- Nvidia invested $3.5 billion in MediaTek convertible bonds.
Lynx Equity says Nvidia is climbing its list of favorite stocks after the $3.5 billion MediaTek investment. The firm sees the partnership expanding across data centers, AI devices, and automotive, and potentially securing memory and flash supply. Lynx expects Nvidia momentum into 2027 and says rivals AVGO, QCOM, and AMD could face supply constraints.
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