Intel Corporation

A "breakthrough" that could strengthen Intel's position as a key chip maker in the U.S., or a "goodwill gesture" and a political move by Apple to curry favor with the authorities? Wall Street analysts are divided on Apple's potential deal at Intel. On Wednesday, September 24, Bloomberg sources <a href="https://oninvest.com/article/intel-predlozil-apple-investirovat-v-svoe-proizvodstvo-bloomberg-akcii-podskocili">reported</a> that Intel has approached the iPhone maker with an investment proposal, but talks are at an early stage and may not result in a deal.

A breakthrough or a goodwill gesture? What Wall Street is saying about a possible Intel-Apple deal

Costco Wholesale Corporation

Freeport-McMoRan Inc.

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: trading will be on hold

Lithium Americas Corp.

Apple Inc.

China's Chery has a successful IPO in Hong Kong, raising $1.2 billion and stepping up expansion into Europe and the Middle East despite global tariff barriers. Intel is trying to turn around its business with the support of the U.S. government and is looking for new investors, including Apple, following investments by Nvidia and SoftBank. These and other topics - in our review of key events for the morning of September 25.

Highlights for this morning: Intel seeks Apple's backing, Chery IPO, Alibaba strengthens AI

U.S. processor designer and manufacturer <a href="https://oninvest.com/issuers/intc?from=data">Intel</a> has approached iPhone maker <a href="https://oninvest.com/issuers/aapl?from=data">Apple</a> with a proposal to invest in its production, sources <a href="https://www.bloomberg.com/news/articles/2025-09-24/intel-is-seeking-an-investment-from-apple-as-part-of-its-comeback-bid">told</a> Bloomberg.

Intel has offered Apple to invest in its manufacturing - Bloomberg. Shares jumped

The Company is developing one of the largest lithium deposits in the United States

Lithium Americas shares soar on news of U.S. plans to enter the company's capital stock 

ASM International NV

Samsung Electronics Co., Ltd.

The company's shares were down 6.4 percent at one point, the biggest intraday decline since July

ASM lowered its sales forecast. Why do analysts expect the stock to rise?

MP Materials Corp.

M-tron Industries, Inc.

Innovative Aerosystems, Inc.

On August 22, Intel <a href="https://www.intc.com/news-events/press-releases/detail/1748/intel-and-trump-administration-reach-historic-agreement-to">announced</a>&nbsp;that the U.S. government would own nearly 10% of the company, converting government grants into shares. The government became Intel’s largest shareholder and acquired the stake at a 17.5% discount to the prevailing market price. Following the deal, Intel <a href="https://en.oninvest.com/article/intel-has-warned-of-risks-due-to-the-us-government-s-acquisition-of-10-of-its-shares">warned</a>&nbsp;investors that the arrival of a state shareholder could pose risks to its overseas business, including the potential for additional regulations and restrictions.

After Intel, what small caps could benefit from government stakes in defense firms?

NVIDIA Corporation

Amazon.com, Inc.

Companies' spending on human resources may increase due to a more than 10-fold increase in visa fees for foreigners, but the market has so far reacted with restraint to this risk

Trump has made it harder to grant visas to talented foreigners. How might this affect bigtech?

The US Federal Reserve has cut its policy rate by 25 bps to 4-4.25% for the first time in 2025 and forecasts further monetary easing. Nvidia will invest $5 billion in Intel and become its largest shareholder. Alphabet broke the $3 trillion capitalization bar amid an antitrust victory and optimism around the Gemini platform. Donald Trump and Xi Jinping discussed the fate of TikTok in the U.S. by phone and agreed to meet. The main events from September 15 to 19 - in our review<b>. </b>

Highlights of the week: Fed rate, Alphabet grows to $3 trillion, Nvidia and Intel alliance

Advanced Micro Devices, Inc.

Intel's $5bn deal with Nvidia is "symbolic in nature", says Financial Times

Intel stock got a downgrade from Citi. Partnership with Nvidia won't help?

ASML Holding N.V.

Bank of America believes that shares of Dutch chip equipment manufacturer ASML may become the main beneficiary of the deal between Nvidia and Intel for $5 billion. The bank's analyst raised the target price of the company's securities and retained the advice to buy them. BofA is convinced: strengthening of Intel's positions in the market of data centers and PCs will be a favorable factor for companies producing equipment for chip production.

BofA names the beneficiary of the Intel and Nvidia deal. Why could its stock rise 16%?

The main party affected by the deal could be contract chipmaker TSMC if Nvidia shifts some orders to Intel's factories