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Nvidia wants Intel's consumer business, says Deepwater's Gene Munster
Youtube· 2025-09-18 17:42
uh Deep Water Asset Management Managing Partner Gene Muners is with us along with Wed Bush chips analyst Matt Bryson. Gan, uh Matt, great to see you both. Gene, I I'll kick it off with you.Why do you think Intel is up so much. I mean, what is what is a statement that you would make about about this move. Is it that Intel wasn't as bad as thought.I mean, Nvidia would surely not throw money into a a failing company. I think it's up because it's a validation. Christina talked about it.This is a a massive valid ...
Intel-Nvidia Deal: Hold, Not A Victory Lap (NASDAQ:INTC)
Seeking Alpha· 2025-09-18 17:19
Bashar is a contributing writer at Seeking Alpha, focusing on Long/Short investment ideas, with a geographic focus in North America. Before that, Bashar worked at an Investment Fund in the United Kingdom. He has a Master's degree in Finance from the Queen Mary University of London and a Bachelor's degree in Economics from Middlesex University.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within th ...
Chart of the Day: Intel
CNBC Television· 2025-09-18 17:02
Yeah, is SMH the semis ETF best day since June up 10 of of 11 days. You guys know about that. Software is big in the news today.Crowd Strike gets a number of target hikes after its investor day. So there's a cyber uh speaking of IPO Netcope pricing at 19. I think that stock has actually opened uh for trade uh already up at the NASDAQ.So we can maybe get a a look at that as we do the segue to Malcolm before we wrap up our Ablock today. You bought Oracle. You bought it about 9 days ago uh right ahead of the e ...
Chart of the Day: Intel
Youtube· 2025-09-18 17:02
Yeah, is SMH the semis ETF best day since June up 10 of of 11 days. You guys know about that. Software is big in the news today.Crowd Strike gets a number of target hikes after its investor day. So there's a cyber uh speaking of IPO Netcope pricing at 19. I think that stock has actually opened uh for trade uh already up at the NASDAQ.So we can maybe get a a look at that as we do the segue to Malcolm before we wrap up our Ablock today. You bought Oracle. You bought it about 9 days ago uh right ahead of the e ...
Intel’s surge sends shockwaves across more than 300 ETFs
Seeking Alpha· 2025-09-18 16:58
Exchange traded funds with significant exposure to Intel Corporation (NASDAQ:INTC) jumped into focus on Thursday after the California-based semiconductor company rallied more than 25% on news of a strategic partnership with Nvidia (NVDA). The announcement marks a pivotal moment in ...
Intel stock hits 52-week high after Nvidia's $5B move: analysts see upside but flag caution
Invezz· 2025-09-18 16:27
Intel stock surged almost 30% on Thursday, following news that Nvidia plans to invest a hefty $5 billion in the chipmaker, a move that sparked excitement among investors, catapulting Intel shares to t... ...
Nvidia-Intel deal a game-changer for AI and US tech leadership, analysts say
Proactiveinvestors NA· 2025-09-18 16:24
About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...
New Catalysts Build Positive Pressure on Intel Stock
MarketBeat· 2025-09-18 16:22
Intel TodayINTCIntel$32.00 +7.10 (+28.50%) 52-Week Range$17.67▼$32.38Price Target$22.20Add to WatchlistAfter the start of a rally in August that captured significant investor attention, shares of Intel Corporation NASDAQ: INTC have entered a period of consolidation, establishing a new and higher base in the $25 to $26 range. This sideways trading, however, follows a period of positive fundamental development. While the stock chart has been relatively quiet, the company has executed on a series of distinct ...
Nvidia's Bold Move Catapults Intel To The Heart Of AI Innovation
Benzinga· 2025-09-18 16:06
Intel INTC stock surged on Thursday after unveiling a sweeping partnership with Nvidia NVDA to co-develop custom chips and next-generation systems, a breakthrough that thrusts the long-struggling chipmaker into the center of the artificial intelligence boom and signals a new front in the global race for computing dominance.Wedbush analyst Dan Ives framed Nvidia and Intel’s collaboration as a game-changing moment that pulls Intel “front and center” into the artificial intelligence race.The analyst argued the ...
Why Nvidia's $5 billion Intel investment makes so much sense
Youtube· 2025-09-18 16:02
Joining me now, Stephen our founder and CEO of Quazar Markets. Stephen, great to have you on. >> Thanks for having me, Carolyn.>> Let's start with the news flow today. Stephen, Nvidia betting on Intel taking that $5 billion stake, entering this collaboration with the chipmaker. What are your thoughts on that.>> Yeah, I think obviously it's going to make the president very happy. I mean we uh have now got 10% invested now as a country into Intel and I think it fits the narrative of bringing everything back h ...