Intel stock (NASDAQ: INTC) surged 23% on Thursday, September 18, 2025, after a major announcement. Nvidia revealed a $5 billion investment in Intel and a partnership to co-develop new data center and PC products. This collaboration is intended to accelerate workloads and applications across hyperscale, enterprise, and consumer markets.

"Having Jensen's blessing is priceless," the Bernstein senior analyst Stacy Rasgon wrote about Nvidia's $5 billion investment in Intel.

While a multibillion-dollar investment by Nvidia does provide some upside to the struggling businesses, some see minimal improvement and recommend selling Intel stock.

In the week since NATO fighter jets scrambled to shoot down multiple dozens of Russian drones that had crossed into alliance airspace in Poland, US and Western intelligence officials have been unable to determine whether the incursion was accidental or an intentional effort by Russia to probe western air defenses and gauge NATO’s response.

Bloomberg journalists discuss today's biggest winners and losers in the stock market. Listen for analysis on the companies making news on Wall Street.

Meanwhile, the small-cap Russell 2000 index notched its first record high close since November 2021, closing at 2,467.70 points. Small-cap companies are likely to perform better in a low interest-rate environment.

The Dow industrials, S&P 500 and Nasdaq all rose as Nvidia’s deal to invest in Intel added fuel to the tech rally.