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The Latest Breaking News from NVDA

Nvidia Remains Hedge Fund King, But Lam Research Climbs The Ranks

NVIDIA Corp (NASDAQ:NVDA) is still the undisputed monarch of hedge fund portfolios, but second-quarter filings show a new challenger climbing the stairs to the throne: Lam Research Corp (NASDAQ:LRCX).

Benzinga

Tesla, Apple, Amazon Among Hedge Fund Favorites, SPY Emerges As Top ETF Buy

Hedge funds boosted their holdings in leading technology firms substantially in the second quarter of 2025, with Apple Inc (NASDAQ:AAPL), Amazon.com Inc (NASDAQ:AMZN), Nvidia Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Meta Platforms Inc (NASDAQ:META), Alphabet Inc (NASDAQ:GOOGL), Tesla Inc (NASDAQ:TSLA), and Broadcom Inc (NASDAQ:AVGO) being among the top bought stocks, per…

Benzinga

Perplexity AI Makes $34.5 Billion Cash Bid For Google Chrome, Backed By Funds As Analyst Says Offer 'Vastly Undervalues' Asset

Perplexity AI, a San Francisco-based startup backed by Nvidia (NASDAQ:NVDA), SoftBank, and Jeff Bezos, has made an unsolicited $34.5 billion cash offer to acquire Google's Chrome browser, one of the most widely used internet tools in the world, Bloomberg reports.

Benzinga

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Nvidia's AI Expansion Could Push Revenue To $300 Billion By 2026, Analyst Says

Nvidia (NASDAQ:NVDA) is set to beat Wall Street’s expectations once again, driven by surging demand for AI and its new Blackwell architecture.

Benzinga

Coca-Cola, Amazon, Google, And Nvidia Have Used This Startup's AI Avatars — Inside Jeff Lu's $40M Rise To America's Fastest-Growing Company

In the same Palo Alto, California, building where Mark Zuckerberg grew Facebook in 2005, Jeff Lu now leads Akool, the generative AI platform that has created lifelike avatars for Coca-Cola (NYSE:KO), Amazon (NASDAQ:AMZN), Google, and Nvidia (NASDAQ:NVDA). The company ranks No. 1 on this year's Inc. 5000 list, Inc. reports.

Benzinga

Nvidia, AMD See 'Special Treatment' From Trump As Chip Supply Chain Faces New Disruptions

In a move that could potentially disrupt the global semiconductor supply chain, President Donald Trump has allowed Nvidia Corporation (NASDAQ:NVDA) and Advanced Micro Devices, Inc. (NASDAQ:AMD) to export AI processors to China.

Benzinga

Billionaire Fund Manager Doubles Down on Nvidia and Key AI Stack Play

Billionaire Philippe Laffont, the head of a $70 billion hedge fund at Coatue Management, has significantly ramped up his investments in Nvidia Corp. (NASDAQ:NVDA) and its leading AI-cloud collaborator, CoreWeave Inc (NASDAQ:CRWV).

Benzinga

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Trump Says Nancy Pelosi Traded On Inside Information—Her 2025 Portfolio Outperforms S&P 500 Thanks To These 4 Stocks

President Donald Trump has accused former House Speaker Nancy Pelosi of trading on “inside information” after her portfolio’s returns reportedly outperformed the SP 500 in 2025.

Benzinga

DeepSeek's Latest AI Model Delayed After Huawei Chips Fail Amid China's Push To Reduce Reliance On US Companies Like Nvidia: Report

The Chinese AI start-up DeepSeek has reportedly postponed the launch of its new model after technical issues with Huawei Technologies’ chips forced a reliance on U.S.-made Nvidia Corp.'s (NASDAQ:NVDA) processors.

Benzinga

Hedge Fund Elliott Management's Q2 Moves Include Positions Tied To S&P 500, Nasdaq, Nvidia (CORRECTED)

Editor's Note: This article has been updated to clarify language around options holdings

Benzinga

Semiconductor Stocks Stay In Focus As Massive AI Spending, and China Deal Fuel Growth Hopes

Semiconductor stocks Nvidia (NASDAQ:NVDA), Advanced Micro Devices (NASDAQ:AMD), Broadcom (NASDAQ:AVGO), Arm Holdings (NASDAQ:ARM), Marvell Technology (NASDAQ:MRVL), Taiwan Semiconductor Manufacturing (NYSE:TSM), Intel (NASDAQ:INTC), Micron Technology (NASDAQ:MU), Qualcomm (NASDAQ:QCOM), and Super Micro Computer (NASDAQ:SMCI) are trending on Thursday.

Benzinga

Sure, Nvidia’s (NVDA) Hot But Bargain-Hunting Investors Should Consider This Overlooked Semiconductor Name

Wall Street is much like counting cards in blackjack and NVDA stock isn’t always going to give you a strong hand. Instead, tech investors may look into this under-the-radar play.

