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The Latest Breaking News from Nvidia

Nvidia's $1 In AI Chips Fuels $10 in Tech Growth, Palantir, Snowflake, MongoDB Poised To Ride Next AI Growth Wave

Wedbush analyst Daniel Ives said the recent turbulence in tech stocks reflects short-term investor anxiety rather than a shift in the long-term artificial intelligence-driven bull market. The analyst noted that despite concerns about an "AI bubble," Palantir Technologies Inc.’s (NASDAQ:PLTR) sharp selloff after stellar earnings, and uncertainty over Nvidia Corp's…

Benzinga

5 Defensive Consumer Plays to Watch If Markets Keep Slipping

Last week, the market showed its first meaningful signs of weakness since May, with SPY breaking its 50-day SMA and several tech leaders selling off sharply.

MarketBeat

Scott Galloway warns of ‘nowhere to hide’ in markets if the OpenAI story unravels

"If the music stops, there's not only not any chairs, there's like hot coals they're all going to sit on. It's going to be ugly."

Fortune

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Can OpenAI keep pace with industry’s soaring costs?

As investor jitters grow, the loss-making ChatGPT firm’s vast spending commitments test the limits of Silicon Valley optimism

The Guardian - UK

Are Mag 7 Stocks Driving A 'K-Shaped Economy' As Wealth Gap Widens? Analysts Weigh In

The U.S. economy is increasingly becoming a ‘K-shaped economy,’ with the fortunes of wealthy consumers and those at the lower end of the income spectrum diverging, say analysts.

Benzinga

Nvidia's Jensen Huang upstaged at TSMC annual Sports Day by TSMC-branded sneakers — CEO's 'Made In Taiwan' footwear is the talk of the town

TSMC-branded sneakers were 'the focus of the audience' at the firm's annual Sports Day event this weekend.

Tom’s Hardware

Nvidia, AMD Lead Semiconductor Rally After Taiwan Semiconductor's Strong October Sales

Semiconductor stocks including Nvidia Corp. (NASDAQ:NVDA), Broadcom Inc. (NASDAQ:AVGO), Marvell Technology Inc. (NASDAQ:MRVL), Super Micro Computer Inc. (NASDAQ:SMCI), Advanced Micro Devices Inc. (NASDAQ:AMD), Micron Technology Inc. (NASDAQ:MU), Arm Holdings plc (NASDAQ:ARM) and ON Semiconductor Corp. (NASDAQ:ON) advanced on Monday as investors responded to strong sector fundamentals and accelerating artificial intelligence…

Benzinga

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Taiwan Semiconductor Rallies On Big October Sales And Growing Nvidia Demand

Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) stock advanced on Monday after the company reported solid October financial results, underscoring continued momentum in advanced chip demand.

Benzinga

Stock Market Today: S&P 500, Nasdaq Futures Rise As Nvidia, TSMC, Occidental Petroleum Lead Advances

U.S. stock futures rose on Monday after Friday’s mixed close. Futures of major benchmark indices were higher.

Benzinga

Ming-Chi Kuo Says Elon Musk's AI Chip Strategy Is No Bluff — Tesla's Plan To Build Its Own Fabs Marks A Major Shift Away From TSMC: Here's Why

On Sunday, TF International Securities analyst Ming-Chi Kuo said Elon Musk's remarks confirm that Tesla Inc.'s (NASDAQ:TSLA) move to build its own semiconductor production plants isn't just an ambition — it's a calculated step toward full control of its AI future.

Benzinga

TSMC Chief CC Wei Says Nvidia CEO 'Wants More Chips' As Jensen Huang Enjoys Hotpot In Taipei And Praises The Taiwanese Foundry: 'No TSMC, No Nvidia'

During his latest trip to Taiwan, Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang strengthened ties with longtime manufacturing partner Taiwan Semiconductor Manufacturing Co. (NYSE:TSM), blending business with camaraderie over a hotpot dinner in Taipei.

Benzinga

Consumer Tech News (Nov 3-7): Trump Blocks Nvidia Blackwell AI Chip Exports, China Bans Foreign AI Chips In Data Centers & More

President Donald Trump has declared that Nvidia's (NASDAQ:NVDA) advanced Blackwell AI chip will not be available for "other people." This decision comes amid concerns about the potential sale of a scaled-down version to China.

