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The Latest Breaking News from Nvidia

Get Out of Your Cave and Out onto the Field, Says Wedbush. The AI Game for NVDA Stock Is Still a ‘Field of Dreams.’

Dan Ives reiterated that Jensen Huang is the Godfather of AI and that the AI thesis is still only in the third inning, as NVDA Q3 results were seen as defeating the bear thesis.

Barchart

Small Caps, Pharma Surge As AI Rotation Broadens, Nvidia Tumbles: What's Moving Markets Tuesday?

Wall Street's sector rotation entered full throttle Tuesday, with investors pouring into previously overlooked corners of the market amid an AI-driven shift that now favors undervalued small caps and defensive names such as health care.

Benzinga

Markets wipe $250 billion off Nvidia as they digest Google's revenge, with Gemini 3 emerging as 'current state-of-the-art'

What if AI’s version of Google turns out to be…Google?

Fortune

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Stocks Pare Drop as Fed Rate Cut Expectations Improve

The S&P 500 Index ($SPX ) (SPY ) today is up by +0.06%, the Dow Jones Industrials Index ($DOWI ) (DIA ) is up by +0.62%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -0.60%. December E-mini S&P futures (ESZ25 ) are up +0.04%, and December...

Barchart

Solar-powered iLamp turns the humble lamppost into an AI hub

A British firm’s solar-powered smart streetlight could help solve AI’s growing energy and emissions problem by turning lampposts into decentralized data centers.

TechRadar

Oracle And Nvidia Team Up To Power Abu Dhabi's Push For 'Sovereign AI'

Oracle Corp (NYSE:ORCL) is supercharging its Abu Dhabi cloud region with the Middle East's first Nvidia Corp (NASDAQ:NVDA)-powered Oracle Cloud Infrastructure (OCI) Supercluster.

Benzinga

AMD Stock Tanks Amid Shifting Sands In Semiconductor Space

Advanced Micro Devices, Inc. (NASDAQ:AMD) shares are tumbling Tuesday. A report indicated that Meta Platforms, Inc (NASDAQ:META) may use Google’s AI chips in its data centers.

Benzinga

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Stocks Fall Back as Nvidia Drags Chip Makers Lower

The S&P 500 Index ($SPX ) (SPY ) today is down by -0.35%, the Dow Jones Industrials Index ($DOWI ) (DIA ) is up by +0.26%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -1.04%. December E-mini S&P futures (ESZ25 ) are down -0.40%, and December...

Barchart

'Are you insane?': Billionaire CEO Jensen Huang blasts Nvidia managers who are 'telling their people to use less AI'

Huang said Nvidia employees should use AI until it can address every need of theirs, "because we have the power to do so."

Fortune

The latest Windows 11 update tanked PC gaming performance — but NVIDIA has already issued a fix

NVIDIA confirmed Windows 11’s October 2025 Update caused major FPS drops on some GPUs, but a new hotfix driver is already rolling out to restore performance.

Windows Central

Europe loosens reins on AI – and US takes them off

EU and US unshackle regulations in quest for growth, and is the AI bubble about to burst? Not yet, says Nvidia

The Guardian - US

Jim Cramer Says Broadcom Is The 'Most Likely Winner' In Potential Google-Meta TPU Chip Deal

Jim Cramer, the host of CNBC’s “Mad Money,” has suggested that Broadcom Inc. (NASDAQ:AVGO) is poised to be the primary beneficiary of a potential deal between Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL) and Meta Platforms Inc. (NASDAQ:META).

Benzinga

Billion-dollar AI chip deal between Google and Meta could be on the cards — would involve renting Google Cloud TPUs next year, outright purchases in 2027

Rumors of a deal brewing between Google and Meta could be worth billions. The social-media giant is said to be keen to rent and buy Google's AI chips starting as soon as 2026, and could help Google expand its share of the AI chip business considerably.

