若苹果与英特尔达成投资协议，将是近期英特尔获得的又一重要外部支持。上周，英伟达公司 (NVDA.US)已宣布向英特尔投资50亿美元，并计划与英特尔合作开发个人电脑及数据中心芯片;上月， 日本科技巨头软银集团(SoftBank Group Corp.)为进一步拓展美国市场，也宣布向英特尔投资20亿美元。 周四，英特尔(INTC.US)逆势涨超7%，触及2024年7月以来的最高水平，月内累涨37%，报33.38美元。 消息面上，据知情人士透露，芯片制造商英特尔公司已向苹果公司(AAPL.US)发出邀约，希望后者对其 进行投资。目前英特尔经营状况不佳，且已部分由美国政府持股，此次寻求投资是其提振业务的举措之 一。上述知情人士表示，苹果与英特尔还就"深化合作"展开了讨论。同时该人士强调，目前谈判仍处于 初步阶段，最终未必能达成协议。 ...

人民财讯9月25日电，英特尔股价涨近7%。 ...

About this content About Sean Mason Sean Mason is a Senior Journalist at Proactive, having researched and written about Canadian and US equities for 20 years. Sean graduated from the University of Toronto with a BA in history and economics and has also passed the Canadian Securities Course. He previously worked at Investors Digest of Canada, Stockhouse, and SmallCapPower.com. Read more About the publisher Proactive financial news and online broadcast teams provide fast, accessible, informative and action ...

A planned Intel chips manufacturing plant is the biggest economic-development project in Ohio history, but the work is moving slowly. “We have a gaping hole.” https://t.co/2mdAMIG2Gm ...

Core Insights - The article compiles significant research calls from Wall Street that are influencing market movements [1] Upgrades - Argus upgraded Ulta Beauty (ULTA) to Buy from Hold with a price target of $570, noting the company's fourth consecutive earnings beat despite underperforming the S&P 500 and industry ETF IYC over the past quarter [2] - Scotiabank upgraded CrowdStrike (CRWD) to Outperform from Sector Perform with a price target of $600, increased from $440, highlighting that CrowdStrike is "more competitively entrenched than ever" in core endpoint security [2] - BNP Paribas Exane upgraded Arista Networks (ANET) to Outperform from Neutral with a price target of $172, up from $125, identifying the company as a "key beneficiary" of the multi-year AI data center capex supercycle [2] - MoffettNathanson upgraded Chewy (CHWY) to Buy from Neutral with a price target of $48, indicating that the recovery in pet household formation will reduce volatility in Chewy's quarterly customer additions, although the path to above-consensus customer additions and adjusted EBITDA in FY26 "will not be linear" [2] - Seaport Research upgraded Intel (INTC) to Neutral from Sell without a price target, suggesting that while Intel is facing challenges, the stock may benefit from follow-on investments and potential near-term "stop-gap solutions" [2]

Market Overview - The U.S. stock market opened lower, with all three major indices declining: Nasdaq down approximately 0.9%, S&P 500 down 0.59%, and Dow Jones down 0.25% [1] Company Updates - Tesla's new registrations in the EU for August fell over 36% year-on-year to 8,220 vehicles, leading to a decline of more than 3% in its stock price [1] - Intel's stock rose by 1.5% as it reportedly engaged with Apple for potential investment and plans to increase prices of its "Raptor Lake" processors by over 10% in Q4 [1] - Oracle's stock dropped more than 4% after announcing a $18 billion bond issuance, with reported subscription demand reaching nearly $88 billion [1] - IBM's stock increased by over 2% following its collaboration with HSBC to launch the world's first quantum-enabled algorithmic trading system [1]

Core Viewpoint - Oracle's stock dropped by 4.2% following a "sell" rating from Rothschild & Co Redburn [1] - Transocean's shares plummeted by 16.5% after announcing a plan to issue 125 million shares at $3.05 each, significantly below the previous closing price of $3.64 [1] - Lululemon's stock fell by 2% after Needham downgraded its rating from "buy" to "hold" [1] - Intel's stock rose over 5% as the company plans to increase prices for its "Raptor Lake" processors by more than 10% in Q4 [1] Company Summaries - **Oracle**: Experienced a 4.2% decline in stock price due to a negative rating from Rothschild & Co Redburn [1] - **Transocean**: Stock fell 16.5% after announcing a share issuance plan at a price lower than the recent closing price [1] - **Lululemon**: Saw a 2% decrease in stock value following a downgrade from Needham [1] - **Intel**: Stock increased by over 5% with plans to raise prices for its processors in the upcoming quarter [1]

