When Nvidia (NVDA) expresses interest in any company, investors should pay attention. According to a recent 13F-filing, Nvidia has invested a hefty amount of around $7.9 billion in Intel (INTC), now holding 214,

Intel INTC stock: fell 1.3% to $46.18 Tuesday as Nvidia's expanding Meta data center deal and a Reduce consensus rating at $45.74 weighed on shares.

Nvidia‘s (NASDAQ:NVDA) strategic investment portfolio has gained more attention amongst investors as it increasingly targets companies that enhance its AI ecosystem. While the “secret portfolio” has faced headwinds amid questions about AI’s momentum,

Intel stock may have bounced back in 2025, but I'm betting on the chip industry's best in 2026.

Arc excites me, Nvidia doesn't

Applied Digital APLD stock: dropped 8.4% after-hours after Nvidia sold its full $177M stake in Q4 2025, while adding a $7.9B Intel position.

Intel (NASDAQ:INTC) finally had its moment to shine, thanks in part to the huge votes of confidence from the government as well as the GPU chip king Nvidia (NASDAQ:NVDA). The impressive more-than-100% surge rewarded investors who got the timing right with the hard-hit chipmaker that had a painful fall from grace.

Intel Graphics Driver 32.0.101.8509 (WHQL Certified) brings XeSS 3 Multi-Frame Generation to all arc Graphics products, with no generation left behind.

Micron remains a cyclical stock. But its current up cycle could go on much longer than past ones have.

NVIDIA Corporation and Super Micro Computer, Inc. are both currently riding the artificial intelligence (AI) infrastructure boom. But with Supermicro facing margin pressure and NVIDIA offering far stronger profitability metrics,