Billionaire Israel Englander Sells Nvidia Stock and Buys an AI Stock Up 2,000% Since Early 2023
Billionaire Israel Englander's hedge fund, Millennium Management, sold 3 million shares of Nvidia (NVDA) while increasing its stake in Palantir Technologies (PLTR) by 543,300 shares in the fourth quarter. Despite trimming his Nvidia position, it remains a significant holding for Englander. The article details the competitive advantages of both companies in the AI market and discusses their valuations, noting Palantir's high price-to-sales and price-to-earnings ratios.
1 Company Set to Make a Fortune from the $650 Billion Data Center Buildout
Taiwan Semiconductor (TSM) is positioned as a primary beneficiary of the estimated $650 billion data center buildout by major AI hyperscalers such as Amazon, Microsoft, Alphabet, and Meta Platforms. As the world's leading chip foundry, TSM manufactures chips for key players like Nvidia, AMD, and Broadcom, ensuring its involvement regardless of specific hardware choices. The company projects a nearly 60% compound annual growth rate for AI chip revenue between 2024 and 2029, and its stock is currently valued at 26 times forward earnings, presenting a compelling investment opportunity despite its recent price appreciation.
Intel's next chapter in Oregon: What it means for jobs, investment and the state economy
Intel, a major employer in Oregon, is navigating a period of extensive layoffs and restructuring. Despite these challenges, the company, with new federal investment and partnerships, aims to lead in chipmaking and advanced manufacturing, focusing on talent retention and stressing its importance to the state's economy. Intel's director of U.S. government and community affairs, Courtney Martin, discusses the company's strategies for future growth and maintaining its presence in Oregon.
Intel's next chapter in Oregon: What it means for jobs, investment and the state economy
Intel, Oregon's largest private employer, faces scrutiny after deep layoffs despite its historical role in the state's Silicon Forest. The company's director of U.S. government and community affairs, Courtney Martin, discusses the company's future outlook, federal investment, and Nvidia's $5 billion stake, emphasizing Intel's commitment to innovation, talent retention through partnerships with local universities, and its continued importance to Oregon's economy amidst global competition.
NANO Nuclear Energy Adds Intel Technologist and Former Department of Energy Deputy Chief Data Officer Seth Berl, Ph.D. to its Board of Directors
NANO Nuclear Energy (NASDAQ: NNE) has appointed Dr. Seth Berl, a prominent technology executive, as an independent director to its Board of Directors. Dr. Berl brings nearly two decades of high-level industry and government experience, including his current role as Global GTM, Government Technologies Chief Technologist at Intel Corporation and previous service as Deputy Chief Data Officer at the U.S. Department of Energy. His expertise in data science, AI, and government operations is expected to significantly contribute to NANO Nuclear's growth and strategic initiatives in advanced nuclear technology.
Intel vs. HubSpot: Which AI-Driven Tech Stock Has More Upside?
This article compares Intel (INTC) and HubSpot (HUBS) as AI-driven tech stocks, analyzing their strategies, strengths, and weaknesses in leveraging artificial intelligence. While Intel focuses on AI chips for data centers and PCs, HubSpot integrates AI across its product suites and uses a seat pricing model for customer growth. The analysis concludes that despite Intel's valuation appeal, HubSpot appears to be a better investment option due to its anticipated revenue growth, contrasting with Intel's projected decline.
Friday's ETF with Unusual Volume: MODL
The VictoryShares WestEnd U.S. Sector ETF (MODL) experienced unusually high trading volume on Friday, with over 728,000 shares traded, significantly above its three-month average. Shares of MODL were up about 0.5%, driven by activity in components like Nvidia and Intel, while Coherent and Coreweave saw notable individual movements within the ETF.
TTM Technologies Stock Pops on Earnings Beat: Is the Upside Just Starting?
TTM Technologies Inc. (NASDAQ: TTMI) recently reported stronger-than-expected earnings, raised its outlook, and signaled stabilizing demand in high-reliability electronics, yet its stock valuation remains conservative compared to peers. The company, a manufacturer of printed circuit boards, benefits from themes like defense spending, AI infrastructure, and electrification, positioning it well within the US investor ecosystem. Despite a positive market reaction, analysts believe the stock may still be undervalued, suggesting potential for further upside as a "picks and shovels" play in the tech sector.
