Tepper's recent picks signal some of the most durable and high-potential opportunities in the AI infrastructure space.

Nvidia’s investment in a UALink board member follows a similar move with Intel, raising concerns about the GPU giant’s influence over alternatives to its proprietary NVLink interconnect.

Nvidia still powers the vast majority of PC graphics cards, dominating AMD in the third quarter of 2025. But Intel somehow ...

Despite recent blips, the markets have kept pushing higher in 2025, lifted by excitement around AI and the massive ...

Intel shares surged Friday after an analyst's social media post added fuel to rumors the iPhone maker Apple could become a ...

Intel breaks through 1% graphics card market share. AMD is also rising. Both gain at Nvidia's expense.

I believe the whole bull case on Intel Corporation hinges on Intel Foundry winning credible tier-one external customers. Read ...

Earlier this month, NVIDIA announced a multi-year partnership with Intel to jointly develop custom data center and PC solutions, alongside a planned US$5 billion equity investment, as Intel executes ...

Intel surged 30% after Nvidia's $5 billion investment, but the stock is now rated HOLD due to execution risks and valuation. NVDA's investment secures a potential second supplier beyond TSMC, but the ...

In actual fact, Torvalds wanted an Intel Arc Pro B50, but was happy with the B580 as a substitute for the build detailed in a ...

The company's finally got some credible competition, with more waiting in the wings.

Arc products now represent 1% of the discrete GPU market based on JPR's stats, and while that sounds tiny, it's quite a step ...