Latest in Nvidia Looks
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Here's what Jim Cramer tells investors to do with Nvidia as shares tumble on DeepSeek AI fears
AI chip king Nvidia is tumbling on the emergence of Chinese AI startup DeepSeek.CNBC - 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 -
Beyond Oracle and Nvidia, these stocks and sectors can benefit from the Stargate AI venture
Here’s a roadmap to the next stages of the buildout of AI in the U.S.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 -
As Nvidia’s stock gains, one analyst shows why Stargate could be so significant
Will Nvidia become part of the “Trump trade?” Melius Research says the new Stargate joint venture may signal more AI-friendly moves ahead and help the company’s long-term growth.MarketWatch - Jan. 22 -
Oracle, Nvidia and other Big Tech stocks jump as Trump rolls out Stargate AI initiative
President Trump announced a major AI infrastructure investment of “at least $500 billion,” signaling a willingness to work alongside large tech companies.MarketWatch - Jan. 21 -
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 -
One Leadership Trait You Don’t Want to Learn From Nvidia’s Jensen Huang
Sometimes the best thing you can learn from successful business people is what not to do.Inc. - Jan. 20 -
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 supplier Taiwan Semi reports profit surge. AI capacity is ‘very tight,’ CEO says.
Taiwan Semiconductor Manufacturing Co. on Thursday reported a stronger-than-expected profit and said artificial intelligence demand will help offset a typically weak period for smartphone sales.MarketWatch - Jan. 16 -
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 -
Forget Nvidia: Ndea wants to build AI that keeps improving on its own with ‘no bottlenecks in sight’
Unlike traditional deep learning, which interpolates between data points, program synthesis searches for discrete programs that explain data.VentureBeat - Jan. 15 -
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 -
10 stocks making best use of investors’ money. Here’s who beats Nvidia.
A company’s return on average assets sheds light on how well its management team has allocated investors’ money.MarketWatch - Jan. 11 -
Nvidia’s stock is down 9% from its recent record. That shows the short term is winning out for now.
Nvidia’s stock is off 9% from an all-time high hit earlier this week, with investors focused more on the here and now than on new eye-popping projections of market opportunity.MarketWatch - Jan. 10 -
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 -
Biden administration planning new AI chip export limits that would hit Nvidia, report says
The White House is finalizing additional restrictions on the export of artificial intelligence microchips that would hit companies including Nvidia and Advanced Micro Devices, according to a report.MarketWatch - Jan. 9 -
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 Jensen Huang is 'dead wrong' about quantum computers, D-Wave CEO says
D-Wave Quantum CEO Alan Baratz said Nvidia’s Jensen Huang is “dead wrong” about quantum computing after comments from the head of the chip giant spooked Wall Street on Wednesday.NBC News - Jan. 8 -
Nvidia's Jensen Huang is 'dead wrong' about quantum computers, D-Wave CEO says
D-Wave Quantum shares plunged 36% on Wednesday after Nvidia CEO Jensen Huang suggested that quantum computers are decades away.CNBC - Jan. 8 -
Quantum stocks like Rigetti plunge after Nvidia's Huang says the computers are 15 to 30 years away
Quantum computing stocks dropped Wednesday after Nvidia CEO Jensen Huang declared that useful quantum computers are likely decades in the future.CNBC - Jan. 8 -
Can AMD gain ground on Nvidia? This new bear sees a tough road ahead.
AMD’s stock just got downgraded, with HSBC warning that the company’s “AI GPU roadmap is less competitive than we previously thought.”MarketWatch - 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 -
AMD is going head-to-head with Nvidia in AI-backed drug discovery with new deal
Chip maker AMD is investing $20 million in AI drug startup Absci, which will use AMD chips and software for drug development.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 -
Tesla and Nvidia dominated the stock market last year. Why more pedestrian names can shine in 2025.
The average S&P 500 stock had a tough go of it in December. But better times could lie ahead in 2025.MarketWatch - Jan. 8