Lynx Equity on Intel (INTC): 'We would fade the rally'

Northland on Intel (INTC): 'In Play'

February 18, 2025 6:48 AM EST

Northland analyst Gus Richard reiterated an Outperform rating and $28.00 price target on Intel (NASDAQ: INTC)

The analyst comments "INTC in Play: There are reports over the weekend that BRCM would consider buying Intel if it can find a buyer for the manufacturing assets. Other press reports suggest that TSMC has considered investing in or taking over INTC's fabs. However, the administration might not support a foreign company operating INTC's U.S. fabs. These persistent rumors and the lack... More

Intel (INTC) PT Raised to $29 at Cantor Fitzgerald

February 18, 2025 6:44 AM EST

Cantor Fitzgerald analyst C.J. Muse raised the price target on Intel (NASDAQ: INTC) to $29.00 (from $22.00) while maintaining a Neutral rating.

The analyst commented, The situation at Intel is extraordinarily complex, but where there is smoke, there is typically fire, so... More

Bernstein on a Potential Deal Between Broadcom and Intel: 'Blood in the Water?'

February 18, 2025 6:37 AM EST

Bernstein analyst Stacy A. Rasgon shares insights on how to approach Intel and Broadcom stocks amid a potential deal.

The analyst commented: "Over the weekend the the Wall Street Journal reported that Broadcom may be weighing a bid for Intel's "chip design and marketing business (we assume this means Intels x86 product businesses), joining other recent newsflow suggesting TSMC preparing to take a stake in the company's manufacturing efforts (with further news of a possible 20% stake coming out on Saturday evening). As of this writing neither company has commented publically on the reports; we shall see if events... More

BofA Securities Reiterates Underperform Rating on Intel (INTC)

February 18, 2025 6:33 AM EST

BofA Securities analyst Vivek Arya reiterated an Underperform rating and $19.00 price target on Intel (NASDAQ: INTC).

The analyst comments "Media reports suggest the possibility of Intel (INTC) splitting up, with AVGO and TSMC interested in acquiring parts of the design and manufacturing segments. None of the parties have made any... More

Stocks expected to have increasing option volume: INTC BIDU IQ HUN RIG CAG LUV BHP

February 18, 2025 6:07 AM EST

Stocks expected to have increasing option volume: INTC BIDU IQ HUN RIG CAG LUV BHP

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Intel (INTC) call put ratio 3.9 calls to 1 put, share price up before the bell

February 18, 2025 5:30 AM EST

Intel (NASDAQ: INTC) 30-day option implied volatility is at 58; compared to its 52-week range of 29 to 77 into Broadcom (AVGO), TSMC (TSM) weigh possible deals that would break up Intel, WSJ reports. Call put ratio 3.9 calls to 1 put with focus on March calls.

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Stocks expected to have increasing option volume: CDNS ANET MDT KLG INTC

February 18, 2025 4:40 AM EST

Stocks expected to have increasing option volume: CDNS ANET MDT KLG INTC

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TSMC’s U.S. fab plans driven by customers, not Intel partnership, Morgan Stanley

February 18, 2025 4:27 AM EST

Investing.com -- Taiwan Semiconductor Manufacturing (NYSE: TSM) (TSMC) will base its U.S. expansion decisions on customer demand and shareholder value rather than aiding rival Intel (NASDAQ: INTC), according to... More

TSMC said open to deal to 'make Intel great again'

February 14, 2025 4:00 PM EST

Confirming several days of supply chain rumors, a Bloomberg report Friday confirmed that Taiwanese chip maker Taiwan Semiconductor Manufacturing (NYSE: TSM) is exploring taking a controlling interest in Intel's (NASDAQ: INTC) U.S. factories following a request from the Trump... More

Taiwan Semi (TSM) Considers Operating US Intel (INTC) Factories After Trump Request - Bloomberg

February 14, 2025 1:57 PM EST

(Updated - February 14, 2025 2:17 PM EST)

Taiwan Semi (NYSE: TSM) Considers Operating US Intel (NASDAQ: INTC) Factories After Trump Request - Bloomberg

Taiwan Semiconductor Manufacturing Co. is considering taking a controlling stake in Intel... More

Intel (INTC) call put ratio 3.5 calls to 1 put amid wide price movement

February 14, 2025 11:17 AM EST

Intel (NASDAQ: INTC) 30-day option implied volatility is at 57; compared to its 52-week range of 29 to 77. Call put ratio 3.5 calls to 1 put with a focus on February 28 calls.

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Bernstein on Intel, TSMC amid Trump Administration's 'Made in America' Push

February 14, 2025 8:17 AM EST

Bernstein analyst Stacy A. Rasgon weighs in on Intel and TSMC stocks amid the Trump administration's efforts to support TSMC and advance a "Made in America" semiconductor agenda.

The analyst commented: "Over the last week or so Intels stock has risen almost 30%, mostly on reports that the Trump administration is floating proposals to TSMC to help prop it up, and bolster a Made in America semiconductor agenda. Digitmes this week reported on three such potential proposals, including 1) having TSMC build a US-based advanced packaging plant; 2) A JV in which TSMC (and, potentially other semi companies?) invest in Intels... More

Intel set for biggest weekly gain in 40+ years on potential pact with TSMC

February 14, 2025 8:05 AM EST

Investing.com -- Intel (NASDAQ: INTC) shares surged roughly 25% this week and are set for the biggest weekly gain in more than 40 years after recent media reports suggested that the US government might tap Taiwan Semiconductor Manufacturing (TSMC) (NYSE: TSM) to help support Intel's operations within the US.

Moreover, US Vice President JD Vance's comments at France's AI Action (WA:ACT) Summit, where he stressed the importance of ensuring the most powerful... More

Intel (INTC) call put ratio 3 calls to 1 put with a focus on March 27.50 calls and March 25 puts amid rally

February 14, 2025 5:32 AM EST

Intel (NASDAQ: INTC) 30-day option implied volatility is at 62; compared to its 52-week range of 29 to 77. Call put ratio 3 calls to 1 put with a focus on March 27.50 calls and March 25 puts.

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Jefferies: A INTC/TSM joint venture 'seems impossible given antitrust issues'

February 14, 2025 4:48 AM EST

Jefferies analyst Blayne Curtis reiterated a Hold rating and $34.00 price target on Intel (NASDAQ: INTC).

The analyst commented: "INTC up ~25%+ this week after news out of Frances AI Action Summit where US Vice President JD Vance emphasized the importance of ensuring the most powerful AI systems are built in the US with American-designed and manufactured chips. In addition,... More