Top 5 Stocks That Will Profit From Nvidia’s PC Market Invasion of Intel Territory
Key takeaways
- That is a frontal assault on Intel s last fortress in mainstream computing.
- Start with the name nobody is talking about as a PC story.
- The Q1 FY26 print shows the cycle already bending.
Top 5 Stocks That Will Profit From Nvidia’s PC Market Invasion of Intel Territory Jeremy Phillips Mon, June 1, 2026 at 7:33 PM GMT+7 7 min read MU INTC NVDA DELL TSM CNBC s Dominic Chu confirmed this morning that Nvidia s new PC chip lands in Dell and Lenovo laptops and desktops starting fall 2026, runs on Microsoft Windows, and targets thin-and-light form factors capable of running large AI models and higher-end games. That is a frontal assault on Intel s last fortress in mainstream computing. Five US-listed stocks sit directly in the blast radius, and if you wait for holiday product reviews to load up your portfolio, the easy money will already be gone.
Start with the name nobody is talking about as a PC story. Every AI PC running large language models locally needs roughly two to four times the memory of a standard laptop, and Micron Technology (NASDAQ:MU) is the only US-listed pure-play memory maker that benefits no matter whose silicon ends up under the keyboard. Nvidia chip, Intel chip, AMD chip, the DRAM and HBM bill goes up either way. That is the cleanest way to play a PC refresh cycle without picking the CPU winner.
The Q1 FY26 print shows the cycle already bending. Revenue hit $13.64 billion, up 56.6% year over year, and the Mobile and Client Business Unit alone delivered $4.255 billion. Then management guided Q2 FY26 to $18.70 billion in revenue with non-GAAP EPS of $8.42, a sequential step-up from the $13.64B Q1 FY26 actual that prices in a memory super-cycle. I have been watching the memory cycle for more than a decade, and this is the first time I have seen pricing, product mix, and a discrete consumer catalyst line up at the same moment.