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

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

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,

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 has been bulking up a team to focus on this effort and will develop its GPU strategy around customer needs.

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.

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.

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.

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,