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The Latest Breaking News from Nvidia

Semiconductor Stocks React To Key Policies And Earnings

AI chip companies, including Nvidia (NASDAQ:NVDA), Advanced Micro Devices (NASDAQ:AMD), Broadcom (NASDAQ:AVGO), Marvell Technology (NASDAQ:MRVL), and Super Micro Computer (NASDAQ:SMCI), had a rollercoaster week so far.

Benzinga

Oracle's Nvidia‑Backed AI Push Set To Upend The Cloud

In a significant industry shift, Oracle Corporation (NYSE:ORCL) is emerging as a formidable player in the AI infrastructure arena, challenging traditional perceptions of its market role. This transformation, highlighted by Scotiabank’s recent endorsement, suggests Oracle’s strategic pivot towards AI and cloud services could redefine its growth trajectory and market valuation.

Benzinga

If you want to know why graphics cards are still so painfully pricey, you might want to take a look at TSMC's record-high profits which are heading for $50 billion this year

Would sir care for just one more wafer?

PC Gamer

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Apollo's chief economist warns the AI bubble is even worse than the 1999 dot-com bubble

"The top 10 companies in the S&P 500 today are more overvalued than they were in the 1990s."

Fortune

Seismic Xbox Game Pass upgrade could change the way you game forever

Change is reportedly coming to Xbox Cloud Gaming for Xbox Game Pass Ultimate members

Nvidia-Supplier TSMC Crushes It, Yet Chip ETFs Face A Tariff Storm

At first glance, the numbers shout “boom.” Contract chipmaker Taiwan Semiconductor Manufacturing Company (NYSE:TSMC) just reported record-breaking Q2 results. Profit jumped 61% year-over-year and revenue surpassed expectations.

Benzinga

Looks like the Taiwanese chip industry is becoming a hot target for Chinese state-sponsored hackers trying to nab trade secrets

Get your own chips, these are mine.

PC Gamer

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Digi Power X Stock Jumps After Deal With Supermicro To Roll Out Nvidia-Powered AI Systems

Digi Power X (NASDAQ:DGXX) stock gained on Thursday after it announced it has signed a definitive purchase order with Super Micro Computer (NASDAQ:SMCI) to supply systems powered by Nvidia’s (NASDAQ:NVDA) latest B200 GPUs for its Tier 3 modular AI infrastructure, NeoCloud.

Benzinga

OptiScaler has been updated to theoretically support AMD's FSR 4 in all games with upscaling that don't use Vulkan or anti-cheat—which is nice, but why the heck doesn't AMD do this?

FSR 4 is great, which is why the limited game support is so disappointing.

PC Gamer

Intel's rumored 'Nova Lake-AX' allegedly packs insane specs but might never launch — reportedly featured 28 CPU cores, 48 Xe3 GPU cores, and an upgraded 256-bit memory bus to counter AMD Strix Halo

Intel’s Nova Lake-AX SoC could mark a major leap for x86 mobile chips, pairing 28 CPU cores with a massive 384-EU Xe3 GPU and LPDDR5X at up to 10,667 MT/s. Aimed at hybrid APU competitors like AMD Strix Halo and Apple M-series, it might never even see the light of…

Tom’s Hardware

Chamath‑Connected SPAC Listings Are Crushing Nvidia — Wall Street Didn't See This Coming (CORRECTED)

Editor's note: The article and headline have been corrected to clarify Chamath Palihapitiya's SPAC involvement and update the price performance.

Benzinga

Qualcomm: Undervalued Chip Stock in Breakout Uptrend

Qualcomm's current valuation could be considered cheap, but depending on your appetite for risk, that could be a good or a bad thing.

MarketBeat

Broadcom’s Takes on NVIDIA: Why Tomahawk Ultra Could Boost Shares

Broadcom's potential just got raised. Tomahawk Ultra is a battle cry against NVIDIA, adding upside to shares. Easing restraints on China are another good sign.

MarketBeat

Nvidia, John Kerry And Google's Jeff Dean Back Startup Promising The Ultimate Virtual Power Plant To Cut Grid Stress

Emerald AI, a new startup funded by Nvidia (NASDAQ:NVDA) and other famous names, announced July 1 that it has developed software that turns energy-intensive data centers into flexible tools for managing electricity demand.

Benzinga

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Windows Central

Microsoft is on track to become the second $4 trillion company by market cap, following NVIDIA — and mass layoffs

Microsoft's share price rose over 19% this year so far, vastly outperforming the overall market.

PC Gamer

It's not just Nvidia that's looking to cash in on those loosening US/China chip export restrictions, as AMD also seems close to resuming AI GPU shipments

It's "sell your high-end AI hardware to China" season, and two major players are positioning themselves on the board.

Barchart

Broadcom Stock Just Hit a New 52-Week High. Should You Buy AVGO Here?

AI-fueled growth is rewriting the AVGO stock chart again. Is this the breakout investors have been waiting for?

Benzinga

Nvidia's A Startup With Apple's Margins - AMD's Just Priced Like One

At first glance, Advanced Micro Devices Inc. (NASDAQ: AMD) and Nvidia Corp. (NASDAQ:NVDA) appear to belong in the same valuation range. Both trade in the 40x forward earnings range. But that's where the similarities end – and where the pricing disconnect begins.

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Tom’s Guide

Nvidia wants to make 8GB GPUs great again with AI texture compression — but I'm not convinced

If you’re annoyed by just getting 8GB of video memory (VRAM) on your Nvidia RTX 5060 Ti, RTX 5060 or RTX 5050 GPU, there may be a fix coming. And just like a lot of Team Green’s work, it’s all about AI.

Benzinga

Dan Ives Picks 5 Stocks For 2nd Half Of 2025: Nvidia, Palantir, Microsoft And More: 'Golden Age Of Tech Is Here With AI Revolution'

Tech bull Daniel Ives has listed his top five picks for the second half of 2025, reiterating that the “golden age of tech” was here with the artificial intelligence (AI) revolution to the fore.

TechRadar

Donkey Kong Bananza doesn't offer one of the Nintendo Switch 2's promised features

Donkey Kong Bananza doesn't feature the Nintendo Switch 2's advertised Nvidia DLSS upscaling technology.

Windows Central

Intel is laying off thousands of US workers in AI restructuring — CEO Lip-Bu Tan says it's "too late" to catch up with the competition

Intel CEO Lip-Bu Tan says it's "too late" to catch up with its rivals in the AI sector, laying off thousands of US workers to reduce its expenses.

Benzinga

Nvidia-Supplier Taiwan Semiconductor On A Roll, Profit Explodes With Strong Margin Growth

Taiwan Semiconductor Manufacturing Co. (TSM) stock soared Thursday after the contract chipmaker delivered second-quarter results that blew past analyst expectations, driven by insatiable global demand for its advanced processor technologies essential for artificial intelligence applications.

Benzinga

Nvidia's Jensen Huang Says China Leads In Open-Source AI

Nvidia (NASDAQ:NVDA) CEO Jensen Huang, on his third visit to China this year, praised the country’s open-source AI innovation during a fireside chat with Alibaba Group (NYSE:BABA) Cloud founder Wang Jian at the China International Supply Chain Expo on Thursday.

Euronews

TSMC's Q2 profit soars by 60% on the back of solid AI chip demand

The world’s largest contract chip manufacturer TSMC, reported better-than-expected results as AI chip demand has been boosting the company's sales.

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