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The Latest Breaking News from Nvidia

Former Intel CEO Pat Gelsinger Slams CHIPS Act Rollout, Says Trump Administration's Stake Only Matters If It Builds And Fills Fabs

Former Intel Corp (NASDAQ:INTC) CEO and current Playground Global general partner Pat Gelsinger criticized the slow rollout of the CHIPS Act, arguing that the U.S. government's new stake in Intel only matters if it results in more semiconductor fabs being built and filled across America.

Benzinga

Apple iPhone Air Preorders To Soon Begin In China As eSIM Gets Green Light From Major Telecom Operators

On Monday, Apple Inc. (NASDAQ:AAPL) is preparing to open preorders for its new iPhone Air in China later this week, following regulatory approval for eSIM services by the country's three largest telecom operators.

Benzinga

Google Sends Clear Message To Investors Ahead Of Earnings: AI Isn't Killing Search — It's Making It Stronger, Says Gene Munster

As fears swirl about artificial intelligence upending Alphabet Inc.'s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google's dominance in search, Deepwater Asset Management's Gene Munster says the company is sending one message loud and clear — AI is boosting, not breaking, its core business.

Benzinga

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Meta, Oracle Tap NVIDIA's Spectrum-X For AI Data Centers

NVIDIA Corporation (NASDAQ:NVDA) announced on Monday that Meta Platforms, Inc. (NASDAQ:META) and Oracle Corporation (NYSE:ORCL) will enhance their AI data center networks using NVIDIA's Spectrum-X Ethernet switches.

Benzinga

Lenovo quietly launches a Thinkpad business laptop which should definitely appeal to gamers - T16g Gen 3 hides Intel's fastest mobile CPU and an Nvidia GeForce RTX 5090

Lenovo ThinkPad T16g Gen 3 merges professional reliability with gaming-class RTX 5090 graphics and AI-ready Intel HX processors.

TechRadar

This Analyst Just Issued a Major Intel Stock Warning: The INTC Rally Is ‘Unsustainable’ So You Should Sell Now

Intel stock has almost doubled in 2025 due to its big-ticket partnerships with Nvidia, Softbank, and others.

Barchart

Vertiv, Nvidia Unite To Revolutionize AI Factory Power Systems

Vertiv Holdings (NYSE:VRT) shares are trading higher on Monday after it reached a new milestone in its partnership with Nvidia (NASDAQ:NVDA) to support the next generation of AI factories.

Benzinga

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Why Washington’s Bet on This AI Stock Could Be the Most Important Investment of the Decade

Intel is betting big on government-backed AI and chip manufacturing initiatives to reclaim its technological leadership.

Barchart

Nvidia, Broadcom Highlighted As Sector Leaders Drive AI Growth Despite Buildout Risks: Analyst

BofA Securities analyst Vivek Arya highlighted key considerations for the U.S. semiconductor sector amid the artificial intelligence frenzy and potential concerns about a bubble.

Benzinga

Rigetti Computing (RGTI) Stock Hits A New All-Time High: What's Going On?

Shares of quantum computing firm Rigetti Computing Inc (NASDAQ:RGTI) surged to a new all-time high on Monday, continuing a 5,900% rally over the past year fueled by strong investor confidence. Here’s what investors need to know.

Benzinga

Intel Faces CPU Market Share Losses And Limited AI Integration, Analyst Flags Challenges

Intel (NASDAQ:INTC) struggled to maintain its moat across its central processing unit (CPU) and artificial intelligence businesses. The chipmaker also grappled with market share losses to Advanced Micro Devices (NASDAQ:AMD) and Arm Holdings (NASDAQ:ARM) in both the PC and server markets, as well as limited integration with AI accelerators, despite…

Benzinga

Can NVDA Still Be a $300 Stock If Nvidia Loses Its Monopoly in AI GPUs?

While Nvidia’s market share in the AI GPU market might come down, the sheer size of growth in that market means that NVDA stock could still continue to be a winner.

