Key Takeaways Shares of Applied Digital, Recursion Pharmaceuticals and WeRide lost ground Wednesday after a regulatory filing revealed Nvidia sold its stakes in those companies in the fourth quarter.The AI chipmaker added new stakes in Intel,

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,

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 stock may have bounced back in 2025, but I'm betting on the chip industry's best in 2026.

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.

Nvidia updated its stock portfolio with a $9 billion boost, shifting focus to Intel, Synopsys, and Nokia in Q3 and Q4 of 2025.

Mobile chipset specialist Qualcomm approached Intel regarding a potential takeover, per a report in The Wall Street Journal. However, Nvidia would be a far better suitor, with the ability to pay up to 50% more for Intel. Why? Nvidia is worth close to $3 ...

The Nasdaq fell 1.7% and the Dow Jones dropped 555 points today. The S&P 500 lost 1.2%. U.S. stock market trading turned sharply negative. Tech stocks led the selloff. Nvidia, Intel, Netflix, and Palantir shares declined as investors rotated into cyclical stocks.

The Intel CEO has a simple plan to return to growth, but there are significant obstacles in the way.

NVIDIA Corporation and Super Micro Computer, Inc. are both currently riding the artificial intelligence (AI) infrastructure boom. But with Supermicro facing margin pressure and NVIDIA offering far stronger profitability metrics,