Nvidia ‘must live with’ guardrails on AI sales to China: Lutnick
Nvidia (NVDA) “must live with” certain guardrails on the sales of its artificial intelligence accelerators to China,...
Tag: NVDA
Rising capex for the Mag 7 may be a catalyst for them to underperform the market – analyst
Rising capital expenditure across the Magnificent 7 tech stocks—AppleApple (AAPL), Microsoft (MSFT), Amazon (AMZN),...
Cadence unveils AI agent to accelerate chip design
Cadence Design Systems (CDNS) unveiled a virtual AI agent called ChipStack AI Super Agent to help companies such as Nvidia...
Oracle surges 10% after rating upgrade at D.A. Davidson
Shares of Oracle (ORCL) jumped about 10% on Monday after D.A. Davidson upgraded its rating to Buy from Neutral while...
Lumentum should benefit as Nvidia ‘accelerates’ co-packaged optics: GF
Lumentum (LITE) should benefit as Nvidia (NVDA) “accelerates” its use of co-packaged optics, GF Securities said. “At...
Nvidia’s Huang says tech is in a ‘generational’ buildout with AI; weighs in on China, OpenAI
Amid some eye-popping capital spending numbers from some of tech's largest companies, Nvidia (NVDA) CEO Jensen Huang said...
‘We’re going to look back at his selloff as a table pounder time to own names’ – Wedbush’s Dan Ives
This year will be Apple’s (AAPL) breakout year, according to Dan Ives, global head of technology research at Wedbush...
Nvidia may not release new gaming chip this year due to memory shortage: report
Nvidia (NVDA) will not release a new gaming GPU in 2026, due to the ongoing supply crunch in memory, The Information...
Tower Semiconductor stock jumps on Nvidia AI infrastructure deal
Tower Semiconductor (TSEM) shares jumped 13% premarket on Thursday after the company said it is teaming up with Nvidia...
Nvidia’s AI chip sale to ByteDance hinges on conditions set by Trump administration: report
The Trump administration is willing to allow China's ByteDance (BDNCE) to buy Nvidia's (NVDA) H200 chips, but the AI...