Latest in Nvidia Looks
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Nvidia’s stock falls as these two questions dog investors
Wall Street is trying to assess how tariffs would impact the chip sector. Plus, the DeepSeek fallout lingers.MarketWatch - 3d -
Trump to meet with CEO of chipmaker Nvidia
President Trump will meet with the CEO of chipmaking powerhouse Nvidia on Friday as the White House reportedly mulls tightening chip exports to China, a White House official confirmed to The Hill. ...The Hill - 6d -
Nvidia GeForce RTX 5080 Review: The Real Splurge
The 50 series's second-best card is great, if you can find one.Wired - 6d -
Nvidia shares resume fall despite gains in European chip stocks
ASML shares rally as Dutch group hails DeepSeek as ‘good news’Financial Times - Jan. 29 -
Retail investors pour $900mn into Nvidia as they chase ‘buying opportunity’
Traders bought chipmaker shares at ‘astounding’ pace as stocks wobbled this weekFinancial Times - Jan. 29 -
Portfolio manager pours cold water on Nvidia's stock bounce back
Portfolio manager Dan Niles warns that Nvidia's shares could have further to fall after it posted the biggest one-day loss of market-cap in U.S. history.CNBC - Jan. 28 -
US chipmaker Nvidia rebounds after historic tumble
Wall Street steadies following sharp losses driven by concerns over Chinese AI group DeepSeekFinancial Times - Jan. 28 -
Nvidia’s Fall Shows an Uncertain A.I. Future
Nvidia’s sharp turn of fortunes illustrates much deeper problems that investors are ignoring as they send the valuations of Big Tech to the heavens.The New York Times - Jan. 28 -
Small investors bought the dip in Nvidia by a record amount Monday
Retail investors rushed into Nvidia on Monday, signaling Main Street support for the chipmaker despite the emergence of an artificial intelligence model from China that battered its shares and ...NBC News - Jan. 28 -
Small investors bought the dip in Nvidia by a record amount Monday
Retail investors bought more than $562 million worth of Nvidia stock on balance during the rout, data shows.CNBC - Jan. 28 -
Broad selling in Nvidia rout was ‘irrational’, Howard Marks says
Distressed debt investor says asset managers and other companies should not have been hit by AI fearsFinancial Times - Jan. 28 -
Nvidia and other chip stocks are bouncing. Is now the time to buy?
Multiple analysts saw Monday’s sharp semiconductor pullbacks as overdone. One said they could prove “a buying opportunity in hindsight once the dust settles.”MarketWatch - Jan. 28 -
One reason Nvidia looks like a bargain stock following the DeepSeek news
Other technology stocks trading at relatively low valuations to historical levels include Micron, Super Micro and Workday.MarketWatch - Jan. 28 -
Nvidia calls China’s DeepSeek R1 model ‘an excellent AI advancement’
Nvidia called DeepSeek's R1 model "an excellent AI advancement," despite the Chinese startup's emergence causing the chipmaker's stock price to plunge 17%.CNBC - Jan. 28 -
Investors piled into leveraged ETFs tied to Nvidia. Then the stock crashed
Single-stock, leveraged ETFs betting heavily on Nvidia's blistering rally plunged overnight, tracking losses logged by the chip darling.CNBC - Jan. 28 -
Why Nvidia investors are spooked by Chinese AI upstart
Short sellers profit as US chipmaker loses nearly $600bn in market value on MondayFinancial Times - Jan. 28 -
DeepSeek could represent Nvidia CEO Jensen Huang’s worst nightmare
The recent AI advances by Chinese upstart DeepSeek could be the beginning of a potential nightmare scenario that Nvidia Corp. Chief Executive Jensen Huang has been worrying about since the chip ...MarketWatch - Jan. 28 -
As Nvidia tanks, Jim Cramer says there's not enough information to make a move
CNBC's Jim Cramer reviewed Monday's market action as AI start-up DeepSeek disrupted the tech sector, sending market leader Nvidia into a tailspin.CNBC - Jan. 28 -
Nvidia shares sink as Chinese AI app spooks markets
Share prices in US and European firms fall as the Chinese technology threatens to disrupt the AI industry.BBC News - Jan. 27 -
Nvidia Reels After DeepSeek’s A.I. Breakthrough
The tech industry has had an insatiable appetite for Nvidia’s chips over the last two years. But the feast may be over sooner than many had expected.The New York Times - Jan. 27 -
Nvidia, Microsoft shares tumble amid rise of China-based AI DeepSeek
DeepSeek chatbot tops Apple's app-store charts.ABC News - Jan. 27 -
DeepSeek story is bad news for Nvidia and the microchip makers. It may be worse for these stocks.
