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The Latest Breaking News from Nvidia

Microsoft is on track to become the second $4 trillion company by market cap, following NVIDIA — and mass layoffs

Microsoft's share price rose over 19% this year so far, vastly outperforming the overall market.

Windows Central

It's not just Nvidia that's looking to cash in on those loosening US/China chip export restrictions, as AMD also seems close to resuming AI GPU shipments

It's "sell your high-end AI hardware to China" season, and two major players are positioning themselves on the board.

PC Gamer

Broadcom Stock Just Hit a New 52-Week High. Should You Buy AVGO Here?

AI-fueled growth is rewriting the AVGO stock chart again. Is this the breakout investors have been waiting for?

Barchart

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Nvidia's A Startup With Apple's Margins - AMD's Just Priced Like One

At first glance, Advanced Micro Devices Inc. (NASDAQ: AMD) and Nvidia Corp. (NASDAQ:NVDA) appear to belong in the same valuation range. Both trade in the 40x forward earnings range. But that's where the similarities end – and where the pricing disconnect begins.

Benzinga

Nvidia wants to make 8GB GPUs great again with AI texture compression — but I'm not convinced

If you’re annoyed by just getting 8GB of video memory (VRAM) on your Nvidia RTX 5060 Ti, RTX 5060 or RTX 5050 GPU, there may be a fix coming. And just like a lot of Team Green’s work, it’s all about AI.

Tom’s Guide

Dan Ives Picks 5 Stocks For 2nd Half Of 2025: Nvidia, Palantir, Microsoft And More: 'Golden Age Of Tech Is Here With AI Revolution'

Tech bull Daniel Ives has listed his top five picks for the second half of 2025, reiterating that the “golden age of tech” was here with the artificial intelligence (AI) revolution to the fore.

Benzinga

Donkey Kong Bananza doesn't offer one of the Nintendo Switch 2's promised features

Donkey Kong Bananza doesn't feature the Nintendo Switch 2's advertised Nvidia DLSS upscaling technology.

TechRadar

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Intel is laying off thousands of US workers in AI restructuring — CEO Lip-Bu Tan says it's "too late" to catch up with the competition

Intel CEO Lip-Bu Tan says it's "too late" to catch up with its rivals in the AI sector, laying off thousands of US workers to reduce its expenses.

Windows Central

Nvidia-Supplier Taiwan Semiconductor On A Roll, Profit Explodes With Strong Margin Growth

Taiwan Semiconductor Manufacturing Co. (TSM) stock soared Thursday after the contract chipmaker delivered second-quarter results that blew past analyst expectations, driven by insatiable global demand for its advanced processor technologies essential for artificial intelligence applications.

Benzinga

Nvidia's Jensen Huang Says China Leads In Open-Source AI

Nvidia (NASDAQ:NVDA) CEO Jensen Huang, on his third visit to China this year, praised the country’s open-source AI innovation during a fireside chat with Alibaba Group (NYSE:BABA) Cloud founder Wang Jian at the China International Supply Chain Expo on Thursday.

Benzinga

TSMC's Q2 profit soars by 60% on the back of solid AI chip demand

The world’s largest contract chip manufacturer TSMC, reported better-than-expected results as AI chip demand has been boosting the company's sales.

Euronews

Nvidia N1X ARM CPU is reportedly delayed until late 2026 — here's what we know

Nvidia's rumored N1X ARM CPU aimed at gaming laptops is reportedly facing a major delay, pushing the chip back until late 2026.

Tom’s Guide

Johnson & Johnson Credits Tariff Delays For Strong Earnings, While Jim Cramer Pegs It On 'Lower Than Thought' Levies

Johnson Johnson (NYSE:JNJ) delivered better-than-expected second quarter results, with the management hinting at leveraging tariff delays to maintain its outlook; however, CNBC’s Jim Cramer credited the performance to lower tariffs.

