10:25 AM EDT, 09/18/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:

NVDA announced a $5B investment stake in INTC (purchased at $23.28) as well as greater collaboration whereby the two will develop customer data center and PC products together, which we think has a host of implications. On the data center front, NVLink will integrate NVDA's Arm-based GPUs and INTC's x86 ecosystem. On the PC side, INTC will integrate NVDA's RTX GPUs with its x86 CPUs. Timing of product releases remains to be seen, but on the surface, the NVDA investment should be viewed as a vote of confidence for INTC investors. We think the investment also puts NVDA further in the good graces of the U.S. administration and could help its own endeavors (e.g., get a Blackwell GPU approved into China and potentially remove a proposed 15% fee). We fully expect NVDA to still push its own budding Arm-based CPUs. While the expanded partnership is solely for products, we do believe it sets up the prospect for NVDA to eventually leverage INTC's foundry business, something INTC is desperately looking for.