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The Latest Breaking News from Nvidia

Meta, Amazon, Palantir Fuel AI Data Center Boom — ETFs Are The Sleeper Bet

AI isn’t just consuming the world; it’s poised to devour the power grid. Big tech companies such as Meta Platforms (NASDAQ:META), Amazon (NASDAQ:AMZN) and Palantir (NASDAQ:PLTR) are going all-in on artificial intelligence, fueling a historic development of data center infrastructure. For ETF investors, that implies it’s time to move beyond…

Benzinga

Insider Trading Alert: Here's Who Bought Nvidia and AMD Stock Before the U.S. Chip Deal with China

Lawmakers loaded up on AI stocks days before the U.S. reversed its chip policy with China — and you can track every move with Barchart tools.

Barchart

Wall Street's Big 7 Are Now Bigger Than China's Entire Economy

The combined market capitalization of America's seven largest corporations has now overtaken the entire economic output of China, the world's second-largest economy.

Benzinga

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This New Themes ETF Lets You Bet On China's ChatGPT Rivals

American investors now have a new means of accessing China’s rapidly evolving artificial intelligence environment, without needing to use a VPN or a Chinese tutor. Themes ETFs launched the Themes China Generative AI ETF (BATS:DRGN) on Wednesday, the first U.S.-listed ETF exclusively investing in Chinese firms driving the generative AI revolution. The…

Benzinga

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

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

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Benzinga

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.

MarketBeat

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.

Benzinga

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.

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news in one place.

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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.

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.

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