Wall Street Breakfast Intel and Apple: A Deal in the Making?
9 snips
Sep 25, 2025 Intel is exploring a strategic partnership with Apple, sparking investor interest in the chipmaker. Meanwhile, Fermi's data center REIT, co-founded by former energy secretary Rick Perry, is gearing up for an IPO. In the auto industry, BYD outshines Tesla in EU passenger car sales, highlighting market shifts. Additionally, the podcast covers economic forecasts and a review of market movers, including updates on commodities and cryptocurrencies.
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Intel Reaches Out To Apple
- Intel reportedly approached Apple about an investment and closer cooperation, though talks remain early and may not materialize.
- The market reacted positively, sending Intel shares up sharply after the report.
Big Investors Boost Intel Momentum
- Intel's CEO has attracted large strategic investors, including SoftBank, the U.S. government, and Nvidia.
- These deals signal renewed investor confidence and funding momentum for the chipmaker.
Apple's Historical Intel Relationship
- Apple once relied on Intel CPUs for Macs starting in 2006 and completed a transition away by 2023.
- That history frames why any new Intel-Apple talks are notable given their prior long customer relationship.