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Melius Upgrades CoreWeave (CRWV) to Buy
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NVIDIA (NVDA) PT Raised to $225 at Evercore ISI
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Rosenblatt Reiterates Buy Rating on NVIDIA (NVDA)
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Barclays on NVIDIA (NVDA): 'we don’t think NVDA is getting enough credit'
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CFRA Upgrades NVIDIA (NVDA) to Strong Buy
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NVIDIA (NVDA) deal doesn’t change any of OpenAI's compute plans, including partnership with Microsoft or its efforts to build its own chips - Reuters
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DA Davidson on NVDA-OpenAI deal: concerned NVDA has become the "investor of last resort"
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NVIDIA (NVDA) investment in OpenAI to be provided in stages with first $10B coming when first gigawatt of computing power is deployed - Bloomberg
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Nvidia's equity investment in OpenAI does not confer control rights - Reuters
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Nvidia Said To Be Making Equity Investment In OpenAI - Bloomberg
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Nvidia announces strategic partnership with OpenAI, shares climb
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Erste Group Upgrades Intel (INTC) to Hold
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Evercore's Emanual explains why this AI bull market has 'a long way to go'
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OpenAI projects $100 billion spend on backup servers, The Information reports
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Wall Street reaction to Intel-NVIDIA tie up
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Benchmark upgrades Intel after 'watershed' Nvidia pact
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Wells Fargo on KED Article: 'at this point it feels like MU has to confirm that its supply is sold out for next year'
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JPMorgan: 'If the press reports are true, Samsung’s long awaited qualification for Nvidia’s HBM3e supply is a positive development'
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Samsung secures Nvidia HBM3E qualification as Micron faces HBM4 hurdles
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Intel distractions could actually be a positive for AMD stock, says BofA
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TD Cowen: 'Today's Surprising Announcement a Win-Win for Both NVIDIA (NVDA) and Intel'
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Intel-Nvidia deal is a clear positive for this European chip stock: BofA
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Piper Sandler on NVIDIA (NVDA): 'Partnership with Intel Expands NVDA's Reach'
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Bernstein: 'Quick Thoughts on NVIDIA's (NVDA) Investment in Intel'
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Intel–NVIDIA partnership: What does it mean for semi equipment suppliers?
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William Blair on NVIDIA (NVDA): 'We see room for Nvidia to maintain robust growth, underpinned by continued hyperscaler spending'
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Stifel on NVDA and INTC: 'We view the collaboration positively'
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NVIDIA commits £2 billion to UK AI startup ecosystem
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DA Davidson: 'NVIDIA continues to accelerate momentum around the AI ecosystem while supporting the only viable leading-edge domestic foundry'
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Return on Intel investment will be fantastic, says NVIDIA's (NVDA) Huang, among other comments
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White House official: the Trump administration was not involved in Nvidia's investment in Intel
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NVIDIA (NVDA) call put ratio 3.2 calls to 1 put after Nvidia (NVDA) agrees to buy $5B in Intel common stock
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Intel–Nvidia pact leaves these stocks behind
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Synopsys shares rise on chip sector developments
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ASML Holding NV (ASML:NA) (ASML) PT Raised to EUR941 at BofA Securities
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Lynx Equity: 'The INTC- NVDA deal announced today is clearly a negative for AMD'
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Nvidia investment seen as 'a game changer' for Intel
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These 12 tech outperforming stocks have more room to run: UBS
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Baird: 'Today's announcement is incrementally positive for Intel'
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Wedbush: 'Intel now goes from a laggard to a catalyst'
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Taiwan Semiconductor stock falls after Intel-Nvidia partnership announcement
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AMD stock falls after Nvidia-Intel collaboration announcement
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Intel surges as Nvidia takes $5B stake
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Intel surges as Nvidia takes $5B stake
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AMD (AMD) Falls 3% Following NVIDIA (NVDA), Intel (INTC) Pact
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NVIDIA invests $5 billion in Intel for joint AI computing development
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