When Nvidia (NVDA) expresses interest in any company, investors should pay attention. According to a recent 13F-filing, Nvidia has invested a hefty amount of around $7.9 billion in Intel (INTC), now holding 214,

Micron remains a cyclical stock. But its current up cycle could go on much longer than past ones have.

Intel Graphics Driver 32.0.101.8509 (WHQL Certified) brings XeSS 3 Multi-Frame Generation to all arc Graphics products, with no generation left behind.

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.

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

Arc excites me, Nvidia doesn't

The company is well-positioned as the tech sector transitions to AI.

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,