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Michael Burry established a short-term options hedge against Nvidia, despite the company's strong earnings and bullish long-term outlook. He believes Nvidia's current valuation is excessive relative …
Marvell Technology (MRVL) sees 50x normal call option volume ahead of Aug 27 earnings, surging 12.87% amid bullish analyst revenue upgrades and sector optimism following Palantir's 26% FCF-driven ral…
Micron (MU) plunged ~28% despite record DRAM ASPs and a 5-year pricing lock, as CXMT's IPO and CoreWeave's price hedging spark sector-wide semiconductor profit-taking after SOXX's 82% H1 rally.
Broadcom reported strong AI-driven earnings and revenue growth, but shares tumbled 12% in after-hours trading. The sell-off was triggered by the company's decision to maintain its 2027 outlook unchan…
Nvidia’s stock slid on profit-taking after a strong rally, as investors question whether AI-driven capital spending will sustain growth amid valuation concerns and market sensitivity to rates and inf…
NVIDIA remains bullish with strong AI-driven demand and robust Q4 revenue outlook, while Micron outperforms on high-bandwidth memory demand. Qualcomm faces near-term headwinds from memory chip shorta…
Nvidia must comply with detailed US Commerce Department licensing terms on AI chip sales to China, with questions raised on enforcement reliability amid geopolitical tensions.
Nvidia’s stock dropped over 2% as investors took profits after a strong rally amid concerns over competition, China export restrictions, and rising macro risks, signaling caution but not panic ahead …
Semiconductors, including Nvidia, meet bubble criteria but risks aren't extreme yet; cautious alert advised as AI-related chip stocks could underperform if sentiment shifts.
Nvidia faces competition concerns but shows strong technical and fundamental strengths, with accelerating revenue growth and high profit margins suggesting a probable rebound to all-time highs.
Chinese AI chipmaker Moore Threads surged over 400% in its IPO debut, fueled by Beijing's push for domestic tech independence, challenging Nvidia's dominance despite currently lagging in technology a…
Nvidia invested $2 billion purchasing Synopsys stock at $414.79 per share, signaling strategic expansion in AI chip sector.
Nvidia invested $2 billion in Synopsys, expanding AI partnerships amid concerns on deal overlaps; Nvidia shares fell nearly 2%, Synopsys rose 7%.
Nvidia invested $2 billion in AI chip software firm Synopsys, but its shares fell nearly 2%, reflecting market concern over deal circularity amid its extensive AI ecosystem investments.
Nvidia's CEO Jensen Huang confirmed no current shipments to China but expressed hopes to resume serving the Chinese market in the future during his visit to Taiwan and TSMC.
NVIDIA insiders Dawn Hudson and CEO Jensen Huang sold shares in early September—about 315,000 combined at ~$170–172—reducing holdings; the moves drew investor attention but may reflect personal plann…