Intel Stock Pops: Rumors of Major New Customer Drive Gains

Could Intel be closer to scoring a deal with iPhone maker Apple?

The chipmaker’s shares surged friday as an analyst added fuel to rumors that the iPhone maker could become a new customer.

This boost follows a remarkable year for Intel. Its stock has already doubled in value in 2025. This remarkable growth is thanks to a series of meaningful deals, most notably a strategic partnership with Nvidia.

The analyst’s post, which quickly circulated on social media, suggested Apple is evaluating Intel as a potential supplier for future devices. While neither company has confirmed the discussions, the speculation is enough to excite investors.

Landing Apple as a client would be a major win for Intel. It would diversify its customer base and potentially secure a long-term revenue stream. Currently, Intel is working hard to regain its footing in the semiconductor industry.

intel’s recent success isn’t solely reliant on apple rumors. The Nvidia partnership is already yielding positive results, allowing Intel to compete more effectively in the artificial intelligence (AI) chip market.