Tom’s Hardware

Nvidia shares slip as AI accelerator race shifts interest to Google chips

A report that Meta may shift billions in AI spending towards Google’s custom chips sent Nvidia shares lower, signalling early signs of a potential shake-up in the company’s near-monopoly of the AI hardware market.

Euronews

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Tom’s Hardware

Huawei claims new software can 'create an analogue AI chip 1000 times faster than Nvidia’s chips' — open source Flex:ai software designed to boost AI-chip utilization

Huawei has introduced Flex:ai, an open-source orchestration tool designed to raise the utilization rate of AI chips in large-scale compute clusters.

Tom’s Hardware

Elon Musk claims he will 'build chips at higher volumes ultimately than all other AI chips combined' — Tesla AI engineering team has AI5 chip ready to go and is setting its sights on AI6

Hopefully the goal isn't as far away as Tesla's Full Self Driving.

Benzinga

Alibaba Faces Q2 Risks, Warns Analyst: Cites Nvidia Chip Ban, Declining Cash Flow Margins

Chinese e-commerce giant, Alibaba Group Holding Ltd. (NYSE:BABA), is set to release its second-quarter results on Tuesday. Ahead of the earnings, a prominent analyst is urging caution, pointing to persistent macro headwinds and deteriorating fundamentals.

InsideEVs

China's Zeekr Is Giving Its Older EVs New Hardware. What About Tesla?

Over 70,000 EVs built last year can get a substantial ADAS upgrade that needs 20 work hours to be completed.

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Benzinga

Nvidia Denies Enron Comparisons: Newman Slams Bear Thesis On Accounting Issues As 'Garbage'

The CEO of Futurum Group, Daniel Newman, blasted the current wave of bearish sentiment surrounding Nvidia Corp. (NASDAQ:NVDA) on Tuesday, calling the theories that forced the chip behemoth to formally deny comparisons to historical frauds as “garbage.”

Benzinga

'Big Short' Michael Burry Doubles Down On Bear Case After Nvidia Pushes Back In Wall Street Note

“Big Short” investor Michael Burry is refusing to back down from his bearish stance on Nvidia Corp. (NASDAQ:NVDA), publicly reaffirming his analysis just hours after the chipmaker circulated a private memo to Wall Street refuting his claims.

Benzinga

Bernie Sanders Pushes Back On Trump Moves To Strip AI Powers From States: 'It Will Make The Oligarchs Richer While Millions Lose Jobs'

On Monday, Sen. Bernie Sanders (I-Vt.) criticized Donald Trump's reported plan to override state-level AI rules, calling it a gift to wealthy tech leaders at the expense of workers.

Benzinga

Xi Jinping Says US-China Trade Relations Maintain Positive Momentum As Trump Considers Allowing Nvidia AI Chip Sales To Beijing

On Monday, Chinese President Xi Jinping highlighted the ongoing progress in U.S.-China trade ties after a phone call with President Donald Trump. This comes after it was reported that Washington is considering allowing Nvidia Corp (NASDAQ:NVDA) to resume AI chip sales to China.

Benzinga

Broadcom, Alphabet, Sandisk, Novo Nordisk And Zoom: Why These 5 Stocks Are On Investors' Radars Today

U.S. stock futures rose on Monday, building on Friday’s gains. Optimism is fueled by New York Fed President John Williams‘ suggestion that a December rate cut remains possible.

Windows Central

Black Friday buyers beware — AMD says graphics card prices could rise 10%

AMD is preparing a price increase of at least ten percent for its Radeon GPUs as rising DRAM costs driven by AI demand put pressure on memory supply and availability

Benzinga

Nvidia Earnings Fail To 'Play Atlas And Hold Up This Market': Expert Says 'Consolidation Phases Are Normal'

Semiconductor giant NVIDIA Corporation (NASDAQ:NVDA) reported record revenue in the third quarter and provided bullish guidance. While shares initially traded higher, the results weren't enough to push the stock to new highs or for the overall market to trade higher.

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