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The Latest Breaking News from Nvidia

China's Meituan says new AI model trained on domestic chips

Chinese tech giant Meituan has unveiled LongCat-2.0, a new AI model comparable to Google's Gemini 3.1 pro. This marks a significant achievement as it's reportedly the first trillion-parameter model trained entirely on domestically developed computer chips. This development is a crucial step for China in its pursuit of AI dominance…

The Economic Times

Nvidia Is Still a Bargain. Analysts See 57% Upside in NVDA Stock.

While Nvidia stock has underperformed, its industry-leading revenue growth and expanding AI ecosystem beyond GPUs indicate solid upside ahead.

Barchart

Nvidia’s Massive Telecom Project Could Be the Next Big Catalyst for Ciena Stock

Ciena stock already has AI-driven momentum, and a new multi-billion-dollar telecom networking project reportedly backed by Nvidia could create another powerful growth catalyst.

Barchart

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Google parent Alphabet debuts in Dow Jones index in tech tilt

Google parent Alphabet's shares entered the Dow Jones Industrial Average on Monday, in an index reshuffle replacing Verizon Communications, signalling a tech shift in the blue chip benchmark.

The Economic Times

Alphabet debuts in Dow Jones Industrial Average as index tilts toward tech

Its shares rose 3.7% to $350.24, offering one of the biggest boosts to the 30-member Dow. The ‌company replaced ⁠Verizon ⁠on the index, S&P Dow Jones Indices said in an announcement on June 23.

The Economic Times

South Korea's president declares that it will invest over $580 billion in its AI chip industry, with Samsung and SK hynix coughing up most of the money

That's great and all that jazz, but can I have affordable DDR5 and SSDs again, please?

PC Gamer

Who's More Likely to Hit $1 Trillion: Mark Zuckerberg or Jensen Huang?

Prediction markets favour Mark Zuckerberg as the next trillionaire, with Nvidia's Jensen Huang as a close contender. AI investments are seen as key drivers for their potential wealth growth.

International Business Times UK

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Why BlackRock, Nvidia, and Temasek are betting billions on quantum computing

Geopolitical competition and meaningful exits are convincing Wall Street the technology may finally be nearing its moment.

Fortune

Nvidia's AI chip sales in China stall, as local chipmakers like Huawei take the lead

In the race between the U.S. and China to develop artificial intelligence, the battle over hardware and computing power is heating up as Chinese companies like Huawei overtake global industry leaders like Nvidia in their home market

The Independent UK

Megapod is the modular AI data center kit that Elon Musk's Tesla wants to sell — but there's a tiny problem (actually, three)

Tesla's proposed Megapod AI data center project faces significant hurdles before it even begins – trademark conflicts, established competition and more.

TechRadar

Australia's Firmus Technologies strikes AI access deal with Nvidia

Firmus said the deal would see it buy Nvidia infrastructure and sell Nvidia‑powered cloud services ‌to "AI Native" ⁠customers, ⁠among others, in an agreement that would earn the U.S.-listed chip giant product revenue and a share of cloud revenue.

The Economic Times

Q3 Results Proved That the Stars Are Aligned for Micron Stock

Micron is enjoying a rally of almost 297% so far this year. Is it any wonder that Stifel reiterated its "Buy" rating on the stock?

Barchart

After a Nearly 200% Run Since February, GF Securities Downgraded Dell Shares. Don’t Count DELL Stock Out Just Yet.

Dell Technologies shares pulled back after GF Securities downgraded the stock, even as the company reported record Q1 fiscal 2027 revenue, driven by explosive AI server growth.

Barchart

5 AI Hardware Stocks Create a New ‘MANIA’ Trade That Replaces the Magnificent 7. Hedge Your Bets on the Hot Tickers with These 2 Leveraged ETFs.

Micron, AMD, Intel, Broadcom, and Nvidia are the new pop stars of the stock market.

Barchart

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The Economic Times

Funding the 'mother of all cycles': Chris Wood cuts Indian stocks to double down on South Korean chip giants

Christopher Wood has cut select Indian equities to increase exposure to South Korean chipmakers like SK Hynix and Samsung Electronics, betting on the AI-driven capex cycle. He views memory stocks as core beneficiaries, citing strong demand, attractive valuations and structural shifts, while warning that malinvestment risks could eventually disrupt the…

Barchart

Why Investors Should Avoid Nebius Stock

Nebius has multiple potential negative catalysts and a very high valuation.

Barchart

With a Dominant Position in AI Infrastructure, Nvidia Stock Will Continue to Create Value

Despite Blackwell being banned in China, its GPU prices are rising in that country, putting Nvidia stock in the spotlight.

Barchart

There’s Another New Reason to Get Bullish on Nvidia Stock

Nvidia launched a full-stack safety platform for robotics as physical AI continues to be a hot topic.

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Barchart

$14,000 Invested in Sandisk Stock Last Year Would Be Worth $1 Million Now

Sandisk has become one of the AI boom's most unexpected winners. SNDK stock has climbed more than 5,000% since last year, and there are a couple of key lessons investors can take away from that shock success.

The Economic Times

SpaceX initial public offering returns: Will SpaceX stock hold above $135 IPO price? Elon Musk's company is trading over 5 times than that of Nvidia sales

SpaceX is trading at around 107 times its 2025 sales, an astronomical valuation. By comparison, AI heavyweight chipmaker Nvidia recently traded at 21 times sales.

The Economic Times

Beyond Nvidia: Why AI giants like OpenAI, Google and Amazon are building custom chips

The AI race is heating up as tech giants like OpenAI, Google, Amazon, and Microsoft design their own chips to optimize AI operations. This strategic move aims to cut soaring deployment costs and gain control over crucial infrastructure, moving beyond just building better models. While Nvidia's GPUs still lead in…

Tom’s Guide

I tested Control Resonant on an RTX 5090 — and I'm now preparing for a new benchmark for PC gaming

I played three hours of Remedy Entertainment's upcoming Control Resonant on an RTX 5090 gaming PC, and its reality-bending action is looking to take full advantage of Nvidia's latest graphics cards.

The Economic Times

Chris Wood’s big warning: The specific risk that will finally trigger the end of AI trade

Jefferies strategist Chris Wood believes the AI boom will end not because of a chip glut, but when investors realise hyperscalers cannot generate adequate returns on massive AI investments. He warns that concerns over capital misallocation, rather than supply, could trigger a prolonged pause in the AI trade.

Fortune

Qualcomm’s big AI gamble: Breaking Nvidia’s chips stronghold

CEO Cristiano Amon is betting Qualcomm can gain a foothold in data center AI—and the chipmaker has already lined up clients like Meta and Microsoft.

The Economic Times

ETMarkets Smart Talk | AI and semiconductors remain the best global investment themes today: Niteen Dongare

As Indian investors increasingly diversify globally, AI and semiconductors remain the most compelling long-term investment themes, according to Niteen Dongare of Anand Rathi International Ventures. He recommends allocating 20-30% of portfolios to global markets through ETFs, direct stocks and GIFT City funds to enhance diversification and returns.

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