http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Fri, 03 Oct 2025 09:17:05 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/General+News/Jefferies+downgrades+Apple+on+%27excessive%27+iPhone+expectations/25416790.html <p>Investing.com -- Jefferies analysts downgraded Apple to Underperform from Hold in a note Friday, citing what they see as “excessive expectations on 18 Fold, and the replacement cycle,” despite raising iPhone unit growth forecasts for FY25/26/27 to 7%/1%/-1% from 5%/-3%/0%.</p><p dir="ltr">The firm said that “better demand for 17 [iPhone] is likely driven by no price hike in P/PM and an effective price cut for the base, not due to new form factor or tech innovations.” </p><p dir="ltr">Jefferies noted that iPhone 17 PM resale prices remain “at a premium of 5% to 15% for all variants, vs only one variant trading http://www.streetinsider.com/General+News/Jefferies+downgrades+Apple+on+%27excessive%27+iPhone+expectations/25416790.html Fri, 03 Oct 2025 09:17:05 -0400 AAPL AAPLCL AAPLE http://www.streetinsider.com/General+News/Jefferies+downgrades+Apple+on+%27excessive%27+iPhone+expectations/25416790.html <p>Investing.com -- Jefferies analysts downgraded Apple to Underperform from Hold in a note Friday, citing what they see as “excessive expectations on 18 Fold, and the replacement cycle,” despite raising iPhone unit growth forecasts for FY25/26/27 to 7%/1%/-1% from 5%/-3%/0%.</p><p dir="ltr">The firm said that “better demand for 17 [iPhone] is likely driven by no price hike in P/PM and an effective price cut for the base, not due to new form factor or tech innovations.” </p><p dir="ltr">Jefferies noted that iPhone 17 PM resale prices remain “at a premium of 5% to 15% for all variants, vs only one variant trading http://www.streetinsider.com/General+News/Jefferies+downgrades+Apple+on+%27excessive%27+iPhone+expectations/25416790.html Fri, 03 Oct 2025 09:17:05 -0400 AAPL AAPLCL AAPLE http://www.streetinsider.com/General+News/Jefferies+downgrades+Apple+on+%27excessive%27+iPhone+expectations/25416790.html <p>Investing.com -- Jefferies analysts downgraded Apple to Underperform from Hold in a note Friday, citing what they see as “excessive expectations on 18 Fold, and the replacement cycle,” despite raising iPhone unit growth forecasts for FY25/26/27 to 7%/1%/-1% from 5%/-3%/0%.</p><p dir="ltr">The firm said that “better demand for 17 [iPhone] is likely driven by no price hike in P/PM and an effective price cut for the base, not due to new form factor or tech innovations.” </p><p dir="ltr">Jefferies noted that iPhone 17 PM resale prices remain “at a premium of 5% to 15% for all variants, vs only one variant trading http://www.streetinsider.com/General+News/Jefferies+downgrades+Apple+on+%27excessive%27+iPhone+expectations/25416790.html Fri, 03 Oct 2025 09:17:05 -0400 AAPL AAPLCL AAPLE http://www.streetinsider.com/Investing/Jefferies+downgrades+Apple+on+%27excessive%27+iPhone+expectations/25416790.html <p>Investing.com -- Jefferies analysts downgraded Apple to Underperform from Hold in a note Friday, citing what they see as “excessive expectations on 18 Fold, and the replacement cycle,” despite raising iPhone unit growth forecasts for FY25/26/27 to 7%/1%/-1% from 5%/-3%/0%.</p><p dir="ltr">The firm said that “better demand for 17 [iPhone] is likely driven by no price hike in P/PM and an effective price cut for the base, not due to new form factor or tech innovations.” </p><p dir="ltr">Jefferies noted that iPhone 17 PM resale prices remain “at a premium of 5% to 15% for all variants, vs only one variant trading http://www.streetinsider.com/Investing/Jefferies+downgrades+Apple+on+%27excessive%27+iPhone+expectations/25416790.html Fri, 03 Oct 2025 09:17:05 -0400 AAPL AAPLCL AAPLE http://www.streetinsider.com/Investing/Jefferies+downgrades+Apple+on+%27excessive%27+iPhone+expectations/25416790.html <p>Investing.com -- Jefferies analysts downgraded Apple to Underperform from Hold in a note Friday, citing what they see as “excessive expectations on 18 Fold, and the replacement cycle,” despite raising iPhone unit growth forecasts for FY25/26/27 to 7%/1%/-1% from 5%/-3%/0%.