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The Latest Breaking News from Nvidia

Analysts Say This 1 Lesser-Known Chip Stock Is a Top Buy for 2026. Should You Add It to Your Portfolios Here?

KLAC stock is gaining momentum after Jefferies grouped it with Nvidia and Broadcom as one of the best semiconductor buys for 2026.

Barchart

Ex-ASML workers reverse-engineered state of the art chipmaking machines to get China far closer than previously thought to independence from foreign tech

China might really be on the heels of the West, this time.

PC Gamer

Forget Nvidia and Broadcom. This Forgotten Retail Stock Is a Top Performer in 2025.

Shares of this departmental store chain are up by 50% this year.

Barchart

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As Nvidia Launches New Nemotron 3 Models, Should You Buy, Sell, or Hold NVDA Stock?

Nvidia remains a high‑growth AI infrastructure leader, but after a $4 trillion valuation and recent volatility, the setup looks best as a hold with a buy‑the‑dip bias rather than an all‑in bet.

Barchart

Beyond Nvidia: The AI Stock to Buy With 205% Upside Potential

Beyond chips, the real AI opportunity lies in who runs them best.

Barchart

‘Big Short’ investor Michael Burry piles misery onto tech stocks after Oracle fails to close AI debt deal

Of course, Burry has a conflict of interest in the form of a $1.1 billion short bet against AI stocks. So take his doom-mongering with a pinch of salt.

Fortune

AI-Invested Pension Holders Might Feel Wary as Nvidia Director Dumps $44M, Stoking AI Bubble Fears

Americans building their retirement savings via investment instruments like 401(k)s with a focus on AI stocks might need to reconsider their strategy as signs of cracks appear in the AI boom rally.

International Business Times UK

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Are You a Gen X Investor? Here's How You Can Protect Your Portfolio From an AI Bubble

Amid talk of an AI bubble, what's the best course of action for investors in their 50s and 60s, whose retirement savings are at risk from major market declines?

Kiplinger

Uh-oh — Nvidia could drastically reduce supply of its RTX 5000 gaming GPUs in 2026, cutting production by up to 40%

Nvidia is rumored to be cutting supply of RTX 5000 models by 30% to 40% in the first half of 2026.

TechRadar

Dell reportedly preparing massive price hikes for commercial clients - and warns "Ordering today for future delivery DOES NOT lock in current pricing"

Dell will increase commercial product prices starting December 17 due to memory shortages, affecting laptops, desktops, mini workstations, and AI-enabled devices.

TechRadar

NVIDIA plans to cut GeForce RTX production by up to 40% in early 2026 — Here's which graphics cards will be affected first

Another day, another blow dealt by AI. This time, it's a report out of China that NVIDIA plans to cut GeForce RTX GPU production by up to 40% in the first half of 2026.

Windows Central

Experts say Amazon is playing the long game with its potential $10 billion OpenAI deal: ‘ChatGPT is still seen as the Kleenex of AI’

“If OpenAI wins the lottery, then they’d have the money to pay for this,” analyst Charles Fitzgerald said.

Fortune

From Nvidia to OpenAI, Silicon Valley woos Westminster as ex-politicians take tech firm roles

Commons committee monitoring revolving door that gave jobs to George Osborne, Nick Clegg and Tony Blair

The Guardian - UK

Intel Snaps Up AI Tech for Pennies on the Dollar

Intel is acting as a strategic value investor by pursuing an acquisition of SambaNova Systems to rapidly accelerate its enterprise AI plans.

MarketBeat

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PC Gamer

Nvidia is reportedly looking to cut gaming GPU production by up to 40% in 2026 due to VRAM supply issues, but it's not as bad news as you might think. Not yet, at least

There's already an excess of RTX 50-series cards, for starters.

Barchart

JPMorgan Says the Dip in Broadcom Stock Is a Screaming Buy. Are You Loading Up on Shares Now?

The financial services major highlights strong ASIC demand to make a bull case for the semiconductor company.

MarketBeat

3 Tech Stocks Down Over 60%—Which One Is Worth Buying?

Figma, CoreWeave, and The Trade Desk are down 60% or more from their 52-week highs. One name stands out for its capability to recover.

GOBankingRates

I Asked Grok What Will Happen If the AI Bubble Bursts

The current artificial intelligence (AI) boom has provided a major lift to the stock markets and economy this year. But it also carries at least one major risk: that the AI bubble will burst in much...

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news in one place.

100's of premium titles.
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The Guardian - UK

Amazon in talks to invest $10bn in developer of ChatGPT

OpenAI seeking to strike latest deal in its efforts to pay for huge spending on datacentres

International Business Times UK

David Tepper Offloads Intel, Slashes UnitedHealth Stake in Q3 to Buy This Lesser-Known Stock

In Q3, Appaloosa's David Tepper sold his entire stake in Intel and reduced his UnitedHealth Group holdings by over 90% to invest $400 million in Whirlpool shares.

Fortune

Is Google running away with the AI race? Its stock price sure seems to say so

Google is emerging as the early winner in the Big Tech AI race—and its stock price is blowing away competitors.

The Guardian - UK

This is Europe’s secret weapon against Trump: it could burst his AI bubble

Growth in the US economy – and the president’s political survival – rest on AI. The EU must use its leverage and stand up to him, says the Irish Council for Civil Liberties’ Johnny Ryan

Barchart

JPMorgan Says to Sell NVDA March $160 Puts. Should You Actually?

Here’s what the chart is saying about Nvidia’s future stock price, and what the put trade would mean for you.

PC Gamer

Microsoft's new guide to PC gaming hardware is very slightly more useful than you might expect but oddly has never heard of upscaling

The shameless plug for Copilot+ AI PCs is a turn-off, too.

PC Gamer

Kiss goodbye to cheap VRAM, reports say supplies of Nvidia's RTX 3060 graphics cards are finally running out

Is the 12 GB RTX 3060's longevity proof positive of the importance of VRAM?

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Luiz Inácio Lula da Silva

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