NVDA







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Nvidia (NVDA) Powers WeRide’s New Automotive HPC 3.0 Platform, Slashing Autonomous Driving Costs | MT Newswires | Login to see the signal | |
WeRide Launches Automotive-Grade Computing Platform; Shares Up Pre-BellSummaryWeRide launched a new automotive-grade HPC 3.0 platform powered by Nvidia's Drive Agx Thor chip, significantly reducing autonomous driving costs by 50% and lifecycle expenses by 84%, enhancing Nvidia's position in autonomous vehicle computing solutions. |
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Nvidia (NVDA) Faces Long-Term Supply Crunch As H20 AI Chip Production Halted Amid US Ban | MT Newswires | Login to see the signal | |
Market Chatter: Nvidia Faces Supply Hurdles in Resuming H20 Chip Sales to ChinaSummaryNvidia has limited H20 AI chip stock with production halted due to a US ban. Restarting manufacturing is difficult and would take nine months, impacting supply and possibly delaying product availability. |
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Nvidia (NVDA) Surges on China Chip Sales Resumption Amid Nasdaq Tech Rally | ReutersRefinitiv | Login to see the signal | |
US stocks weekly: TightropeSummaryNasdaq leads gains with strong tech sector performance; Nvidia and AMD rise as China chip sales resume, supporting semiconductor momentum while broader markets show mixed sector results and cautious investor sentiment. |
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NVIDIA (NVDA) Soars to Record Highs on Strong Earnings Growth Outlook and AI Spending Catalyst | Zacks | Login to see the signal | |
Zacks Market Edge Highlights: FAST, NVDA and CTASSummaryNVIDIA shares are hitting new all-time highs with a 29% YTD increase and expected 42% earnings growth in fiscal 2026, despite high valuation multiples. The company remains a strong buy due to robust growth prospects amid a stable economic outlook without an immediate recession. |
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Nvidia (NVDA) Navigates U.S.-China Trade Tensions with CEO Huang’s Strategic China Visit and Market Commitment | Reuters | Login to see the signal | |
Nvidia CEO's China charm offensive underscores rock star status in key marketSummaryNvidia CEO Jensen Huang’s recent China visit underscores Nvidia's commitment despite U.S.-China tensions that threaten its $17 billion business. Huang praises Chinese tech rivals, navigates geopolitics, but faces risks from growing Chinese domestic chipmakers supported by government subsidies. Nvidia’s market share may erode long term. |
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Nvidia (NVDA) Gains as China’s Rare Earth Export Surge Unlocks Key Supply Flow, Resuming AI Chip Sales | ReutersRefinitiv | Login to see the signal | |
China's exports of rare earth magnets to the US surge in JuneSummaryChina's rare earth magnet exports to the U.S. surged 660% in June after a trade deal, easing supply chain issues. Nvidia plans to resume H20 AI chip sales to China, benefiting from improved material flow critical for EVs and tech devices. |
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NVIDIA (NVDA) Faces Production Hurdles in China, Supply Constraints Limit H20 Product Availability | Reuters | Login to see the signal | |
Nvidia’S China Restart Faces Production Obstacles - The InformationSummaryNVIDIA's restart in China faces production and supply constraints, potentially limiting availability of its upgraded H20 products, indicating near-term challenges for revenue and market penetration in the region. |
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Nvidia (NVDA) Limits H20 Chip Supplies in China Amid U.S. Export Controls, Plans RTX Pro Launch | Reuters | Login to see the signal | |
Nvidia's China restart faces production obstacles, The Information reportsSummaryNvidia is limiting supplies of its powerful H20 AI chips to Chinese customers due to U.S. export restrictions but plans a new compliant RTX Pro GPU while navigating licensing approvals and manufacturing delays, impacting near-term chip availability. |
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Nvidia (NVDA) Gains from China's Rare Earth Export Surge Boosting AI Chip Production | Reuters | Login to see the signal | |
China's exports of rare earth magnets to the US skyrocket in JuneSummaryChina's rare earth magnet exports to the U.S. surged over 660% in June after trade deal easing export restrictions, supporting Nvidia's plan to resume AI chip sales to China amid alleviated supply constraints crucial for EVs and chip manufacturing. |
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Nvidia (NVDA) Gains as China’s Rare Earth Magnet Exports to US Surge Post Trade Deal | Reuters | Login to see the signal | |
China's exports of rare earth magnets to the US surge in JuneSummaryChina's rare earth magnet exports to the US surged over 660% in June following a trade deal, easing supply chain constraints critical for EV production. Nvidia plans to resume AI chip sales to China, benefiting from restored mineral flows essential for its manufacturing. |
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Nvidia-Backed Perplexity AI Eyes Mobile Growth, Challenging Google Chrome with Comet Browser | ReutersRefinitiv | Login to see the signal | |
Perplexity in talks with phone makers to pre-install Comet AI mobile browser on devicesSummaryNvidia-backed startup Perplexity AI aims to expand its AI-powered Comet browser to mobile devices by partnering with OEMs like Apple and Samsung, targeting millions of users and leveraging AI integration in web browsing, amid competition from Google Chrome and OpenAI's AI browser development. |
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Nvidia (NVDA) Projects Surge in China AI Chip Sales Pending U.S. Export Licenses | GuruFocus | Login to see the signal | |
Nvidia Unveils China?Ready RTX Pro After Top?Level Beijing TalksSummaryNvidia’s CEO discusses strong demand and plans to increase shipments of China-compliant AI chips amid China’s openness to foreign investment, despite U.S. export restrictions on advanced semiconductors. |
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Nvidia (NVDA) Soars on U.S. Approval to Sell AI Chips to China, Ending Key Export Ban | Dow Jones Newswires | Login to see the signal | |
The Score: Norfolk Southern, Citigroup, Nvidia and More Stocks That Defined the Week — WSJSummaryNvidia gains 4% after U.S. government permits sales of advanced AI chips to China, easing trade war restrictions and restoring key revenue streams for the semiconductor giant. |
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Nvidia (NVDA) Rallies on China Chip Sales Resumption Amid Nasdaq's Tech Surge | Reuters | Login to see the signal | |
US stocks weekly: TightropeSummaryNvidia shares gain as China resumes chip sales, aiding the tech sector's rally led by Nasdaq's record highs despite mixed sector performances and Treasury yield fluctuations. |