Pocket change for NVDA. I am sure this is part of some grand long term plan or strategy for NVDA that we will see later. Intel stock surges as Nvidia announces $5 billion stake in company https://finance.yahoo.com/news/inte...ces-5-billion-stake-in-company-133204180.html (BOLD is my opinion OR what I consider important content) "Intel (INTC) stock spiked roughly 25% in early trading on Thursday after leading AI chipmaker Nvidia (NVDA) said it will take a $5 billion stake in the struggling company. Nvidia said Thursday in a press release that it will invest $5 billion in Intel's common stock, pending regulatory approval. That would represent a roughly 4% stake in the company and bring recent outside investment in the chipmaker to $16 billion. The US government made a $9 billion investment in Intel in August shortly after Japanese investment holding company SoftBank Group (SFTBY) made its own $2 billion investment in the company. Nvidia and Intel said that they would jointly develop "multiple generations of custom data center and PC [personal computer] products as part of the agreement unveiled Thursday." Intel will build custom CPUs (central processing units) with its x86 architecture, or traditional computer chips, for Nvidia to integrate into its AI servers used in data centers to power apps like ChatGPT. Notably, the plan doesn't involve Intel's struggling contract manufacturing business, or foundry. Nvidia's investment comes as Intel has struggled to catch up in the AI race. The company is the only large-scale leading chip manufacturer based in the US and is seen by some as vital to national security. Earlier this year, the Trump administration was reportedly in talks with TSMC (TSMC.BA) and Intel to split up the company and hand over Intel's manufacturing business to its Taiwanese counterpart. While that deal never materialized, the US government drew attention for its unusual move to take a 10% stake in Intel this summer as the Trump administration makes unprecedented deals with the private sector. Intel designs chips for data centers and personal computers, and while it has always manufactured its own semiconductors, the company opened up that manufacturing business to outside customers in 2021 under former CEO Pat Gelsinger. Intel has aimed to both compete with Nvidia's AI chips in its design segment and draw in customers such as Nvidia in its manufacturing business — but both efforts have fallen short. CEO Lip-Bu Tan, who stepped into his role in March, didn't give many details about the company's AI strategy in its most recent quarterly report — when the company announced it was laying off 15% of its workforce and shelved plans to build plants in Europe — but the latest partnership with Nvidia offers a potential glimpse into what his strategy could be: relying on its still-dominant CPU business to partner with AI chipmakers rather than taking them on directly. "This is a game changer deal for Intel as it now brings them front and center into the AI game," Wedbush analyst Dan Ives wrote in a note to investors Thursday. Still, the deal would not bolster Intel's ailing manufacturing business as it looks to bring on outside customers, noted Bernstein analyst Stacy Rasgon. Intel recently said it would only pursue the development of its new 14A manufacturing process, which would be used to develop cutting edge chips, if it can bring in such customers. "But frankly Intel can use the help on the product business just as much given share position in key markets has been bleeding," the analyst said in a note Thursday. Intel and Nvidia will host a press conference to discuss the news at 1 p.m. ET. "This historic collaboration tightly couples NVIDIA's AI and accelerated computing stack with Intel's CPUs and the vast x86 ecosystem — a fusion of two world-class platforms," CEO Jensen Huang said in a statement. "Together, we will expand our ecosystems and lay the foundation for the next era of computing." MY COMMENT I have no doubt that over the longer term this will pay off big for NVDA.....they are amazing long term planners. BUT.....I would still NOT have any interest in Intel stock.
I see the hand of the Chinese government behind this announcement. Combined with their recent leaks about not allowing NVDA chips into the country this is just MORE of the same old attack on the USA an our markets and businesses. This FAKE announcement is intended to pressure and hurt NVIDIA and our AI companies.....and impact the current trade talks. China's DeepSeek says its hit AI model cost just $294,000 to train https://finance.yahoo.com/news/chinas-deepseek-says-hit-ai-125014733.html
HELLO....FED.....are you listening? US weekly jobless claims reverse prior surge, but labor market softening https://finance.yahoo.com/news/us-weekly-jobless-claims-fall-124046237.html
MORE good tech business news.....on many levels. Microsoft boosts Wisconsin data center spending to $7 billion https://finance.yahoo.com/news/microsoft-boosts-wisconsin-data-center-140709958.html "SAN FRANCISCO (Reuters) -Microsoft (MSFT) on Thursday said it plans to build a second massive artificial intelligence data center in Wisconsin, bringing its spending in the state to more than $7 billion."
