Stock Market Today: Nvidia, Intel, JP Morgan, Gold, Silver – Key Moves in the Financial Landscape

The financial markets are buzzing with major shifts across various sectors, from tech giants like Nvidia and Intel to precious metals such as gold and silver. Here’s a breakdown of the latest developments, including investments, market trends, and opportunities to watch.

Key Points Summary:

Nvidia & Intel: Nvidia buys $5B worth of Intel shares as part of a strategic partnership to co-develop chips.
Gold: Gold prices soar to new heights, breaking records and offering a safe-haven investment option.
Silver: Silver reaches $83.62 per ounce before a significant correction, still up over 155% in 2025.
JP Morgan: JP Morgan’s BBEU ETF outperforms the S&P 500 with a 36.9% return in 2025, driven by European blue-chip stocks.
Worldline Stake: JP Morgan reduces its stake in Worldline to below 5% after an off-market share sale.

Nvidia’s Strategic $5 Billion Stake in Intel

Nvidia, the world’s most valuable chipmaker, has made a significant move in the semiconductor industry by acquiring $5 billion worth of Intel shares. This purchase, which officially took place in December 2025, was part of a September agreement where Nvidia agreed to buy over 214.7 million Intel shares at $23.28 each. The deal is viewed as a major boost for Intel, which has been struggling financially due to overextending its resources in recent years.

Nvidia’s CEO Jensen Huang highlighted that this investment not only strengthens the company’s position but also sets the stage for collaboration between Nvidia’s AI chips and Intel’s CPUs, a fusion of two world-class platforms that could shape the future of computing. Despite some market volatility, the purchase was cleared by U.S. antitrust agencies earlier in December, signaling a smooth process for the deal.

Gold and Silver: Record Highs Amid Market Volatility

While the focus has often been on tech stocks, the precious metals market is also making waves. Silver, in particular, has caught the attention of investors, reaching an all-time high of $83.62 per ounce in late December 2025. This surge was partly driven by the metal’s critical status in industries like electronics, medicine, and renewable energy. However, it was also subject to a sharp correction, dipping by over 8% as investors took profits. Despite this, silver is still up over 155% year-to-date, outperforming even gold.

Gold, on the other hand, has been steadily climbing, reaching a record-breaking $4,562 per ounce. The precious metal’s safe-haven status has attracted investors amid growing concerns over inflation, currency devaluation, and geopolitical instability. Despite gold’s strong performance, experts suggest that investing directly in gold (via instruments like the SPDR Gold Shares ETF, GLD) may be more advantageous than buying gold mining stocks, which have historically lagged behind the metal itself.

JP Morgan: A Strong Play in European Markets

JP Morgan has been making significant moves in the European market, particularly through its BetaBuilders Europe ETF (BBEU). With a 36.9% return year-to-date, this ETF has vastly outperformed the S&P 500, showcasing the potential of European equities despite the ongoing geopolitical concerns. European defense contractors, luxury brands, and pharmaceuticals have fueled the fund's success.

BBEU’s focus on large-cap European companies provides a diversified portfolio that includes major players like ASML, AstraZeneca, and Nestlé. While U.S. tech stocks like Nvidia have gained attention, BBEU has delivered strong results, attracting institutional investors, even as retail interest remains muted.

JP Morgan’s Stake in Worldline: A Strategic Move

In addition to its European ETF, JP Morgan has also made headlines with its indirect stake in Worldline, a global leader in payment services. On December 23, 2025, the banking giant announced it had reduced its stake to less than 5% of Worldline’s share capital. This reduction came after an off-market sale of shares, leaving JP Morgan with 4.41% of the share capital and 3.81% of the voting rights. The move has raised questions about JP Morgan’s strategy in the payments sector and its evolving role in the fintech space.

Conclusion: A Dynamic Financial Landscape

The stock market is seeing fascinating shifts, from Nvidia’s massive stake in Intel to the explosive rise of silver and gold. While tech stocks like Nvidia and JP Morgan’s European ETF continue to show promise, precious metals like gold and silver remain crucial hedges against inflation and economic uncertainty. With geopolitical tensions, inflation, and shifting monetary policies, these diverse sectors are all offering unique opportunities for savvy investors.

As the markets evolve, it's essential to keep a close eye on how these developments unfold. Whether through strategic investments in tech or precious metals, the opportunities for growth in 2026 are abundant. Staying informed and making calculated decisions could be key to navigating this ever-changing landscape.

FAQ:

Q1: What is Nvidia’s investment in Intel?
A1: Nvidia has acquired $5 billion worth of Intel shares, with plans to collaborate on co-developing chips for PCs and data centers. This investment is seen as a major boost for Intel’s recovery.

Q2: Why are gold and silver prices surging?
A2: Gold and silver are benefiting from safe-haven demand due to inflation concerns and geopolitical instability. Silver also has strong industrial demand, particularly in electronics and renewable energy.

Q3: How has JP Morgan performed with European investments?
A3: JP Morgan’s BetaBuilders Europe ETF (BBEU) has delivered a 36.9% return in 2025, outperforming the S&P 500 by a wide margin, driven by gains in European defense and luxury sectors.

Q4: Why is JP Morgan reducing its stake in Worldline?
A4: JP Morgan reduced its stake in Worldline to below 5% after an off-market sale of shares, reflecting potential strategic shifts in the fintech sector.

Sources:

Nvidia takes $5 billion stake in Intel under September agreement – CNBC
Nvidia completes $5B purchase of shares from Intel – Seeking Alpha
Nvidia gives Intel a lifeline with $5 billion common stock deal – Tom's Hardware
Everyone Is Talking About Silver, but Don't Forget Gold – Money Morning
Silver tops $80 for first time, then stages dramatic reversal overnight – CNBC
Musk sounds alarm on silver as China restricts exports needed for critical industrial processes – Fox Business
Precious metals retreat amid profit taking; silver, platinum retreat from record highs – Reuters
Investors Say Europe Is Cooked, But JP Morgan’s Euro ETF Is Destroying The S&P and Hot AI Stocks – AOL
JP Morgan Holds Less Than 5% of Worldline's Share Capital – MarketScreener