Nvidia, Fed
AI chip industry leader Nvidia’s high market share draws federal prosecutors’ scrutiny
The Department of Justice has contacted Nvidia relating to the company’s more than 80% market share of the burgeoning AI chip industry. Reports that the DOJ sent subpoenas to the leading manufacturer of data center graphics processing units,
A Once-in-a-Decade Investment Opportunity: 1 Artificial Intelligence (AI) Semiconductor Stock to Buy Hand Over Fist Right Now (Hint: It's Not Nvidia)
A Once-in-a-Decade Investment Opportunity: 1 Artificial Intelligence (AI) Semiconductor Stock to Buy Hand Over Fist Right Now (Hint: It's Not Nvidia)
Nvidia’s stock is surging. Here’s how it tends to perform after interest-rate cuts.
Nvidia’s stock historically has made dramatic moves in the year after initial Fed interest-rate cuts, and it has outperformed the S&P 500 on average when looking at all rate cuts since the IPO.
Nvidia Stock Rises. Why Fed’s Jumbo Rate Cut Will Boost the AI Chip Maker.
The central bank's decision to slash borrowing costs by 50 basis points is easing concerns about the economy. That could lift the AI trade.
Nvidia Stock Is Surging Today -- Time to Invest in the Artificial Intelligence (AI) Leader?
The Fed announced yesterday that it would be cutting interest rates by 50 basis points -- coming in higher than the 25-basis-point cut that many investors and analysts had anticipated. While the initial reaction to the rate cut didn't spur gains for the broader market,
Opinion
Nvidia’s stock has room to run — but analysts see more upside for 6 other chip makers
The semiconductor space has been an important driver for the stock market, helped especially by Nvidia Corp.’s dramatic sales growth — the company’s most recent quarterly revenue was 4.5 times as high as it was two years earlier.
Fed Matters More for Nvidia Stock Than a New AI Deal
It’s Fed decision day—and it'll be difficult for the chip maker's shares to make gains until investors have more clarity about the central bank's next move.
Nvidia, Two Other Chip Stocks Earn Fresh Buy Ratings On AI Prospects
A Wall Street analyst initiated coverage of three semiconductor stocks with buy ratings, citing their exposure to the artificial intelligence boom.
Prediction: Nvidia Stock Is Going to Soar in the Remainder of 2024
Wall Street expects Nvidia to deliver $4.02 in earnings per share during fiscal 2026, which places its stock at a forward P/E ...
All About Nvidia Chips, AI Hype and What Lies Ahead
The blistering stock rally that’s made Nvidia Corp. one of the world’s three most valuable companies is based on a number of ...
TweakTown11h
TikTok parent company ByteDance to have 2 custom AI chips made on TSMC 5nm process in 2026
TikTok parent company ByteDance is developing two AI GPUs that will be made at TSMC on its 5nm process node, expected to ...
Digi Times9h
Saudi Arabia to purchase Nvidia's high-end chips in 2025
Originally one of the regulated export destinations for US chips, Saudi Arabia aims to receive clearance from the US ...
Nvidia’s Blackwell Chip Delay Is Center Stage Amid Stock Slump
Nervous Nvidia Corp. investors are eager for an update on its Blackwell chip rollout — hoping for a catalyst to halt the ...
AMD Should Be Valued As A Software-First Chip Company
Financial writer recommends a Strong Buy on Advanced Micro Devices, Inc., citing rapid AI datacenter GPU sales growth and ...
Nvidia Stock Pops 7% As CEO Huang Touts Demand For Chips
The more than $200 billion rally came after Huang said the company’s customers are “emotional” and “tense” due to their ...
US closer to greenlighting Nvidia chips for Saudi Arabia, Semafor reports
The U.S. government is considering allowing Nvidia to export advanced chips to Saudi Arabia, Semafor reported on Wednesday, ...
This Shocking Move by Elon Musk and Larry Ellison Signals Enormous Growth Ahead for Nvidia (and Should Eliminate Its Shareholders' Biggest Worry)
Investors have been worried about how rising competition in the high-end chip market will impact the GPU leader.