Barchart

Nvidia, AMD, Marvell, Taiwan Semiconductor Surge After Friday Dip On Trump's China Remarks, OpenAI-Broadcom AI Chip Deal

Nvidia (NASDAQ:NVDA), Advanced Micro Devices (NASDAQ:AMD), Marvell Technology (NASDAQ:MRVL), Taiwan Semiconductor Manufacturing Co (NYSE:TSM), and other semiconductor companies rebounded from their Friday selloff amid overall market strength following positive assurances from President Donald Trump over China trade relations.

Benzinga

JPMorgan announces $1.5 trillion U.S. investment initiative

CEO Jamie Dimon says the move is about strategy and not about seeking favor with the administration.

Axios

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PC Gamer

Elon Musk has been snapping up ex-Nvidia specialists to help make AI world models, which is fine but please keep away from our games

Rockets are cool, AI slop games are not.

Tom’s Hardware

OpenAI and Broadcom to co-develop 10GW of custom AI chips in yet another blockbuster AI partnership — deployments start in 2026

OpenAI has signed a multi-year deal with Broadcom to co-develop and deploy 10 gigawatts of custom AI accelerators and rack systems.

Benzinga

Direxion's AMUU, AMDD ETFs Facilitate Speculation In Advanced Micro Devices' Wild Ride

Although semiconductor giant Advanced Micro Devices Inc (NASDAQ:AMD) took the market by storm with a potentially landmark deal, the extreme enthusiasm toward artificial intelligence raises concerns about an unsustainable bubble. As such, last week saw AMD stock tumble into the red after what appeared to be an auspicious start to…

Benzinga

OpenAI's $500 Billion Chip Bet: Is Broadcom The Next AI Winner?

OpenAI is accelerating its push to dominate the artificial intelligence landscape with a staggering $500 billion chip initiative involving Broadcom Inc. (NASDAQ:AVGO).

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Tom’s Hardware

RTX 5070 Ti with catastrophic damage brought back to life by RX 580 — AMD VRM graft resurrects card with a huge hole burned into its PCB

In Brazil, a dead RTX 5070 Ti fell victim to a lightning surge so abhorrent, it burned a hole through the PCB. Thankfully, it was saved by a donor RX 580 by carefully siphoning power from its VRMs to resuscitate the Nvidia GPU. The repair job is temporary at best,…

Barchart

AI Is ‘Just Getting Started’ So Buy Nvidia Stock Now, According to These Analysts

Nvidia is at the heart of the AI boom, and its potential $100 billion OpenAI partnership signals the best may still be ahead for the stock.

Benzinga

IREN, Nebius Emerge As Top 'AI Utility' Picks As Expert Says Next Wave Of AI Trade Is 'Industrial'

As the artificial intelligence (AI) boom continues to reshape industries, there has also been some attention on the companies that form the foundational infrastructure for powering AI, apart from the immediate buzz of AI chipmakers.

Tom’s Hardware

China probes Qualcomm with antitrust investigation in the latest asymmetric trade negotiation salvo — Autotalks acquisition risks fouling anti-monopoly laws

Chinese regulators are investigating Qualcomm over a months-old deal to purchase connected car chip firm Autotalks, in a move that could be just the latest aggressive action from China as part of ongoing high-tech trade negotiations.

Benzinga

Taiwan Semiconductor Stock Rebounds As AI Hype Overpowers China Tensions

Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) shares rebounded in premarket trading Monday, recovering from Friday's losses as renewed investor enthusiasm for artificial intelligence outweighed mounting geopolitical concerns between Washington and Beijing.

Benzinga

Mark Cuban Urges Companies To Share Stock Options With Employees Amid Rising CEO Pay Gap

Billionaire entrepreneur Mark Cuban is pushing for companies to share financial rewards with employees, arguing that stock options should extend beyond CEOs to all workers who help drive a company's success.

Benzinga

Altimeter Capital CEO Brad Gerstner Breaks Down AMD-OpenAI GPU Bet, Says Lisa Su Is Betting The Farm To Catch Up To Rival Nvidia

Last week, Altimeter Capital CEO Brad Gerstner described Advanced Micro Devices Inc.'s (NASDAQ:AMD) multi-billion-dollar deal with Sam Altman's OpenAI as a "bet-the-farm" moment for CEO Lisa Su — one that could reshape the balance of power in the AI chip race currently dominated by Nvidia Corp. (NASDAQ:NVDA).

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