Jim Cramer Says Investors Are Overlooking Elon Musk’s $40 Billion ‘Pot of Gold’ For Nvidia — Intel Terafab Exit Rumors ‘Squashed,’ Dismisses ‘Weakness’ In Korea’s Kospi
Key takeaways
- Investors should refocus on Musk’s $40 billion AI push to Nvidia and Intel’s ongoing Terafab partnership rather than the temporary dip in the Kospi.
- $40 billion investment to Nvidia
- Intel shares at $111.48 pre‑market
- Intel’s stock up 202% last year
What happened
Jim Cramer on X said investors are ignoring a $40 billion investment from Elon Musk into Nvidia (NVDA) while focusing on weakness in South Korea’s Kospi index. He also dismissed rumors that Musk was ending his Terafab partnership with Intel (INTC), confirming the partnership remains intact.
Why it matters
The $40 billion capital flow could boost Nvidia’s AI hardware pipeline, while the Terafab partnership signals continued Intel involvement in advanced semiconductor manufacturing. Ignoring these developments may mislead investors about the growth prospects of leading AI chip makers.
Short-term and longer-term
Short-term. Over the next few days, Nvidia’s stock could see a short‑term rally if the $40 billion investment is confirmed, while Intel may trade sideways as the market digests the confirmation of the Terafab partnership.
Longer-term. Over the coming months, Nvidia’s AI chip pipeline expansion could materially improve its revenue mix, and Intel’s sustained involvement in Terafab may support its long‑term manufacturing competitiveness.