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NVDA, AVGO Offer Best Value Among Chip Stocks Amid Recent Sell-Off, Says Morgan Stanley — Sees 'Compelling Entry Point' In Memory Stocks

Morgan Stanley said the recent sell-off in semiconductor stocks has created an attractive opportunity for investors, naming Nvidia Corp. (NVDA) and Broadcom Inc. (AVGO) as its top picks in AI compute while identifying memory stocks as a "compelling entry point" after their recent pullback.According…

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NVIDIA Agent Toolkit Expands With New Omniverse Libraries, Putting AI Agents to Work Building Simulation-Ready Worlds

NVIDIA Launches Omniverse Libraries, Putting AI Agents to Work Building Simulation-Ready WorldsNews Summary:LOS ANGELES, July 20, 2026 (GLOBE NEWSWIRE) -- SIGGRAPH -- NVIDIA today announced that NVIDIA Agent Toolkit now includes NVIDIA Omniverse™ libraries — a collection of software components that…

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Chip Stocks Are Sliding Despite 'Absolutely Rock Solid' Earnings Power — JPMorgan Strategist Warns AI Rally Now Hinges On Hyperscalers

Semiconductor stocks continued to decline in Friday’s opening trade as investors continued to rotate out of AI names despite another round of solid corporate earnings.During an interview with CNBC, JPMorgan’s Global Market Strategist, Hugh Gimber, explained that investors are concerned that the sec…

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Breaking Down The Big 3 Investing Strategies

There are several different investing styles that are commonly deployed, with investors having their individual preferences. Still, market participants typically gravitate toward one of three strategies, namely income, growth, or value.Each style caters to different investor profiles. Income invest…

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NVIDIA CEO Courts Japan Suppliers as $5.1 Trillion AI Push Expands

NVIDIA NASDAQ:NVDA, the U.S. chipmaker whose graphics processors have become central to the global artificial intelligence race, is strengthening its relationship with the Japanese companies supporting its next generation of AI systems. On Wednesday night, CEO Jensen Huang met executives from sever…

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Nvidia Expands AI Push in Japan

Nvidia (NVDA, Financials), the chipmaker behind many of the systems powering artificial intelligence, is widening its reach across Japan's largest industries.During a visit to Tokyo, CEO Jensen Huang announced partnerships covering robotics, health care, banking, manufacturing, automobiles, quantum…

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Michael Burry Mocks Data Center 'Fantasy’ In ORCL, NVDA, AMZN — But Trump Sees ‘Big, Strong, Bold’ Money Machines

“The Big Short” investor Michael Burry took another swipe at the AI bubble late Wednesday, while U.S. President Donald Trump doubled down on data centers as “money machines” capable of delivering jobs and tax windfalls.Burry Targets AI Data Center Boom Late Wednesday, Burry posted an AI-generated i…

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Nokia and Nvidia Unveil AI-Native Radio Platform

Nokia NYSE:NOK unveiled what it calls the industry's first commercial AI-native radio access network platform, developed with Nvidia NASDAQ:NVDA, as telecom companies look to use artificial intelligence to boost network capacity without adding more spectrum.The platform combines Nokia's AI-native a…

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Nvidia Begins H200 Shipments to China

Nvidia (NVDA, Financials), the semiconductor company best known for AI processors and data center hardware, has begun shipping a small number of H200 chips to China, according to a senior U.S. Commerce Department official.Jeffrey Kessler told lawmakers that exports have started, though only very fe…

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Nvidia-Backed Nebius Unveils ‘Asset-Light’ AI Data Center Model – NBIS Stock Fights Back After Falling Below $200

Shares of Nvidia (NVDA)-backed Nebius (NBIS) gained on Wednesday morning after the AI cloud company said it will start letting outside partners build and own the data centers that run its software.The move gives Nebius room to grow its footprint without spending its own capital on steel, land, and…

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Nvidia CEO Says Rubin Remains on Track

Nvidia NASDAQ:NVDA CEO Jensen Huang said the company's next-generation Vera Rubin AI systems remain on track, pushing back against reports that manufacturing problems could delay the rollout.Speaking in Tokyo, Huang said the hardware is already in production and moving toward giant volumes, accordi…

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Jensen Huang Denies Reports Of Nvidia's Vera Rubin Being Delayed Due To Production Issues — ‘Giant Amounts Of Production Incoming’

Nvidia Corp. (NVDA) CEO Jensen Huang on Wednesday denied reports that the company’s next-generation data center platform, Vera Rubin, has been delayed due to production issues.According to a Bloomberg report, Huang told reporters in Tokyo that Vera Rubin is in production and on track to be delivere…

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Nvidia (NVDA) Stock Trades Up, Here Is Why

What Happened? Shares of leading designer of graphics chips Nvidia NASDAQ:NVDA jumped 4% in the afternoon session after Morgan Stanley reiterated its "overweight" rating on the stock, and a U.S. official confirmed the company has begun shipping its powerful H200 AI chips to China.The investment ban…

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