Intel will be replaced by Nvidia in the Dow Jones industrial average after a 25 year run, signaling a shift in the semiconductor industry.

The swap reflects their reversal of fortunes within the tech industry and would have been unthinkable a few years ago.

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S&P Dow Jones Indices announced the change late Friday, saying the move would "ensure a more representative exposure to the semiconductors industry." Intel stock is down 54% this year. Nvidia's is up 173%.