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The Latest Breaking News from Nvidia

Down 40% in the Past Month, Morgan Stanley Says This 1 Stock Is Key to the Future of AI

Morgan Stanley says there is a growing AI power gap, and IREN will be important in helping generate the power needed for AI compute.

Barchart

Cathie Wood Is Still Buying Meta Platforms Stock. Should You?

ARK added shares in META worth $21.4 million across three ETFs.

Barchart

Arm Holdings To Open Chip School In South Korea To Train 1,400 Experts For AI

South Korea's industry ministry and SoftBank Group Corp.’s (OTC:SFTBY) (OTC:SFTBF) chip unit, Arm Holdings Plc (NASDAQ:ARM), signed an agreement to boost the country's semiconductor and artificial intelligence sectors, a presidential policy adviser announced Friday.

Benzinga

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Nvidia CEO Jensen Huang Discusses How To Stay Committed To An Unproven Startup Before It Takes Off: 'Manifest Your Belief As Deeply As You Can'

Nvidia CEO Jensen Huang said earlier this month that he could see his company's evolution in his head before it translated into reality.

Benzinga

In a surprise change of heart, Nvidia's brought 32-bit PhysX support back to RTX 50-series graphics cards, though only for a select number of games

At least you won't need to dual-GPU your RTX 5090 rig anymore, just to enjoy a bit of physics-heavy Batman.

PC Gamer

AMD's Lisa Su doesn't believe there's an AI bubble: 'Emphatically, from my perspective, no'

Bound to burst?

PC Gamer

Baidu Wants To Become China's Nvidia — But Can It Outrun Its Own Numbers?

Baidu Inc (NASDAQ:BIDU) isn't trying to evolve. It's trying to reinvent itself. Once defined by search and ad revenue, the company is now positioning as China's answer to Nvidia Corp (NASDAQ:NVDA).

Benzinga

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Google Is Riding the AI Wave Higher, but the Real Winner of Gemini 3 Is This Stock

While Google grabs headlines with Gemini 3, this semiconductor giant is quietly becoming the real beneficiary of the AI wave.

Barchart

Anthropic CEO's View 'Hasn't Changed' On Nvidia Chip Sales To China Despite Recent Partnership: 'This Isn't Personal. This Is...'

Anthropic CEO Dario Amodei reiterated his position on the sale of Nvidia Corp’s (NASDAQ:NVDA) chips to China, citing national security concerns.

Benzinga

Broadcom Snaps Up Half Of Samsung's HBM Output For Google AI Chips

Broadcom Inc (NASDAQ:AVGO) stock has gained over 64% year-to-date as its application-specific integrated circuits (ASICs), custom chips designed for artificial intelligence (AI) and high-performance computing, gain traction powered by the AI frenzy.

Benzinga

China’s bet on home-grown chips pays off with Moore Threads blockbuster debut

China’s latest tech IPO surge shows that US attempts to slow Beijing’s tech ambitions are fuelling an AI race at home.

Euronews

Senators lobby for SAFE Chips Act, which would curb leading-edge AI chip exports to China — proposed bill would restrict AMD and Nvidia to H20/MI308-class accelerator sales until 2028

The SAFE Chips Act proposed by a bipartisan group aims to lock current export rules into law, preventing AMD and Nvidia from selling any AI accelerators based on the latest architectures to China for the next 30 months and forcing companies to compete with H20 and MI308 against China's latest…

Tom’s Hardware

Amazon's AI Chip Trainium2 Hits Multi-Billion Dollar Revenue Run Rate As CEO Andy Jassy Unveils 4X Faster Successor

Amazon.com Inc. (NASDAQ:AMZN) CEO Andy Jassy revealed more insights on the next generation of the company’s AI chip, Trainium3, at the AWS re:Invent conference on Wednesday.

Benzinga

US Lawmakers Push Bill To Stop Trump From Easing China's Access To Next-Gen Nvidia, AMD AI Chips

U.S. lawmakers introduced legislation Thursday aimed at blocking the Trump administration from granting China broader access to advanced artificial intelligence chips.

Benzinga

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Tom’s Hardware

Nvidia replaces entire $10,000 RTX Pro 6000 graphics card of stricken user who broke it in transit — company offers to ship replacement and troubleshoot busted GPU

Nvidia responds to NorthridgeFix and is replacing one of its customers' damaged RTX Pro 6000 Blackwell graphics cards worth $10,000, even though the damage was not Nvidia's fault and was done accidentally by the customer.

International Business Times UK

Ken Griffin's Citadel Advisors Heavily Invested in Mag 7 Stocks in Q3 Except One

Ken Griffin's Citadel Advisors purchased millions of shares of Magnificent 7 stocks in Q3 amid AI boom, with one notable exception.

Fortune

Before running the world’s most valuable company, Jensen Huang was a 9-year-old janitor in Kentucky

“It’s hard not to love this country,” Huang said. “It’s hard not to be romantic about this country.”

PC Gamer

During Nvidia's formative years, its CEO reckons it 'had a mission statement for a company that has no chance of success' but it was fine because Sega's CEO thought 'Jensen was a young man he liked'

It's easy to be whimsical about nearly ruining the company when it's now worth trillions.

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Benzinga

'Big Short' Michael Burry Revisits His Viral 'Sell' Call: '/Meme Corrected'

Famed investor Michael Burry, best known for his prescient bet against the housing market before the 2008 financial crisis and his call against Nvidia Corp. (NASDAQ:NVDA) and Palantir Technologies Inc. (NASDAQ:PLTR) in 2025, offered a rare retrospective on Friday regarding his volatile market commentary from early 2023.

Benzinga

'China's Nvidia' Moore Threads Shares Surge Over 500% In Blockbuster Shanghai IPO

Shares of chipmaker Moore Threads Technology, dubbed China’s Nvidia (NASDAQ:NVDA), rose as much as 502% as it debuted in Shanghai on Friday.

TechRadar

Nvidia boss Jensen Huang steers Trump, Congress against AI chip limits and state-level AI rules

Nvidia’s Jensen Huang successfully lobbied Trump and lawmakers against a proposed AI chip export rule and issued a warning about fragmented state regulation of AI.

TechRadar

Nvidia drops Linux 590 driver support for GTX 900 and 10-series, signaling the end of Game Ready updates for older GPUs

Nvidia’s Linux 590 driver drops support for GTX 900 and 10-series GPUs, ending Game Ready updates but quarterly security ones continue.

TechRadar

The godfather speaks - this is the device Linus Torvalds says would be his perfect Linux PC, but you'll never get one

Linus Torvald’s new PC build highlights his preference for reliable hardware, strong kernel compatibility, and quiet high-performance components chosen for serious development work.

Benzinga

What's Going On With Nvidia Stock Today?

NVIDIA Corp (NASDAQ:NVDA) shares closed higher Thursday as investors weighed fresh Washington scrutiny of the chipmaker's China business against still-robust AI demand.

Barchart

Stifel Says This 1 ‘Picks and Shovels’ AI Stock Is a Buy for Massive Growth in 2026

Teradyne’s valuation looks full, but Stifel’s upgrade, growing ties to TSMC and potentially Nvidia’s Blackwell chips, and double‑digit earnings growth estimates suggest the AI infrastructure cycle could still push the stock higher over the next year.

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