Intel Stocks Fall 4.55% as Nvidia Shake-Up Clouds Its $5 Billion Partner Bet Khac Phu Nguyen Fri, November 13, 2026 at 12:53 PM EST 1 min read NVDA -3.19% INTC -3.94% Explore stocks on Coinbase Trading disclosure Trading disclosure The above button links to Coinbase. Yahoo Finance is not a broker-dealer or investment adviser and does not offer securities or cryptocurrencies for sale or facilitate trading. Coinbase pays us for certain activity generated through this link. Prices displayed are informational.
Intel (NASDAQ:INTC) shares fell 4.55% to $58.41 as of 10:10 a.m. ET in Friday's regular session on November 13, as investors questioned what Jensen Huang's exit means for Nvidia's alliance with the chipmaker. Huang was the architect of that partnership.
Warning! GuruFocus has detected 5 Warning Signs with INTC.
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The deal is concrete. In September 2025, Nvidia agreed to invest $5 billion in Intel at $23.28 a share. Intel is to build custom x86 processors for Nvidia's AI platforms and PC chips that pair Intel processors with Nvidia RTX graphics, linked through NVLink. William Blair's Sebastien Naji told Blockonomi that existing contracts should survive a CEO change, but the next round of deals is at risk. Blockonomi added that a forced sale of the stake looks unlikely because Nvidia does not need the cash.
At Friday's price, Nvidia's roughly 214.8 million Intel shares are worth about $12.5 billion, so the stake itself is not the threat. The risk is momentum: Intel's foundry and PC roadmap gain credibility from Nvidia's backing, and an interim leader may be slower to expand it. The GuruFocus chart shows a GF Score of 70/100, a middling read in which strong recent momentum offsets an average balance sheet and an unprofitable trailing year. GF Value is $34.15, so the shares trade 71.0% above GuruFocus's estimate with a "Significantly Overvalued" label. The market is paying for a recovery that has yet to show up in earnings. The next test is any Nvidia comment on the Intel partnership during its November 17 call.