Y.D. More Investments Ltd Purchases 46,025 Shares of Intel Corporation $INTC
Y.D. More Investments Ltd significantly increased its stake in Intel Corporation by 152.7%, acquiring 46,025 additional shares, bringing its total holdings to 76,170 shares valued at approximately $2.56 million. This move comes amid mixed analyst sentiment and competitive pressures from expanding NVIDIA-Meta CPU partnerships, which have recently impacted Intel's stock price. Despite these challenges, insider buying activity and strategic alignments, such as NVIDIA's large 13F position in Intel, indicate potential long-term partnerships and investor confidence.
NetApp Gearing Up to Report Q3 Earnings: Here's What to Expect
NetApp (NTAP) is set to release its third-quarter fiscal 2026 earnings on February 26, with non-GAAP earnings per share expected between $2.01 and $2.11, and net sales projected to be between $1.615 billion and $1.765 billion. The company anticipates continued strong demand for its all-flash arrays and cloud solutions, especially with expanding AI-related partnerships. However, an uncertain macroeconomic environment and weakness in the U.S. public sector could pose headwinds to its quarterly performance, and NetApp's current model does not predict an earnings beat.
Frisch Financial Group Inc. Has $848,000 Stock Holdings in Intel Corporation $INTC
Frisch Financial Group Inc. reduced its stake in Intel Corporation by 46.9% in Q3, selling 22,342 shares and ending with holdings valued at approximately $848,000. Despite Intel beating Q4 EPS expectations, revenue was down year-over-year, and analysts maintain a "Reduce" consensus with a target price close to its current trading price. The article also highlights significant institutional activity and a partnership with Nvidia, which could boost sentiment but also intensify competitive dynamics.
Persistent Asset Partners Ltd Has $1.07 Million Stock Position in Intel Corporation $INTC
Persistent Asset Partners Ltd significantly increased its stake in Intel Corporation by 220% in Q3, now owning 32,000 shares valued at $1.07 million. Other institutional investors like Vanguard Group and State Street Corp also made substantial adjustments to their Intel holdings. Wall Street analysts maintain a "Reduce" consensus rating with an average price target of $45.74 for INTC.
The XSD Semiconductor ETF Pops 12%, But Has an Intel Problem
The SPDR Semiconductor ETF (XSD) has seen a 12% year-to-date gain, largely driven by surging demand for AI infrastructure chips. However, its equal-weight rebalancing strategy means that outperforming companies like Micron Technology are trimmed, while underperformers such as Intel are added, potentially hindering overall returns. The ETF's future performance hinges on sustained AI infrastructure spending and the impact of its quarterly rebalancing on its holdings.
Teradyne (TER) NASDAQ $315.90 pre-mkt Feb 20 2026: AI demand could lift guidance
Teradyne (TER) stock is trading at $315.90 pre-market, driven by stronger-than-expected Q4 results and bullish Q1 2026 guidance linked to AI chip demand, despite a high valuation. Meyka AI rates TER with a "BUY" score of 76.48, though short-term forecasts suggest potential consolidation. Analysts generally hold a "Moderate Buy" consensus, with a wide range of price targets reflecting the stock's growth prospects alongside its valuation risks.
What Could Rocket Advanced Micro Devices Stock to New Heights
Advanced Micro Devices (AMD) stock has a history of significant rallies, and several upcoming catalysts could drive its shares to new highs. These catalysts include unlocking data center AI revenue through an OpenAI deployment, accelerating data center margin inflection, and transforming its embedded design win backlog into revenue. Despite these opportunities, the stock faces risks such as execution delays, legal liabilities, data center margin compression, and historical market volatility.
Tonya Stevens, Lattice Semiconductor CAO, sells $291k in stock
Tonya Stevens, Chief Accounting Officer at Lattice Semiconductor, sold 2,973 shares of common stock for $291,562 on February 18, 2026, under a pre-arranged trading plan. This transaction occurred while the stock was trading near $95.10, following a 55% surge in the past six months and ahead of recent positive Q4 fiscal 2025 results and optimistic Q1 fiscal 2026 guidance, which led to several analyst price target increases. InvestingPro analysis suggests the stock is currently overvalued.
Intel in India for the 'long haul', supporting semiconductor manufacturing and AI ambitions
Santhosh Viswanathan, managing director of Intel India, emphasizes the company's long-term commitment to semiconductor manufacturing and AI development in India. He discusses Intel's partnership with Tata and highlights the necessity of both CPUs and GPUs to achieve AI at scale within the country. The article suggests that Intel aims to support India's ambitions in both semiconductor production and artificial intelligence.
