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Bretton Fund underperformed the S&P 500 in Q2 due to AI data center spending. While acknowledging the long-term potential of AI, they highlight concerns over the sustainability of current high semico…
Jim Cramer and analysts warn Nvidia's circular AI financing deals with SK Group and OpenAI echo dot-com bubble risks, potentially masking true demand and amplifying losses if data center spending doe…
South Korea's FSC halted new listings of leveraged ETFs tied to Samsung and SK Hynix, raising deposit requirements to curb volatility from excessive rebalancing trades.
Nvidia faces headwinds ahead of Wednesday earnings as options market signals increased hedging activity and rising volatility. Rising bond yields and macro concerns threaten another sell-the-news out…
U.S. officials may expand export controls on AI chips, threatening Nvidia's $17B China revenue and market dominance, pressuring future shipments and operations.
Nvidia shares dropped nearly 3% amid Middle East geopolitical tensions that pressured semiconductor stocks due to concerns over supply chain and energy risks.
NVIDIA warned that new U.S. export restrictions on China could severely disrupt its chip sales and growth plans, impacting its core business significantly.
The U.S. State Department is considering new restrictions on Nvidia's H200 chip sales to China, delaying shipments and causing uncertainty among Chinese buyers, negatively impacting Nvidia's business…
NVIDIA’s stock is sharply bearish due to stalled chip sales to China amid US review and risks from large customers building proprietary chips, despite strong long-term growth outlook and undervaluati…
Tesla plans over $20 billion in capital expenditures in 2026, driving negative free cash flow and signaling high risk amid ambitious investments in AI, chip manufacturing, and robotaxi expansion.
Nvidia’s H200 AI chip approval faces delays in China, potentially hindering its market expansion and growth prospects.
Chinese customs blockage has paused shipments of Nvidia's newly approved AI H200 chips, disrupting supply to China and potentially hurting sales.
US chip stocks, including Nvidia, declined amid profit-taking, policy risks, and geopolitical concerns affecting demand forecasts in the semiconductor sector.
Senator Warren demands Nvidia CEO testify on national security concerns after the Trump administration permits advanced AI chip exports to China amid fears of military misuse and smuggling risks.
Taiwan's government states the U.S. has not provided details on a 25% tariff for Nvidia's H200 chips sold to China, with Taiwanese authorities monitoring developments closely.
Intel denies allegations of IP theft amid a lawsuit from TSMC involving a former executive, adding uncertainty before Nvidia's earnings that impact semiconductor sector leadership and advanced chip p…
Chinese regulators blocked ByteDance from using NVIDIA chips in new data centers, restricting NVIDIA's growth potential in a major market.
Nvidia shares are expected to experience significant volatility, with traders betting on an 8% price swing around earnings, reflecting uncertainty and heightened market activity.
Nvidia's stock has dropped 12% amid concerns it may miss high AI chip sales forecasts despite strong growth, creating uncertainty over an investment bubble and cautious market sentiment ahead of quar…
Global tech stocks, including Nvidia, experienced a significant pullback due to profit-taking, macro uncertainties, and U.S. government shutdown concerns, signaling a healthy correction after an exte…