Benzinga

Cathie Wood's Ethereum Double-Down: Ark Bets $7.9 Million On ETH-Staking ETF Buy While Selling Coinbase At Highs

On Wednesday, Cathie Wood-led Ark Invest executed significant trades, including substantial purchases in Tempus AI Inc. (NASDAQ:TEM), NVIDIA Corp. (NASDAQ:NVDA), 3iQ Ether Staking ETF (ETHQ.U) and Coinbase Global Inc. (NASDAQ:COIN).

Benzinga

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Benzinga

Nvidia Reloads China — Jensen's Pitch: Let Me Sell The Good Stuff

As tensions linger between the U.S. and China, NVIDIA Corp. (NASDAQ:NVDA) is attempting to regain its foothold in the world's second-largest economy by pushing to deliver more advanced AI chips.

Barchart

Nvidia Will Restart H20 Shipments to China. Should You Buy NVDA Stock Here?

Nvidia stock remains in focus on hopes that the chipmaker will soon resume business in China. Needham raised its price target on NVDA shares to $200 on Wednesday.

Tom’s Hardware

Nvidia's new consumer desktop PC chip reportedly delayed well into 2026

Nvidia's consumer PC processors N1 and N1X, originally expected in 2025, have been delayed to at least 2026 due to reported 'critical hardware defects' in the chips, possibly requiring a costly and time-consuming silicon respin, according to unofficial sources.

Benzinga

My Top 2 Earnings Picks For This Earnings Season

This morning, I woke up to the sound of pounding rain on the roof of my bus and a generator that made me decide to take the day off. Add in some flash flooding, a Wi-Fi signal riding on Starlink, and it's already been a day to remember.

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news in one place.

100's of premium titles.
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Benzinga

Why Nvidia's China Comeback Could Propel Its Stock To New Heights

Needham analyst N. Quinn Bolton maintained a Buy rating on Nvidia (NASDAQ:NVDA) and raised the price forecast from $160 to $200 on Wednesday.

TechRadar

Got buyer's remorse with your 8GB graphics card? Nvidia's AI texture compression promises huge benefits for GPUs with stingy amounts of memory

Think your GPU doesn't have enough memory? Nvidia's AI texture compression trick looks like a killer solution in this demo (with caveats).

Windows Central

VRAM shortages could be a thing of the past — NVIDIA and DirectX tech drops usage by up to 90% as seen in early tests

Using an early combination of NVIDIA Neural Texture Compression and DirectX Raytracing 1.2's Cooperative Shaders, one enthusiast is already seeing a massive drop in VRAM consumption while rendering with an RTX 5080.

PC Gamer

The US squeezed Nvidia's AI chip export deal with China into negotiations over important rare earth elements, bizarrely claiming 'we put that in the trade deal with the magnets'

Ah, it's "leaving important bits out" day.

Benzinga

ETF Playbook For Bank Earnings: Big Bets On Goldman, Morgan Stanley, BofA

While the market absorbs a mixed bag of inflation reports and Fed projections, focus is shifting back to earnings, beginning with the largest banks. Goldman Sachs (NYSE:GS), Morgan Stanley (NYSE:MS) and Bank of America (NYSE:BAC) reported on Wednesday and their figures have the financial sector cheering.

Benzinga

Why Nvidia's Huang Would Be Thrilled To Own A Xiaomi EV

Jensen Huang, CEO of Nvidia Corp. (NASDAQ:NVDA), expressed admiration for Chinese EV maker Xiaomi Corp.’s (OTC:XIACF) newest electric cars during a high-profile visit to China this week.

International Business Times UK

Howard Lutnick's Political Ties May Have Swayed Nvidia's AI Chip Sales to China — Report Claims

Howard Lutnick's political ties may have influenced Nvidia's AI chip sales to China, according to a report. Following a US-China détente, Nvidia resumed H20 chip shipments, reversing an earlier ban that caused a $4.5 billion writedown.

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