Latest in Nvidia’s Stock May
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Broadcom and Marvell are a growing threat to Nvidia as AI-chip needs evolve
Both Broadcom and Marvell have talked about big potential opportunities for their custom ASIC chips.MarketWatch - 1h -
Nvidia and DataStax just made generative AI smarter and leaner — here’s how
Nvidia and DataStax launch new AI tool that reduces enterprise data storage costs by 35x while enabling multilingual retrieval, transforming how companies like Wikimedia process and access massive ...VentureBeat - 22h -
Nvidia Introduces Device Aimed at Small Firms, Hobbyists for AI Use
The $249 version of its Jetson computer for artificial-intelligence applications is half the price of its predecessor.The Wall Street Journal - 23h -
BATMMAAN begins: These may be the dominant stocks for next year.
A new acronym has been making the rounds since another potential tech kingmaker — Broadcom — began closing in on the $1 trillion market cap club last week.MarketWatch - 2h -
Microsoft acquires twice as many Nvidia AI chips as tech rivals
OpenAI’s biggest backer buys nearly half a million GPUs this year in race to build artificial intelligence systemsFinancial Times - 9h -
Nvidia’s stock may have lost its luster, but the rest of tech can still shine
“Even if Nvidia has been a powerful motor propelling equity markets this year, there are plenty of other oars in the water doing the same thing,” an analyst says.MarketWatch - 14h -
Nvidia stock is in a correction. Microsoft’s CEO may have just said something very worrying.
Satya Nadella, Microsoft’s CEO, and believed to be a big customer of Nvidia was talking about abundant chip supply in a recent interview.MarketWatch - 17h -
Jim Cramer addresses Nvidia's recent 14% decline and what he's doing with the stock
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.CNBC - 21h -
Broadcom is having its own ‘Nvidia moment’ as stock swells further
The newest member of the trillion-dollar market-cap club is looking ahead to a “likely sharp new product ramp” in the second half of 2025, according to an analyst.MarketWatch - 1d -
Tesla’s stock may see a 50% bump as Musk’s ‘bet for the ages’ on Trump pays off
Tesla’s stock heads for another record, as Wedbush sees a “bull case” possibility of a rally to $650 in 2025.MarketWatch - 1d -
London’s shrinking stock market
The travails of the LSE reflect deeper problems in the UK’s business environmentFinancial Times - 1d -
After Nvidia’s boom, what’s next for AI-related stocks?
Investor attention is likely to spread to companies actually using the technologyFinancial Times - 4d -
Nvidia’s stock misses out on the big chip rally after Broadcom earnings
One analyst noted that the type of AI chip Broadcom makes could pick up market share relative to “costly” graphics processing units.MarketWatch - 4d -
Against a Wall: How Jensen Huang Saved Nvidia in the 1990s
With just a month of cashflow left, Huang was running out of options.Inc. - 4d -
Broadcom’s projections show more evidence of the AI boom expanding beyond Nvidia
Broadcom’s stunning projection for its potential opportunity in 2027 is more evidence that the artifical-intelligence boom in semiconductors is expanding beyond Nvidia — but there still is a lot of ...MarketWatch - 5d -
Supreme Court dismisses Nvidia’s appeal in securities lawsuit
The Supreme Court on Wednesday dismissed an appeal from Nvidia in a securities lawsuit against the chipmaking giant, allowing the case to move forward. The court dismissed the appeal as ...The Hill - 6d -
Supreme Court Won’t Decide Nvidia Securities Fraud Case After All
In an unsigned order, the justices dismissed the case against the tech giant as “improvidently granted,” meaning they had concluded that it had been a mistake to take it up.The New York Times - 6d -
Who will succeed Nvidia’s Jensen Huang? A new book raises this key question.
