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The Latest Breaking News from Nvidia

JP Morgan says Nvidia is gearing up to sell entire AI servers instead of just AI GPUs and components — Jensen's master plan of vertical integration will boost Nvidia profits, purportedly starting with Vera Rubin

Nvidia's Vera Rubin platform may upend the AI-server market by shipping partners fully built L10 compute trays that include all compute, power, and cooling hardware, leaving OEMs and ODMs to handle only rack integration while Nvidia takes over the core server design, much of the value, and margins.

Tom’s Hardware

AMD to $300 Looks Easy—Here’s Why $500 Could Be Next

Advanced Micro Devices is on the verge of a game-changing shift. The launch of MI450 products will unleash revenue growth for the next five years.

MarketBeat

Michael Burry Shutters Hedge Fund as Trump’s 50-Year Mortgage Threatens an $11 Trillion Housing Collapse – Is Big Short 2.0 Brewing in Housing, Not Tech?

Michael Burry revealed that he was deregistering his Scion Asset Management after entering put positions on Nvidia and Palantir in the third quarter.

Barchart

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Nvidia Stock Is a High-Stakes Trade Ahead of November 19. How to Hedge the Risk of a Post-Earnings Plunge.

Option collars let you gain exposure to more upside while capping your downside risk.

Barchart

AMD's graphics driver discovered making 'hundreds' of SSD writes for every mouse move, but it probably isn't actually a problem

AMD's graphics driver probably won't kill your SSD, it's just doing normal driver things.

PC Gamer

AMD’s $350 Price Target Is In: This Options Trade Is the Data-Driven Winner

AMD’s rally and falling volatility create a prime setup for income. A high-premium bull put spread offers a strong reward, limited risk, and a bullish payoff.

Barchart

As Warren Buffett Nears His Exit, Berkshire's Amassed Record Cash

After 60 years with Berkshire Hathaway, Warren Buffett is nearing retirement. In the lead-up to his exit, the firm has amassed a $381 billion cash reserve.

MarketBeat

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Ark Invest's Cathie Wood Bumps Stake in Mag 7 Stocks; Adds Pony AI, Alibaba to Portfolio in Q3

Cathie Wood's Ark Invest increased holdings in US Mag 7 stocks and Chinese AI firms in Q3, despite concerns over an AI bubble and market volatility.

International Business Times UK

Gene Munster Warns Nvidia Faces 'Catch-22' Ahead Of Earnings, But Remains Bullish: 'I Remain Positive On Shares'

Gene Munster says Nvidia Corp.'s (NASDAQ:NVDA) growth story remains intact despite short-term risks as investors brace for a "Catch-22" scenario around next week's earnings.

Benzinga

'Big Short' Michael Burry De-Registers His Hedge Fund, Scion Asset Management

Michael Burry, the investor who rose to fame for his prescient bet against the 2008 housing market, and most recently for his bets against Palantir Technologies Inc. (NASDAQ:PLTR) and Nvidia Corp. (NASDAQ:NVDA), has de-registered his hedge fund, Scion Asset Management, LLC.

Benzinga

Nvidia Quashes Talk Of $1 Billion AI Data Center In Mexico After Governor's Announcement Sparks Confusion

On Wednesday, Nvidia Corporation (NASDAQ:NVDA) denied reports that it plans to invest $1 billion in northern Mexico after the state's governor announced the tech giant would build a major artificial intelligence data center there.

Benzinga

5 Best Investments for the Upper Class To Make Before 2026

Discover five smart investments the wealthy are making before 2026 to grow their fortunes and stay ahead of economic shifts and market trends.

GOBankingRates

4 Reasons to Roll Your Covered Call Option and Keep Your Income Strategy Alive

Options expert Gavin McMaster explains when and why covered call traders should roll their positions.

Barchart

New Nvidia DGX Spark competitor shows strong benchmark performance - and at half the price, could it be enough to convince some users to switch?

GMKtec EVO-X2 delivers AI workstation performance at half the cost of the DGX Spark.

TechRadar

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Benzinga

AMD Sees 60% AI Growth Ahead, Turning Up The Heat On Nvidia: Top ETFs To Watch

Semiconductor ETFs are once again in focus after Advanced Micro Devices Inc (NASDAQ:AMD) forecast its data center revenue would increase by 60% over the next three to five years, as the competition between it and Nvidia Corp (NASDAQ:NVDA) for AI dominance steps up a gear.

PC Gamer

Valve believes its new Steam Machine could open up a whole new world of SteamOS desktops: 'Put it on, say, something that's running an RX 9070 XT, you would be good to go'

"We're really interested to see what other companies do with the form factor."

Benzinga

Microsoft Builds Massive AI 'Super Factory' In Atlanta To Power OpenAI And Elon Musk's xAI

Microsoft Corp (NASDAQ:MSFT) is accelerating its data center expansion with the launch of an artificial intelligence "super factory" in Atlanta—a massive two-story complex designed to link seamlessly with similar hubs across its Fairwater network to deliver enormous computing power.

Windows Central

Valve's new Steam Machine is just a PC at heart — here's how to build your own and how much it will cost

Valve announced the Steam Machine today, and it looks a lot like a custom mini PC designed specifically for gaming. As a PC build enthusiast, my first course of action after the announcement was attempting to build something similar.

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Barchart

Heavy Put Option Activity in Advanced Micro Devices Implies AMD Stock Is Overvalued - But Is It?

Today, large volumes of short-term put options in AMD stock imply that it might be overvalued. But a closer look at its strong free cash flow (FCF) and FCF margins could lead to a higher AMD price target over the next year.

PC Gamer

Valve just quietly redefined what PC gaming can be all while an increasingly delusional Microsoft desperately tries to tell everyone their PC is an Xbox now

Valve has been loosening a desperate Microsoft's grip on PC gaming one gnarled finger at a time.

Windows Central

Valve lays the foundations for an Arm-based gaming handheld future with first Snapdragon-powered SteamOS VR headset

The new Steam Frame is coming next year and is Valve's first all-in-one headset running SteamOS, powered by a Snapdragon chip.

Tom’s Hardware

China officials overseeing allocation of high-end AI chips, prioritizing homegrown options — government's AI chip pivot accelerates as US export restrictions bite

Restrictions on U.S. chip exports are beginning to force visible shifts in China’s AI compute strategy, as a shortage of Nvidia accelerators drives cloud providers toward domestic alternatives.

Barchart

CoreWeave Has a ‘Tremendous Long-Term Opportunity’ But Is Stuck in Limbo Here. Should You Buy, Sell, or Hold CRWV Stock for 2026?

Down over 50% from all-time highs, CoreWeave is an AI stock that offers significant upside potential to shareholders.

PC Gamer

Today I learned that the curvy lithography masks used by TSMC to make next-gen GPUs are 'alien', 'psychedelic' and look nothing like chip circuits

May we introduce Inverse Lithography Technology.

PC Gamer

SoftBank just sold its entire $5.83 billion stake in Nvidia but I'm sure it'll all feed back into Team Green's pockets before long

That's one big horse to bet against.

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