Is Costco (COST) Stock Going to $1,200?
Costco's stock has seen significant growth in recent years, driven by robust sales, membership increases, and new store openings. Despite this, its valuation is currently high, and recent dips in global renewal rates, particularly among digitally signed members, raise concerns about its near-term stock performance. While analysts project continued revenue and EPS growth, the article suggests that Costco's stock might trade sideways or decline slightly before eventually reaching the $1,200 mark, likely not by the end of fiscal 2028.
NVIDIA's 13F Bombshell: A New AI Power Trio Emerges
NVIDIA's latest 13F filing reveals its Q4 2025 investment activities, highlighting strategic moves within the AI and semiconductor sectors. The company made Intel and Synopsys its top holdings, indicating a deeper alignment for its x86 CPU ecosystem and chip design processes. NVIDIA also sold its stake in Applied Digital while maintaining positions in other neocloud companies, signaling a more focused portfolio and AI infrastructure priorities.
Why Nvidia Just Made a $7.9 Billion Bold Bet on Intel
Nvidia has invested approximately $7.9 billion in Intel, acquiring over 214 million shares, signaling strong confidence in Intel's turnaround within the AI sector. This strategic move aims to deepen integration and diversify Nvidia's supply chain, supporting Intel's focus on advanced manufacturing and AI infrastructure. Analysts generally hold a "Hold" rating for Intel, with a high target price suggesting significant upside potential, reflecting optimism for its profit recovery and long-term relevance in AI.
CenterBook Partners LP Acquires Shares of 108,380 Intel Corporation $INTC
CenterBook Partners LP recently purchased 108,380 shares of Intel Corporation (NASDAQ:INTC) during the third quarter, valued at approximately $3.64 million, increasing institutional holdings. Other major institutional investors like Norges Bank, AQR Capital Management LLC, and Vanguard Group Inc. also significantly modified their positions in Intel. The article also discusses mixed analyst sentiment, recent insider transactions, and Intel's financial performance, including its Q3 earnings beat and Q1 2026 guidance.
NEOS Investment Management LLC Acquires 19,310 Shares of ARM Holdings PLC Sponsored ADR $ARM
NEOS Investment Management LLC has significantly increased its stake in ARM Holdings PLC, acquiring an additional 19,310 shares to bring its total holding to 41,343 shares, valued at approximately $5.85 million. This increase follows ARM's strong Q3 results, where the company surpassed analyst expectations for both EPS and revenue, and provided optimistic Q4 2026 EPS guidance. Despite a high P/E ratio, analysts maintain a "Moderate Buy" consensus rating with a price target of $160.81 for the stock.
Finally! A Value ETF Tripled the S&P 500’s Return And Investors Can Take A Victory Lap
The iShares MSCI USA Value Factor ETF (VLUE) has significantly outperformed the S&P 500, returning 38.25% over the past year through February 2026, more than tripling the SPDR S&P 500 ETF Trust (SPY). This performance highlights a shift towards value investing, despite VLUE's unconventional 35.1% allocation to Information Technology led by semiconductor stocks like Micron and Intel. While VLUE offers systematic value exposure, its tech concentration brings cyclical volatility and a higher turnover, distinguishing it from traditional defensive value funds.
Ahead of Earnings, Is Nvidia Stock a Buy, a Sell, or Fairly Valued?
Morningstar assesses Nvidia (NVDA) stock ahead of its Q4 2025 earnings report, evaluating it as moderately undervalued with a 4-star rating and a fair value estimate of $240 per share. Key areas to watch include hyperscaler spending, an update on the OpenAI partnership, and potential bottlenecks in memory and hard disk drives. Despite a "Very High" uncertainty rating due to the nascent AI market and geopolitical risks, Morningstar assigns Nvidia a "wide economic moat" due to its GPU technology and proprietary CUDA software.
Zacks Investment Ideas feature highlights Nvidia, Taiwan, Bloom Energy, Alphabet, Microsoft, Amazon, Intel, Nebius and Micron
This Zacks Investment Ideas feature highlights how top institutional investors like Druckenmiller, Dalio, Tepper, BlackRock, and Nvidia itself are positioning their portfolios within the AI sector, as revealed through Q4 2025 13F filings. Key purchases include Bloom Energy by Druckenmiller, significant investments in large-cap tech by Dalio, Nvidia's increased stake in Intel, BlackRock's bet on AI infrastructure through Nebius, and Tepper doubling down on Micron. The article underscores 13F filings as a valuable tool for investors to gain insights into "smart money" movements, especially during the accelerating AI revolution.
