Meta is deepening its ties to Nvidia in a move that could further pressure Intel and AMD, even as AI demand remains strong.

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.

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.

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.

Mobile chipset specialist Qualcomm approached Intel regarding a potential takeover, per a report in The Wall Street Journal. However, Nvidia would be a far better suitor, with the ability to pay up to 50% more for Intel. Why? Nvidia is worth close to $3 ...

The Nasdaq fell 1.7% and the Dow Jones dropped 555 points today. The S&P 500 lost 1.2%. U.S. stock market trading turned sharply negative. Tech stocks led the selloff. Nvidia, Intel, Netflix, and Palantir shares declined as investors rotated into cyclical stocks.

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

Nvidia, the world’s leading chipmaker, announced on Thursday that it’s investing $5 billion in Intel and will collaborate with the struggling semiconductor company. Why don’t I feel California as world’s 4th largest economy? With electricity bills ...

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,