Microsoft, Dell and HP stocks rise as Nvidia announces new AI chip for personal computers
Key takeaways
- What’s behind the move: Nvidia has unveiled a new processor as it expands into the personal computer market, challenging the long-standing dominance of players like Intel (INTC) and AMD (AMD).
- Speaking at a trade show in Taipei, Nvidia CEO Jensen Huang revealed that the RTX Spark Superchip will launch this fall in select laptops and desktops from leading PC makers, including Dell, HP and Lenovo.
- Shares of Microsoft soared 4% on Monday morning while chip designer Arm Holdings (ARM) jumped 11%.
Microsoft, Dell and HP stocks rise as Nvidia announces new AI chip for personal computers Ines Ferré · Senior Business Reporter Mon, June 1, 2026 at 8:09 PM GMT+7 1 min read NVDA MSFT DELL HPE INTC What happened: Sofrware giant Microsoft (MSFT) and computer hardware makers Dell (DELL) and HP (HPE) rose in pre-market trading on Monday morning after AI chip heavyweight Nvidia (NVDA) announced a major push into the personal computer market.
What’s behind the move: Nvidia has unveiled a new processor as it expands into the personal computer market, challenging the long-standing dominance of players like Intel (INTC) and AMD (AMD). Shares of chip makers Intel and AMD declined 10% and 3% respectively.
Speaking at a trade show in Taipei, Nvidia CEO Jensen Huang revealed that the RTX Spark Superchip will launch this fall in select laptops and desktops from leading PC makers, including Dell, HP and Lenovo. The new processor combines computing and graphics functions in one chip and supports Microsoft Windows operating system on Arm-based architecture.