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NVDA
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Slight Positive
Neutral
Slight Negative
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Strong Negative
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Nvidia (NVDA) Gains as Intel Faces Foundry Exit and Strategic Setbacks | Reuters | Login to see the signal | |
Intel slumps as potential foundry exit deepens investor gloomSummaryIntel's struggles and potential exit from foundry business highlight Nvidia's leadership in chipmaking, supporting Nvidia's strong market position and stock gains this year amid Intel's strategic reset and job cuts. |
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Nvidia (NVDA) Gains as Intel Retreats from Foundry Race, Boosting TSMC AI Chip Supply | Dow Jones Newswires | Login to see the signal | |
Intel Casts Doubts on Next-Gen Chip Manufacturing. What It Means for TSMC and ASML Stock. — Barrons.comSummaryIntel is pulling back from external chip manufacturing, benefiting TSMC and Nvidia. Intel's cautious approach and potential discontinuation of advanced nodes may boost TSMC's dominance in AI chip supply, positively impacting Nvidia's growth prospects amid evolving semiconductor industry dynamics. |
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NVIDIA (NVDA) Gains on Collaboration with Navitas Semiconductor, Driving AI Data Center Power Innovation | Zacks | Login to see the signal | |
How Is Navitas Leading AI Data Center Power Platform Expansion?SummaryNavitas Semiconductor and NVIDIA collaborate on advanced AI data center power solutions, with Navitas launching high-efficiency PSUs. Navitas’ stock outperforms, yet trades at a high valuation. NVIDIA's partnership highlights the growing AI data center market and innovation in power delivery architectures. |
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Nvidia (NVDA) Rises as Intel Warns of Foundry Exit and Earnings Pressure | Reuters | Login to see the signal | |
Intel shares slide on quarterly loss, foundry business exit riskSummaryIntel’s weak outlook and potential foundry exit highlight challenges, while Nvidia’s stronger stock gains and competitive position imply a favorable outlook amidst Intel’s struggles. |
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Nvidia (NVDA) CEO Praises Chinese AI Rivals Amid US-China Tech Tensions at Shanghai AI Conference | ReutersRefinitiv | Login to see the signal | |
Tech firms to showcase AI innovations in a China under US sanctionsSummaryNvidia CEO praises Chinese AI models at Shanghai AI conference amid US-China tech competition, highlighting China's AI advances despite US sanctions. |
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Nvidia (NVDA) Gains as Intel Cuts Jobs, Delays Factory Plans Amid Forecasted Q3 Losses | Reuters | Login to see the signal | |
Intel is cutting more jobs as CEO Tan tries to fix manufacturing misstepsSummaryIntel's strategic missteps and layoffs contrast with Nvidia's dominant AI chip position. Intel slows factory builds and forecasts steeper Q3 losses despite higher sales. Nvidia benefits from AI market leadership and Intel's weakened stance in next-gen chip manufacturing. |
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NVIDIA (NVDA) Covered Call ETF Gains Traction on High Yield Amid Market Volatility | etf.com | Login to see the signal | |
How to Choose the Best Covered Call ETFsSummaryCovered call ETFs, including single-stock funds like YieldMax NVDA Option Income Strategy ETF, offer high yields and income potential, appealing to income-focused and tactical investors. However, they cap upside gains and carry risks, particularly in strong bull markets or downturns. |
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Nvidia (NVDA) Gains Advantage as Intel’s Mixed Earnings Highlight AI and Foundry Challenges | MarketWatch | Login to see the signal | |
Intel earnings tell two stories, as revenue impresses but losses pile up from restructuringSummaryIntel posted mixed Q2 revenue and an adjusted loss amid restructuring costs, while focusing on AI and foundry strategy. Competition from Nvidia and AMD remains strong, with Nvidia well-positioned in AI accelerators, signaling continued pressure on Intel’s market share and tech leadership. |
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Nvidia (NVDA) Shares Edge Higher Despite $1B Black-Market AI Chip Export Report | GuruFocus | Login to see the signal | |
Nvidia's Flagship AI Chips Flood China's Shadow MarketSummaryNvidia's shares rose despite reports of $1 billion worth of banned B200 AI chips slipping into China’s underground market, as the company denies involvement. The impact on earnings seems minimal, but increased US-China tensions and possible enforcement could affect future operations. |
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Nvidia (NVDA) Soars on AI Boom and U.S. Policy Easing, Wedbush Analyst Says | GuruFocus | Login to see the signal | |
Nvidia Remains the AI Poster Child as $2 Trillion Opportunity UnfoldsSummaryWedbush analyst Daniel Ives praises Nvidia as the prime AI investment, citing its dominant AI chip position and U.S. policy easing for chip sales to China. The growing $2 trillion AI market and Nvidia’s ripple effect on IT underscore strong long-term growth prospects. |
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Nvidia (NVDA) Surges Amid Rising Demand and Repair Boom for Banned AI Chips in China | Reuters | Login to see the signal | |
In China, repair demand for banned Nvidia AI chipsets boomsSummaryNvidia's advanced AI GPUs, banned for export to China, are being widely smuggled and repaired in China, fueling strong demand amid higher failure rates and legal constraints, pushing lawmakers to introduce tracking legislation to curb smuggling and control chip usage. |
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Nvidia (NVDA) Maintains Lead as Intel (INTC) Forecasts Steeper Losses Amid Layoff Plans | Reuters | Login to see the signal | |
Intel to slash workforce by year-end as it forecasts steeper losses than expectedSummaryIntel plans major layoffs and forecasts steeper losses despite higher sales projections. Nvidia continues to dominate the AI chip market, highlighting Intel's challenging turnaround under new CEO Lip-Bu Tan. |
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Nvidia (NVDA) Faces Regulatory Risks as B200 AI Chips Violate U.S. Export Controls into China | GuruFocus | Login to see the signal | |
NVDA: Nvidia B200 Chips Fuel $1 Billion Black-Market Surge in ChinaSummaryNvidia's high-end B200 AI processors are reportedly entering Chinese data centers through unofficial channels, violating U.S. export restrictions. This undermines U.S. regulatory efforts and risks complicating supply chains amid growing AI demand in China. |
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Nvidia (NVDA) Gains on SK Hynix Record Profit and Strong AI Chip Demand Despite Tariff Risks | Reuters | Login to see the signal | |
In earnings season, it's AI good, everything else, not so muchSummaryNvidia's supplier SK Hynix reports record profit fueled by AI chip demand amid tariff uncertainties, signaling strong near-term prospects despite trade tensions. Tech giants show resilience with upbeat guidance and spending plans, while tariffs weigh on automotive and other sectors. |
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