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The Latest Breaking News from Nvidia

Nvidia's $5 Billion Intel Bet Could Shape AI PC Era, Says Ming-Chi Kuo, As Gene Munster Calls 20% INTC Stock Surge 'Overreaction'

Analysts offered sharply different takes on Nvidia Corp.'s (NASDAQ:NVDA) $5 billion investment in Intel Corp. (NASDAQ:INTC), with TF Securities' Ming-Chi Kuo touting the partnership's potential to reshape the AI PC landscape while Deepwater Asset Management's Gene Munster cautioned that Intel's soaring stock reaction looked excessive.

Benzinga

Intel says Arc GPUs aren't going anywhere just yet despite the new Nvidia collaboration

Whether and how long that will remain the case is a different question.

PC Gamer

The UK Welcomed Trump & Melania With A Lavish State Dinner. What Was The Trade-off?

UK hosted Trump with royal treatment, but the real outcome was a £275 billion tech deal shaping Britain's digital future.

International Business Times UK

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Huawei unveils Atlas 950 SuperCluster — promises 1 ZettaFLOPS FP4 performance and features hundreds of thousands of 950DT APUs

Huawei has outlined its roadmap for Zettascale AI systems that will rely on hundreds of thousands and then millions of AI accelerators.

Tom’s Hardware

Trump's Cryptic 'Intel At $30' Post Sparks Debate As INTC Shares Slip Over 2% In Friday's Pre-Market

President Donald Trump has created a buzz with a cryptic post on his social media platform, Truth Social. This time, the focus is on Intel Corporation (NASDAQ:INTC).

Benzinga

White House AI Czar David Sacks Warns Washington Must Let US Chipmakers Like Nvidia Sell Abroad Or Risk Forfeiting AI Race To Huawei And China

On Thursday, White House AI and crypto czar David Sacks urged Washington to update export control policies, warning that restricting U.S. companies like Nvidia Corp. (NASDAQ:NVDA) from selling chips abroad could hand Chinese companies such as Huawei Technologies the advantage in the global race for artificial intelligence dominance.

Benzinga

European markets open higher after rally on Wall Street, slide in Asia

An interest rate cut earlier this week by the US Federal Reserve has boosted sentiment in Europe and the US. Investors are also watching for news of a phone call on Friday between President Donald Trump and China's President Xi Jinping.

Euronews

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Huawei announces world’s ‘most powerful’ AI chip cluster as competition with US heats up

Chinese telecommunications company Huawei says it has developed the world’s 'most powerful’ AI computing systems as it takes on US AI chip giant Nvidia.

Euronews

Asian shares retreat after Intel helped drive Wall Street to more records

Asian shares mostly retreat after a rally of technology stocks led by Nvidia and Intel pushed Wall Street to more records

The Independent UK

Nvidia Reportedly Spends Over $900 Million To Hire Enfabrica CEO Rochan Sankar And License Startup's Breakthrough Technology

Nvidia Corp. (NASDAQ:NVDA) has reportedly struck a deal worth more than $900 million to bring on Enfabrica CEO Rochan Sankar and key employees while licensing the startup's technology designed to link over 100,000 GPUs into unified systems.

Benzinga

Intel, Fedex, Lennar, Brera Holdings And Rivian: Why These 5 Stocks Are On Investors' Radars Today

U.S. stocks closed higher on Thursday, with the Dow Jones Industrial Average up 0.3% at 46,142.42. The SP 500 advanced 0.5% to 6,631.96, while the Nasdaq climbed nearly 1% to 22,470.73.These are the top stocks that gained the attention of retail traders and investors through the day: Intel Corporation (NASDAQ:INTC) Intel’s…

Benzinga

Bitcoin, Ethereum, XRP, Dogecoin Unmoved Even As SEC's Policy Changes Hint At Quicker Crypto ETFs; Analyst Sees BTC's Rally To $130,000 After Pullback

Leading coins traded sideways Thursday even as the Securities and Exchange Commission eased rules for listing institutional cryptocurrency products.

