Nvidia is set to gain from major Intel and OpenAI deals, expanding its market, boosting recurring revenue, and long-term growth. Read why NVDA stock is upgraded to buy.

Nvidia's surprise $5 billion stake in Intel comes with a multiyear product roadmap -- and big implications for AI data centers and PCs.

Not that long ago, it was hard to find people who were excited about Intel’s stock. But these days, even skeptics are finding it difficult to look away, with President Donald Trump's recent endorsement,

Industry sources believe that the combination of an Intel CPU and an Nvidia RTX GPU inside an Intel processor will still require several years of work, and Intel's rivals aren't sure whether it will actually happen.

Altimeter Capital’s Brad Gerstner, in late August, talked about the impressive results of Nvidia on CNBC and explained why the company is benefiting from AI inference.

Intel’s stock shot up 30% on Thursday after Nvidia revealed it was buying a $5 billion stake, as Cryptopolitan reported. But the hype around that investment

Apple could join Nvidia and the U.S. government in shoring up Intel. The talks are reportedly in very early stages.

Intel's stock has now regained levels not seen since July 2024, after a long winter in which its future came into doubt and the stock price fell below the company's book value. However, it appears Tan's capital raise from prominent fabless chipmakers is boosting confidence in Intel's strategy and technology, despite their dilutive effects.