</p><p dir="ltr">The firm said that “better demand for 17 [iPhone] is likely driven by no price hike in P/PM and an effective price cut for the base, not due to new form factor or tech innovations.” </p><p dir="ltr">Jefferies noted that iPhone 17 PM resale prices remain “at a premium of 5% to 15% for all variants, vs only one variant trading http://www.streetinsider.com/Investing/Jefferies+downgrades+Apple+on+%27excessive%27+iPhone+expectations/25416790.html Fri, 03 Oct 2025 09:17:05 -0400 AAPL AAPLCL AAPLE http://www.streetinsider.com/Investing/Jefferies+downgrades+Apple+on+%27excessive%27+iPhone+expectations/25416790.html <p>Investing.com -- Jefferies analysts downgraded Apple to Underperform from Hold in a note Friday, citing what they see as “excessive expectations on 18 Fold, and the replacement cycle,” despite raising iPhone unit growth forecasts for FY25/26/27 to 7%/1%/-1% from 5%/-3%/0%.</p><p dir="ltr">The firm said that “better demand for 17 [iPhone] is likely driven by no price hike in P/PM and an effective price cut for the base, not due to new form factor or tech innovations.” </p><p dir="ltr">Jefferies noted that iPhone 17 PM resale prices remain “at a premium of 5% to 15% for all variants, vs only one variant trading http://www.streetinsider.com/Investing/Jefferies+downgrades+Apple+on+%27excessive%27+iPhone+expectations/25416790.html Fri, 03 Oct 2025 09:17:05 -0400 AAPL AAPLCL AAPLE http://www.streetinsider.com/Investing/Bernstein+%E2%80%98somewhat+skeptical%E2%80%99+on+rumors+Intel+will+add+AMD+as+a+foundry+customer/25411095.html <p>Investing.com -- Speculation that Intel could add Advanced Micro Devices as a foundry customer was met with doubt by Bernstein, which described the reports as premature.</p> <p dir="ltr">Semafor reported that Intel was in “early talks” with AMD, but Bernstein highlighted the lack of detail, noting it was “unclear how much of [AMD’s] manufacturing would shift to Intel if the two companies reach a deal, or whether it would come with a direct investment.” </p> <p dir="ltr">Bernstein said the report was the latest in a string of speculative headlines around Intel.</p> <p dir="ltr">“The ‘save Intel’ news has flowed quick and easy over the last several weeks, http://www.streetinsider.com/Investing/Bernstein+%E2%80%98somewhat+skeptical%E2%80%99+on+rumors+Intel+will+add+AMD+as+a+foundry+customer/25411095.html Thu, 02 Oct 2025 10:43:45 -0400 AAMD AAPL AAPLCL AAPLE AMD IINTC INTC INTCCL INTLP NNVDA NVDA NVDL NVDS SFTBF SFTBY TSM TSMN http://www.streetinsider.com/Investing/Bernstein+%E2%80%98somewhat+skeptical%E2%80%99+on+rumors+Intel+will+add+AMD+as+a+foundry+customer/25411095.html <p>Investing.com -- Speculation that Intel could add Advanced Micro Devices as a foundry customer was met with doubt by Bernstein, which described the reports as premature.</p> <p dir="ltr">Semafor reported that Intel was in “early talks” with AMD, but Bernstein highlighted the lack of detail, noting it was “unclear how much of [AMD’s] manufacturing would shift to Intel if the two companies reach a deal, or whether it would come with a direct investment.” </p> <p dir="ltr">Bernstein said the report was the latest in a string of speculative headlines around Intel.