The AI Infrastructure Trade Just Got Real
Intel just soared 22% after Nvidia bet $5B on its future. Here's where opportunity might spill next.
Fed rate cuts might grab the headlines—but this week’s most telling signal came from the AI infrastructure war.
Nvidia just invested $5 billion into Intel. Not to buy its chips—but to help scale and secure the supply chains powering global AI compute. Intel jumped 22.8%—its best day since 1987.
This isn’t about Nvidia vs Intel. It’s about AI growing beyond GPUs—and the underpriced infrastructure around it.
BULLISH: It's time to buy this 'hidden' AI stock
An award-winning stock-rating system has turned BULLISH on some of the biggest winners of 2025. Here's what it's saying now.
Opportunities Today
Legacy Chipmakers: Intel’s turnaround story just got real. But so did the idea that second-tier chipmakers (from foundries to memory) are still undervalued in the AI cycle.
Fabrication & Tools: Look downstream—equipment makers, design tool providers, and chip packaging specialists could be next in line for rerating.
AI-Driven Data Demand: AI is useless without bandwidth and data storage. Fiber optics, storage, and data center REITs may quietly benefit as AI scale increases.
The Fed Tailwind: Don’t forget—rate cuts lower the hurdle for growth valuation. If the macro turns dovish and AI investment accelerates, capital will likely rotate deeper into tech again.
To Watch Today: Continued moves in Intel, supply chain plays, and any breakout from undervalued semis. Also—how software and cloud stocks respond to renewed AI infrastructure focus.
This Gold Miner's Next Move Could Be a Game-Changer
A small-cap Nevada gold miner is already producing and has expansion in sight-backed by an onsite refinery and a $6 billion gold asset it's just starting to tap.
But that's not all.
One of gold's most legendary investors recently doubled his stake in the company.
He's not alone.
And if the expansion hits, this could be the moment retail investors wish they had watched more closely.