Intel and AMD Slip After 13F Filings Show Concentrated Chip Bets
AMD shares fell about 4% to $487.89 while Intel was up sharply YTD, alongside NVIDIA gains. Tuesday’s focus was June 30 13F filings showing NVIDIA reported $29.99B of Intel stock (47.27% of its disclosed portfolio) and SoftBank reported $12.14B (66.81%). Millennium disclosed a put on 7.40M Intel shares.