NVIDIA

Companies that used to be flush with cash are now borrowing to buy more from the chipmaker.

It’s the first time the company has provided a long-term estimate — and it’s much higher than analysts had expected.

Intel posted a 25% jump in sales in its latest earnings report. The federal government’s roughly 10% stake in the chipmaker is now worth around $40 billion.

Nvidia briefly ceded its title as the world's most valuable company to Apple last week, not because Apple surged, but because investors are growing more cautious about AI-related stocks after two years of exuberance.

Nvidia became the latest tech giant to sell bonds on Monday, offering up $25 billion. Others — Amazon and Alphabet, notably — have also gone to the bond market in recent months.

If you're looking to make a quick buck, probably not. If you're looking to hold long-term … maybe.

It’s reminiscent of the dot-com bubble to at least one investment advisor.

And some companies are buying their competitors’ chips.

Nvidia started out as a developer of graphics chips focused on the gaming market. Now, the world’s most valuable company is looking to get back into the consumer market.

Namely, the deal secures Meta millions of chips, a share in the chipmaker, and a diversified supply chain.