
"If I'm going to make a buy call just based solely on this deal, this does not make me want to buy NVIDIA more, but it might make me want to at least move Intel onto the watch list."
In discussing the $5 billion private placement in which NVIDIA invested in Intel at $23.28 per share, the host notes that while the strategic benefits may favor NVIDIA, the cash infusion for Intel could be used to further its foundry business and other growth initiatives. This leads him to consider adding Intel (ticker INTC) to his watch list, signaling an actionable, bullish perspective on Intel.
The Great Rule Breakers Healthcare Debate: Progyny or Hims & Hers?
September 22, 2025
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