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The Latest Breaking News from Nvidia

Nvidia and TSMC produce the first Blackwell wafer made in the U.S. — chips still need to be shipped back to Taiwan to complete the final product

Nvidia and TSMC have produced the first Blackwell wafer at TSMC’s Arizona fab, marking a historic step in bringing advanced AI chip manufacturing to the U.S.. However, the chip still relies on Taiwan for final CoWoS-L packaging, which leaves the achievement largely symbolic for now.

Tom’s Hardware

Apple is still the best brand in the world, according to Interbrand's report

The Best Global Brands shows which brands are going up, and which are going down...

Creative Bloq

Jensen says Nvidia’s China AI GPU market share has plummeted from 95% to zero — the Chinese market previously amounted to 20% to 25% of the chipmaker's data center revenue

Nvidia CEO Jensen Huang said last week that the company’s share of China’s advanced AI accelerator market has collapsed from roughly 95% to zero as US export controls continue to bite.

Tom’s Hardware

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Happy Third Birthday to the Bull Market

The bull market turned three years old this month. Amid concerns about an AI bubble and record valuations, here's how long it could continue.

MarketBeat

Jensen Huang personally delivers DGX Spark Mini PCs to Elon Musk and Sam Altman — separately

We spotted both Elon Musk and Sam Altman being handed cute glittering DGX Spark mini PCs by Jensen Huang this week.

Tom’s Hardware

Jensen Huang Says Nvidia Went From 95% Market Share To 0% In China: 'I Think It's A Mistake For US Not To...'

Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang says the company's market share in China has collapsed from 95% to zero.

Benzinga

Broadcom Inks OpenAI Deal: Why It's A Huge Win for AVGO Stock

Broadcom just added ChatGPT maker OpenAI to its list of high-profile AI customers. Many analysts now see shares going to $400 or more.

MarketBeat

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Microsoft & NVIDIA Unveil GB300 Supercomputer as AI Race Heats Up

Microsoft’s GB300 Supercomputer launch with NVIDIA strengthens its AI and cloud leadership, positioning MSFT stock for more upside beyond $650

MarketBeat

‘Every Single Person in Our Company Right Now’ Uses AI, Says Nvidia CEO Jensen Huang; If Everyone Else Did This, ‘Apply Nvidia’s Story to the GDP’

Nvidia CEO Jensen Huang highlights how company-wide AI integration boosts productivity, profitability, and innovation—suggesting broader economic implications for global growth.

Barchart

You can't buy the Dell Pro Max GB10 yet but you can buy the Asus Ascent GX10 right now for $4100 - Get Nvidia's Petaflop desktop supercomputer shipped within days

You can’t buy the Dell Pro Max GB10 yet but the Asus Ascent GX10 with Nvidia’s Grace Blackwell chip is available for $4100.

TechRadar

Starcloud Launches AI to Orbit: NVIDIA-Powered Space Data Centers Promise 10x Energy Savings

Starcloud launches NVIDIA-powered AI satellite, promising 10x energy savings and real-time inference from orbit to revolutionise data centre sustainability.

International Business Times UK

Intel Foundry secures contract to build Microsoft's Maia 2 next-gen AI processor on 18A/18A-P node, claims report — could be first step in ongoing partnership

Intel Foundry will reportedly produce Microsoft's next-generation Maia processor for AI applications on its 18A process technology, which could mark a big win for the company both in terms of earnings and goodwill.

Tom’s Hardware

Elon Musk Welcomes NVIDIA's DGX Spark: The World's Smallest AI Supercomputer Lands at SpaceX

NVIDIA's ultra-compact DGX Spark lands at SpaceX in a symbolic union of AI and aerospace, delivering petaflop performance in a desktop form and marking a new era for local AI development.

International Business Times UK

Oracle’s AI Profits Look Slim—Are NBIS and CRWV at Risk Too?

Oracle is reportedly seeing weak margins in its AI cloud business. Is this a big red flag for ORCL investors and neo-cloud stocks like Nebius and CoreWeave?