</p> <p dir="ltr">“The ‘save Intel’ news has flowed quick and easy over the last several weeks, http://www.streetinsider.com/Investing/Bernstein+%E2%80%98somewhat+skeptical%E2%80%99+on+rumors+Intel+will+add+AMD+as+a+foundry+customer/25411095.html Thu, 02 Oct 2025 10:43:45 -0400 AAMD AAPL AAPLCL AAPLE AMD IINTC INTC INTCCL INTLP NNVDA NVDA NVDL NVDS SFTBF SFTBY TSM TSMN http://www.streetinsider.com/Investing/Bernstein+%E2%80%98somewhat+skeptical%E2%80%99+on+rumors+Intel+will+add+AMD+as+a+foundry+customer/25411095.html <p>Investing.com -- Speculation that Intel could add Advanced Micro Devices as a foundry customer was met with doubt by Bernstein, which described the reports as premature.</p> <p dir="ltr">Semafor reported that Intel was in “early talks” with AMD, but Bernstein highlighted the lack of detail, noting it was “unclear how much of [AMD’s] manufacturing would shift to Intel if the two companies reach a deal, or whether it would come with a direct investment.” </p> <p dir="ltr">Bernstein said the report was the latest in a string of speculative headlines around Intel.</p> <p dir="ltr">“The ‘save Intel’ news has flowed quick and easy over the last several weeks, http://www.streetinsider.com/Investing/Bernstein+%E2%80%98somewhat+skeptical%E2%80%99+on+rumors+Intel+will+add+AMD+as+a+foundry+customer/25411095.html Thu, 02 Oct 2025 10:43:45 -0400 AAMD AAPL AAPLCL AAPLE AMD IINTC INTC INTCCL INTLP NNVDA NVDA NVDL NVDS SFTBF SFTBY TSM TSMN http://www.streetinsider.com/Investing/Bernstein+%E2%80%98somewhat+skeptical%E2%80%99+on+rumors+Intel+will+add+AMD+as+a+foundry+customer/25411095.html <p>Investing.com -- Speculation that Intel could add Advanced Micro Devices as a foundry customer was met with doubt by Bernstein, which described the reports as premature.</p> <p dir="ltr">Semafor reported that Intel was in “early talks” with AMD, but Bernstein highlighted the lack of detail, noting it was “unclear how much of [AMD’s] manufacturing would shift to Intel if the two companies reach a deal, or whether it would come with a direct investment.” </p> <p dir="ltr">Bernstein said the report was the latest in a string of speculative headlines around Intel.</p> <p dir="ltr">“The ‘save Intel’ news has flowed quick and easy over the last several weeks, http://www.streetinsider.com/Investing/Bernstein+%E2%80%98somewhat+skeptical%E2%80%99+on+rumors+Intel+will+add+AMD+as+a+foundry+customer/25411095.html Thu, 02 Oct 2025 10:43:45 -0400 AAMD AAPL AAPLCL AAPLE AMD IINTC INTC INTCCL INTLP NNVDA NVDA NVDL NVDS SFTBF SFTBY TSM TSMN http://www.streetinsider.com/Investing/Bernstein+%E2%80%98somewhat+skeptical%E2%80%99+on+rumors+Intel+will+add+AMD+as+a+foundry+customer/25411095.html <p>Investing.com -- Speculation that Intel could add Advanced Micro Devices as a foundry customer was met with doubt by Bernstein, which described the reports as premature.</p> <p dir="ltr">Semafor reported that Intel was in “early talks” with AMD, but Bernstein highlighted the lack of detail, noting it was “unclear how much of [AMD’s] manufacturing would shift to Intel if the two companies reach a deal, or whether it would come with a direct investment.” </p> <p dir="ltr">Bernstein said the report was the latest in a string of speculative headlines around Intel.</p> <p dir="ltr">“The ‘save Intel’ news has flowed quick and easy over the last several weeks, http://www.streetinsider.com/Investing/Bernstein+%E2%80%98somewhat+skeptical%E2%80%99+on+rumors+Intel+will+add+AMD+as+a+foundry+customer/25411095.html Thu, 02 Oct 2025 10:43:45 -0400 AAMD AAPL AAPLCL AAPLE AMD IINTC INTC INTCCL INTLP NNVDA NVDA NVDL NVDS SFTBF SFTBY TSM TSMN http://www.streetinsider.com/Investing/Bernstein+%E2%80%98somewhat+skeptical%E2%80%99+on+rumors+Intel+will+add+AMD+as+a+foundry+customer/25411095.html <p>Investing.com -- Speculation that Intel could add Advanced Micro Devices as a foundry customer was met with doubt by Bernstein, which described the reports as premature.