The big news in chips today is that Intel and Nvidia are joining forces in a new partnership to build hardware together as Nvidia invests $5 billion in Intel, taking a nearly 5% stake in the company.

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

Nvidia will buy $5 billion of Intel stock as the companies co-develop multiple generations of AI data-center and PC chips. Fresh financials show Nvidia growing fast while Intel is still restructuring ...

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

Intel Corporation INTC and NVIDIA Corporation NVDA are two premier semiconductor firms focusing on AI (artificial intelligence) and advanced chip technologies. Intel, reportedly the world’s largest ...

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 ...

While Nvidia pioneered these chips, two of the company's cohorts in the semiconductor space -- Advanced Micro Devices (NASDAQ: AMD) and Intel (NASDAQ: INTC) -- are seeking to make inroads as ...

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 ...

Nvidia’s grip on the discrete graphics market has tightened to a level that would have seemed implausible a decade ago, even ...

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

What an incredible comeback year it’s been for fallen former chip darling Intel (NASDAQ:INTC), which added to its gains last ...