Nuclear plays have surged over the last month and last year on AI hopes that may not come to fruition/MarketWatch - Jan. 27 -
Nvidia’s toughest competition might just be Alphabet — but there’s a catch
One analyst says Alphabet has great chips, but doesn’t seem to be doing enough to pursue the massive market opportunity in AI hardware.MarketWatch - Jan. 24 -
Nvidia’s GeForce RTX 5090 Review: A Video Card With AI
This super premium graphics card might not be cheap, but it offers a glimpse into Nvidia’s AI-powered future.Wired - Jan. 23 -
Nvidia Supplier SK Hynix Posts Record Profit on AI Boom
The South Korean memory-chip maker reported record quarterly and annual results after stronger-than-expected earnings for the final quarter of 2024 on robust chip demand.The Wall Street Journal - Jan. 22 -
Huawei seeks to grab market share in AI chips from Nvidia in China
Tech giant pushes its artificial intelligence chips as hardware of choice for ‘inference’ tasksFinancial Times - Jan. 21 -
This is Nvidia’s secret weapon and it’s likely to propel the stock in 2025
Strength in data center GPUs, networking, services, and emerging products fortify Nvidia’s competitive ‘moat.’MarketWatch - Jan. 18 -
Nvidia tackles agentic AI safety and security with new NeMo Guardrails NIMs
Nvidia is optimizing AI safety controls for multi-agent systems with minimal performance impact through new NeMo Guardrails microservices.VentureBeat - Jan. 16 -
Nvidia analysts are very bullish on the stock. But this holdout defends his cautious view.
The chip maker’s stock has surged in the year since D.A. Davidson’s Gil Luria began coverage with a neutral view. But he still thinks elements of his initial call have merit.MarketWatch - Jan. 16 -
There's a popular tech stock washout Monday as Palantir, Nvidia and Rigetti Computing drop
Popular technology stocks tumbled Monday as bond yields rose, dragging down tech-heavy Nasdaq-100 futures.CNBC - Jan. 13 -
U.S. Targets China With New AI Curbs, Overriding Nvidia's Objections
The U.S. is imposing some of its strongest measures yet to limit Chinese advances in AI, aiming to block backdoors in other countries that Beijing could use to access technology.The Wall Street Journal - Jan. 13 -
Nvidia's tiny $3,000 computer for AI developers steals the show at CES
Nvidia CEO Jensen Huang was greeted as a rock star this week at the CES tech show in Las Vegas.CNBC - Jan. 10 -
Quantum-computing stocks sink as Nvidia CEO delivers a reality check
Shares of Rigetti Computing, Quantum Computing, IonQ and D-Wave fell sharply after Nvidia’s Jensen Huang said that “very simple quantum computers” could be 20 years away.MarketWatch - Jan. 8 -
Why Nvidia’s Jensen Huang Is So Bullish on ‘Physical AI’ and Robots
‘The ChatGPT moment for robotics is coming,’ Huang said. Here’s why.Inc. - Jan. 8 -
Nvidia’s stock falls further — but analysts see a future that’s brighter than ever
Nvidia’s talk of huge market opportunities in autonomous driving and robotics is “potentially comforting for investors thinking about what might come next for the company,” an analyst says.MarketWatch - Jan. 8 -
Samsung’s revival still hangs on winning Nvidia’s AI custom
South Korean group is one of only a few chipmakers with the ability to produce memory chips essential for AI applicationsFinancial Times - Jan. 8