Apple Deal Rumors: Recent discussions on X about Intel Corporation (INTC) have been ignited by rumors of a potential deal with Apple to supply chips starting in 2027. Many are excited about Intel’s possible return to Apple’s supply chain, with posts noting a significant stock surge following the speculation. This buzz has drawn attention to Intel’s strategic positioning in the semiconductor market.
AI and Strategic Moves: Beyond the Apple rumors, X conversations also focus on Intel’s advancements in AI and data center technologies, with some highlighting investments from major players and the U.S. government. There’s a mix of optimism about Intel’s next-generation processors and its potential to capitalize on rising demand for American-made chips. The chatter reflects hope for a turnaround amid past challenges.
Note: This discussion summary was generated from an AI condensation of post data.
Intel Corporation Congressional Stock Trading
Members of Congress have traded $INTC stock 9 times in the past 6 months. Of those trades, 4 have been purchases and 5 have been sales.
Here’s a breakdown of recent trading of $INTC stock by members of Congress over the last 6 months:
- REPRESENTATIVE TIM MOORE has traded it 5 times. They made 4 purchases worth up to $200,000 on 08/11, 08/08, 08/01, 07/29 and 1 sale worth up to $250,000 on 08/13.
- REPRESENTATIVE CLEO FIELDS sold up to $15,000 on 06/30.
- REPRESENTATIVE J. FRENCH HILL sold up to $50,000 on 06/23.
- REPRESENTATIVE ROBERT BRESNAHAN has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 06/11, 06/06.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Intel Corporation Hedge Fund Activity
We have seen 1,026 institutional investors add shares of Intel Corporation stock to their portfolio, and 1,218 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- SOFTBANK GROUP CORP. added 86,956,522 shares (+inf%) to their portfolio in Q3 2025, for an estimated $2,917,391,313
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 31,463,532 shares (+49.1%) to their portfolio in Q3 2025, for an estimated $1,055,601,498
- CAPITAL WORLD INVESTORS added 21,230,715 shares (+32.5%) to their portfolio in Q3 2025, for an estimated $712,290,488
- KINGSTONE CAPITAL PARTNERS TEXAS, LLC removed 15,412,728 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $517,097,024
- JPMORGAN CHASE & CO removed 13,652,010 shares (-34.0%) from their portfolio in Q3 2025, for an estimated $458,024,935
- PRICE T ROWE ASSOCIATES INC /MD/ added 13,406,275 shares (+43.6%) to their portfolio in Q3 2025, for an estimated $449,780,526
- ASPEX MANAGEMENT (HK) LTD removed 12,398,919 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $415,983,732
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Intel Corporation Analyst Ratings
Wall Street analysts have issued reports on $INTC in the last several months. We have seen 2 firms issue buy ratings on the stock, and 4 firms issue sell ratings.
Here are some recent analyst ratings:
- Tigress Financial issued a "Buy" rating on 11/04/2025
- Rosenblatt issued a "Sell" rating on 10/24/2025
- JP Morgan issued a "Underweight" rating on 10/24/2025
- B of A Securities issued a "Underperform" rating on 10/13/2025
- HSBC issued a "Reduce" rating on 10/08/2025
- Benchmark issued a "Buy" rating on 09/19/2025
To track analyst ratings and price targets for Intel Corporation, check out Quiver Quantitative's $INTC forecast page.
Intel Corporation Price Targets
Multiple analysts have issued price targets for $INTC recently. We have seen 19 analysts offer price targets for $INTC in the last 6 months, with a median target of $35.0.
Here are some recent targets:
- Ivan Feinseth from Tigress Financial set a target price of $52.0 on 11/04/2025
- Tom O'Malley from Barclays set a target price of $35.0 on 10/27/2025
- Joshua Buchalter from TD Cowen set a target price of $38.0 on 10/24/2025
- Harlan Sur from JP Morgan set a target price of $30.0 on 10/24/2025
- Matt Bryson from Wedbush set a target price of $30.0 on 10/24/2025
- Joseph Moore from Morgan Stanley set a target price of $38.0 on 10/24/2025
- Kevin Cassidy from Rosenblatt set a target price of $25.0 on 10/24/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
