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Nvidia’s Growth Story Faces Complexity Amid Investment Spree, Yardeni Warns

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Nvidia’s AI Growth Story Turns “Messy” Amid Investment Spree The narrative around Nvidia is becoming “messy” as the AI leader pours billions into smaller companies...

Huawei Launches Bold Strategy to Take On Nvidia in AI Chip...

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Huawei Technologies Co. has unveiled a bold three-year plan to challenge Nvidia’s leadership in the artificial intelligence chip market, Bloomberg reported. While the company...

TSMC and Foxconn shares surge on optimism over Nvidia–OpenAI $100B deal

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TSMC and Foxconn Shares Surge on Nvidia’s $100 Billion OpenAI Deal Shares of Nvidia (NASDAQ: NVDA) suppliers Taiwan Semiconductor Manufacturing Co. (TSMC) and Foxconn climbed...

Nvidia remains Evercore’s top pick as firm boosts target on OpenAI...

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Evercore Boosts Nvidia Price Target After OpenAI Partnership Nvidia remains Evercore’s top stock pick after the brokerage reaffirmed its confidence in the chipmaker. Analysts raised...

Nvidia plans up to $100B investment in OpenAI, forging AI powerhouse...

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Nvidia to Invest Up to $100 Billion in OpenAI, Strengthening AI Partnership Nvidia announced on Monday that it will invest up to $100 billion in...

Huawei Reveals Chipmaking and Computing Power Strategy for the First Time

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Huawei Reveals AI Chipmaking Roadmap and New Computing Power Plans Huawei announced on Thursday that it will release four new versions of its Ascend AI...

China Showcases Major Data Center Built on Homegrown Chips

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China Unicom builds massive data centre with domestic AI chipsChina Unicom has completed a major step in building a new data centre powered by...

China’s initial probe finds Nvidia breached anti-monopoly rules

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China’s Regulator Says Nvidia Violated Anti-Monopoly Law Amid Rising U.S.-China Tensions China’s State Administration for Market Regulation (SAMR) announced Monday that a preliminary investigation found...

Chinese Companies Seek Nvidia Chips Despite State Pressure, Sources Reveal

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Chinese Tech Giants Still Seek Nvidia AI Chips Despite Government Pressure Alibaba, ByteDance, and several other major Chinese technology companies remain eager to secure Nvidia’s...

Analysts Boost Nvidia Price Targets Despite Post-Earnings Stock Dip

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Nvidia shares fell about 1.8% in premarket trading on Thursday, even after the chipmaker reported stronger-than-expected quarterly results and guidance. Analysts responded by raising...
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