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[ShaiKhulud1989]

Nvidia is replacing rival chipmaker Intel in the Dow Jones Industrial Average, a shakeup to the blue-chip index that reflects the boom in artificial intelligence and a major shift in the semiconductor industry.

Intel shares were down 1% in extended trading on Friday. Nvidia shares rose 1%.

via CNBC

Clearly, a monumental shift that can hit gaming in a very unpredictable way. Nvidia is less and less interested in gaming and has no incentive to keep competitive GPU pricing, while Intel is literally being Boeing of chip industry minus the MIC contracts. And that's grim news too, because AMD will have even less reasons to keep modest pricing on future Zen chips.

There are also rumors about Nvidia CPU/GPU combo based on ARM architecture, so something is changing behind the scenes and not on a healthy way.

 

[Digital-Aftertaste]

Welp time to short Intel as if its the new Game Stop now.

 

[Cyberpunkd]

This is a reminder that no matter which company with high paying executives they can still fuck it up till no end.

 

[Mattyp]

This is a reminder that no matter which company with high paying executives they can still fuck it up till no end.

Paying their executives to much and buying back shares is the exact reason they’re in this mess.

 

[nowhat]

Welp time to short Intel as if its the new Game Stop now.

Yeah, you do that. It's not like that affects other semiconductor manufacturers.

(Sincerely, an AMD stock holder. Bought a bunch way back, just as "activism" I suppose. This year has been wild. It has gone up and down all through the year, with often no correlation to how the company has actually been doing. At it's best it was like +44% YTD. Currently -3.2%)

 

[Calico345]

 

[GHG]

Welp time to short Intel as if its the new Game Stop now.

Bit late for that.

 

[Robb]

 

[ShaiKhulud1989]

Won’t surprise me of the government will bail Intel out at some point, but this is still funny af, considering all the ‘rear view mirror’ comments

 

[winjer]

And it gets worse for Intel.
Rumours say Nvidia is set to release high end ARM CPUs, by September 2025.

 

[Edmund]

One of my former school classmate who is a stock broker always mispronounces Dow Jones as Down Jones. And it's not on purpose. He just has really bad English.

 

[ShaiKhulud1989]

And it gets worse for Intel.
Rumours say Nvidia is set to release high end ARM CPUs, by September 2025.

Literally in the op, but yeah

 

[Badlucktroll]

Intel could potentially be on Apple's acquisition portfolio amid financial struggles, emancipating itself from an overreliance on TSMC for chips — but Samsung could have better standing

Apple could reportedly buy Intel amid its financial struggles, fostering its new AI strategy and freeing itself from an overreliance on TSMC for chips.

www.windowscentral.com

 

[SolidQ]

AMD buying Intel? It’s on the table

According to a new report, the U.S. government is encouraging Intel to consider a merger, potentially with rival AMD.

finance.yahoo.com

This has be joke?

 

[winjer]

AMD buying Intel? It’s on the table

According to a new report, the U.S. government is encouraging Intel to consider a merger, potentially with rival AMD.

finance.yahoo.com

This has be joke?

With every week, some report comes out stating another company wants to buy Intel.
I bet most of these reports are true, up to some extent, as all these companies are gauging the deal.
But I bet there are also several equity firms looking to buy out Intel and then sell it's assets and IP to the highest bidder.

 

[SolidQ]

wants to buy Intel.

Intel now feels like super hot girl, everyone wants her

 

[winjer]

Intel now feels like super hot girl, everyone wants her

More like she is the crazy, divorced women, that was once hot. But she still has a big house and a nice car.