MarketBeat

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Barchart

Micron to Pull Out of China’s Server Market: What’s Next for MU Stock?

With global AI investments showing no signs of slowing, Micron’s solid presence in the memory and storage solutions positions it well to deliver considerable growth.

Barchart

Nvidia’s Jensen Huang Says AI Is ‘The Most Complex Systems Problem Humanity Has Ever’ Seen and Thinks Elon Musk Will ‘Reach a Gigawatt First’

Nvidia CEO Jensen Huang praised Elon Musk’s AI-building efforts, calling AI infrastructure “the most complex systems problem humanity has ever endeavored.”

PC Gamer

Battlefield 6 is so well-optimised it's playable on an eight-year-old RX 570 with just 4 GB of VRAM

Oh, and a GTX 1650 Super, too.

Benzinga

US Chip Stocks Tumble As Trade Tensions With China Heat Up

Semiconductor equities faced sharp selling pressure on Friday, with shares of Nvidia Corporation (NASDAQ:NVDA), Broadcom Inc. (NASDAQ:AVGO), Marvell Technology, Inc. (NASDAQ:MRVL), Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM), Intel Corporation (NASDAQ:INTC), Arm Holdings plc (NASDAQ:ARM), and Micron Technology, Inc. (NASDAQ:MU) all trading lower amid intensifying geopolitical friction between Washington and Beijing.

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Benzinga

Apple's Top Exec Says 'Things Need To Be fixed' To Make Fans Watch Sports: '...You Have To Sign Up For 1,200 subscriptions'

Apple Inc.'s (NASDAQ:AAPL) senior vice president of services Eddy Cue says the explosion of sports streaming platforms has made watching live games too complicated and expensive.

Benzinga

Nine Years After Delivering 1st DGX, Nvidia's Jensen Huang Hand-Delivers New DGX Spark To Elon Musk

Nine years after gifting Elon Musk the first DGX AI supercomputer, Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang personally delivered the company's latest innovation — the DGX Spark, dubbed the "world's smallest AI supercomputer" — to Tesla Inc. (NASDAQ:TSLA) CEO at SpaceX's Starbase facility in Texas.

Barchart

Stock Indexes Fall as Regional Bank Stocks Plunge

The S&P 500 Index ($SPX ) (SPY ) on Thursday closed down -0.63%, the Dow Jones Industrials Index ($DOWI ) (DIA ) closed down -0.65%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.36%. December E-mini S&P futures (ESZ25 ) fell -0.68%, and December E-mini Nasdaq futures...

Benzinga

Pictet's New AI And Clean-Tech ETFs Bring Institutional Megatrends To US Investors

Pictet Asset Management, a 220-year-old Swiss asset manager, launched its first U.S.-listed ETFs, providing investors with actively managed exposure to artificial intelligence (AI) and environmental innovation. The products include Pictet AI Enhanced International Equity ETF (NYSE:PQNT), Pictet AI Automation ETF (NYSE:PBOT), and Pictet Cleaner Planet ETF (NYSE:PCLN).Also Read: Meet GMOD:…

Benzinga

Options Corner: Nvidia Just Flashed A Rare 'Buy' Signal One Month Ahead Of Earnings

Undeniably, Nvidia Corp (NASDAQ:NVDA) continues to be emblematic of the extraordinary paradigm shift that is artificial intelligence. In the trailing six months, NVDA stock has gained nearly 74%. However, since around early August, the equity has largely stagnated. That might be viewed as a warning by most, but statistically, investors…

Barchart

Bank of America Warns Intel Stock Could Fall from Here. Should You Sell INTC Now or Keep Chasing New Highs?

Intel stock is up more than 80% in 2025 and trades at a premium compared to consensus price targets.

Benzinga

Who Benefits From AI Spending? JP Morgan's Top Picks

Strong artificial intelligence (AI) and hyperscale demand are driving significant growth for semiconductor companies, with Nvidia (NASDAQ:NVDA), Advanced Micro Devices (NASDAQ:AMD), and Broadcom (NASDAQ:AVGO) poised to benefit from expanding data center and AI infrastructure investments.

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