Intel has benefitted from multiple major investments in 2025 but perhaps none more headline-grabbing than this: Nvidia and Intel agree to co-develop products for data centers and PCs. Nvidia also made a $5 billion investment. In this episode, our team breaks down the deal as well as talks about a proposal from President Trump to eliminate quarterly financial reports before wrapping up with stocks on our radar.

Tyler Crowe, Matt Frankel, and Jon Quast discuss:

- Nvidia takes a $5 billion stake in Intel as the pair begins co-developing products

- Would it be a good thing if companies were no longer required to report quarterly financial results?

- Stocks on our radar.

Companies discussed: NVDA, INTC, AMD, XMTR, TTD, GM, CLS

Host: Tyler Crowe

Guests: Matt Frankel, Jon Quast

Engineer: Dan Boyd

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