NVIDIA's latest 13F filing revealed a surprising $30 billion investment in Intel, representing nearly half of its $63 billion equity portfolio. This move highlights CEO Jensen Huang's strategy to invest broadly in the AI supercycle, including key players like Nokia, Coherent, CoreWeave, and Nebius, which are involved in AI hardware, optical interconnects, cloud GPU services, and AI cloud infrastructure. These investments underscore NVIDIA's bet on a diverse AI supply chain beyond just GPUs, with companies showing strong revenue growth and market potential. The portfolio signals significant opportunities for retail investors to consider these AI infrastructure plays as the AI market expands.
Shares of AI hardware companies, including Cerebras, Intel, and AMD, fell sharply before Cerebras' Supernova product event due to profit-taking and broader market rotation. Despite strong endorsements and revenue growth projections, Cerebras faces se...
Intel's stock has surged over 329% in the past year, driven by strong growth in its Data Center and AI segments and a successful foundry ramp. Despite this impressive comeback, shares face near-term pressure from a recent $15 billion stock offering a...
US export controls on chipmakers like Nvidia, AMD, and Intel, initiated by the Biden administration and supported by Congress, are causing more harm than just lost sales. While these companies lose access to the Chinese market, Chinese firms such as ...
Intel's disclosed equity portfolio is unusually small for its $541.83 billion market cap, totaling just $620 million as of mid-2026. It holds two key positions: 50 million shares in Mobileye, an autonomous driving company spun out from Intel, and 15....
Intel shares fell 4% alongside other chipmakers like AMD and NVIDIA due to rising Treasury yields pressuring high-growth tech stocks. Despite the pullback, Intel stock is still up 180% year-to-date. Recent quarterly filings revealed NVIDIA holds a ma...
