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The Latest Breaking News from Nvidia

Michael Burry Says AI Bubble Still Has Room to Grow, No Way to Tell When It Will Burst

Big Short's Michael Burry believes there is 'supply-side gluttony', implying major data centre expansion, GPU orders, and multibillion-dollar commitments without any clear end-user demand.

International Business Times UK

Trump embraces great power cooperation with China and Russia

Trump's first term launched "Great Power Competition." His second is actively working to end it.

Axios

AI Bubble Risks: 'Is Your Nest Egg Safe?' Everyday Investors Shift to Gold, Bonds as Nvidia & Palantir Fear Mounts

Retail investors are shifting from AI stocks to gold and bonds amid fears of a bubble, as Michael Burry shorts Nvidia and Palantir, signalling increasing market caution.

International Business Times UK

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Asus ROG Zephyrus G14 vs Razer Blade 14: Which gaming laptop should you buy?

The Asus ROG Zephyrus G14 and Razer Blade 14 are two of the most powerful ultraportable gaming laptops around, but which should you buy? I put these machines head-to-head to help you decide.

Tom’s Guide

The Chip Boom Is Back: 3 Stocks Positioned for Huge Gains

Semiconductor expert Marc Chaikin breaks down why Credo Technology, Lam Research and Taiwan Semiconductor could benefit from strong chip demand.

MarketBeat

Oracle Stock Hit Hard: Why Its AI Pipeline Could Drive a 2026 Rally

Oracle is on track for a robust rebound as its rapidly expanding RPO is converted into revenue and profits: December price weakness is a buying opportunity.

MarketBeat

Intel Is Reportedly Buying SambaNova Systems. What Does That Mean for INTC Stock?

Intel has reportedly signed an initial deal to acquire AI chip startup SambaNova.

Barchart

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Oracle Shares Plunge 11% in Premarket, Dragging Down Major AI Stocks

Oracle shares fell around 11% in premarket trading, sparking declines across multiple AI-related stocks. The drop followed the company's latest earnings update, which prompted broader investor concerns within the tech sector.

International Business Times UK

With Nvidia’s second-best AI chips headed for China, the US shifts priorities from security to trade

This week, US President Donald Trump approved previously banned exports of Nvidia’s powerful H200 artificial intelligence (AI) chips to China.

The Conversation

Palantir Just Scored a Deal to Build Nuclear Submarines. Should You Build a Position in PLTR Stock?

Palantir is a mega-cap AI stock that continues to gain traction, driven by enterprise partnerships, even as it trades at an elevated multiple.

Barchart

These are the key AI players on the cover of Time's 'Architects of AI' magazine

Accompanying Time’s annual person of the year selection Thursday is a magazine cover that resembles the “Lunch Atop a Skyscraper” photograph from the 1930s showing eight of the “Architects of AI” sitting on the beam

The Independent UK

Nvidia develops new software to help track chips following smuggling discovery

Nvidia has open-sourced new GPU monitoring software, but it's not for geolocation.

TechRadar

How Fast Does an AI Chip Depreciate, and Why Does It Matter for Nvidia Stock?

Concerns over how quickly AI chips lose value have sparked a heated debate on Wall Street, as their depreciation rates directly impact hyperscaler earnings and play a critical role in Nvidia’s long-term growth trajectory.

Barchart

2 Defined-Risk Options Strategies to Trade Quarterly Earnings Without Gambling

Even beginners can master these must-know options trades to take advantage of elevated implied volatility ahead of earnings reports.

Barchart

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Barchart

As Democrats Sound the Alarm on Palantir, How Should You Play PLTR Stock?

Nine Democratic lawmakers have alleged that Palantir has “improper ties” to the Trump administration.

Tom’s Hardware

Asus' new 5K gaming monitor is so high-end it doesn't even officially support RTX 40-series GPUs — the XG27JCG is a 5K 180Hz beast with 330Hz 1440p dual-mode support

Asus is betting on overpriced GPUs in this ultra high-res and high refresh rate pairing, dubbed the "XG27JCG," a new 5K 180 Hz monitor that can only run on Nvidia's RTX 50-series, officially, or AMD's RX 7600 and up. It supports all the gaming features you could ever want, along…

TechRadar

Oracle shares drop after $15bn higher AI spending revealed

Oracle investors aren't happy with higher-than-anticipated Capex, despite healthy revenue growth.

LiveScience

Breakthrough 3D wiring architecture enables 10,000-qubit quantum processors

The novel 3D wiring architecture and chip fabrication method enable quantum processing units containing 10,000 qubits to fit in a smaller space than today's 100-qubit chips.

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Windows Central

AMD's FSR "Redstone" update is finally here, but it's not as straightforward as expected — Here's what you need to know

Promised to launch in 2025 at Computex, AMD has just made it under the wire to deliver an FSR "Redstone" update for its Radeon RX 9000 GPUs. It's all a bit confusing due to some name changes, but I can explain.

Barchart

Nvidia Loves This AI Stock — And So Does Wall Street

Nvidia recently invested $2 billion in Synopsys. Japanese bank Mizuho, along with many other Wall Street banks, is bullish on SNPS.

Windows Central

Black Ops 7 fans could have been tempted by this limited edition graphics card, but I doubt you'll stand a chance of buying it — and no, it isn't NVIDIA this time

ASUS TUF Gaming's limited-edition RX 9070 XT GPU with Call of Duty: Black Ops 7 branding is limited to 1,000 units, but you could get one for free in AMD's sweepstakes.

Tom’s Hardware

Dev gambles on 'obviously fake' $8K Grace Hopper system, scores $80,000 worth of hardware on Reddit for one-tenth of the cost — buyer's haul includes 960GB of DDR5 RAM worth more than what he paid for the entire rig

This used Nvidia Grace Hopper system price seemed unbelievable. But it required a lot of cleaning and intricate work to get it running smoothly.

PC Gamer

Oracle will shop around for AI chips after adopting a policy of 'chip neutrality'… but of course it'll still buy the latest Nvidia GPUs

AMD sales team, assemble!

Tom’s Guide

Nvidia RTX 60-series in early 2027? The leak sounds huge, but the numbers don’t add up

According to Red Gaming Tech, Nvidia looks set to launch the next generation RTX 60 Series GPUs in Q1 2027. But with the RTX 50 SUPER Series supposedly postponed (not cancelled) and the RAM pricing crisis, I have doubts.

Fortune

Business leaders make their 2026 predictions for the Magnificent 7

Also: All the news and watercooler chat from Fortune.

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