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The Latest Breaking News from Nvidia

Benzinga Bulls And Bears: Nvidia, CoreWeave, Oklo — And AI-Linked Stocks Keep Falling

Benzinga examined the prospects for many investors' favorite stocks over the last week — here's a look at some of our top stories.

Benzinga

Major Bitcoin mining firm pivoting to AI, plans to fully abandon crypto mining by 2027 as miners convert to AI en masse — Bitfarm to leverage 341 megawatt capacity for AI following $46 million Q3 loss

Bitfarm says that it will convert its Washington Bitcoin mining facility into an AI data center and exit crypto mining completely in a couple of years.

Tom’s Hardware

$10,000 RTX Pro 6000 Blackwell workstation GPU reportedly snaps under its own weight during transit, severs PCIe connector — lack of replacement parts renders card useless despite its modular design

A PC repair tech has detailed how a $10,000 RTX Pro 6000 GPU reportedly snapped under its own weight, breaking the PCIe connector and rendering the card useless.

Tom’s Hardware

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After Nvidia CEO Jensen Huang, Kevin O'Leary Says China Threatens US AI Leadership Because Of This One Thing— And It's Not Chips

On Friday, investor Kevin O’Leary issued a stark warning that China's sweeping power capacity—not chips—now poses the biggest threat to the U.S.'s position in the global AI race.

Benzinga

Democratizing Large Language Models: How Jiani Wang's Innovation is Revolutionizing Open Source LLM Training Across Global Startups

While the world of AI is currently expanding globally, its existence is still fragile and dependent on what one can imagine as a tech giant’s war chest of GPUs

inkl

If You Wait for the Dip, Micron Technology Could Leave You Behind

Micron Technology is in the early stages of a significant demand boom and DRAM supercycle driven by AI and a shortage of capable memory.

MarketBeat

Jefferies Tells NVIDIA to Step Aside, Picks Broadcom as Top Semiconductor Stock

Analysts at Jefferies just told NVIDIA to step aside. The firm named Broadcom as its top semiconductor stock and expects its revenue to reach $100 billion in 2026.

MarketBeat

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Michael Burry Warned That the AI Bubble Is About to Burst. If You Agree, Use Options to Bet Against These 2 Stocks.

Michael Burry revealed put positions on Nvidia and Palantir in Q3. Here are two other stocks worth bearish bets here.

Barchart

Magnificent Seven Loving Congressman Buys Stocks Again, But This Time Only Three Of The Seven

A member of Congress who loves buying Magnificent Seven stocks rebought some of the same stocks, but this time left out two frequent purchases.

Benzinga

Bearish On AI? Tell That To The $600 Billion Big Tech Is About To Spend

Despite a sharp pullback in major artificial intelligence tech stocks like Tesla Inc. (NASDAQ:TSLA), Microsoft Corp. (NASDAQ:MSFT), Palantir Technologies Inc. (NASDAQ:PLTR), and Nvidia Corp. (NASDAQ:NVDA), the downturn appears to be a brief panic rather than any real slowdown in the AI boom.

Benzinga

AI Spending Is Shifting — And Broadcom, Marvell Are Positioned To Win

AI datacenters are quietly entering a new phase, and it could reshape which companies benefit most from the next wave of spending. That's according to Sri Kanajan, a data scientist at Scale AI and former senior data scientist at Meta Platforms Inc (NASDAQ:META), who joined a JPMorgan-hosted call to break…

Benzinga

3 Stocks Quietly Leveraging AI While Everyone Chases NVIDIA

These three overlooked companies are using AI to transform their businesses—creating opportunities for investors looking beyond the usual mega-cap names.

MarketBeat

Intel Panther Lake CPU leak suggests integrated GPUs are getting a potentially game-changing leap in performance

Intel Core Ultra X7 358H leak shows just how good this CPU might be for handhelds and budget gaming laptops.

TechRadar

Legendary Investor Michael Burry Warns That Cloud Growth Is Slowing Despite AI Boom. Is This a Bubble?

Michael Burry famously predicted the 2008 financial crisis. Now, he’s betting there’s an AI bubble that’s about to go burst.

Barchart

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International Business Times UK

David Tepper, Who Netted $7B in the '08 Crisis, Trims Mag 7 Holdings in Q3 for AMD, Qualcomm

Appaloosa Management's David Tepper sold most of his Magnificent 7 stock holdings, except Nvidia, and added AMD to the portfolio in Q3.

Benzinga

Nvidia To Rally Around 18%? Here Are 10 Top Analyst Forecasts For Friday

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.

MarketBeat

Monolithic Power Surges in 2025—Time to Buy or Hold?

Monolithic Power Systems has been winning in spite of NVIDIA. However, it could get a strong tailwind from Big Green in 2027 and beyond.

Tom’s Hardware

Chinese AI startup gets access to 2,300 banned Blackwell GPUs by exploiting cloud loophole — rents compute from Indonesian firm with 32 Nvidia GB200 server racks

A Chinese company gains access to Nvidia hardware by renting compute from a Jakarta-based telecommunications company.

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PC Gamer

A Wall Street Journal investigation claims to have tracked how 2,300 Nvidia Blackwell AI chips made their way to China via an Indonesian telecoms provider

A hop, a skip, and a jump across the ocean.

Barchart

Stock Index Futures Plunge on Fed Rate-Cut Doubts and Valuation Concerns

December S&P 500 E-Mini futures (ESZ25) are down -0.97%, and December Nasdaq 100 E-Mini futures (NQZ25) are down -1.29% this morning, pointing to further losses on Wall Street as worries over stretched tech valuations persisted and investors questioned whether the Federal Reserve was still on track to cut rates in…

Tom’s Hardware

AMD's FSR Redstone officially debuts in Call of Duty: Black Ops 7 — AMD's answer to Nvidia's Ray Reconstruction

FSR Redstone is here and Call of Duty's getting it first. In Black Ops 7, there's a "Ray Regeneration" option that allows users to clean up ray tracing data before it's fed into the upscaler, resulting in higher-quality ray-traced lighting, shadows and reflections. It only works with RX 9000 series…

Tom’s Hardware

New Chinese optical quantum chip allegedly 1,000x faster than Nvidia GPUs for processing AI workloads - firm reportedly producing 12,000 wafers per year

China has reportedly developed the world's first scalable and industrial-compatible optical quantum chip that allegedly has 1000x the amount of processing power as Nvidia's outgoing AI GPUs.

The Independent UK

Wall Street drops to one of its worst days since April as AI bubble fears return

Nvidia and other AI superstar stocks kept dropping on worries that their prices shot too high

The Guardian - US

Global markets struggle after tech sell-off and fears over Chinese economy

Reaction follows Wall Street’s worst day in a month and unprecedented slump in investment in China

The Independent UK

Asian shares fall, tracking Wall Street's tumble on worries about AI stocks and interest rates

Asian shares are lower, tracking Wall Street’s tumble to one of its worst days since April as Nvidia and other AI superstar stocks kept dropping on worries their prices have shot too high

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