Stock Movers Intel-Apple Possible Investment; Oracle Dips; Carmax Slides
Sep 25, 2025
Intel is seeking an investment from Apple to help revive its struggling business, which could signal a positive shift for the chipmaker. Meanwhile, Oracle faces a downturn after receiving a sell rating due to overvalued cloud revenues. Carmax's stock is sliding as it reported disappointing earnings and rising loan loss provisions, raising concerns about its financial health. In other news, Cipher Mining's shares soar with Google's new investment as part of an AI hosting deal, showcasing the tech giant's expanding influence in the sector.
AI Snips
Chapters
Transcript
Episode notes
Apple Talk Could Validate Intel Turnaround
- Intel has approached Apple about an investment and deeper cooperation as it seeks validation for its turnaround amid government stakes.
- Apple is unlikely to switch its in-house chips back to Intel, keeping any deal more about investment than supply shifts.
Old Intel Mac Still In Use At Home
- Tom Keene shared his 2019 Intel Mac as a living example of older Intel-powered machines still working for users.
- He used the story to illustrate how Apple phased from Intel to in-house chips and users' mixed feelings about the change.
Intel Stock Jump Reflects AI Tailwind
- Intel's stock has rebounded sharply this year after years of underperformance, reflecting an AI-driven sentiment shift.
- The US government owning ~10% and others increasing stakes signal renewed investor interest in Intel's turnaround.