SpaceX Insider Share Sale Values Company Near $800 Billion Amid IPO Speculation 
Nomura Expands Alternative Assets Strategy With Focus on Private Debt Acquisitions 
Biren Technology Targets Hong Kong IPO to Raise $300 Million Amid China’s AI Chip Push 
EU Court Cuts Intel Antitrust Fine to €237 Million Amid Long-Running AMD Dispute 
SK Hynix Considers U.S. ADR Listing to Boost Shareholder Value Amid Rising AI Chip Demand 
SpaceX Begins IPO Preparations as Wall Street Banks Line Up for Advisory Roles 
iRobot Files for Chapter 11 Bankruptcy Amid Rising Competition and Tariff Pressures 
California Jury Awards $40 Million in Johnson & Johnson Talc Cancer Lawsuit 
Australia Enforces World-First Social Media Age Limit as Global Regulation Looms 
SK Hynix Labeled “Investment Warning Stock” After Extraordinary 200% Share Surge 
Korea Zinc Plans $6.78 Billion U.S. Smelter Investment With Government Partnership 
Trump Signs Executive Order to Establish National AI Regulation Standard 
Trump Criticizes EU’s €120 Million Fine on Elon Musk’s X Platform 
Intel’s Testing of China-Linked Chipmaking Tools Raises U.S. National Security Concerns 
Apple App Store Injunction Largely Upheld as Appeals Court Rules on Epic Games Case 
Microsoft Unveils Massive Global AI Investments, Prioritizing India’s Rapidly Growing Digital Market 
Intel shares soared 22.7% to $30.57 on Thursday, their highest level since July 2024, after Nvidia revealed a $5 billion stake in the chipmaker. Nvidia purchased shares at $23.28 each, marking the start of a landmark partnership aimed at developing next-generation data center and PC products.
The collaboration centers on Nvidia’s NVLink technology, combining its AI and accelerated computing with Intel’s CPU and x86 ecosystem. Intel will produce Nvidia-custom x86 CPUs for AI platforms, while also building x86 system-on-chips that integrate Nvidia RTX GPU chiplets to power high-performance PCs.
Nvidia CEO Jensen Huang expressed confidence in Intel’s potential, stating the investment will yield “fantastic returns” and highlighting Nvidia’s growing reliance on Intel CPUs and foundry services. Analysts view this as a significant milestone for Intel CEO Pat Gelsinger, finally securing a flagship client for its manufacturing business.
Market analysts noted broad implications across the semiconductor sector. Baird called the deal a “clear win” for Intel’s foundry ambitions and a boost for Nvidia, Rambus, and Micron. However, it poses challenges for AMD, with its CPU-GPU positioning threatened, and for ARM, as x86 strengthens within AI platforms.
Wedbush emphasized the geopolitical angle, describing the partnership as reinforcing U.S. leadership in the AI race against China. Wolfe Research noted slight negatives for AMD and ARM but positioned Intel as increasingly competitive.
The announcement follows an August deal between Intel and the Trump Administration, which provided $8.9 billion in U.S. government support through CHIPS Act grants and the Secure Enclave program.
Market reactions were swift: AMD slipped 0.8%, ARM dropped 4.5%, while Taiwan Semiconductor gained 2.2%, Lam Research rose 3.6%, KLA jumped 5.7%, and Synopsys surged nearly 13%.
This historic collaboration underscores how Intel’s resurgence, powered by Nvidia’s backing, could reshape the global semiconductor landscape.
