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The Latest Breaking News from Nvidia

Semiconductor industry enters unprecedented ‘giga cycle’, says report — scale of artificial intelligence is rewriting compute, memory, networking, and storage economics all at once

A growing body of forecasts from AMD, Nvidia, Broadcom, and major research firms now points toward a semiconductor market that passes the trillion-dollar threshold before the decade closes.

Tom’s Hardware

The US gov shut down a $160 million smuggling operation trying to get Nvidia H200 chips into China and also, err, says the GPUs won't be restricted anymore

Ouch, that's gotta hurt.

PC Gamer

Nvidia Agrees To The 'Dragon Fee' — Is A 25% Trump Tax Worth The Shot At Unrivaled Market Dominance?

Nvidia Corp (NASDAQ:NVDA) just signed up for what traders are calling the ‘Dragon Fee’ — a built-in 25% Donald Trump-imposed skim on U.S. AI chip revenue tied to China. The catch-and-release policy lets Nvidia keep shipping H200 accelerators into the world's fastest-growing AI market, but only if Jensen Huang agrees…

Benzinga

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Nvidia Just Gave Its CUDA Platform a Major Revamp. Will That Move the Needle for NVDA Stock?

Nvidia just updated its CUDA platform and made it a lot more attractive for developers. Is this a game-changer for NVDA stock?

Barchart

7 Surprising Stocks Warren Buffett Refuses To Own — and Why

Discover seven surprising stocks Warren Buffett refuses to own and learn the reasons behind his decisions to avoid these investments.

GOBankingRates

Ignore the Entertainment Companies

Plus: Lost Vegas, Gen Z listlessness, Kushner mystique, Nvidia goes to China, and more...

Reason

Australia launches a social media ban – and is AI a bubble about to pop?

Under-16s to be banned from social media in Australia, and analysts continue to monitor the massive investment in AI

The Guardian - US

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Trump approves Nvidia H200 exports to China, with 25% fee attached — report suggests that companies will have to follow strict Beijing rules to import foreign chip, AMD and Intel to benefit from policy shift

The U.S. will allow Nvidia to export its H200 data center accelerators to “approved customers” in China, President Donald Trump announced on Monday.

Tom’s Hardware

Two more perps apprehended over smuggling of $160 million of Nvidia chips to China — DOJ says H100 and H200 shipments were relabelled with a fictional brand to dodge export controls

Several suspects have been apprehended for allegedly violating export control laws regarding the supply of Nvidia H100 and H200 AI chips to China.

Tom’s Hardware

DoJ takes down sophisticated network smuggling $160m worth of AI chips to China

Chips are still going to China, just not through illegal channels.

TechRadar

Trump's Tariffs Have Failed To Slow China's Export Machine As Growth Holds Firm At 5%: 'Hard To See This Last Though,' Says Leading Economist

China's ability to reroute its trade flows and maintain its robust economic momentum despite trade tensions with the United States is drawing fresh attention from global policymakers.

Benzinga

US Arrests Chinese Duo In Nvidia Chip Smuggling Scheme As Trump Loosens China Export Rules

Two Chinese nationals have been arrested by the U.S. Justice Department for allegedly smuggling Nvidia Corp (NASDAQ:NVDA) chips to China.

Benzinga

Borrowing by AI companies represents a ‘mounting potential threat to the financial system,’ top economist says

“Borrowing by AI companies should be on the radar screen as a mounting potential threat to the financial system and broader economy."

Fortune

BoE predicts budget measures will lower inflation, and denies uncertainty caused unusual bond market volatility – as it happened

Rolling coverage of the latest economic and financial news, as Bank of England policymakers testify to MPs on the Treasury committee

The Guardian - UK

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news in one place.

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Axios

2 businessmen detained over scheme to smuggle Nvidia chips to China, DOJ says

"The country that controls these chips will control AI technology; the country that controls AI technology will control the future."

International Business Times UK

Nvidia Cleared to Sell H200 Chips to China, Resetting AI Power Dynamics

In a major trade policy shift, President Donald Trump announced the removal of export controls on Nvidia's H200 chips for 'approved customers' in China, reversing a key restriction.

The Independent UK

Asian shares slip after Wall Street pulls back from its record heights

Asian shares are mostly lower after U.S. stocks pulled away from their record heights

Benzinga

Ark Invest Keeps Dumping Tesla, Doubles Down On This Company Termed China's Nvidia

On Monday, Cathie Wood-led Ark Invest made significant trades involving Baidu Inc. (NASDAQ:BIDU) and Tesla Inc. (NASDAQ:TSLA). The investment firm increased its stake in Baidu while reducing its holdings in Tesla.

Get all your
news in one place.

100's of premium titles.
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The Guardian - US

Trump clears way for Nvidia to sell powerful AI chips to China

Commerce department finalising deal to allow H200 chips to be sold to China as strict Biden-era restrictions relaxed

Benzinga

Nvidia, AMD, Wave Life Sciences, Toll Brothers And Carvana: Why These 5 Stocks Are On Investors' Radars Today

Major U.S. indexes closed lower on Monday, with the Dow slipping 0.45% to 47,739.32, the SP 500 easing 0.35% to 6,846.51, and the Nasdaq edging down 0.1% to 23,545.90.

Benzinga

Investor Quits 9-to-5 Job After Reaching $14K Per Month in Dividends, Shares High-Yield Portfolio – 'The Freedom And Time With Family is Priceless'

Concerns about stretched tech valuations and a possible AI bubble are pushing investors toward dividend stocks as they look to diversify their portfolios. Peter Oppenheimer, chief global equity strategist at Goldman Sachs (NYSE:GS), recently told Bloomberg that dividend growth is among the factors likely to drive equities higher in 2026.

The Independent UK

Trump approves sale of more advanced Nvidia computer chips used in AI to China

President Donald Trump says he will allow Nvidia to sell its H200 computer chip used in the development of artificial intelligence to “approved customers” in China

Axios

Trump to allow certain Nvidia chip sales to China for 25% U.S. cut

The Trump administration plans to lift the blockade on exports of Nvidia's H200 chips to China.

Barchart

Can Google Stock Hit $400 in 2026?

Google’s comeback story is gaining speed, and investors wonder whether the stock can hit a fresh $400 target next year.

Tom’s Hardware

Nvidia reportedly wins H200 exports to China — US Department of Commerce set to ease restrictions for full Hopper AI GPU

The U.S. government is reportedly preparing to let Nvidia ship its H200 accelerators to China, a move that could restore Nvidia’s influence in the Chinese AI market and reinforce CUDA’s dominance, but the question is if Beijing agrees to accept this hardware.

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