Nvidia Invests $5B in Intel, Yet an Intel ETF Takes Center Stage
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 19 2025
0mins
Should l Buy NVDA?
Source: Benzinga
Nvidia's Investment in Intel: Nvidia has made a significant $5 billion investment in Intel, but the real highlight was the performance of Intel's leveraged ETF, which surged nearly 46% in one day, far outpacing Nvidia's own ETF.
Market Reactions and ETF Performance: Intel's stock saw a remarkable increase of over 26%, while Nvidia's stock rose only about 3%. This disparity indicates a shift in investor sentiment towards Intel's potential in the AI sector, despite Nvidia's established dominance.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 180.050
Low
200.00
Averages
264.97
High
352.00
Current: 180.050
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is a full-stack computing infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. The Company’s segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing platforms and artificial intelligence (AI) solutions and software; networking; automotive platforms and autonomous and electric vehicle solutions; Jetson for robotics and other embedded platforms, and DGX Cloud computing services. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating industrial AI and digital twin applications.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Long-Term Return Potential: Since its inception in 2001, the ETF has averaged a 9.2% annual total return, meaning a $10,000 investment would be worth over $90,000 today, demonstrating its effectiveness as a wealth-building tool.
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- Platform Upgrade: CoreWeave will roll out Perplexity's Enterprise Max subscription service, enabling employees to conduct deep research, visualize and analyze data all within one platform, thereby improving operational efficiency and enhancing the application of AI models.
- Strong Financial Performance: CoreWeave reported a revenue of $5.1 billion in 2025, a 168% increase year-over-year, although its loss per share improved to $2.81, indicating a high-risk, high-reward investment profile as profitability remains elusive.
- Positive Market Reaction: Following the announcement of the partnership, CoreWeave's stock surged by as much as 9.1%, reflecting market optimism regarding its future growth potential, although analysts advise investors to proceed with caution.
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- Broadcom Earnings Anticipation: Broadcom shares rose 2% as investors await its fiscal first-quarter earnings report, with analysts projecting earnings of $2.03 per share and revenue of $19.18 billion, indicating strong market confidence in its performance.
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- Market Performance: Despite a 9% decline in Broadcom's stock in 2026, trailing the flat S&P 500 index, analysts at Evercore recommend buying the stock, suggesting that investor concerns about a peak in capital expenditures for AI equipment in 2026 may be influencing market sentiment.
- New Product Launch: During the quarter, Broadcom announced new Wi-Fi 8 chips, with expected revenue of $12.25 billion from semiconductor solutions and $7.02 billion from infrastructure software, further solidifying its competitive position in the technology market.
See More
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- Regulatory Risk: The Trump administration's designation of Anthropic as a supply chain risk after it refused the Pentagon's terms has led to defense contractors dropping its technology, which could significantly impact customer trust and market share.
- Shift in Technology Reliance: As the government scrutinizes Anthropic, companies are reassessing their reliance on a single AI provider, with many evaluating multiple vendors simultaneously to mitigate risks, potentially altering the supply chain dynamics across the industry.
- Legal Challenges and Brand Impact: Anthropic plans to contest the government's supply chain risk designation legally; while its brand has benefited from consumer safety concerns, ongoing legal battles may affect investor confidence and the pace of market expansion.
See More
