Advanced Micro Devices Inc
Nvidia’s Huang says buying TSMC’s stock is ‘very smart.’ The pros share their take
Taiwanese chipmaker Taiwan Semiconductor Manufacturing Co made headlines last week following Nvidia CEO Jensen Huang’s remarks that buying its stock would be “very smart. ” “Well, first of all, I think TSMC is one of the greatest companies in the history of humanity, and anybody who wants to buy TSMC stock is a very smart […]
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Nvidia faces Wall Street’s high expectations two years into AI boom
Nvidia CEO Jensen Huang attends the “Winning the AI Race” Summit in Washington D.C., U.S., July 23, 2025. Kent Nishimura | Reuters It’s been two years since the explosion of generative artificial intelligence started to transform Nvidia’s business. Since then, the chipmaker’s revenue has more than tripled and profits have quadrupled. Nvidia‘s second-quarter earnings report, […]
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Inside Texas Instruments’ $60 billion U.S. megaproject, where Apple will make iPhone chips
When Texas Instruments announced a $60 billion manufacturing megaproject in July, it was a bold bet that companies would want to mass produce foundational microchips on U.S. soil. In August, Apple vowed to do just that. During the same Oval Office press conference where President Donald Trump announced a 100% tariff on chips from companies […]
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The AI party isn’t over — these will be the winners and losers, Wedbush’s Dan Ives says
The artificial intelligence party isn’t over yet despite fears of a bubble, according to tech bull Dan Ives — and he’s got a handful of names in mind as winn ing and los ing from the trend . “My view is, you’re going to have these digestion periods, but you cannot get too nervous,” Ives, […]
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Trump’s Nvidia and Intel meddling is a ‘scattershot method of crony capitalism’: Walter Isaacson
President Donald Trump’s dealings with Intel and Nvidia amount to a “scattershot method of crony capitalism,” Walter Isaacson said Thursday. “That state capitalism often evolves into crony capitalism, where you have favored companies and industries that pay tribute to the leader, and that is a recipe for not only disaster, but just sort of a […]
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Stocks making the biggest premarket moves: Target, Lowe’s, Snowflake and more
Check out the companies making the biggest moves in premarket trading: Target — The big box retailer sank 10.5% after announcing CEO Brian Cornell will be replaced by Chief Operating Officer Michael Fiddelke on Feb.1. Target also posted a second-quarter earnings and revenue beat, although its sales and traffic declined, and reiterated its full-year outlook. […]
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Stocks making the biggest moves midday: Home Depot, Intel, Viking Therapeutics, Nvidia and more
These are some of the stocks making the biggest moves during midday trading: Viking Therapeutics — Shares tumbled 42% after phase 2 trial results showed Viking’s experimental oral obesity drug had more side effects than expected. About 20% of the patients in the trial quit using the drug due to symptoms such as nausea and […]
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Nvidia says it’s evaluating a ‘variety of products’ after report of new AI China chip
The Nvidia booth at the China International Supply Chain Expo in Beijing on July 16, 2025. Florence Lo | Reuters Nvidia said Tuesday that it is evaluating several products following a report that the company is working on a new artificial intelligence chip for China that is more powerful than the currently available H20. The […]
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Nvidia working on new AI chip for China that outperforms the H20, Reuters reports
Nvidia is developing a new AI chip for China based on its latest Blackwell architecture that will be more powerful than the H20 model it is currently allowed to sell there, two people briefed on the matter said. U.S. President Donald Trump last week opened the door to the possibility of more advanced Nvidia chips being sold in China. But the sources noted U.S. regulatory approval is far from guaranteed amid […]
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OpenAI’s Altman warns the U.S. is underestimating China’s next-gen AI threat
OpenAI CEO Sam Altman warned that the U.S. may be underestimating the complexity and seriousness of China’s progress in artificial intelligence, and said export controls alone likely aren’t a reliable solution. “I’m worried about China,” he said. Over Mediterranean tapas in San Francisco’s Presidio — just five miles north of OpenAI’s original office in the […]
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