NVIDIA Corp (NASDAQ: NVDA). Few investors would have believed that a year ago, and Apple’s interest is the latest tailwind to emerge. The Setup Is Exciting, But Extremely OverheatedAt the same time, investors need to stay realistic about what the stock has already done. As of March 6, Intel was one of the most overbought mega-cap stocks in the market, with its relative strength index (RSI) in the mid-80s—the second-highest reading it has seen in the past decade. The stock has gained more than 30% in the past week alone, and technically speaking, this kind of move is difficult to sustain indefinitely. Importantly, Intel is now trading at or above some recently updated bullish analyst price targets, including KeyCorp’s $110 and Benchmark’s $105 targets. There has also been a noticeable run of Neutral or equivalent rating adjustments over the past week as Wall Street balances growing long-term optimism with the reality that the stock is stretched in the near term. That dynamic should caution any investor considering chasing the stock at these levels. Weighing the Opportunity From HereThat doesn't mean the rally is over. Strong momentum stories can remain overbought for far longer than many expect. But it does mean anyone getting involved now should be prepared for the possibility of near-term profit-taking and pullbacks. That could be constructive for investors looking for an entry: even if the stock needs time to cool after such a historic run, Tuesday’s Apple report suggests Intel’s turnaround may still be in its early stages. |
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