</p> <p dir="ltr">Semafor reported that Intel was in “early talks” with AMD, but Bernstein highlighted the lack of detail, noting it was “unclear how much of [AMD’s] manufacturing would shift to Intel if the two companies reach a deal, or whether it would come with a direct investment.” </p> <p dir="ltr">Bernstein said the report was the latest in a string of speculative headlines around Intel.</p> <p dir="ltr">“The ‘save Intel’ news has flowed quick and easy over the last several weeks, http://www.streetinsider.com/Investing/Bernstein+%E2%80%98somewhat+skeptical%E2%80%99+on+rumors+Intel+will+add+AMD+as+a+foundry+customer/25411095.html Thu, 02 Oct 2025 10:43:45 -0400 AAMD AAPL AAPLCL AAPLE AMD IINTC INTC INTCCL INTLP NNVDA NVDA NVDL NVDS SFTBF SFTBY TSM TSMN http://www.streetinsider.com/Investing/Bernstein+%E2%80%98somewhat+skeptical%E2%80%99+on+rumors+Intel+will+add+AMD+as+a+foundry+customer/25411095.html <p>Investing.com -- Speculation that Intel could add Advanced Micro Devices as a foundry customer was met with doubt by Bernstein, which described the reports as premature.</p> <p dir="ltr">Semafor reported that Intel was in “early talks” with AMD, but Bernstein highlighted the lack of detail, noting it was “unclear how much of [AMD’s] manufacturing would shift to Intel if the two companies reach a deal, or whether it would come with a direct investment.” </p> <p dir="ltr">Bernstein said the report was the latest in a string of speculative headlines around Intel.</p> <p dir="ltr">“The ‘save Intel’ news has flowed quick and easy over the last several weeks, http://www.streetinsider.com/Investing/Bernstein+%E2%80%98somewhat+skeptical%E2%80%99+on+rumors+Intel+will+add+AMD+as+a+foundry+customer/25411095.html Thu, 02 Oct 2025 10:43:45 -0400 AAMD AAPL AAPLCL AAPLE AMD IINTC INTC INTCCL INTLP NNVDA NVDA NVDL NVDS SFTBF SFTBY TSM TSMN http://www.streetinsider.com/Investing/Bernstein+%E2%80%98somewhat+skeptical%E2%80%99+on+rumors+Intel+will+add+AMD+as+a+foundry+customer/25411095.html <p>Investing.com -- Speculation that Intel could add Advanced Micro Devices as a foundry customer was met with doubt by Bernstein, which described the reports as premature.</p> <p dir="ltr">Semafor reported that Intel was in “early talks” with AMD, but Bernstein highlighted the lack of detail, noting it was “unclear how much of [AMD’s] manufacturing would shift to Intel if the two companies reach a deal, or whether it would come with a direct investment.” </p> <p dir="ltr">Bernstein said the report was the latest in a string of speculative headlines around Intel.</p> <p dir="ltr">“The ‘save Intel’ news has flowed quick and easy over the last several weeks, http://www.streetinsider.com/Investing/Bernstein+%E2%80%98somewhat+skeptical%E2%80%99+on+rumors+Intel+will+add+AMD+as+a+foundry+customer/25411095.html Thu, 02 Oct 2025 10:43:45 -0400 AAMD AAPL AAPLCL AAPLE AMD IINTC INTC INTCCL INTLP NNVDA NVDA NVDL NVDS SFTBF SFTBY TSM TSMN http://www.streetinsider.com/Investing/Bernstein+%E2%80%98somewhat+skeptical%E2%80%99+on+rumors+Intel+will+add+AMD+as+a+foundry+customer/25411095.html <p>Investing.com -- Speculation that Intel could add Advanced Micro Devices as a foundry customer was met with doubt by Bernstein, which described the reports as premature.</p> <p dir="ltr">Semafor reported that Intel was in “early talks” with AMD, but Bernstein highlighted the lack of detail, noting it was “unclear how much of [AMD’s] manufacturing would shift to Intel if the two companies reach a deal, or whether it would come with a direct investment.” </p> <p dir="ltr">Bernstein said the report was the latest in a string of speculative headlines around Intel.