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The Latest Breaking News from Nvidia

Super Micro Computer Stock Plunges on Lost Oracle Contract, but Supply Chain Excesses Could Be the Bigger Problem for SMCI

As investors panic over a lost contract between Super Micro Computer and Oracle, recent supply chain intelligence suggests a much bigger problem exists with its inventory, as slowing business with xAI and other customers weigh on near-term revenue.

Barchart

Should You Buy AMD Stock Before Earnings on May 5? GF Securities Says Yes.

Analysts are hiking their price targets ahead of AMD's earnings on May 5th. Is it time to back up the truck?

Barchart

Samsung, SK Hynix and TSMC Battle for AI Chip Supremacy in Asia as 2026 Race Intensifies

As artificial intelligence demand drives the global semiconductor industry toward a trillion-dollar scale in 2026, three Asian powerhouses — Taiwan's TSMC, South Korea's Samsung Electronics and SK Hynix — are locked in a high-stakes contest that will largely determine who controls the critical infrastructure powering the AI revolution.

International Business Times

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U.S. Commerce Secretary says Nvidia still hasn't sold any H200 AI GPUs to China — Chinese government is blocking imports in an attempt to push domestic semiconductor industry

U.S. Commerce Secretary Howard Lutnick says Nvidia still hasn't sold a single H200 AI GPU to China, despite the ban being lifted four months ago. The Chinese government is making it difficult for Chinese companies to import Nvidia chips in a bid to support the country's own domestic semiconductor industry.

Tom’s Hardware

Axe Compute Soars on $260M Nvidia Deal. Is It Too Late to Buy AGPU Stock?

Axe Compute shares soar on a $260 million deal involving Nvidia’s B300 chips. But AGPU shares still remain super risky to own in 2026.

Barchart

4 Hot AI Stocks You May Not Have Heard Of: Should You Invest?

Here's a look at four hot AI stocks you might not have heard of, plus whether they might make good investments.

GOBankingRates

Nvidia CEO Jensen Huang says you won’t lose your job to AI—you’ll lose it to your coworker who uses it

While other tech leaders warn of mass layoffs, Nvidia’s CEO says the real threat is the person sitting next to you.

Fortune

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Can Ternus Come Up with the New Story That Apple Stock Badly Needs

Apple will get a new CEO when John Ternus takes over the position later this year. Will he have the story that can help AAPL stock gain some momentum?

Barchart

Should You Buy, Sell, or Hold AMZN Stock as Amazon Invests $5 Billion in Anthropic?

The AI startup will also use the tech giant's chips for training and compute.

Barchart

Panther Lake handhelds could put AMD on notice, but there’s a big hurdle to overcome

Rumors claim that Intel could unveil its reported Panther Lake handheld chips during Computex 2026. While that's exciting, there's one huge potential catch.

Tom’s Guide

TSMC reportedly plots ultra-advanced sub-1 nm chips with 'trial' production starting in 2029

Meanwhile, TSMC's A14 node is supposedly go for 2028.

PC Gamer

Data, not guessing: Looking at Nvidia's past GPUs to predict the specs for its future RTX 60-series graphics cards

I've stared at Excel so much, I'm dreaming about spreadsheets now.

PC Gamer

'You have to separate the task from the purpose of the job': Nvidia CEO Jensen Huang reflects on early AI fears around job displacement, and why we shouldn't be worried

Nvidia CEO Jensen Huang recalls early worries over radiologist job displacement, but AI has caused high demand for the role.

TechRadar

10 Best Gaming Laptops Under $1000 in 2026: Budget Picks for Performance

Find the best gaming laptops under $1000 in 2026 with RTX graphics, fast displays, and strong value picks for smooth 1080p gaming.

Player One

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Fortune

Meet the film school dropout who became a billionaire quantum computing CEO in days thanks to Nvidia

Before studying to become a physicist, Christian Weedbrook worked shifts at a video store and filmed television commercials.

Fortune

Craving work-life balance is a huge red flag, says Fortune 500 Europe CEO—and like Barack Obama, he happily works through weekends

Bupa’s CEO says if you’re obsessing over work-life balance, your problem isn’t the hours—it’s the job. Nvidia CEO Jensen Huang and Barack Obama agree.

International Business Times UK

SpaceX Offers AI Coding Startup Cursor $60B to Save Elon Musk's Failing xAI Software

SpaceX plans to acquire AI startup Cursor for $50 billion, aiming to enhance its software division and compete with industry rivals. The deal highlights Musk's commitment to advancing AI technology.

Barchart

Missed Nvidia? AMD Could Be Your Second Chance to Earn Massive AI Gains

AMD could be the next big AI opportunity after Nvidia’s historic run.

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news in one place.

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MarketBeat

Allbirds Exits Shoes, Pivots to AI With NewBird Rebrand

Allbirds, once a shoe company with nearly $300 million in sales, is now NewBird AI. The stock shot to the moon as NewBird unveiled its AI ambitions.

Barchart

CFO David Kennedy Just Cut His Dell Stock Stake by Nearly 10%. Is That a Sign You Should Sell Too?

CFO Kennedy offloaded nearly 10% of his stake in Dell.

International Business Times

Navitas Semiconductor Stock Explodes 19% in Early Trading on AI Power Momentum

Shares of Navitas Semiconductor Corp. skyrocketed more than 18% in early trading Tuesday, surging to $15.66 as investors piled into the gallium nitride and silicon carbide power chip specialist amid growing optimism over its role supplying high-efficiency solutions for artificial intelligence data centers and next-generation energy infrastructure.

Barchart

CoreWeave Is Issuing Billions in Debt but Shares Are Up 64%. What’s Going on With CRWV Stock?

CoreWeave just announced it will issue another $1 billion in senior convertible notes.

Tom’s Hardware

Cerebras files for IPO — company remains unprofitable despite 20x revenue growth

Cerebras' sales hit half a billion dollars in 2025, but 86% of its revenue comes from Abu Dhabi-based G42 and Mohamed bin Zayed University of Artificial Intelligence, which represents major risks.

Barchart

Nvidia and Google Options Highlight 2 Great Trades Ideas for Bulls Here

Today, we are using the stock screener to find stocks with a Buy rating and then looking at a couple of bullish option trade ideas.

The Conversation

OpenAI gets set to go public: can we entrust the financial markets with ChatGPT and AI?

OpenAI, the creator of ChatGPT, is gearing up to launch its Initial Public Offerings (IPO) this year. This financial manoeuvre would represent a pivotal shift for a project originally designed for the “common good” towards a market-driven logic. Established in 2015, OpenAI started out amidst growing anxiety regarding artificial intelligence…

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