The Rundown Nvidia Invests $5B Into Intel, Lyft Partners with Waymo for Robotaxis in Nashville
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Sep 18, 2025 The latest market reactions after the Fed's recent rate cut lead to exciting tech news. Nvidia is making waves with a massive $5B investment in Intel, shaking up the chip industry. Meanwhile, Lyft teams up with Waymo for a groundbreaking robotaxi service in Nashville, hinting at the future of transportation. There's also buzz around Novo Nordisk's weight-loss drug success and Cracker Barrel facing challenges at the dinner table. Plus, a fun tidbit about Jeff Bezos' investment journey before Amazon!
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Fed Shifts Focus To Jobs
- The Fed cut rates 25 bps to 4.25% and is shifting focus from inflation to the jobs market.
- The dot plot signals two more cuts this year, implying rates near 3.5–3.75% by year-end.
NVIDIA Stakes Intel For Strategic Synergy
- NVIDIA will invest $5B for a 5% stake in Intel and they'll co-develop CPUs and GPUs.
- The deal mixes NVIDIA's AI/graphics strength with Intel's x86 ecosystem to rekindle Intel's PC competitiveness.
Investment Could Diversify NVIDIA's Chip Supply
- NVIDIA's investment may open the door for Intel foundries to eventually manufacture NVIDIA chips.
- That would reduce NVIDIA's reliance on TSMC and improve U.S. semiconductor resilience.