</p> <p dir="ltr">“The ‘save Intel’ news has flowed quick and easy over the last several weeks, http://www.streetinsider.com/Investing/Bernstein+%E2%80%98somewhat+skeptical%E2%80%99+on+rumors+Intel+will+add+AMD+as+a+foundry+customer/25411095.html Thu, 02 Oct 2025 10:43:45 -0400 AAMD AAPL AAPLCL AAPLE AMD IINTC INTC INTCCL INTLP NNVDA NVDA NVDL NVDS SFTBF SFTBY TSM TSMN http://www.streetinsider.com/Investing/Bernstein+%E2%80%98somewhat+skeptical%E2%80%99+on+rumors+Intel+will+add+AMD+as+a+foundry+customer/25411095.html <p>Investing.com -- Speculation that Intel could add Advanced Micro Devices as a foundry customer was met with doubt by Bernstein, which described the reports as premature.</p> <p dir="ltr">Semafor reported that Intel was in “early talks” with AMD, but Bernstein highlighted the lack of detail, noting it was “unclear how much of [AMD’s] manufacturing would shift to Intel if the two companies reach a deal, or whether it would come with a direct investment.” </p> <p dir="ltr">Bernstein said the report was the latest in a string of speculative headlines around Intel.</p> <p dir="ltr">“The ‘save Intel’ news has flowed quick and easy over the last several weeks, http://www.streetinsider.com/Investing/Bernstein+%E2%80%98somewhat+skeptical%E2%80%99+on+rumors+Intel+will+add+AMD+as+a+foundry+customer/25411095.html Thu, 02 Oct 2025 10:43:45 -0400 AAMD AAPL AAPLCL AAPLE AMD IINTC INTC INTCCL INTLP NNVDA NVDA NVDL NVDS SFTBF SFTBY TSM TSMN http://www.streetinsider.com/Investing/Bernstein+%E2%80%98somewhat+skeptical%E2%80%99+on+rumors+Intel+will+add+AMD+as+a+foundry+customer/25411095.html <p>Investing.com -- Speculation that Intel could add Advanced Micro Devices as a foundry customer was met with doubt by Bernstein, which described the reports as premature.</p> <p dir="ltr">Semafor reported that Intel was in “early talks” with AMD, but Bernstein highlighted the lack of detail, noting it was “unclear how much of [AMD’s] manufacturing would shift to Intel if the two companies reach a deal, or whether it would come with a direct investment.” </p> <p dir="ltr">Bernstein said the report was the latest in a string of speculative headlines around Intel.</p> <p dir="ltr">“The ‘save Intel’ news has flowed quick and easy over the last several weeks, http://www.streetinsider.com/Investing/Bernstein+%E2%80%98somewhat+skeptical%E2%80%99+on+rumors+Intel+will+add+AMD+as+a+foundry+customer/25411095.html Thu, 02 Oct 2025 10:43:45 -0400 AAMD AAPL AAPLCL AAPLE AMD IINTC INTC INTCCL INTLP NNVDA NVDA NVDL NVDS SFTBF SFTBY TSM TSMN http://www.streetinsider.com/Investing/Bernstein+%E2%80%98somewhat+skeptical%E2%80%99+on+rumors+Intel+will+add+AMD+as+a+foundry+customer/25411095.html <p>Investing.com -- Speculation that Intel could add Advanced Micro Devices as a foundry customer was met with doubt by Bernstein, which described the reports as premature.</p> <p dir="ltr">Semafor reported that Intel was in “early talks” with AMD, but Bernstein highlighted the lack of detail, noting it was “unclear how much of [AMD’s] manufacturing would shift to Intel if the two companies reach a deal, or whether it would come with a direct investment.” </p> <p dir="ltr">Bernstein said the report was the latest in a string of speculative headlines around Intel.</p> <p dir="ltr">“The ‘save Intel’ news has flowed quick and easy over the last several weeks, http://www.streetinsider.com/Investing/Bernstein+%E2%80%98somewhat+skeptical%E2%80%99+on+rumors+Intel+will+add+AMD+as+a+foundry+customer/25411095.html Thu, 02 Oct 2025 10:43:45 -0400 AAMD AAPL AAPLCL AAPLE AMD IINTC INTC INTCCL INTLP NNVDA NVDA NVDL NVDS SFTBF SFTBY TSM TSMN http://www.streetinsider.com/Investing/Bernstein+%E2%80%98somewhat+skeptical%E2%80%99+on+rumors+Intel+will+add+AMD+as+a+foundry+customer/25411095.html <p>Investing.com -- Speculation that Intel could add Advanced Micro Devices as a foundry customer was met with doubt by Bernstein, which described the reports as premature.