Intel surges after Apple partnership to manufacture chips in the U.S.
By Ion Jauregui – Analyst at ActivTrades
Intel (NASDAQ: INTC) is surging in the stock market after President Donald Trump announced that Apple (NASDAQ: AAPL) will collaborate with the chipmaker to design and produce semiconductors on U.S. soil.
The market interprets the move as more than just an industrial agreement: it is a direct validation of Intel’s attempt to reposition itself as a contract manufacturing giant in a sector that has so far been dominated by TSMC (TPE:2330). The fact that Apple, the world’s largest consumer of advanced chips, could rely on Intel represents a meaningful narrative shift for the market. The reaction has been swift. Intel shares have accelerated strongly, reflecting expectations of structural and recurring demand that could transform its revenue profile in the coming years.
Beyond the political headline, the move reinforces the perception that the United States is driving a restructuring of its technology supply chain, with semiconductors as a key strategic asset. For Intel, the impact is twofold: an immediate reputational boost and a potential entry into the supply chain of one of the most demanding clients in the world.
Intel technical analysis
From a technical perspective, the stock maintains a clearly bullish trend, with a structure of higher highs and higher lows. In the medium term, it is currently trading within a consolidation range between the highs of 135.08 and the lows of 98.33 dollars. The price is now in a critical resistance zone after breaking recent highs yesterday, where the market could decide between a continuation of the rally or profit-taking following the strong move driven by the news.
The immediate support of the current impulse is located around 120 dollars. As long as these levels hold, the structure continues to favor buyers. RSI stands in a neutral zone at 55.45%, while MACD is positioned in a recovery phase to the upside. Moving averages remain positively aligned, although the vertical pace of the move suggests possible short-term consolidation before further upside attempts.
If the deal goes through, Intel gains credibility
If the agreement with Apple materializes, Intel would not only gain revenue: it would gain industrial credibility at a critical moment in its transformation. The market, for now, is aggressively buying into that narrative.
*******************************************************************************************
The information provided does not constitute investment research. The material has not been prepared in accordance with the legal requirements designed to promote the independence of investment research and such should be considered a marketing communication.
All information has been prepared by ActivTrades ("AT"). The information does not contain a record of AT's prices, or an offer of or solicitation for a transaction in any financial instrument. No representation or warranty is given as to the accuracy or completeness of this information.
Any material provided does not have regard to the specific investment objective and financial situation of any person who may receive it. Past performance and forecasting are not a synonym of a reliable indicator of future performance. AT provides an execution-only service. Consequently, any person acting on the information provided does so at their own risk. Political risk is unpredictable. Central bank actions can vary. Platform tools do not guarantee success.
By Ion Jauregui – Analyst at ActivTrades
Intel (NASDAQ: INTC) is surging in the stock market after President Donald Trump announced that Apple (NASDAQ: AAPL) will collaborate with the chipmaker to design and produce semiconductors on U.S. soil.
The market interprets the move as more than just an industrial agreement: it is a direct validation of Intel’s attempt to reposition itself as a contract manufacturing giant in a sector that has so far been dominated by TSMC (TPE:2330). The fact that Apple, the world’s largest consumer of advanced chips, could rely on Intel represents a meaningful narrative shift for the market. The reaction has been swift. Intel shares have accelerated strongly, reflecting expectations of structural and recurring demand that could transform its revenue profile in the coming years.
Beyond the political headline, the move reinforces the perception that the United States is driving a restructuring of its technology supply chain, with semiconductors as a key strategic asset. For Intel, the impact is twofold: an immediate reputational boost and a potential entry into the supply chain of one of the most demanding clients in the world.
Intel technical analysis
From a technical perspective, the stock maintains a clearly bullish trend, with a structure of higher highs and higher lows. In the medium term, it is currently trading within a consolidation range between the highs of 135.08 and the lows of 98.33 dollars. The price is now in a critical resistance zone after breaking recent highs yesterday, where the market could decide between a continuation of the rally or profit-taking following the strong move driven by the news.
The immediate support of the current impulse is located around 120 dollars. As long as these levels hold, the structure continues to favor buyers. RSI stands in a neutral zone at 55.45%, while MACD is positioned in a recovery phase to the upside. Moving averages remain positively aligned, although the vertical pace of the move suggests possible short-term consolidation before further upside attempts.
If the deal goes through, Intel gains credibility
If the agreement with Apple materializes, Intel would not only gain revenue: it would gain industrial credibility at a critical moment in its transformation. The market, for now, is aggressively buying into that narrative.
*******************************************************************************************
The information provided does not constitute investment research. The material has not been prepared in accordance with the legal requirements designed to promote the independence of investment research and such should be considered a marketing communication.
All information has been prepared by ActivTrades ("AT"). The information does not contain a record of AT's prices, or an offer of or solicitation for a transaction in any financial instrument. No representation or warranty is given as to the accuracy or completeness of this information.
Any material provided does not have regard to the specific investment objective and financial situation of any person who may receive it. Past performance and forecasting are not a synonym of a reliable indicator of future performance. AT provides an execution-only service. Consequently, any person acting on the information provided does so at their own risk. Political risk is unpredictable. Central bank actions can vary. Platform tools do not guarantee success.
คำจำกัดสิทธิ์ความรับผิดชอบ
ข้อมูลและบทความไม่ได้มีวัตถุประสงค์เพื่อก่อให้เกิดกิจกรรมทางการเงิน, การลงทุน, การซื้อขาย, ข้อเสนอแนะ หรือคำแนะนำประเภทอื่น ๆ ที่ให้หรือรับรองโดย TradingView อ่านเพิ่มเติมใน ข้อกำหนดการใช้งาน
คำจำกัดสิทธิ์ความรับผิดชอบ
ข้อมูลและบทความไม่ได้มีวัตถุประสงค์เพื่อก่อให้เกิดกิจกรรมทางการเงิน, การลงทุน, การซื้อขาย, ข้อเสนอแนะ หรือคำแนะนำประเภทอื่น ๆ ที่ให้หรือรับรองโดย TradingView อ่านเพิ่มเติมใน ข้อกำหนดการใช้งาน