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NASDAQ:NVDA News

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S&P 500, Nasdaq End Higher On Support From Chipmakers, Cybersecurity Stocks And Soft Inflation Data — NVDA, GS, SKHY, VZ, LCID In Focus

The S&P 500 and Nasdaq ended higher on Monday as soft consumer inflation data eased concerns about an interest rate hike, while gains in chipmaker and cybersecurity shares helped lift the indexes.The S&P 500 ended 0.4% higher, while the Nasdaq 100 rose 1.1% and the Dow Jones Industrial Average ende…

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Nvidia Slashes AI Chip Buyer List as China Crackdown Intensifies

Nvidia NASDAQ:NVDA has reduced the number of Asian companies eligible to purchase its artificial intelligence chips after introducing tougher customer screening measures designed to comply with U.S. export restrictions, according to a Monday Financial Times report.Nvidia has increased compliance ch…

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Nvidia's China Compliance Push Gets Tougher

Nvidia NASDAQ:NVDA has reportedly removed more than half of its previous Asian AI chip buyers from an approved customer list as it tightens compliance checks designed to stop advanced processors from reaching China.The company has stepped up reviews in Singapore, Malaysia and Japan, according to th…

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Nvidia Tightens Asian Chip Sales

Nvidia (NVDA, Financials), the chipmaker best known for graphics processors and AI hardware, has reportedly tightened sales of its advanced chips across parts of Asia.The company introduced a new approval list after stepping up compliance checks in Singapore, Malaysia and Japan, according to the Fi…

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Nvidia Eyes AI Data Center Cooling Deal

Nvidia NASDAQ:NVDA is reportedly exploring a partnership with Mitsubishi Heavy Industries to improve cooling and power management for the next generation of AI data centers, according to Nikkei.Mitsubishi Heavy could supply high-efficiency cooling systems, air conditioning, emergency power equipmen…

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Citi Has a Stark Message for Nvidia Stock Fans

Nvidia NASDAQ:NVDA is facing growing investor scrutiny as attention shifts beyond AI demand to questions about its product roadmap, supply chain and long-term profitability.Citi said key questions center on whether AI infrastructure spending is broadening to enterprises, sovereign customers and AI…

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GOOGL Reportedly Expands TPU Sales To Battle Nvidia Amid Wall Street Price Target Cuts On Big Tech Ahead Of Q2 Earnings

Alphabet-led (GOOG, GOOGL) Google is reportedly expanding efforts to sell its custom AI chips to independent cloud providers as a direct challenge to Nvidia's (NVDA) dominance in AI hardware.The report from The Information comes as Wall Street has trimmed price targets on Alphabet, Meta Platforms…

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TSMC Revenue Tops Forecasts on AI Strength

Taiwan Semiconductor Manufacturing NYSE:TSM posted stronger than expected Q2 revenue as surging demand for advanced AI chips kept its growth engine running.Revenue reached NT$1.27 trillion, or $39.63 billion, up 36% from NT$933.8 billion a year earlier. The result topped the $39.31 billion market c…

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Nvidia Reassures Investors on AI Roadmap

Nvidia (NVDA, Financials), the leading designer of graphics processors and AI computing chips, sought to reassure investors that its long-term growth plans remain firmly on track as questions continue to surround AI spending, product launches and competition.Following discussions with Nvidia's inve…

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Weekly Recap: NVIDIA H200 China reports and Burry opens NVDA short

NVIDIA (NASDAQ:NVDA) sits at the center of an AI boom: product launches (Vera CPU, Vera Rubin, Kyber) and wins in large-scale training lifted shares, while China chip access reports and cloud rivals, plus high-profile shorts and rollout risks, inject volatility despite attractive valuation.Previous…

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Dan Ives Says NVDA's Recent Underperformance Is A Bump Than Anything Else — 'There's One Chip In The World Fueling The AI Revolution'

Tech strategist Dan Ives on Monday downplayed concerns around Nvidia Corp.’s (NVDA) recent underperformance, calling it just a speed bump rather than anything else.During an interview with CNBC, Ives added that the underperformance of Nvidia and other hyperscalers is due more to the market flocking…

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'Big Short' Michael Burry Could Make Over $100M This Year — Not From Stock Trades But Over 300K Substack Subscribers

“The Big Short” investor Michael Burry may be on pace for a nine-figure year, with the potential payday primarily coming from Substack subscriptions rather than stocks or options.Burry said on Sunday that his Cassandra Unchained newsletter had crossed 300,000 subscribers just 231 days after launch…

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