Group 1: Intel and Apple - Intel has approached Apple for investment as it struggles financially, with discussions on closer collaboration [2][3] - Intel shares rose over 3% in pre-market trading following the news, and it is partially owned by the US government [3] - Recent investments in Intel include a $5 billion investment from Nvidia and a $2 billion investment from SoftBank [3] Group 2: Trade Agreements and Tariffs - The Trump administration confirmed the implementation of a US-EU trade agreement, reducing tariffs on EU autos and auto parts from 25% to 15% [4][5] - This tariff reduction alleviates concerns in the automotive industry, allowing for better sourcing decisions [4][5] Group 3: TikTok Deal - President Trump is expected to sign a deal allowing the sale of TikTok's US operations to a group of US investors, including Oracle, with ByteDance retaining less than 20% ownership [5][6] - This deal is significant in the context of US-China trade negotiations [6] Group 4: Corporate Earnings - Accenture reported Q4 revenue of $17.6 billion and adjusted earnings per share of $3.3, exceeding expectations [11] - CarMax missed Q2 earnings expectations with earnings per share of 64 cents, leading to a pre-market drop of over 9% [12] - Costco's upcoming Q4 results are anticipated to show strong sales in the US and Canada, but weaker international sales [13] Group 5: Gold Market Insights - Gold prices have recently surged, with a 250% increase from 2016 lows, driven by central bank purchases and a weaker dollar [23][24] - The current gold market is characterized by a strong breakout trend, with potential for further gains if volatility increases [27][28] Group 6: H&M Performance - H&M shares rose over 8% after reporting a third-quarter operating profit of 4.91 billion crowns, up from 3.51 billion crowns a year ago [30] - The company warns that upcoming US tariffs may squeeze margins, prompting a shift in sourcing closer to America [30] Group 7: Tesla and BYD Competition - Tesla's sales in Europe have declined over 36%, with BYD overtaking Tesla in sales for the second consecutive month [32] - Tesla's market share in Europe has dropped to 1.2%, raising concerns among investors [32] Group 8: Open Door Stock Movement - Open Door shares have surged nearly 1,400% in the past three months, driven by institutional investment and positive housing data [34][35] - The stock remains highly speculative despite recent gains [35] Group 9: Hertz Global Developments - Hertz Global shares rose about 5% in pre-market trading after announcing plans to expand and clean up its balance sheet [36] - The company is backed by activist investor Bill Ackman's Pershing Square, which owns a 20% stake [36]

Core Insights - Intel is in early discussions with Apple regarding a potential investment and increased collaboration, although the outcome remains uncertain [1][2] - Recent financial backing for Intel includes support from the U.S. government, Nvidia, and SoftBank, aimed at strengthening its business [1][5] Company Developments - Intel and Apple previously collaborated on chip production until Apple shifted to manufacturing its own processing units in 2020, introducing the M2 chip [2] - Intel's stock experienced a rise of up to 4% in premarket trading following the news of discussions with Apple, while Apple's stock saw a slight increase of 0.1% [3] Investment Landscape - Intel has been actively seeking investments and partnerships, reaching out to other unspecified companies [4] - The company has recently gained significant investments, including a $2 billion investment from SoftBank and a commitment from the U.S. government for a 10% stake in Intel [5]

Core Insights - Intel Corp. is seeking an investment from Apple Inc. as part of its efforts to recover from financial difficulties, with discussions reportedly in early stages [1][2][4] - Intel's stock rose by 6.4% to $31.22 following news of the discussions, while Apple's shares closed down slightly at $252.31 [2] - Recent investments in Intel include a $5 billion commitment from Nvidia and a $2 billion investment from SoftBank, indicating growing interest in the chipmaker [3] Company Strategies - Intel is attempting a turnaround with federal government support, having secured a roughly 10% stake from the US government to bolster domestic production [5] - Despite financial backing, Intel faces significant challenges, including loss of market share to competitors like AMD and struggles in the AI sector [6][8] - The company has shifted its strategy under CEO Lip-Bu Tan, cautiously pursuing a foundry model while seeking customer commitments for new production techniques [9] Historical Context - Apple and Intel have a complex relationship, with Apple moving away from Intel processors in favor of in-house chips since 2020 [10] - Apple has committed to investing $600 billion in US initiatives over four years, which includes a focus on domestic production [11] - Apple CEO Tim Cook expressed that competition in the chip foundry industry would be beneficial and indicated support for Intel's recovery efforts [12]