</p> <p dir="ltr">Semafor reported that Intel was in “early talks” with AMD, but Bernstein highlighted the lack of detail, noting it was “unclear how much of [AMD’s] manufacturing would shift to Intel if the two companies reach a deal, or whether it would come with a direct investment.” </p> <p dir="ltr">Bernstein said the report was the latest in a string of speculative headlines around Intel.</p> <p dir="ltr">“The ‘save Intel’ news has flowed quick and easy over the last several weeks, http://www.streetinsider.com/Investing/Bernstein+%E2%80%98somewhat+skeptical%E2%80%99+on+rumors+Intel+will+add+AMD+as+a+foundry+customer/25411095.html Thu, 02 Oct 2025 10:43:45 -0400 AAMD AAPL AAPLCL AAPLE AMD IINTC INTC INTCCL INTLP NNVDA NVDA NVDL NVDS SFTBF SFTBY TSM TSMN http://www.streetinsider.com/Investing/Bernstein+%E2%80%98somewhat+skeptical%E2%80%99+on+rumors+Intel+will+add+AMD+as+a+foundry+customer/25411095.html <p>Investing.com -- Speculation that Intel could add Advanced Micro Devices as a foundry customer was met with doubt by Bernstein, which described the reports as premature.</p> <p dir="ltr">Semafor reported that Intel was in “early talks” with AMD, but Bernstein highlighted the lack of detail, noting it was “unclear how much of [AMD’s] manufacturing would shift to Intel if the two companies reach a deal, or whether it would come with a direct investment.” </p> <p dir="ltr">Bernstein said the report was the latest in a string of speculative headlines around Intel.</p> <p dir="ltr">“The ‘save Intel’ news has flowed quick and easy over the last several weeks, http://www.streetinsider.com/Investing/Bernstein+%E2%80%98somewhat+skeptical%E2%80%99+on+rumors+Intel+will+add+AMD+as+a+foundry+customer/25411095.html Thu, 02 Oct 2025 10:43:45 -0400 AAMD AAPL AAPLCL AAPLE AMD IINTC INTC INTCCL INTLP NNVDA NVDA NVDL NVDS SFTBF SFTBY TSM TSMN http://www.streetinsider.com/Investing/Bernstein+%E2%80%98somewhat+skeptical%E2%80%99+on+rumors+Intel+will+add+AMD+as+a+foundry+customer/25411095.html <p>Investing.com -- Speculation that Intel could add Advanced Micro Devices as a foundry customer was met with doubt by Bernstein, which described the reports as premature.</p> <p dir="ltr">Semafor reported that Intel was in “early talks” with AMD, but Bernstein highlighted the lack of detail, noting it was “unclear how much of [AMD’s] manufacturing would shift to Intel if the two companies reach a deal, or whether it would come with a direct investment.” </p> <p dir="ltr">Bernstein said the report was the latest in a string of speculative headlines around Intel.</p> <p dir="ltr">“The ‘save Intel’ news has flowed quick and easy over the last several weeks, http://www.streetinsider.com/Investing/Bernstein+%E2%80%98somewhat+skeptical%E2%80%99+on+rumors+Intel+will+add+AMD+as+a+foundry+customer/25411095.html Thu, 02 Oct 2025 10:43:45 -0400 AAMD AAPL AAPLCL AAPLE AMD IINTC INTC INTCCL INTLP NNVDA NVDA NVDL NVDS SFTBF SFTBY TSM TSMN http://www.streetinsider.com/Investing/Bernstein+%E2%80%98somewhat+skeptical%E2%80%99+on+rumors+Intel+will+add+AMD+as+a+foundry+customer/25411095.html <p>Investing.com -- Speculation that Intel could add Advanced Micro Devices as a foundry customer was met with doubt by Bernstein, which described the reports as premature.</p> <p dir="ltr">Semafor reported that Intel was in “early talks” with AMD, but Bernstein highlighted the lack of detail, noting it was “unclear how much of [AMD’s] manufacturing would shift to Intel if the two companies reach a deal, or whether it would come with a direct investment.” </p> <p dir="ltr">Bernstein said the report was the latest in a string of speculative headlines around Intel.