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CNBC's "Fast Money"

Fast Money 9/24/25

CNBC's "Fast Money"

CNBC

Business, Investing, News

4.31.2K Ratings

🗓️ 24 September 2025

⏱️ 44 minutes

🧾️ Download transcript

Summary

Listen to our traders take you behind the money...how to play the volatility...pops and drops and the movers you missed. Fast Money Disclaimer

Transcript

Click on a timestamp to play from that location

0:00.0

Live from the NASDAQ market state in the heart of New York City's Times Square, this is fast money.

0:06.4

Here's what's on top tonight. Another investment in Intel, the semi-giant reportedly turning to Apple for its next team up,

0:12.8

what it could mean for the stock and how Wall Street is looking at the name now. And the nearly $9 billion bears,

0:19.2

minority stakes setting an eye-popping valuation for Chicago's NFL team.

0:23.2

The precedent it sets for future team sales. Plus, all the details on KB. Holmes' latest earnings,

0:28.3

the guidance that sends shares of copper miner, pre-port macro and sinking, and driving higher, shares of GM getting a boost.

0:34.7

Thanks a bullish call from Wall Street by one analyst sees the stock revving up. I'm Melissa Lee. I'm here left in the studio of Vietnamzac on the desk tonight. C. Grasso, Karen Feinerman, Dan Nathan, and Bono in Aisen. We start off with what could be another big investment in Intel. Bloomberg reporting the company is seeking funding from Apple to help its turnaround efforts. It would be just the latest in a string of cash infusions. Our Christina Parts and Neblis is here on set with details here. Christina, what do we know so far? This is a potential investment that could be seen as a comeback of sorts for Intel. And the reason I say that is because, like you said, Bloomberg did put out this report just within the last 45 minutes or so, saying that they are in the

1:11.9

early stages. Nothing is confirmed yet. I did reach out to Intel myself. They are not commenting.

1:16.5

They're quite conservative when it comes to these types of reports and headlines. But they did also

1:21.5

say that there could be a partnership, but it would be limited at the moment. Nothing significant.

1:26.4

And I'd like to point out, too, that Apple and Intel don't actually have a relationship right now. Apple creates its own silicon. And nonetheless, you did see a positive reaction in shares. Shares closed about 6% higher. But if they're signing on a new customer like Apple, you would expect the stock to jump even higher, right? Even if it's just a headline. So we have to take this with a grain of salt that right now,

1:45.9

this is just a beginning of a conversation with a potential partner.

1:50.7

And maybe we can just fast forward to just the part where we have all of these investors that are investing in.

1:55.4

You have not just too long ago, InVidia, making a $5 billion investment.

2:00.7

You had Intel, and now it's Intel's largest external shareholder.

2:04.6

You had SoftBank at $2 billion injecting it.

2:07.5

The White House, or I should say the administration, at $8.9 billion, so a 10% stake.

2:12.2

So you have all of these, I guess, rescue squads.

2:15.3

That's what I called it, really representing validation maybe for Intel's turnaround at this moment.

2:20.9

But it doesn't necessarily change the problem for Intel, which is dealing with the losses at the foundry,

2:26.6

the slowdown in the 18A advanced manufacturing processes.

2:30.2

But nonetheless, it's, I guess, seen as a positive if Apple signs on.

...

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