Benzinga

Jensen Huang Is A 'Good Friend,' Says Intel CEO Lip-Bu Tan Amid News Of Partnership With Nvidia: Next Era Of Computing Coming?

On Thursday, Intel Corporation (NASDAQ:INTC) shares jumped by double digits after announcing a major partnership with Nvidia Corporation (NASDAQ:NVDA).

Benzinga

This Dividend Stock Is Up 10% This Year and Amazon Could Take It Even Higher

General Motors’ stock is up 10% this year and could climb further as Amazon’s pilot of BrightDrop electric vans highlights GM’s expanding presence in green logistics, strategic partnerships, and strong dividend growth potential.

Barchart

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Windows Central

Should Microsoft make its own wearable AI hardware with Copilot?

Dan & Zac discuss Microsoft's new "Windows 2030 Vision" series, the first of which hints at a potential future "Agentic OS" from Microsoft. What might that look like?

MarketBeat

3 AI Infrastructure Stocks With Upside After the Summer Rally

The AI infrastructure buildout has years to go, here are three stocks with room to run as data center demand and hyperscaler spending fuel long-term growth

Evening Standard

UK students lack entrepreneurial drive, says Business Secretary

The US commerce chief said America will ‘take care of the United Kingdom’ during talks to mark Nvidia’s UK deal.

Benzinga

AMD's Underdog Moment: Nvidia-Intel Alliance Raises The AI Stakes

Nvidia Corp (NASDAQ:NVDA) just handed Advanced Micro Devices Inc (NASDAQ:AMD) a fresh headache. The chip giant is teaming up with Intel Corp (NASDAQ:INTC) in a sweeping $5 billion collaboration to co-develop custom CPUs, GPUs, and AI infrastructure, leaving AMD on the outside looking in at a new two-horse race in…

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The Guardian - US

Nvidia to invest $5bn in Intel after Trump administration’s 10% stake

Deal gives Intel a lifeline as firms team up on AI datacenters and PC chips after Trump stake sparks market surge

Tom’s Guide

Nvidia and Intel’s partnership shakes up the tech industry: New 'x86 RTX' chips, $5 billion investment and more

Nvidia and Intel have just announced a huge deal to make new chips together — including CPUs with RTX graphics built in.

Tom’s Hardware

Teams at Nvidia and Intel have been working in secret on jointly developed processors for a year — 'The Trump administration has no involvement in this partnership at all'

Intel and Nvidia have quietly spent the past year co-developing custom x86 processors and SoCs for data center and client PCs with deep architectural collaboration across three joint teams.

Barchart

Stock Indexes Rally to Record Highs on Fed Rate Cut Expectations

The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +0.48%, the Dow Jones Industrials Index ($DOWI ) (DIA ) closed up +0.27%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.95%. September E-mini S&P futures (ESU25 ) rose +0.50%, and September E-mini Nasdaq futures...

Benzinga

Intel Stock Has Best Day Ever: Jensen Huang Says Nvidia Will Be A 'Very Large Customer'

NVIDIA Corp. (NASDAQ:NVDA) CEO Jensen Huang revealed that the company’s $5 billion investment and collaborative efforts with Intel Corp. (NASDAQ:INTC) were the result of nearly a year of discussions between the two firms.

Kiplinger

Small Caps Hit First New High in Four Years: Stock Market Today

The Dow Jones Industrial Average, S&P 500 and Nasdaq Composite also notched fresh record highs Thursday.

Benzinga

AMD Stock Is Trading Lower Thursday — What's Happening?

Advanced Micro Devices Inc (NASDAQ:AMD) shares are moving lower Thursday after Nvidia Corp (NASDAQ:NVDA) revealed a surprise $5 billion investment in Intel Corp (NASDAQ:INTC), raising competitive concerns for AMD.

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