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The Latest Breaking News from Nvidia

Stocks Bounce in a Buy-the-Dip Session: Stock Market Today

Mega-cap stocks led a rebound on Wall Street Wednesday, with Nvidia, Amazon and Tesla among the big winners.

Kiplinger

Citron Research Is Betting Against Sandisk Stock. Should You?

Citron Research has issued a new short report on Sandisk.

Barchart

The $650 Billion AI Surge Is Here—2 Semiconductor ETFs to Play It

The VanEck Semiconductor ETF (SMH) offers targeted exposure to industry leaders, while iShares' SOXX provides broad exposure to the sector.

MarketBeat

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Qualcomm's new Snapdragon X2 Arm CPU pops up in Geekbench and wallops the x86 laptop competition by over 30% in single-core performance

How much this translates into gaming is very much another question.

PC Gamer

Could Qualcomm Stock Be the Best Data Center Investment Here?

Wells Fargo upgraded Qualcomm due to its data center strategy.

Barchart

EA's Javelin anti-cheat is coming to Arm-based systems soon — new job listing for Windows-on-ARM driver anticipates Nvidia N1/N1X debut and pivotal shift in PC gaming

A new job listing for a Senior Anti-Cheat Engineer has revealed that EA is working on bringing its Javelin anti-cheat software to Arm-based devices. The timing aligns nicely with the purported launch of Nvidia's N1/N1X SoCs that are also Arm-based. The role also involves future development for Linux/Proton.

Tom’s Hardware

Are Memory Stocks Old News? Why Morgan Stanley Just Snubbed Micron.

Citing "exceptional" conditions unlikely to be sustained, the memory giant lost the top spot to Nvidia.

Barchart

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AMD's CPU division is booming as CEO Dr. Lisa Su says sales 'far exceeded my expectations'

And yes, of course, it's down to AI.

PC Gamer

A $2 Billion Reason to Buy Lumentum Stock Now

Nvidia’s $2 billion investment validates Lumentum Holdings as a critical AI infrastructure supplier, strengthening its long-term growth outlook.

Barchart

Archer Aviation Stock Tanks—The Real Story Is What Wall Street Overlooked

Archer Aviation stock fell after Q4 results missed estimates, but a landmark FAA milestone and $2 billion in liquidity suggest the 2026 launch remains on track.

MarketBeat

PC gamers are about to get a free performance upgrade — Microsoft's latest DirectX update boosts ray-tracing performance by up to 90%

Microsoft recently shared details about its latest DirectX update, containing the official launch of a Shader Execution Reordering (SER) feature. In early tests, SER is boosting framerates in ray and path tracing by up to 90%.

Windows Central

I've tested Resident Evil Requiem with different GPUs and different drivers, but cannot replicate the massive performance loss some PC gamers are reporting

Curiouser, and curiouser.

PC Gamer

Meet the world's smallest AI supercomputer — it packs 'doctorate-level intelligence', its makers say, and can fit into your pocket

The portable computing powerhouse is capable of running 120-billion-parameter LLMs, roughly three times larger than GPT-3, without needing to access the internet or the cloud.

LiveScience

Nvidia and UK Wealth Fund invest in British autonomous driving startup Oxa

Oxford-based firm has raised $103m for commercial development of software for self-driving industrial vehicles

The Guardian - UK

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International Business Times UK

Big Short's Burry Goes Long on Adobe After Betting $1.1bn Against AI Stocks

Michael Burry, who bet against Nvidia and Palantir with put options worth $1.1bn, has reportedly taken a long position in Adobe, sending shares up nearly 4% on Tuesday.

Tom’s Hardware

Nvidia driver 595.71 reportedly limits overclocks on some GeForce GPUs, but not all — troubled driver release seems to stifle voltages on RTX 40- and 50-series cards

Users report that Nvidia's latest 595.71 driver is creating artificial voltage limits on many RTX 40- and 50-series GPUs, causing some products to lose as much as 200MHz in overclocking headroom.

Tom’s Hardware

Micron sampling first 256GB SOCAMM2 memory packages to customers — 2TB of RAM per CPU is now in reach of datacenter players

Micron is now sampling 256GB SOCAMM2 units, enabling capacities of up to 2TB of LPDDR5X per CPU in AI servers.

PC Gamer

Marathon launch times and release date

Bungie's new extraction shooter is almost here.

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news in one place.

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Fortune

Nvidia’s surprise move to include stock compensation expenses could make other companies look bad

The AI chipmaker will score brownie points with Wall Street by making the change, without incurring much downside. Nvidia’s competitors won’t be so lucky.

Barchart

As Coherent Locks Down a Bigger Nvidia Deal, Should You Buy, Sell, or Hold COHR Stock?

Nvidia’s investment in the photonic company Coherent has propelled COHR to new highs. Should investors chase the rally or wait for a pullback?

PC Gamer

In yet another twist in the US-China chip export fiasco, it seems like America may limit the number of H200 AI chips being sent to China

The tit-for-tat doesn't seem done yet.

Tom’s Hardware

Nvidia RTX 5070 mobile GPU looks set to get more VRAM despite global memory crisis — 8GB could be boosted to 12GB, according to new listings

Multiple manufacturer listings show a new Nvidia GeForce RTX 5070 Mobile graphics card with 12GB of GDDR7 memory.

Barchart

Dear Broadcom Stock Fans, Mark Your Calendars for March 4

Can AVGO keep its momentum, or is Broadcom due for a pullback?

Barchart

Stocks Sink as Crude Oil Surge Rattles Markets

The S&P 500 Index ($SPX ) (SPY ) today is down -2.18%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -2.27%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -2.37%. March E-mini S&P futures (ESH26 ) are down -2.05%, and March E-mini Nasdaq futures...

TechRadar

No, the sub-$500 PC market will not disappear by 2028 - Au contraire, I expect it to thrive. Here's why

The sub-$500 PC market is huge and yet Gartner wants us to believe that it will disappear within 100 weeks.

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