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Meta signs NVIDIA deal

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Impacts
 · 9h · on MSN
Why Nvidia’s deal with Meta is an 'Intel killer,' according to this analyst
The use of Nvidia CPUs could signal a significant shift toward Arm-based chips in the data center.

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 · 5h
Nvidia pushes into Intel and AMD's turf with a 'multigenerational' Meta deal
 · 9h · on MSN
Nvidia's multi-year deal with Meta is a 'positive catalyst' for the chip giant: Needham
 · 11h
Nvidia in focus: Meta partnership expanded, Arm stake sold
Nvidia (NVDA) stock is in focus after the company announced a multiyear partnership with Meta (META), supplying the social media company with GPUs and CPUs.

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 · 14h
Nvidia, Arm Stocks Rise Following Meta Deal
 · 5h
Stock Market Today, Feb. 18: Nvidia Rallies As Meta Deal Boosts AI Confidence
 · 9h
Nvidia, Meta stocks climb after expanded AI infrastructure pact; AMD down
The collaboration will involve Meta building hyperscale data centers optimized for AI training and inference, deploying millions of Nvidia Blackwell and Rubin GPUs along with Nvidia CPUs.

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 · 1d
Meta Will Buy Millions of Nvidia Chips for AI Build-Out
 · 9h
AMD Stock Slides as Meta Expands Nvidia AI Partnership
1h

Nvidia’s “Secret Portfolio” Shakeup: 2 AI Darlings Are Ditched to Bet on Intel

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,
Blockonomi
14h

Applied Digital (APLD) Stock: Why Did Nvidia Just Sell Its Entire $177M Stake?

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.
9hon MSN

Nvidia sold its stakes in these firms. The stocks are sliding.

Key Takeaways Shares of Applied Digital, Recursion Pharmaceuticals and WeRide lost ground Wednesday after a regulatory filing revealed Nvidia sold its stakes in those companies in the fourth quarter.The AI chipmaker added new stakes in Intel,
11don MSN

Forget Intel: This GPU Powerhouse Could Turn the AI Compute Boom Into Market‑Beating Returns

Intel stock may have bounced back in 2025, but I'm betting on the chip industry's best in 2026.
Blockonomi
11h

Nvidia Adjusts Stock Portfolio, Adding New Positions in Key Companies

Nvidia updated its stock portfolio with a $9 billion boost, shifting focus to Intel, Synopsys, and Nokia in Q3 and Q4 of 2025.
13h

Nvidia and Meta expand GPU team with millions of additional AI chips

Nvidia didn't reveal a dollar amount for the expanded deal, though it said that Meta will roll out the chips in its own data centers and lean on those available via Nvidia Cloud P
Forbes
1y

Nvidia Can Pay 50% More For Intel

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 ...
15don MSN

Intel will start making GPUs, a market dominated by Nvidia

Intel has been bulking up a team to focus on this effort and will develop its GPU strategy around customer needs.
Seeking Alpha
5mon

Intel's Nvidia Investment Doesn't Change Things (Rating Downgrade)

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 $5 billion outlay is minor relative to NVDA's market cap.
6don MSN

Why Nvidia, Intel, Netflix, and Palantir stocks crash today: US stock market in deep red as Nasdaq sinks 1.7% and Dow drops 555 points

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.
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