Nvidia is now worth more than Intel

Re:Nvidia is now worth more than Intel by jjoonathan on Thursday July 09, 2020 @08:46AM (#23779574)

> what's changed

Passive cash flows became more expensive. Money got pushed into Microsoft, not pulled into it.

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Re:Nvidia is now worth more than Intel by rsp1984 on Thursday July 09, 2020 @08:56AM (#23779662)

Mind explaining what you mean by "passive cash flows" and why they became more expensive?

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Re:Nvidia is now worth more than Intel by Spivak on Thursday July 09, 2020 @09:05AM (#23779729)

MS didn’t become more valuable in a vacuum. It’s just with the pandemic hurting so many businesses the value of a stable mature company that’s still making money went up.

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Re:Nvidia is now worth more than Intel by take_a_breath on Thursday July 09, 2020 @09:34AM (#23779967)

The price/earnings ratio went up. You are paying more for each dollar of MS profit compared to last year (which was already a high P/E ratio).

It’s another form of inflation.

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Re:Nvidia is now worth more than Intel by misja111 on Thursday July 09, 2020 @09:19AM (#23779840)

Passive cash is cash that is invested relatively risk free, such as in A status government bonds.

10Y treasury rate dropped by 1 percent point this year: https://ycharts.com/indicators/10_year_treasury_rate

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Re:Nvidia is now worth more than Intel by enilakla on Thursday July 09, 2020 @08:48AM (#23779587)

Exactly

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