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WKN: 855681 / ISIN: US4581401001

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24.09.2025 10:39:00

Why ASML, Applied Materials, and Lam Research Are Soaring on Nvidia's Deal With Intel

Intel's (NASDAQ: INTC) stock price jumped over 22% on Thursday after Nvidia (NASDAQ: NVDA) announced a $5 billion investment in the chip manufacturer and a technological collaboration between the two companies. Nvidia stock rose 3.5% on the day because the collaboration could accelerate its data center and personal computing growth. Nvidia got a great deal for Intel -- only paying $23.28 per share, which is lower than the stock's price before it soared on Thursday.Intel is building a customized solution for Nvidia for artificial intelligence (AI) applications in data centers. The two companies are also integrating Intel x86 system-on-chips (SOCs) with Nvidia RTX graphics processing unit (GPU) chiplets to push the bounds of personal computing.The announcement had ripple effects throughout the semiconductor industry. The stock prices for semiconductor equipment companies ASML (NASDAQ: ASML), Applied Materials (NASDAQ: AMAT), and Lam Research (NASDAQ: LRCX) all jumped on the news. Here's why equipment suppliers remain an underappreciated aspect of the semiconductor value chain, and why ASML stands out as the best option to buy now.Continue readingWeiter zum vollständigen Artikel bei MotleyFool

Analysen zu Intel Corp.mehr Analysen

02.10.25 Intel Market-Perform Bernstein Research
29.09.25 Intel Hold Deutsche Bank AG
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19.09.25 Intel Underweight JP Morgan Chase & Co.
18.09.25 Intel Neutral UBS AG
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Aktien in diesem Artikel

Applied Co Ltd 3 880,00 0,39% Applied Co Ltd
Applied Materials Inc. 191,06 -3,11% Applied Materials Inc.
ASML Holding NV NY Registered Shs 872,00 0,23% ASML Holding NV NY Registered Shs
ASML NV 874,90 0,36% ASML NV
Intel Corp Cert.Deposito Arg.Repr. 0.2 Shs 10 930,00 0,64% Intel Corp Cert.Deposito Arg.Repr. 0.2 Shs
Intel Corp. 31,10 -2,08% Intel Corp.
Lam Research Corp. 118,74 -6,47% Lam Research Corp.