Stock Movers Nvidia, Tesla and Intel
Sep 15, 2025
Nvidia faces stock setbacks due to a ruling on its 2020 acquisition of Mellanox, raising antitrust concerns. Meanwhile, Tesla's shares soar after Elon Musk makes a significant purchase of $1 billion in stock, stirring excitement about his potential pay package. Intel, on the other hand, revises its expense targets positively after selling its stake in Altera. The discussion dives into key market movements and strategies, highlighting the importance of staying informed and considering active ETFs amid market fluctuations.
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Musk Share Buy Signals Board Pay Talk
- Do note that Elon Musk bought about $1 billion of Tesla shares as reported in an SEC filing on Sept. 12.
- Consider that the purchase coincided with board discussion of a huge performance-linked pay package that could reshape leadership roles.
Board Hints At Flexible Musk Leadership
- Robyn Denholm said Musk could lead Tesla's AI and robotics transition without staying as CEO, revealing flexible succession thinking.
- The market may be overlooking the implications of shifting Musk into roles like chief product officer.
China Investigation Clouds Nvidia's China Prospects
- China's preliminary probe found Nvidia violated anti-monopoly law over its Mellanox deal, pressuring the company's China business.
- This adds to existing restrictions and local push to avoid Nvidia products, complicating Nvidia's China outlook.