Investors who read the book might be concerned about one issue: Nvidia is completely entwined with its CEO.MarketWatch - Dec. 11 -
Stocks are expensive, and nobody cares
How UBS learned to stop worrying and love the rallyFinancial Times - Dec. 10 -
How Jensen Huang Solicits Employee Emails to Keep Nvidia on Top
A new book on the rockstar CEO explores his ‘Top-5 Things’ messages, which lets him know what staffers are thinking about, so the company can stay abreast of nascent tech innovations.Inc. - Dec. 10 -
Nvidia's stock dips after China opens probe of the AI chip company for violating anti-monopoly laws
Shares of Nvidia have slipped after China said it is investigating the high-flying U.S. microchip company over suspected violations of Chinese anti-monopoly lawsABC News - Dec. 9 -
Nvidia Investigated by China for Allegedly Violating Anti-Monopoly Laws
The AI chip powerhouse is getting scrutiny for its $6.9 billion acquisition of Mellanox in 2019.Inc. - Dec. 9 -
Nvidia Faces Antitrust Investigation in China
The move by Chinese regulators came a week after the Biden administration expanded curbs on the sale of advanced U.S. technology to China.The New York Times - Dec. 9 -
Nvidia Probed in China Over Possible Antimonopoly Violations
Beijing opened the investigation a week after the U.S. placed additional export controls on China’s access to high-end semiconductors.The Wall Street Journal - Dec. 9 -
Nvidia reportedly facing China antitrust probe. Why that matters for the stock.
Nvidia’s stock heads for a third-straight decline after report of China’s investigation due to antitrust concerns.MarketWatch - Dec. 9 -
Nvidia shares fall as China launches antitrust investigation into company
Tech corporation suspected of violating anti-monopoly law after Washington’s latest curbs on Chinese chip sector. China said on Monday it had launched an investigation into Nvidia over ...The Guardian - Dec. 9 -
The switch from speculative stocks to highly speculative stocks may see these investors get burned
There are pockets of the market very vulnerable to a dip in risk appetite, says Vanda ResearchMarketWatch - Dec. 9 -
China launches antitrust probe into Nvidia
Move comes as tensions deepen between Washington and Beijing over development of AIFinancial Times - Dec. 9 -
This is the best-performing AI stock this year and it isn’t even close (and it’s not Nvidia)
This company may not have spent as much time in the spotlight as AI chip powerhouse Nvidia, but its stock has soared in 2024.MarketWatch - Dec. 6 -
Nvidia Partner Ooredoo Eyes Data Center Acquisitions Amid AI Push, CEO Says
Qatari telecom group Ooredoo is on a hunt to acquire data centers because it can’t build them fast enough to house Nvidia’s latest-generation of artificial-intelligence chips, its chief executive ...The Wall Street Journal - Dec. 6 -
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How long can Nvidia outrun the law of large numbers? Here’s some good news.
An analyst is encouraged by rumblings that Nvidia’s next-generation Rubin chip could be out earlier than expected in a boon to 2026 financials.MarketWatch - Dec. 5 -
Nvidia tangos with an activist hedge fund: An excerpt from Tae Kim's new book on the tech giant
Starboard Value's Jeff Smith knows his firm sold its Nvidia stake way too soon, Tae Kim writes in "The Nvidia Way: Jensen Huang and the Making of a Tech Giant."CNBC - Dec. 5 -
World’s biggest hedge fund flags the ‘holy grail’ that may shield investors if U.S. stock rally crumbles
Karen Karniol-Tambour, co-chief investment officer at Bridgewater Associates, says valuations are much higher for U.S. stocks than they were when the bull run began.MarketWatch - Dec. 5 -
How Jensen Huang, CEO of Nvidia, Is Avoiding Billions in Taxes
The chief executive of Nvidia, Jensen Huang, has taken advantage of popular loopholes in the federal estate and gift taxes, which have quietly been eviscerated.The New York Times - Dec. 5 -
Salesforce earnings may serve as latest shot in the arm for software stocks
Salesforce’s stock rises after a revenue beat that could signal healthy spending trends in the industry.MarketWatch - Dec. 4 -
Marvell’s stock rises on strong AI demand, but this trend may be just as big
Marvell’s results signal a gradually healthier business that’s about more than just the AI boom.MarketWatch - Dec. 4 -
Nvidia Rules A.I. Chips, but Amazon and AMD Emerge as Contenders
Amazon, Advanced Micro Devices and several start-ups are beginning to offer credible alternatives to Nvidia’s chips, especially for a phase of A.I. development known as “inferencing.”The New York Times - Dec. 3 -
This bank’s outrageous predictions include the dollar tanking and Nvidia becoming twice the size of Apple
Denmark’s Saxo Bank annually produces their outrageous predictions -– which is their attempt to create unlikely-but-plausible forecasts, to spark discussion and challenge consensus.MarketWatch - Dec. 3