</p> <p dir="ltr">“The ‘save Intel’ news has flowed quick and easy over the last several weeks, http://www.streetinsider.com/Investing/Bernstein+%E2%80%98somewhat+skeptical%E2%80%99+on+rumors+Intel+will+add+AMD+as+a+foundry+customer/25411095.html Thu, 02 Oct 2025 10:43:45 -0400 AAMD AAPL AAPLCL AAPLE AMD IINTC INTC INTCCL INTLP NNVDA NVDA NVDL NVDS SFTBF SFTBY TSM TSMN http://www.streetinsider.com/Investing/Bernstein+%E2%80%98somewhat+skeptical%E2%80%99+on+rumors+Intel+will+add+AMD+as+a+foundry+customer/25411095.html <p>Investing.com -- Speculation that Intel could add Advanced Micro Devices as a foundry customer was met with doubt by Bernstein, which described the reports as premature.</p> <p dir="ltr">Semafor reported that Intel was in “early talks” with AMD, but Bernstein highlighted the lack of detail, noting it was “unclear how much of [AMD’s] manufacturing would shift to Intel if the two companies reach a deal, or whether it would come with a direct investment.” </p> <p dir="ltr">Bernstein said the report was the latest in a string of speculative headlines around Intel.</p> <p dir="ltr">“The ‘save Intel’ news has flowed quick and easy over the last several weeks, http://www.streetinsider.com/Investing/Bernstein+%E2%80%98somewhat+skeptical%E2%80%99+on+rumors+Intel+will+add+AMD+as+a+foundry+customer/25411095.html Thu, 02 Oct 2025 10:43:45 -0400 AAMD AAPL AAPLCL AAPLE AMD IINTC INTC INTCCL INTLP NNVDA NVDA NVDL NVDS SFTBF SFTBY TSM TSMN http://www.streetinsider.com/General+News/Bernstein+%E2%80%98somewhat+skeptical%E2%80%99+on+rumors+Intel+will+add+AMD+as+a+foundry+customer/25411095.html <p>Investing.com -- Speculation that Intel could add Advanced Micro Devices as a foundry customer was met with doubt by Bernstein, which described the reports as premature.</p> <p dir="ltr">Semafor reported that Intel was in “early talks” with AMD, but Bernstein highlighted the lack of detail, noting it was “unclear how much of [AMD’s] manufacturing would shift to Intel if the two companies reach a deal, or whether it would come with a direct investment.” </p> <p dir="ltr">Bernstein said the report was the latest in a string of speculative headlines around Intel.</p> <p dir="ltr">“The ‘save Intel’ news has flowed quick and easy over the last several weeks, http://www.streetinsider.com/General+News/Bernstein+%E2%80%98somewhat+skeptical%E2%80%99+on+rumors+Intel+will+add+AMD+as+a+foundry+customer/25411095.html Thu, 02 Oct 2025 10:43:45 -0400 AAMD AAPL AAPLCL AAPLE AMD IINTC INTC INTCCL INTLP NNVDA NVDA NVDL NVDS SFTBF SFTBY TSM TSMN http://www.streetinsider.com/General+News/Bernstein+%E2%80%98somewhat+skeptical%E2%80%99+on+rumors+Intel+will+add+AMD+as+a+foundry+customer/25411095.html <p>Investing.com -- Speculation that Intel could add Advanced Micro Devices as a foundry customer was met with doubt by Bernstein, which described the reports as premature.</p> <p dir="ltr">Semafor reported that Intel was in “early talks” with AMD, but Bernstein highlighted the lack of detail, noting it was “unclear how much of [AMD’s] manufacturing would shift to Intel if the two companies reach a deal, or whether it would come with a direct investment.” </p> <p dir="ltr">Bernstein said the report was the latest in a string of speculative headlines around Intel.</p> <p dir="ltr">“The ‘save Intel’ news has flowed quick and easy over the last several weeks, http://www.streetinsider.com/General+News/Bernstein+%E2%80%98somewhat+skeptical%E2%80%99+on+rumors+Intel+will+add+AMD+as+a+foundry+customer/25411095.html Thu, 02 Oct 2025 10:43:45 -0400 AAMD AAPL AAPLCL AAPLE AMD IINTC INTC INTCCL INTLP NNVDA NVDA NVDL NVDS SFTBF SFTBY TSM TSMN