Strong Positive
Positive
Slight Positive
Neutral
Slight Negative
Negative
Strong Negative
| Time | Symbol | Title | Source | Signal |
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NVDA
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Nvidia (NVDA) Tumbles After OpenAI Chooses Broadcom for In‑House AI Chip | Reuters | Login to see the signal | |
OpenAI to launch its first AI chip in 2026 with Broadcom, FT reportsSummaryOpenAI is partnering with Broadcom to build its first in‑house AI chip, reducing reliance on Nvidia; Broadcom reportedly secured over $10 billion in AI infrastructure orders. The chip will be used internally, signaling potential long-term pressure on Nvidia's GPU demand. |
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NVDA
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Nvidia (NVDA) Tumbles as OpenAI and Broadcom Unveil Plan for Custom AI Chip | Reuters | Login to see the signal | |
OpenAI set to start mass production of its own AI chips with Broadcom, FT reportsSummaryOpenAI, co-designing a custom AI chip with Broadcom, plans to ship the chip next year to reduce reliance on Nvidia and meet surging compute demand, potentially denting Nvidia's future GPU demand. |
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NVDA
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NVIDIA (NVDA) Soars on AI GPU Demand, Data Center Revenue Catalyst | Zacks | Login to see the signal | |
Top Analyst Reports for NVIDIA, Chevron & BookingSummaryZacks praises NVIDIA’s AI-driven data center growth and GPU demand, citing Ada/Blackwell adoption and automaker collaborations, while flagging supply constraints, rising costs and competition from AMD. |
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NVDA
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NVIDIA (NVDA) Tumbles as AMD Soars on AI Infrastructure Partnerships | Zacks | Login to see the signal | |
AMD's AI Journey Rides on Strong Partner Base: What's the Path Ahead?SummaryAMD's expanding partnerships, EPYC demand and new MI350/MI355X launches boost Q3 2025 revenue outlook; NVIDIA and Broadcom remain strong competitors amid rapid GPU adoption. |
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NVDA
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Nvidia (NVDA) Tumbles on China Export Curbs as Cambricon Surges | GuruFocus | Login to see the signal | |
Cambricon Soars on 4,000% Revenue Jump, Signals China's Push to Replace NvidiaSummaryCambricon posted record profit as Chinese firms shift to domestic AI chips amid U.S. export restrictions that curb Nvidia's H20 sales to China and force revenue sharing, boosting Cambricon's market value. |
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NVDA
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Nvidia (NVDA) Tumbles on Softer Q3 Guide and China Export Uncertainty | GuruFocus | Login to see the signal | |
Nvidia's $4 Trillion Streak Faces a Test: China Risks, Slowing Growth, and a $3 Trillion AI BetSummaryNvidia forecasted softer fiscal Q3 revenue (~$54B) after strong Q2 growth, citing no H20 AI chip sales to China and export-license uncertainty. Management touted massive long-term AI opportunity and authorized $60B buybacks despite near-term China-related risks. |
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NVDA
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Nvidia (NVDA) Soars on Upside Q3 Revenue Forecast, China Uncertainty Lingers | Reuters | Login to see the signal | |
Street View: Nvidia remains strong, China uncertainty an overhangSummaryNvidia forecasted Q3 revenue above Street estimates amid strong U.S. AI chip demand, but halted Beijing operations and China-U.S. tensions introduce near-term uncertainty; analysts remain mostly bullish with high price targets. |
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NVDA
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NVIDIA (NVDA) Soars on Blackwell Adoption and Surging Data Center Demand | Zacks | Login to see the signal | |
The Zacks Analyst Blog Highlights Broadcom, NVIDIA and Advanced Micro DevicesSummaryZacks spotlights Broadcom's AI-driven product shipments and robust semiconductor revenue outlook while noting strong demand for NVIDIA's data‑center chips and Blackwell platform; AMD is rolling out competitive AI GPUs. |
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