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NVDA
Strong Positive
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Slight Positive
Neutral
Slight Negative
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Strong Negative
| Time | Symbol | Title | Source | Signal |
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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. |
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Nvidia (NVDA) Soars with Resumed China Chip Sales, Boosting AI Market Leadership Amid US-China Tensions | GuruFocus | Login to see the signal | |
Nvidia's $4 Trillion Power Play: How Jensen Huang Just Outmaneuvered Washington and BeijingSummaryNvidia's CEO Jensen Huang successfully resumed H20 chip sales to China, navigating complex US-China tensions and securing a vital market access that boosts Nvidia's leadership in AI chips and growth potential amidst geopolitical challenges. |
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Nvidia (NVDA) Gains Analyst Praise on Robust AI Chip Demand Ahead of Earnings | Dow Jones Newswires | Login to see the signal | |
Nvidia and 2 Other Chip Stocks to Play AI Into Earnings, Says J.P. Morgan — Barrons.comSummaryJ.P. Morgan highlights strong AI chip demand and favorable outlook for Nvidia ahead of earnings, reinforcing its position as a leader in AI hardware despite a slight share dip. |
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Nvidia (NVDA) Soars Near All-Time Highs on Strong Earnings Outlook and AI Growth | Zacks | Login to see the signal | |
Is a Recession Coming in 2025?SummaryNvidia shares have surged 29% year-to-date, hitting new highs on strong expected earnings growth of 42% for fiscal 2026 despite a high valuation. The overall AI spending supports Nvidia's momentum amid a stable economy with no recession yet. |
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Nvidia (NVDA) Faces Risks from Micron's (MU) Advancing HBM4 Chips Ahead of AI Platform Shift | MarketWatch | Login to see the signal | |
Micron's stock is down 8% this week. These analysts see an opportunity to buy.SummaryMicron's better positioning with next-gen high-bandwidth memory (HBM4) chips poses a risk to Nvidia, which plans to shift from HBM3e to HBM4 next year, creating potential supply or cost challenges amid AI-driven demand growth. |
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Nvidia (NVDA) Shares Slide on U.S. Lawmaker Objections to AI Chip Sales to China | ReutersRefinitiv | Login to see the signal | |
Top Republican on China panel objects to resumption of Nvidia H20 chip shipmentsSummaryU.S. lawmakers oppose resuming Nvidia's AI chip sales to China, causing a negative reaction on NVDA shares due to national security and innovation concerns. |
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Nvidia (NVDA) AI Chip Shipments to UAE Stall Amid Security Concerns, Delaying Stargate Project | GuruFocus | Login to see the signal | |
US and UAE Nvidia Deal Hits Security RoadblockSummaryThe U.S. Commerce Department continues to withhold approval of Nvidia AI chip shipments to the UAE due to security concerns involving G42's ties to China, delaying the Stargate data center project. Negotiations are ongoing, with revised terms and tighter oversight expected to resolve the impasse. |
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