Apple, Intel
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Intel, Qualcomm and PC
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The optimism and bull case is difficult to discount. Intel appointed Lip-Bu Tan as its new CEO in early 2025. Since then, Tan has focused on cost-cutting and efficient execution. Intel's data center revenue also grew 22% in the first quarter of 2026 compared to the same period last year.
After a 700% rally the past year, traders poured into Micron options Tuesday, paying expensive premiums to get access to further upside in the legacy memory-chip maker that became one of the market's hottest AI trades over the past year.
Intel is on track to surpass its record market-cap level achieved back in 2000, with enthusiasm building over the potential for a partnership with Apple.
Intel (NASDAQ:INTC | INTC Price Prediction) is the chip story everyone is shouting about, with the stock up 159.57% year to date on a Lip-Bu Tan turnaround narrative wrapped around AI inference and a NVIDIA DGX Rubin host CPU win.
Intel shares soared to a fresh high Tuesday following a report that Apple held early talks with the chipmaker.
Dutch startup QuantWare is raising €152 million ($178 million) in a round led by Intel Corp.’s venture capital arm to build a production facility for quantum computing processors.
Intel’s share price briefly climbed above $100 Friday, extending the stock’s remarkable turnaround as the chipmaker breaks out of years of malaise.
Intel shares pop on reports that Apple has held exploratory discussions to use its foundry services. Barchart’s data suggests significant further upside in INTC stock.