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  • Nvidia stake in Intel underscores AI GPU leadership, shifting investor bets away from Intel
    February 7, 2026, 8:58 PM EST. Nvidia's $5 billion stake in Intel and plans to embed Intel's CPUs into Nvidia's compute units anchor the AI-hardware shift. The deal has propelled stock moves, but a broad turnaround for Intel remains uncertain. Valuations illustrate the mismatch: Intel trades above 100 times forward earnings, while Nvidia sits around 24. Analysts peg Intel's 2026 revenue growth at about 2% and 8% in 2027, versus Nvidia's roughly 52% growth in 2027. The AI market is driven by GPUs (graphics processing units), which excel at parallel tasks; CPUs still direct workflows but in far smaller numbers. The takeaway: Nvidia offers clearer near-term upside; Intel faces a tougher, longer road to a durable turnaround.

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Pentagon urged to probe SpaceX over possible Chinese ownership — why it’s suddenly a flashpoint

Pentágono é pressionado a investigar a SpaceX por possível participação chinesa — por que isso virou um ponto crítico

Fevereiro 6, 2026
Senadores democratas dos EUA pediram ao Pentágono que investigue a SpaceX após alegações de investimentos ocultos ligados à China. Eles citaram riscos à segurança nacional devido ao uso militar do Starlink e lançamentos de satélites. A carta solicita análise de participação estrangeira e possível revisão pelo CFIUS. O Departamento de Defesa deve responder até 20 de fevereiro.