Applied Digital (APLD) Loses 4.9% as Nvidia Disposes of Shares
Applied Digital Corp. (APLD) saw its stock drop by 4.92% on Wednesday, extending a six-day losing streak, following news that Nvidia Corp. had divested its entire stake in the company. Nvidia also sold shares in Recursion Pharmaceuticals, WeRide, and Arm Holdings, while acquiring stakes in CoreWeave Inc., Intel Corp., Nebius Group, Nokia Corp., and Synopsys Inc. Applied Digital recently broke ground on its new AI factory campus in Dallas, Texas, named Delta Forge 1, which is expected to support significant utility power and create over 200 jobs.
Zacks Investment Ideas feature highlights Nvidia, Taiwan, Bloom Energy, Alphabet, Microsoft, Amazon, Intel, Nebius and Micron
The article highlights recent 13F filings, which reveal the investment strategies of major institutional investors in AI-related stocks. It details purchases by Druckenmiller in Bloom Energy, Dalio in large-cap tech like Nvidia and Microsoft, Nvidia's investment in Intel, BlackRock's significant position in Nebius, and Tepper doubling his Micron holdings, all against the backdrop of the accelerating AI revolution.
Glass Interposers Market Is Going to Boom | Intel Corporation •
A new report by Coherent Market Insights Pvt. Ltd, titled "Glass Interposers Market Size, Share & Trends Forecast 2026-2033," provides an in-depth analysis of the global and regional dynamics of the Glass Interposers market. The report highlights the competitive landscape, key market segments, value chain analysis, and emerging technological and regulatory trends, offering actionable insights for business leaders and new market entrants. Driven by evolving consumer demand, technological advancements, and favorable regulatory frameworks, the market is poised for significant growth, with key players including Intel, IBM, and TSMC.
Moore Capital Management LP Cuts Walmart Inc. Stake
Louis Moore Bacon's Moore Capital Management LP recently decreased its stake in Walmart Inc. (WMT) by selling 6,427 shares. Despite this reduction, Walmart's stock has seen significant growth over the past year, and analysts, including TipRanks' AI Analyst Spark, maintain a "Strong Buy" or "Outperform" stance, citing strong financial performance, e-commerce growth, and AI-driven transformation as key drivers, though valuation remains a constraint.
Intel Corporation to Participate in Upcoming Investor Conference
Intel Corporation announced that its executive vice president and chief financial officer, David Zinsner, will participate in a fireside chat at the Morgan Stanley Technology, Media & Telecom Conference on March 4. Zinsner will discuss Intel's business and strategy. A live webcast and replay of the event will be available on Intel's Investor Relations website.
Woodline Partners LP boosts Alphabet Inc. Class A stake
Woodline Partners LP, managed by Michael Rockefeller, increased its stake in Alphabet Inc. Class A (GOOGL) by 276,093 shares. Alphabet Class A shares have seen significant growth over the past year, with analysts maintaining a Strong Buy rating due to strong financial performance, re-accelerating Search revenue, and robust Cloud growth driven by AI demand. TipRanks' AI Analyst "Spark" rates GOOGL as "Outperform" based on its financial quality, despite concerns about valuation and short-term capital intensity.
Chilton Investment Co LLC Boosts Apple Stake by 4,741 Shares
Chilton Investment Co LLC, managed by Richard Chilton, has increased its stake in Apple Inc. (AAPL) by 4,741 shares. Apple shares have been flat to slightly lower over the last month but are up low-to-mid teens percent over the past year, with analysts projecting meaningful upside. TipRanks' AI Analyst, Spark, rates AAPL an "Outperform" due to strong financial performance and a constructive earnings outlook, despite some technical and valuation risks.
Gilder Gagnon Howe Trims Alphabet Inc. Class A Stake
Gilder Gagnon Howe & Co LLC, managed by Travis Knapp Anderson, recently reduced its stake in Alphabet Inc. Class A (GOOGL) by 7,262 shares. Despite this, Alphabet Class A has performed strongly, surging 66%-75% over the past year, with analysts maintaining "Strong Buy" ratings due to impressive Q4 2025 results and strong AI and cloud initiatives. TipRanks’ AI Analyst, Spark, rates GOOGL as "Outperform" due to strong financial quality, though it notes risks from premium valuation and capital expenditure.
