In the second quarter, Appaloosa dumped 100% of its Broadcom stake, even after robust results and corresponding stock price gains. Despite holding dozens of stocks, Nvidia is now Tepper's seventh ...

Infrastructure is where scarcity lies: Memory chips, packaging, grid capacity, and data-center space are the new constraints. For investors, utilities, power infrastructure, and data-center REITs may ...

Beijing has reportedly moved to curb sales of Nvidia Corporation's NVDA China-specific AI chip after U.S. Commerce Secretary ...

Foxconn, Pegatron, and Quanta are moving AI-focused production to Mexico, even as Trump’s tariff threats and Mexico’s quiet diplomacy shape the runway.

Samsung reportedly offered NVIDIA its 12-layer HBM3E memory at 20-30% cheaper than SK hynix for use on its made-for-China H20 ...

Amidst escalating geopolitical tensions, NVIDIA continues its ambitious push in China, unveiling plans for the B30A AI chip—an advanced counterpart to the H20—aiming to secure market share against ...

The US bans Nvidia, the world’s dominant supplier of AI chips, from selling its most powerful processors in China. Following ...

Nvidia wasn't the only one impacted. AMD, Nvidia's closest competition for graphic processors used to train and operate AI ...

Bridgewater's exit from US-listed China stocks, including Alibaba, signals heightened systemic and geopolitical risks. Read ...

The AI expansion on the four Pixel 10 models amplifies Google’s efforts to broaden the use of a technology that is already ...

The Chinese impact on Nvidia is significant. KeyBanc raised its Q2 revenue estimate to $47.1 billion from $45.1 billion, ...

The stock has gone on a parabolic run since hitting a 52-week low in April this year, and it seems primed for more upside ...