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Intel, Nvidia deal may have implications for Astera Labs, Morgan Stanley says (ALAB:NASDAQ)
Seeking Alpha· 2025-09-19 12:14
Intel's (NASDAQ:INTC) deal with Nvidia (NASDAQ:NVDA) to co-develop PC and data center chips could have major implications for Astera Labs (NASDAQ:ALAB), but it's unclear exactly what they are at this point, Morgan Stanley said. “While Intel was not listed on the ...
Novice Investor’s Digest For Friday, September 19
Forbes· 2025-09-19 11:54
Stocks indexes recently hit new record highs after interest-rate reduction and big announcement from Nvidia.gettyStock prices rose after Wednesday’s close to hit new record highs. Contributing factors included the Fed’s quarter-point rate reduction and Nvidia’s announced investment in Intel. The large-cap S&P 500 index rose 0.5% while the technology-focused Nasdaq Composite rose 0.9%. The Dow Jones Industrial Average, focused on blue-chip stocks, rose 0.3%. The Fed also projected two additional rate cuts th ...
Nasdaq Surges Over 200 Points Amid Positive Economic Data: Investor Sentiment Improves, Fear Index Remains In 'Greed' Zone - CrowdStrike Holdings (NASDAQ:CRWD)
Benzinga· 2025-09-19 08:37
The CNN Money Fear and Greed index showed an improvement in the overall market sentiment, while the index remained in the “Greed” zone on Thursday.U.S. stocks settled higher on Thursday, with the Nasdaq Composite gaining more than 200 points, a day after the Federal Reserve cut rates by 25 basis points and signaled more easing ahead.Tech stocks led the charge. Intel Corp. INTC skyrocketed 23% after Nvidia Corp. NVDA pledged a $5 billion investment to co-develop PC and data center chips.CrowdStrike Holdings ...
Nasdaq Surges Over 200 Points Amid Positive Economic Data: Investor Sentiment Improves, Fear Index Remains In 'Greed' Zone
Benzinga· 2025-09-19 08:37
The CNN Money Fear and Greed index showed an improvement in the overall market sentiment, while the index remained in the “Greed” zone on Thursday.U.S. stocks settled higher on Thursday, with the Nasdaq Composite gaining more than 200 points, a day after the Federal Reserve cut rates by 25 basis points and signaled more easing ahead.Tech stocks led the charge. Intel Corp. INTC skyrocketed 23% after Nvidia Corp. NVDA pledged a $5 billion investment to co-develop PC and data center chips.CrowdStrike Holdings ...
2 More Chip Stocks Making Major Intraday Moves
Schaeffers Investment Research· 2025-09-18 18:58
Earlier today, Nvidia (NVDA) made headlines by announcing a partnership with Intel (INTC) to co-develop PC and data center chips. The move sent Intel stock toward its best day on record, while Nvidia snapped a three-session losing streak. Meanwhile, sector peers Advanced Micro Devices Inc (NASDAQ:AMD) and Micron Technology Inc (NASDAQ:MU), are charting diverging paths in response.AMD is digging itself further into a pit today, last seen down 1.4% to trade at $156.98. The equity is currently on a three-day l ...
Nvidia makes $5B bet on struggling Intel with stake, chip deal after Trump talks
New York Post· 2025-09-18 15:28
投资交易 - 英伟达宣布投资50亿美元于英特尔 使其获得约4%股权[1][2][5] - 交易价格为每股23.28美元 略低于周三收盘价24.90美元但高于美国政府20.47美元的入股价格[6] - 英特尔近期累计获得软银20亿美元投资和美国政府57亿美元投资 资本储备持续增加[10] 战略合作 - 双方将联合开发PC和数据中心芯片 涉及"多代"产品规划[7] - 合作不包括英特尔的晶圆代工业务 即不会为英伟达生产芯片[5] - 英特尔将为英伟达AI芯片设计定制数据中心中央处理器 通过专有技术实现高速芯片通信[17][18] 市场竞争影响 - 协议对台积电构成潜在风险 目前台积电生产英伟达旗舰处理器[13] - AMD在数据中心芯片供应领域面临压力 股价下跌4.6%[13][19] - 联合芯片产品将对AMD自主研发的AI服务器和博通的芯片互连技术形成竞争挑战[20] 技术整合 - 高速互连技术成为AI市场关键差异化因素 多芯片协同处理海量数据需求旺盛[18] - 消费市场方面 英伟达将向英特尔提供定制图形芯片 增强其PC处理器竞争力[21] - 英特尔x86架构虽市场份额下滑 但在数据中心和PC领域仍保持主导地位[21] 管理层与政策背景 - 英特尔三月任命新CEO Lip-Bu Tan 因与中国关系受到美国政界质疑[3] - 美国政府获得英特尔10%股权 白宫促成了这一特殊安排[3] - 英伟达CEO Jensen Huang与特朗普总统共同出席公开活动 交易被认为符合美国政策导向[9][23]
Intel Stock Eyes Best Day Ever After Nvidia Investment
Schaeffers Investment Research· 2025-09-18 15:10
Intel Corp (NASDAQ:INTC) stock is up 26.4% to trade at $31.46 at last glance, following news that sector peer Nvidia (NVDA) will invest $5 billion in the chipmaker to collaborate on the development of PC and data center chips. INTC is on track for its biggest single-day percentage gain on record, while pacing for its third daily gain in four. Now sporting a 55.8% year-over-year lead, the equity earlier hit a fresh 52-week peak of $31.79, bouncing off a floor at $24 that came into place in late August.The op ...
Markets Soar on Fed Rate Cut Hopes and Tech Sector Buzz
Stock Market News· 2025-09-18 13:08
The U.S. stock market is poised for a robust opening on Thursday, September 18, 2025, with premarket trading indicating strong gains across major indexes. This surge in optimism follows the Federal Reserve's decision yesterday to implement its first interest rate cut of the year, coupled with projections for further easing before year-end. Investors are keenly assessing the implications of a more accommodative monetary policy, alongside significant corporate news in the technology sector.Premarket Trading a ...
Nvidia to invest $5 billion in Intel
Youtube· 2025-09-18 11:50
This just happened uh moments ago. Nvidia making a $5 billion in or agreeing to investment in Intel, a partnership. The deal does not include an agreement for Intel to manufacture Nvidia chips.Nvidia and Intel will however develop PC and data center chips. According to a news release that's just that was just out. John Fort man oh man.He So at 7:14 he was in bed sleeping at at 6:40. No, you're you're you're here for the IPO. These are my pajamas, Joe.Yeah, I'm here for the Net Scope IPO, but just happen to ...
Nvidia takes $5 billion stake in Intel, offers chip tech in new lifeline to struggling chipmaker
Yahoo Finance· 2025-09-18 11:03
By Stephen Nellis, Max A. Cherney, Jeffrey Dastin and Karen Freifeld SAN FRANCISCO/WASHINGTON (Reuters) - Nvidia said on Thursday it would invest $5 billion in Intel, throwing its heft behind the struggling U.S. chipmaker just weeks after the White House engineered an extraordinary deal for the federal government to take a massive stake in the company. Nvidia's support offers Intel a new chance after years of turnaround efforts failed to pay off, and triggered a 23% jump in the U.S. chip manufacturer's s ...