Alua Capital Management LP Cuts Alphabet Inc. Class A Stake
Alua Capital Management LP, managed by Tom Purcell, recently reduced its stake in Alphabet Inc. Class A (GOOGL) by selling 100,000 shares. This transaction comes as Alphabet Class A shares have seen significant growth over the past year and month, with analysts maintaining a "Strong Buy" rating. TipRanks' AI Analyst, Spark, rates GOOGL as "Outperform" due to its strong financial quality, though it notes concerns about technical momentum, premium valuation, and future capital intensity.
First Pacific Advisors Cuts Alphabet Inc. Class C Stake
First Pacific Advisors LLC, managed by Richard Atwood, has reduced its stake in Alphabet Inc. Class C (GOOG) by selling 134,056 shares. Despite this reduction, Alphabet Class C stock has seen a significant surge of 66%-73% over the past year, with Wall Street analysts maintaining a "Strong Buy" view and aggressive price targets. TipRanks' AI Analyst "Spark" rates GOOG as "Outperform," citing strong financial performance and technical trends, though tempered by valuation and future CapEx concerns.
Theleme Partners Boosts Amazon.com Stake With 120,000 Shares
Theleme Partners Llp, led by Patrick Degorce, significantly increased its stake in Amazon.Com, Inc. (AMZN) by purchasing 120,000 shares. Despite recent stock volatility and a substantial capex plan, analysts maintain Strong Buy ratings for Amazon, citing strong Q4 revenue, accelerating AWS growth, and long-term potential driven by AI and cloud investments. TipRanks' AI Analyst, Spark, rates AMZN as "Neutral," acknowledging strong financials and positive earnings outlook, but tempering this with weakened 2025 free cash flow and demanding valuation.
Graham Capital’s Kenneth Tropin Boosts Alphabet Inc. Stake
Kenneth Tropin's Graham Capital Management recently increased its stake in Alphabet Inc. Class A (GOOGL) by 2,160 shares. This transaction follows a significant surge in Alphabet's shares over the past year, driven by strong Q4 2025 results, rapid growth in Search and Cloud, and Gemini-powered AI. Spark, TipRanks’ AI Analyst, rates GOOGL as "Outperform" due to strong financial quality, though it notes moderating factors like technical momentum and premium valuation.
First Pacific Advisors Cuts Alphabet Inc. Class A Stake
First Pacific Advisors LLC, managed by Richard Atwood, has reduced its stake in Alphabet Inc. Class A (GOOGL) by 510,890 shares. Despite this, Alphabet Class A shares have seen significant gains over the past year, driven by strong Q4 2025 results and AI-driven growth. TipRanks’ AI Analyst, Spark, rates GOOGL as "Outperform" due to its financial quality, though moderated by valuation and near-term capital intensity risks.
Farallon Capital trims Alphabet Inc. stake by 333,900 shares
Farallon Capital Management, L.L.C. has reduced its holding in Alphabet Inc. Class C (GOOG) by 333,900 shares. Despite this trim, Alphabet Class C stock has seen significant gains over the past year, and analysts maintain a Strong Buy rating, projecting further upside. TipRanks' AI Analyst, Spark, rates GOOG as "Outperform," citing strong financial performance, though noting concerns about premium valuation and near-term cash flow pressure due to planned capital expenditures.
Driehaus Capital Trims Taiwan Semiconductor Stake by 79K
Driehaus Capital Management LLC, managed by Richard Driehaus, has reduced its holdings in Taiwan Semiconductor Manufacturing Company Limited (TSM) by 79,824 shares. Despite this trim by Driehaus, TSMC shares have seen significant growth, rising about 80% over the past year and 17–23% year-to-date, driven by strong AI-related growth expectations and a 36.8% YoY January revenue increase. Wall Street analysts generally maintain a "Strong Buy" rating with price targets indicating further upside, although the stock's valuation appears rich at approximately 32x earnings.
Tariff Cuts And US Investments Reframe TSMC Growth And Valuation Story
The US and Taiwan have agreed to significant tariff cuts on Taiwanese imports and new Taiwanese investments in US semiconductor, energy, and AI sectors, including a substantial commitment from Taiwan Semiconductor Manufacturing (TSMC). These changes could enhance TSMC's competitiveness and deeply integrate it into US high-tech build-outs, influencing its production, partnerships, and capital spending. While this offers increased demand access, investors should also consider the potential for higher fixed costs, execution complexity, and political expectations associated with greater US exposure.
