Nvidia stock is rallying again and is now eyeing to surpass the 52-week high level of $236, as investors looked beyond Meta’s custom AI chip headlines and refocused on a more powerful catalyst, AI infrastructure spending that continues to exceed expectations. Fresh bullish commentary from Morgan St…
Nvidia NASDAQ:NVDA shares rose about 2% on Friday afternoon as investors looked past reports that Meta Platforms (META) is advancing development of a new in-house artificial intelligence chip.Reuters said Meta plans to begin manufacturing its custom AI processor, code-named Iris, in September after…
Nvidia (NVDA, Financials), a semiconductor company known for graphics processors and AI data center systems, is pushing further into the traditional CPU market with its upcoming Vera processor.The company says Vera's high core count can help it outperform processors based on the x86 architecture us…
King Yuan Electronics, a Taiwanese company that tests and packages semiconductors for customers including Nvidia, plans to invest up to $1.4 billion in a new U.S. facility.The company said the project would support future growth and strengthen its place in the global semiconductor supply chain. It…
Nvidia NASDAQ:NVDA drew fresh attention after Wedbush said the company's upcoming Vera central processing unit, or CPU, could strengthen its position in the server processor market through a higher core count.Wedbush said Vera is expected to outperform processors based on the x86 architecture, the…
Nvidia NASDAQ:NVDA may receive only a limited revenue boost from any easing of China chip restrictions, as Wells Fargo estimates the company could sell about 200,000 H200 graphics processing units to Chinese customers.Wells Fargo said those shipments could generate roughly $6 billion to $8 billion…
Palantir Technologies NASDAQ:PLTR shares fell about 4% on Thursday, extending losses as investors pulled back from richly valued enterprise software stocks amid broader market weakness and renewed geopolitical tensions.The decline in Palantir came as concerns over the collapse of a U.S.-Iran truce…
Nvidia NASDAQ:NVDA may receive only a limited revenue boost from any easing of China chip restrictions, as Wells Fargo estimates the company could sell about 200,000 H200 graphics processing units to Chinese customers.Wells Fargo said those shipments could generate roughly $6 billion to $8 billion…
Wedbush Securities analysts suggested Nvidia NASDAQ:NVDA, the AI chipmaker behind GPUs and next-generation data center hardware, may have another growth lever as its Vera CPU is expected to feature a high core count that could help it outperform CPUs based on x86 architecture. Traditional x86 archi…
Nvidia (NVDA, Financials), the chipmaker known for AI processors used in data centers, has reportedly committed A$720 million, or about $500 million, to Australian cloud infrastructure startup Firmus Technologies.The investment is part of Firmus' A$2.9 billion funding round and makes Nvidia the com…
Nvidia NASDAQ:NVDA gained 4% Wednesday as new benchmark results suggested its open-source Nemotron 3 Ultra AI model could challenge closed models on both cost and enterprise performance.Nvidia said LangChain's Deep Agents harness completed more tasks at higher throughput using Nemotron 3 Ultra whil…
As the first full week of the second half of 2026 draws to a close, with earnings season just around the corner, a meaningful shift is taking shape in the tech market. Chip stocks that had surged sharply, including Intel, SanDisk, and Micron, have pulled back from last month's peaks, while long-und…
Shares of NVIDIA Corp. jumped 3.7% on Wednesday, extending their winning streak to a third straight session and posting their biggest one-day gain in more than a month. Investors rotated back into established technology names amid market volatility fueled by shifting developments surrounding the U…
Nvidia NASDAQ:NVDA shares climbed about 1.5% on Wednesday afternoon after a report said Chinese authorities are preparing to allow selected technology companies to purchase the company's H200 artificial intelligence chips under new conditions.Nvidia could benefit from the policy change as regulator…
Investor Michael Burry (Trades, Portfolio) disclosed new bearish positions against Tesla NASDAQ:TSLA, Nvidia NASDAQ:NVDA, Caterpillar (CAT), Applied Materials (AMAT) and the iShares Semiconductor ETF (SOXX), while also maintaining his negative position on the Nasdaq-100 through put options.Burry, k…
The Chinese government is reportedly planning to allow select AI companies to buy Nvidia Corp.’s (NVDA) H200 chips in limited quantities.According to a report by The Information, citing people familiar with the matter, Chinese officials informed Alibaba Group Holding (BABA), ByteDance, and DeepSeek…
Dubai, United Arab Emirates: Vultr, the world's largest privately-held cloud infrastructure company, today announced the launch of SUSE AI Factory with NVIDIA on Vultr infrastructure, developed in partnership with SUSE. Announced alongside SUSE at the RAISE Summit in Paris, this validated, full-st…
President Donald Trump has pushed back on concerns over his crypto holdings after disclosures showed he earned at least $1.4 billion in 2025 from crypto and memecoin-related firms. Speaking to CNBC at the White House, Trump said he was not aware of the full scope of the ventures but argued there wa…
Nvidia NASDAQ:NVDA and AMD NASDAQ:AMD face growing pressure in China as local companies shift more AI chip spending toward domestic suppliers, according to a Bloomberg survey.The survey of 60 Chinese executives found they plan to allocate 46% of AI chip budgets to domestic options over the next 12…
Nvidia NASDAQ:NVDA could face increasing pressure to maintain its rapid growth trajectory as the chipmaker enters a new phase where investor expectations remain exceptionally high.The report noted that Nvidia's latest annual revenue growth of 70.7% marked a slowdown from the stronger pace recorded…