Benzinga

"China is going to win the AI race" - Nvidia CEO Jensen Huang makes bold proclamation, says we all need a little less "cynicism" in our lives

Nvidia CEO argues America risks losing influence by shutting out China’s developers while hardware and policy tensions redefine the AI landscape.

TechRadar

Got a spare $50,000? Cooling a single Nvidia Blackwell Ultra NVL72 rack costs as much as a Tesla Model Y - and it's only going to get more expensive with new racks

Nvidia’s latest rack platforms drive cooling costs from $49,860 to $55,710 as rising power levels reshape future data center planning.

TechRadar

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Tom’s Hardware

Microsoft announces first test build for Windows 11 26H1, aimed at 'specific silicon' — Rumor mill suggests first "H1" release in Windows 11's history might be reserved for upcoming Arm PCs

Windows 11 26H1 has just been made official by Microsoft, with its first build released in the Canary channel for Insiders. Unlike what the name might suggest, this is not a feature update, rather a special update meant to roll in support for ARM-based devices, with lots of juicy rumors…

Benzinga

CrowdStrike, AWS, And Nvidia Launch Third Annual Global Accelerator: 59 Startups Raised $730M – Apply By November 15 For AI Security Boost

CrowdStrike (NASDAQ:CRWD) announced on Monday that it will launch the third annual Cybersecurity Startup Accelerator alongside Amazon Web Services and Nvidia (NASDAQ:NVDA) through its Inception program.

Windows Central

How I turned a cheap mini PC into a AAA gaming machine — tips for inexpensive and reliable cloud gaming with NVIDIA and Xbox

If you set it up correctly, you can easily play everything from AAA games to indie games using a mini PC. Here's how to do that.

Benzinga

Weekend Tech Round-Up: Nvidia's AI Chip Sale To China Blocked, Apple's Billion-Dollar Deal With Google And More

The tech world was buzzing over the week with a series of intriguing developments. From the Donald Trump administration’s move to block Nvidia’s AI chip sale to China, to Apple’s billion-dollar deal with Google, the weekend was packed with stories that could have significant implications for the tech industry.

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Barchart

Nvidia Looks 22% Undervalued Here Based on Projected FCF Margins - $230 Price Target

Nvidia stock looks at least 22% too cheap here, based on its strong FCF margins (i.e., with a 39% FCF TTM margin) and using a 2.0% FCF yield valuation metric. Put premiums are high, making shorting out-of-the-money puts attractive.

Windows Central

Alienware 16X Aurora shows Alienware can do value right, and I've come away impressed

I've been testing the Alienware 16X Aurora and its more affordable sibling, and Alienware has done a great job targeting more budget-conscious PC gamers.

Tom’s Hardware

The world's ‘tiniest GPU’ heads to production — 200,000-transistor TinyGPU v2.0 can render gamepad-manipulated 3D images with up to 1K triangles in real-time

The ‘tiniest GPU’ has gotten a big update with the new TinyGPU v2.0 offering interactive 3D rasterization, with transformation & lighting tech.

TechRadar

Could the AI bubble be real? This sage of the 2008 market crash and central character of The Big Short, certainly thinks so

Michael Burry’s large bearish bets on major AI firms revive fears of inflated valuations and deepen debate about a potential bubble.

Benzinga

The Good, The Bad, And The Ugly Of The AI Capex Race

Silicon Valley is investing heavily in artificial intelligence like never before. The Magnificent Seven—Apple(NASDAQ:AAPL), Microsoft(NASDAQ:MSFT), Alphabet (NASDAQ:GOOG), Amazon (NASDAQ:AMZN), Meta (NASDAQ:META), Nvidia (NASDAQ:NVDA), and Tesla (NASDAQ:TSLA)—are expected to spend close to $400 billion this year on AI infrastructure.

Barchart

Core Scientific Just Rejected CoreWeave’s Bid. Should You Buy CRWV Stock Here or Stay Far Away?

With CoreWeave’s dreams of acquiring Core Scientific falling apart, is this a perfect buy-the-dip opportunity, or a sign to steer clear of CRWV stock?

Fortune

Data-center operator CoreWeave is a stock-market darling. Bears see it as a symbol of the AI infrastructure bubble

Cloud-computing giant CoreWeave is valued at more than $50 billion, but a heavy debt load represents a major vulnerability.

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