Qualcomm vs. Sanmina: Which Tech Stock is the Better Buy Now?
This article compares Qualcomm (QCOM) and Sanmina (SANM) as potential tech stock investments. While Qualcomm faces challenges with handset revenue and competition despite its AI initiatives, Sanmina is benefiting from its 42Q connected manufacturing and end-to-end solutions. Based on Zacks estimates for fiscal 2026, price performance, and valuation, Sanmina is deemed the better buy with a Strong Buy rating from Zacks.
Nvidia’s US$5b Bet Tests Intel’s AI Turnaround And Foundry Ambitions
Nvidia is investing $5 billion in Intel, acquiring a 4% stake, and partnering to collaborate on custom CPU and AI product manufacturing using Intel's foundry services. This collaboration is a significant validation for Intel's turnaround strategy, particularly its AI and foundry ambitions, providing both capital and external confidence in its manufacturing capabilities. The deal will test Intel's execution abilities in scaling production and securing further external contracts amidst a competitive semiconductor landscape.
Is Deere & Co. the Smartest Investment You Can Make Today?
Deere & Co. is strategically pivoting into AI and autonomous machinery for farming, aiming to increase productivity and reduce costs for farmers. Despite recent struggles in the U.S. agricultural sector and decreased net sales in fiscal year 2025, analysts anticipate 2026 to be the bottom of the farm cycle. While the stock's valuation is currently high, its technological advancements and consistent dividend growth suggest potential for long-term investors willing to navigate industry uncertainties.
Is Deere & Co. the Smartest Investment You Can Make Today?
Deere & Co. is strategically pivoting into AI and autonomous machinery to address rising costs in the agricultural sector, notably with its autonomous tractor technology that boosts productivity and reduces expenses. Despite a challenging period for U.S. agriculture, analysts predict 2026 to be the low point in the farming cycle, positioning Deere for potential upward movement. The company's ability to retrofit older equipment with new technology provides a significant competitive advantage, suggesting it could be a strong investment for those willing to weather current uncertainties in the farming recovery.
Intel Corporation to Participate in Upcoming Investor Conference
Intel Corporation announced that its CFO, David Zinsner, will participate in a fireside chat at the Morgan Stanley Technology, Media & Telecom Conference on March 4. He will discuss Intel's business and strategy. A live webcast and replay of the event will be available on Intel’s Investor Relations website.
Intel Turns To Microsoft’s Copilot Studio For Partner Support After Dialing Back Phone Use
Intel has launched "Ask Intel," an AI-based virtual assistant powered by Microsoft's Copilot Studio, to provide customer and partner support. This initiative is part of Intel's broader transition to a "digital-first experience" after restructuring its support operations and scaling back phone and social media support. The virtual assistant aims to improve efficiency, reduce navigation time for support, and allow human agents to focus on more complex issues, with plans for expanded features and languages.
Nvidia Sold Its Stakes in These Firms. The Stocks Are Sliding.
Nvidia recently sold its stakes in Applied Digital, Recursion Pharmaceuticals, and WeRide during the fourth quarter, causing shares of these AI-focused companies to drop significantly. This move by Nvidia could impact investor confidence in firms previously supported by the chipmaker. Concurrently, Nvidia acquired new positions in Intel, Nokia, and Synopsys, and maintained its holdings in AI cloud infrastructure providers CoreWeave and Nebius Group.
Nvidia Sold Its Stakes in These Firms. The Stocks Are Sliding.
Nvidia sold its stakes in Applied Digital, Recursion Pharmaceuticals, and WeRide in the fourth quarter, causing shares of these AI-focused companies to drop. The chipmaker instead added new positions in Intel, Nokia, and Synopsys, and maintained its holdings in CoreWeave and Nebius Group. Nvidia's portfolio changes, revealed in a regulatory filing, have impacted investor confidence in the divested firms.
Apple to kill app support for Intel-based Macs next year
Apple has announced that macOS 26 will be the last operating system version to support Intel-based Macs, and Rosetta support for Intel-based apps will end with macOS 28 in 2027. This means companies and users relying on Intel apps or Macs need to prepare for upgrades or replacements to ensure business continuity and security. While security updates will continue for some older Mac models for two years post-support, and Rosetta will remain for certain unmaintained games, most developers have already transitioned to Apple Silicon, and Apple sees this move as a benefit for performance and productivity.
