Nvidia, Opendoor on list of retail traders' favorite stocks heading into September - CNBC
Nvidia topped the list of top 10 single stocks with largest weekly retail order imbalance over the past week, according to JPMorgan's data.
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Op-ed: What Nvidia wouldn't say about China chip sales reveals everything you need to know
Nvidia is being coy about chip sales in China, but the ultimate story may follow a well-known plot: Chinese chip local Cambricon doing what BYD...
Japanese Equities Slump as Investors Dump Tech Stocks
Japanese equities declined, led by a fall in AI-related stocks as investors offloaded tech shares after declines in Nvidia and Dell Technologies on the US stock market over the weekend.
Nvidia says two mystery customers accounted for 39% of Q2 revenue | TechCrunch
Nearly 40% of Nvidia's second quarter revenue came from just two companies, identified in a filing as "Customer A" and "Customer B."
The AI boom didn't quite save Nvidia earnings, but enterprise software cashed in
In the most-watched tech event this week, Nvidia came up (a bit) short on earnings, but it still offered a pretty darn good growth projections. Thing...
Nvidia headed to $200 a share, says Josh Brown - CNBC
Investors should focus on Nvidia's big boost in A.I. infrastructure spending, and not the "noise" around China, says Ritholtz Wealth Management...
China's Alibaba develops new AI chip to help fill Nvidia void, WSJ reports | Reuters
China's Alibaba , has developed a new chip that is more versatile than its older chips and is meant to serve a broader range of AI inference tasks...
Nvidia's Huang touts 'full steam' AI spend while China uncertainty remains - CNBC
Nvidia stock fluctuated as investors digested the company's latest earnings report, which signaled robust AI demand but provided little clarity on...
Nvidida earnings report: Trump tariffs, China pose stock market problem - Axios
Nvidia is caught in the middle of a Trump trade war that could impact its earnings growth.
S&P 500, Dow score record high closes as Nvidia results buttress AI rally - NBC News
Other AI heavyweights gained, with Alphabet adding 2%, Amazon up 1% and chipmaker Broadcom rising almost 3%. “Nvidia is such an outlier that to say it...
Trump, Nvidia talks to allow advanced AI chip sales in China will take time, CEO says
The Reuters Daily Briefing newsletter provides all the news you need to start your day. ... AI on the American tech stack helps America win the AI race.
The Law of Large Numbers Comes for Nvidia
Nvidia’s New NormalOne way to think about being a $4 trillion company is that even your spectacular successes can start to look like a slowdown. This, in essence, was the story of Nvidia's latest earnings report. The company posted another quarter of record revenue, with
China’s ‘little Nvidia’ warns investors of risks after stock gains 533% in year
Beijing-based AI chipmaker Cambricon Technologies, widely seen as a potential alternative to Nvidia in the Chinese market, has issued a rare warning about supply chain risks and excessive speculation in its shares, which have gained 521 per cent in the past 12 months.
The company’s Shanghai-listed stock nearly doubled in the last month on a wider rally fuelled by China’s favourable policy support of local artificial intelligence chips and a new AI model from DeepSeek tailored for upcoming...
Nvidia CEO says AI boom far from over after tepid sales forecast - Reuters
The stock was down nearly 2% at $178.43 in early trading on Thursday. Get a daily digest of breaking business news straight to your inbox with the...
Nvidia earnings takeaways: A 'full steam' AI spend, but China uncertainty remains
CEO Jensen Huang said the company was in talks with the Trump administration about China chip sales.
Nvidia's top two mystery customers made up 39% of the chipmaker's Q2 revenue
Nvidia's top two customers making up 39% of its total revenue is renewing concern about the risk of the chipmakers clientele concentration.
The ripple effect of Nvidia's earnings, plus an analyst turns bullish on Amazon - CNBC
AI · Enterprise · Internet · Media · Mobile · Social Media · CNBC Disruptor 50 · Tech ... The ripple effect of Nvidia's earnings, plus an analyst turns...
Nvidia beats on top and bottom lines as company expects breakneck AI spend to continue
Nvidia said sales growth this quarter will remain above 50%, signaling to Wall Street that demand for AI infrastructure shows no sign of fading.
Wall St set for muted open in countdown to Nvidia earnings - Reuters
Wall Street's main indexes were set for a subdued open on Wednesday as investors awaited AI leader Nvidia's results, which are expected to test...
Nvidia reports second-quarter earnings after the bell - CNBC
There are two big questions about the future of Nvidia's data center business that analysts are looking at.
Stocks climb as investors await Nvidia results; dollar recovers - Reuters
Major stock indexes rose on Wednesday ahead of results from artificial intelligence leader Nvidia, while the dollar recovered from the previous...
After Nvidia's earnings beat, Jim Cramer pushes back against AI bubble fears - CNBC
Jim Cramer attributed Nvidia's stock slip to the fact that it had run up going into the quarter, and Wall Street's expectations were extremely...
Nvidia CEO says AI boom far from over | Reuters
... AI Race" Summit in Washington D.C., U.S., July 23, 2025. ... Get a daily digest of breaking business news straight to your inbox with the Reuters...
Nvidia CEO Huang says bringing Blackwell AI chip to China 'is a real possibility'
Huang predicted the artificial intelligence market in the world's second-biggest economy will grow 50% next year.
China aims to triple AI chip output, reducing Nvidia's dependency, FT says | Reuters
The Reuters Daily Briefing newsletter provides all the news you need to start your day. ... AI chip in the first quarter of 2025 despite...
Saudi AI firm Humain is pouring billions into data. Will it pay off?
Saudi AI 'champion' Humain, owned by the kingdom's massive Public Investment Fund, has partnerships with Nvidia, AMD and Groq.
China Nvidia rival Cambricon adds to $40 billion rally with 4000% revenue jump - CNBC
Chinese semiconductor firm Cambricon posted a more than 4,000% surge in ... Got a confidential news tip? We want to hear from you. Get In...
4 big questions for Nvidia, the most important stock in the market - CNBC
The AI trade bellwether is set to report earnings after Wednesday's market close.
