$NVIDIA(NVDA)$ BREAKING: Nvidia has made a $2.8 billion gain, or a 56% return, from its $5 billion Intel investment so far. The leading AI chip maker has purchased 214.7 million Intel shares (INTC) at $23.28 per share for $5 billion under the September agreement. Intel shares are currently trading at $36.20 per share; as a result, Nvidia’s $5 billion investment has grown to approximately $7.8 billion. Link at https://www.facebook.com/share/p/1CCvfUmywA/?mibextid=wwXIfr
I think the surge is just beginning for semis like Nvidia! It's been volatile for the past month but it will not stop the inevitable surge.
The New Year Could Bring Massive Upside for These Semiconductor Stocks
The semiconductor industry reported stellar growth in 2025. Data compiled by the World Semiconductor Trade Statistics (WSTS) organization suggests that semiconductor sales are on track to increase by...
Nvidia, Groq Strike AI Tech Licensing Deal -- Barrons.com
In a Christmas Eve deal, Nvidia has entered into a nonexclusive agreement to license technology from artificial intelligence chip start-up Groq, according to a statement on Groq's website.Groq founder Jonathan Ross and Sunny Madra, Groq's president, will leave the company and join Nvidia, bringing other engineering talent with them, according to the statement. Groq will remain an independent company, but it isn't clear if Nvidia is taking an equity stake.Groq makes hardware that AI models can run on, something Nvidia's hardware now dominates. It may be a sign that Nvidia thinks competing chips on new architectures will soon be material competitors, and that it needs to get ahead of it.This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal.
$NVIDIA(NVDA)$ Looks like Nvidia is finally joining the Santa rally! With so much positive news (Nvidia starting H200 shipments to China from mid-Feb 2026, Nvidia's Intel investment obtaining approval, Nvidia's collaboration with Synopsys, Nvidia's licensing agreement with Groq which will boost product performance, the next-generation Rubin chips slated for release in about 6 months etc.), Nvidia is definitely an u
Reading this just warms my heart. Nvidia has opened the door to a golden age!
Nvidia Stock Rises. The Road to Sales in China Opens Up
$Nvidia(NVDA)$ was gaining early on Friday. The chip maker looks to be nearing official U.S. permission to export artificial-intelligence chips to China.Nvidia shares were up 1% at $176 in premarket...
US Launches Review of Advanced Nvidia AI Chip Sales to China, Sources Say
EXCLUSIVE-US launches review of advanced Nvidia AI chip sales to China, sources sayTrump administration move could pave way for Nvidia H200 chip sales to ChinaCommerce Department sends license applications for interagency reviewConcerns remain over chips boosting China's military and AI capabilitiesBy Alexandra Alper
I expect a rebound because Nvidia's fundamentals remain amazing by any measure and pullbacks are being driven by somewhat irrational fear. The highly positive mid‑term/longer-term AI and data‑centre thesis does not change for Nvidia. Semis are inherently cyclical so these kinds of pullbacks are part of owning the winners in this space. Keep holding through the noise!