Barchart

Scott Bessent Says Nvidia-AMD China Revenue Deal Could Serve As 'Model' For Other Industries

Treasury Secretary Scott Bessent has praised the 15% revenue-sharing agreement between the U.S. government and chip giants Nvidia Corp. (NASDAQ:NVDA) and Advanced Micro Devices Inc. (NASDAQ:AMD).

Benzinga

Perplexity CEO Responds After User Says AI Tool Finished 2-Hour, 100-Question Exam In 13 Minutes With Near-Perfect Score

Perplexity AI, whose backers include Amazon.com, Inc. (NASDAQ:AMZN) founder Jeff Bezos and chipmaker Nvidia Corporation (NASDAQ:NVDA), has found itself in a bit of a pickle after a user said that its tool, Comet, aced a 100-question certification exam for them in just 13 minutes.

Benzinga

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Barchart

Nvidia Is the ‘Most Efficient’ Magnificent 7 Stock. Is NVDA Still a Buy Here?

Nvidia leads the “Magnificent 7” in operational efficiency, boasting a near-60% operating margin and reinforcing its dominance in high-margin AI and semiconductor markets.

Benzinga

5 Overlooked Stocks That Are Soaring Even More Than AI

The market seems to be getting crowded at the top lately. If you aren't investing in artificial intelligence or AI-related companies, you might feel like you're getting left behind. AI hyperscalers, such as Meta Platforms (NASDAQ:META), Microsoft (NASDAQ:MSFT), and NVIDIA (NASDAQ:NVDA), have dominated headlines for most of the last two years, and their stocks have rewarded…

Benzinga

Nvidia Vs. AMD: Who Gets Hit Harder By The 15% China Revenue Tax?

NVIDIA Corp (NASDAQ:NVDA) and Advanced Micro Devices Inc (NASDAQ:AMD) recently agreed to pay the U.S. government 15% of their AI chip revenue from China — a groundbreaking arrangement driven by export license conditions. But not all chipmakers are equally exposed.

Benzinga

Intel's White House Advantage: The Only Chip Giant Not Paying The China Tax

While Nvidia Corp. (NASDAQ:NVDA) and Advanced Micro Devices Inc. (NASDAQ:AMD) face a new government-imposed 15% revenue cut on AI chip sales to China, Intel is notably absent from this "China tax" club. That absence isn't luck—it's the result of Intel Corp. (NASDAQ:INTC) CEO Lip-Bu Tan's upcoming White House meeting, which…

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Benzinga

Beijing Asks Alibaba, ByteDance Why They Need Nvidia H20 Chips Instead Of Local Alternatives

Beijing is pressuring major Chinese tech companies, including Alibaba Group (NYSE:BABA) and ByteDance, to justify their purchases of Nvidia's (NASDAQ:NVDA) H20 artificial intelligence chips instead of opting for domestic alternatives.

Benzinga

China Raises Security Red Flags Over Nvidia's H20 Chips As Trump Pushes For 15% Revenue Share: Report

China has reportedly raised security concerns about Nvidia Corp.’s (NASDAQ:NVDA) H20 chips, especially regarding potential backdoor risks, while the U.S. government, spearheaded by Donald Trump, pushes for a 15% revenue share from sales to China as part of its deal with the chipmaker.

Benzinga

Trump Open To Scaled-Down Nvidia Blackwell AI Chip For China: Jensen Huang Is 'Coming To See Me Again About That'

U.S. President Donald Trump has expressed openness to Nvidia Corporation's (NASDAQ:NVDA) proposal to sell a downgraded version of its next-generation Blackwell AI chip to China, with performance reductions of up to 50%, despite concerns over national security.

Benzinga

Nvidia Nears 52-Week High As AI Frenzy, China Chip Export Deal Drive Momentum

Nvidia Corp. (NASDAQ:NVDA) traded Monday just shy of its 52-week high of $183.88, driven by ongoing artificial intelligence optimism and a major resolution in its China chip export dispute.

Barchart

How Should You Play NVDA Stock as Nvidia Agrees to China Chip Revenue Deal?

The U.S. government agreed to issue export licenses in exchange for 15% of Nvidia’s H20 sales to China. Wells Fargo says NVDA shares could rally to $220 on the back of this deal.

MarketBeat

Invest in AI and Energy Infrastructure With These 5 ETFs

AI and electrification are interlinked megatrends, with AI driving power demand and energy infrastructure enabling AI’s expansion.

Barchart

Options Traders Price in Volatile Nvidia Earnings Reaction After U.S. Government Deal on AI Chips

NVDA and AMD are in focus this morning after an unusual revenue-sharing deal with the U.S. government on AI chip sales to China.

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