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Intel in focus as Seaport Global upgrades on investments, ‘stop-gap solutions’

Intel in focus as Seaport Global upgrades on investments, 'stop-gap solutions'

Intel in focus as Seaport Global upgrades on investments, ‘stop-gap solutions’
Sep. 25, 2025 8:39 AM ETIntel Corporation (INTC) StockAAPL, TSMBy: Chris Ciaccia, SA News Editor
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Intel (NASDAQ:INTC) was in focus on Thursday as Seaport Global Research upgraded the beleaguered semiconductor company, citing recent investments from external companies and “stop-gap solutions.”
Shares rose 1.7% in premarket trading after it was reported that Intel had approached
Quick Insights
External investments from companies like Apple and others are expected to drive up Intel’s share price in the near term.
Turning around Intel’s foundry business will be a complex, multi-year, and painful process, with a shrinking window for success.
TSMC is unlikely to relocate core R&D to the US or want to own Intel’s fabs, but political pressure could result in smaller deals that might help Intel’s stock in the short term without addressing core issues.
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