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NVIDIA Falls on Data Center Misses: Buy the Dip with ETFs?
NVDA's Q2 beat was marred by a data center revenue miss, but ETFs like SMH and SHOC could help investors play its AI-driven growth, with lesser risks.
Zacks·15d ago
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OpenAI raises $8.3 billion at $300 billion valuation, exceeding target - NYT
Investing.com -- OpenAI has secured $8.3 billion in funding at a $300 billion valuation, exceeding its target and completing the fundraising months ahead of schedule, according to the New York Times (NYSE:NYT) DealBook Newsletter.
investing.com·1mo ago
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U.S. tech names no longer behaving as a "homogeneous block," BCA Research says
Investing.com - A recent rally in tech stocks is becoming increasingly polarized, with names like Nvidia (NASDAQ:NVDA) and Microsoft (NASDAQ:MSFT) outpacing even its "Magnificent Seven" mega-cap peers such as Apple (NASDAQ:AAPL), according to analysts at BCA Research.
investing.com·1mo ago
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Nvidia orders 300,000 H20 chips as China demand surges, Reuters reports
Investing.com-- Nvidia (NASDAQ:NVDA) has placed fresh orders for 300,000 of its H20 AI chips with contract manufacturer Taiwan Semiconductor Manufacturing Co (TSMC) (TW:2330) amid rising demand from China, Reuters reported on Tuesday, citing unnamed sources.
investing.com·2mo ago
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Nvidia’s H20 stockpile won’t meet accelerating China demand: Jefferies
Investing.com -- Nvidia’s inventory of H20 AI chips is unlikely to satisfy surging demand in China following a temporary lift of U.S. export restrictions, according to Jefferies.
investing.com·2mo ago
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Trump’s ’big beautiful bill’ to boost big tech’s cash bonanza, AI dominance: MS
Investing.com -- President Trump’s One Big Beautiful Bill may be pitched as a game-changer for America’s future, but Morgan Stanley analysts believe the real impact is a windfall for Big Tech—delivering a powerful, cash-rich boost to the biggest names in AI, helping them dominate the future of AI. 
investing.com·2mo ago
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Morgan Stanley identifies next wave of AI-linked "alpha"
Investing.com - "Clear signs" of above-benchmark returns are emerging in companies whose operations are significantly reliant on artificial intelligence, according to analysts at Morgan Stanley.
investing.com·2mo ago
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Trump said he considered breaking up Nvidia; signs 3 orders to support AI
Investing.com-- U.S. President Donald Trump said on Wednesday that he had considered breaking up NVIDIA Corporation (NASDAQ:NVDA) to boost competition in the artificial intelligence sector, but had reconsidered over the difficulty of such a move.
investing.com·2mo ago
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Nvidia faces production hurdles in China H20 restart- The Information
Investing.com-- NVIDIA Corporation (NASDAQ:NVDA) told its Chinese customers that it has limited supplies of the H20 chip, the most powerful artificial intelligence chip it is allowed to sell in the country, The Information reported on Saturday. 
investing.com·2mo ago
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Sizing China’s AI chip ambitions amid rising demand
investing.com·2mo ago

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