The start to the day. Nasdaq, Dow, S&P 500 rise after Fed signals more cuts, Nvidia bets on Intel https://finance.yahoo.com/news/live...more-cuts-nvidia-bets-on-intel-231448487.html (BOLD is my opinion OR what I consider important content) "US stocks climbed on Thursday after the Federal Reserve returned to easing interest rates and signaled further cuts are coming, with the Nasdaq Composite (^IXIC) leading gains as Nvidia's (NVDA) lifeline for Intel (INTC) boosted spirits. The Nasdaq jumped nearly 0.9%, while the S&P 500 (^GSPC) added 0.4%, rising to new heights to keep a fresh record close in play. The Dow Jones Industrial Average (^DJI), which includes fewer tech stocks, moved up 0.1%" Shares in Intel surged more than 25% in early trading as investors welcomed Nvidia's $5 billion investment in the struggling US chipmaker. More broadly, markets are shaking off initial hesitation that dragged on stocks after the Fed reduced rates by a quarter percentage point on Wednesday. While the Fed's "dot plot" signaled that two more cuts are likely in 2025, its chair Jerome Powell's comment that high inflation and a weak labor market leave "no risk-free path" dented confidence. Weekly jobless claims figures out on Thursday showed further signs of labor market stress. On the upside, the number of Americans filing for unemployment dropped, after surging the previous week. But hiring all but stalled as demand for and supply of workers slowed. On the corporate front, FedEx (FDX) will report its quarterly results after the bell. Analysts expect the delivery giant's profit to take a hit from President Trump's decision to end the "de minimus" tariff exemption for low-value direct-to-consumer packages from China and Hong Kong. Trump is on a state visit to the UK, where he dined with tech and finance executives at Windsor Castle. Trump and Prime Minister Keir Starmer are set to meet on Thursday amid efforts to nail down deals on tech, energy, and digital assets. In particular focus for the US and the UK is boosting ties in AI, with Microsoft (MSFT) and Nvidia (NVDA) pledging to make investments." MY COMMENT A good start to the day. Hopefully the lack of any significant news will allow the markets to run and thrive today.
This is one way to invest for the long term and keep your hands off the money. NBA star Kevin Durant can’t unlock his Coinbase bitcoin account. His agent is thrilled https://www.cnbc.com/2025/09/18/nba-star-kevin-durant-cant-unlock-his-coinbase-bitcoin-account.html "Key Points Durant’s predicament has “only benefited” the hoopster, agent Rich Kleiman said. “We’ve yet to be able to track down his Coinbase account info, so we’ve never sold anything, and this bitcoin is just through the roof,” Kleiman said Tuesday at CNBC’s Game Plan conference in Los Angeles."
OK....really a NOTHING day today....in terms of news. The markets seem to be reflecting a.....NOW positive..... view of the first rate cut and the potential next couple to come later this year. it is nice to see this event.....POSSIBLY....having a nice impact on the markets for a few days....before we go back to the constant NEGATIVITY. What I have put up above is just about the TOTALITY of what is going on today....not much.
I consider this a legitimate business and investing story. BUT....I dont see a word about it outside of Fox Business. Trump, Starmer sign $350 billion 'tech prosperity deal' in record-breaking investment plan Agreement called 'biggest investment package of its kind in British history' by prime minister https://www.foxbusiness.com/fox-new...osperity-deal-record-breaking-investment-plan
So far today I have made back more than I lost yesterday. I have now improved to only two stocks in the RED....COST and AAPL. Some day..... COST will split their stock and make it affordable and attractive to investors. The stock is UP by ONLY 5.26% year to date. My view....it is stuck in a trading range due to the stock being too high to attract retail investors. Earnings and fundamentals are GREAT, management continues to be GREAT.....but the stock is too high for most investors to handle on a psychological level. A small investor with a few thousand dollars to put into a company just cant get past only getting....TWO SHARES....for that hard earned money. AND Some day....AAPL will figure out how to do PR on their AI business and how to use AI in their products.
I don't know. Seems a bit fishy in a way. The government took a 15% stake in a private company. Then, NVDA comes along and joins in on the rescue. Knowing the chip restrictions and previous wranglings associated with that....maybe they are wanting to gain favor with the government to ease some of those things. . Really, it may not have anything to do with the above. It may be to help Intel get out of the ditch since they are a US company and all of the noise surrounding China. Might be perfectly a good thing with no hint or possibility of "favor" or impropriety.
Seems I read a while back this particular thought/question came up and the CFO mentioned part of the reason was related to the availability of investors to buy fractional shares. Basically, saying this access made splits less desirable or necessary.
For some reason a double post occurred with the above....so I will add this one to replace it...lol. AAPL was mentioned above. Yep, they have just kind of lingered for a while. Still negative for the year.
