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Despite bubble fears, NVDA maintains a strong "Buy" consensus with robust revenue and cash flow growth. Major tech hyperscalers are projected to spend trillions on AI infrastructure, bolstering Nvidi…
Applied Materials reported record Q3 results and provided a strong Q4 outlook, driven by AI demand. However, shares dipped due to the stock being 'priced for perfection' after a significant prior ral…
Nvidia CEO Huang projects $3-4T in AI data-center capex by 2030, far above Wall Street's ~$1.03T consensus. Nvidia posted 85% revenue growth, dominates AI chip market (85% share), with China reopenin…
Micron Technology is highlighted as a more compelling AI investment than Nvidia due to its lower forward valuation, strong pricing power from high-bandwidth memory constraints, and Zacks Rank #1, whi…
Nvidia beat Q1 earnings with 85% revenue growth and raised guidance to $91B, but shares fell 1% as investors demand higher expectations. CEO highlighted AI factory acceleration and future opportuniti…
Tesla halted Model S/X production at Fremont with final units by May 2026, plans $25B capex for 2026 targeting AI/autonomous tech, but faces FSD regulatory hurdles in China and potential export restr…
Nvidia shares rise ahead of Wednesday's earnings on strong AI demand and anticipated revenue growth, despite concerns about capital spending and valuations. Guidance, especially on China export issue…
Nvidia is close to investing $20 billion in OpenAI’s latest funding round, its largest ever. Despite delays in China H200 chip sales due to US review, Nvidia maintains strong AI leadership and aims t…
Nvidia highlights AI-driven infrastructure demand boosting skilled labor wages and data center growth, despite geopolitical risks in China and workforce disruption concerns.
Tesla CEO Elon Musk criticized China's silver export restrictions amid a volatile silver market rally, highlighting silver's critical role in EV production and AI tech, supporting near-term industria…
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 …
Nvidia plans to expand capacity amid interest from Alibaba and ByteDance for H200 chips, but Chinese import approvals remain uncertain, pressuring shares down 2.3%.
Nvidia's H200 AI chips destined for China will undergo a unique U.S. security review, reflecting national-security tensions and complex supply chain issues, while Nvidia balances profit motives amid …
Nvidia's Q3 earnings indicate strong AI chip demand but margin pressure from complex production and China export limits. Microsoft’s AI investments support growth, while Nvidia's stock faces declinin…
Nvidia strengthens its Asian footprint by supplying 260,000 Blackwell AI chips to South Korea for government and major companies, signaling a strategic shift toward AI-driven industries amid China ex…
Nvidia CEO Jensen Huang reveals the company has not yet sought US licenses to ship Blackwell AI chips to China, citing regulatory barriers, but hopes for future access to this significant market.
Nvidia shares rose following strong semiconductor sector gains, driven by Intel’s upbeat earnings and AI demand optimism. Nvidia's $5 billion Intel partnership boosts AI infrastructure supply, despit…
Nvidia faces China export headwinds but remains strong as sovereign funds and a new UAE AI partnership drive global GPU demand, supporting continued revenue growth.
Nvidia shares slid over 3% after quarterly results disappointed, sparking concerns about China export restrictions and rising competition from Chinese AI chipmakers, pressuring AI and chip peers.
Nvidia beat revenue and EPS with a blockbuster quarter and raised guidance, but data-center revenue slightly missed lofty expectations, sending the stock down ~3% as investors flag supply and China e…