Nvidia Deal Sparks AI Stocks

NVIDIA Corporation (NASDAQ: NVDA) 

is putting $5 billion into Intel by purchasing common stock at U$23.28 per share. The agreement will let Nvidia use its AI and graphics technology like RTX chiplets inside Intel chips for PCs and at the same time Intel will build custom x86 CPUs for Nvidia’s data center. The company had another record quarter with revenue of about U$46.7 billion which is a 56% rise from last year thanks mainly to demand in data centers. Sales from data center jumped to U$41.1 billion on strong Blackwell GPU and networking demand and gaming also increased 49% to U$4.3 billion. Net income came at U$26.4 billion up 59% with gross margin 72.4% and operating income at U$28.4 billion. Nvidia closed the quarter with U$56.8 billion in cash and securities.

Intel Corporation (NASDAQ: INTC) 

gets a $5B cash boost and a partner in Nvidia which comes at a time when it was needed the most. It posted revenue of about U$12.9 billion in Q2 2025 which stayed flat compared to last year. Client computing was steady at U$7.9 billion while data center and AI brought in around U$3.9 billion but restructuring charges and impairments pulled the results down making a net loss of U$2.9 billion versus a U$1.6 billion loss same time last year. Operating loss also went wider to U$3.2 billion. Still Intel managed to generate U$2.9 billion in operating cash flow in first half of 2025 and ended June with U$9.7 billion cash plus U$11.6 billion short term investments. 

CrowdStrike Holdings (NASDAQ: CRWD) 

delivered a solid results in quarter ending in July with revenue hitting U$1.17 billion compared to U$963.9 million last year for the same period mainly coming from strong subscription sales of U$1.1 billion. Gross profit went up to U$858.7 million but the company still showed a net loss of U$77.7 million. Even with this loss the cash flow stayed strong as it generated U$716.9 million net cash from operations in the first half of the year. CrowdStrike finished the quarter with U$4.97 billion cash on hand giving it room for new investments and acquisitions. The company is also pushing growth in its Falcon platform and improving AI based cybersecurity products. With revenue rising steady along with high gross margins and a strong cash position CrowdStrike looks set for long term growth.

Advanced Micro Devices Inc (NASDAQ: AMD) 

reported a solid Q2 2025 revenue of about U$7.7 billion which is 32% higher than last year. This growth mainly came from demand of Zen 5 Ryzen processors and more sales in the Data Center business with EPYC CPUs. Even though it had a operating loss of around U$134 million because of export control inventory charges  but the net income still jumped to U$872 million helped by a tax benefit. The Client and Gaming unit grew 69% with Ryzen chips and semi custom sales giving a big push. Cash and  cash equivalents along with short term investments were U$5.9 billion making the balance sheet stronger. AMD also finished the ZT Systems deal worth U$4.4 billion to build more AI infrastructure. Going forward the company is aiming to use AI accelerators and new CPUs to grow in data centers and gaming. 

(Source: Company Announcements)