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The Latest Breaking News from Nvidia

IBD Stock Of The Day: Meta Nears New Milestone After Post-Earnings Rally

Meta stock is approaching a $2 trillion market cap as it adds to a huge rally that followed its Q2 earnings report.

Investors Business Daily

Modder builds gaming handheld powered by an RTX 4090 laptop GPU and Intel i9-14900HX — system sports 12.5-inch 4K display, 175W mobile GPU

A China-based computing enthusiast and modder has created a gaming handheld that pushes the envelope for the form factor.

Tom’s Hardware

CyberPowerPC's custom builder feels like choosing burger toppings at Five Guys, and I think I want all of them

The CyberPowerPC Ultra XT3D is a solid custom-built PC that offers great performance across 1080p, 1440p, and 4K resolutions.

GamesRadar

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AMD's new RX 9060 ripped out of OEM PC and benchmarked — beats the RTX 5050 by 20 percent, basically ties the RTX 5060 in gaming and productivity

AMD’s new RX 9060 8GB non-XT delivers a 19.8% performance lead over Nvidia’s RTX 5050 and comes within 2% of the RTX 5060 in 1080p gaming. In 3DMark, it scores 38% and 25% higher than the RTX 5050 in Time Spy and Fire Strike.

Tom’s Hardware

Stocks Rally on Increased Odds for Fed Rate Cut after CPI Report

The S&P 500 Index ($SPX ) (SPY ) today is up +0.72%, the Dow Jones Industrials Index ($DOWI ) (DIA ) is up +1.13%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.64%. September E-mini S&P futures (ESU25 ) are up +0.63%, and September E-mini Nasdaq futures...

Barchart

Nvidia Faces Suspicion As It Reenters China AI Chip Market

The U.S. has given the green light for Nvidia to reenter the China AI chip market, but the Chinese government is flashing a red light.

Investors Business Daily

Stocks See Support from Increased Odds for Fed Rate Cut after CPI Report

The S&P 500 Index ($SPX ) (SPY ) today is up +0.44%, the Dow Jones Industrials Index ($DOWI ) (DIA ) is up +0.36%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.52%. September E-mini S&P futures (ESU25 ) are up +0.56%, and September E-mini Nasdaq futures...

Barchart

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I didn’t think 4K gaming handhelds were possible, but this DIY Nvidia RTX 4090 model has proved me wrong

The handheld gaming PC market is growing exponentially, and a DIY model may have just proven that 4K handheld gaming is in the realm of possibility.

TechRadar

In the time of tariffs, Nvidia and AMD cut unusual deals with Trump

Two chipmakers make revenue-sharing pledges, OpenAI reveals GPT-5 and AOL bids dial-up adieu

The Guardian - US

Mutual Funds Can't Get Enough Nvidia Stock, Google. Here's Why.

Nvidia stock is back on top and nearing a buy point. Google parent Alphabet is in a buy zone. Mutual funds have been stockpiling shares.

Investors Business Daily

Trump says Nvidia's 'super-duper advanced' Blackwell AI chips might be part of future China deals as long as they're 'somewhat enhanced, in a negative way'

'I think he’s coming to see me again about that, but that will be an un-enhanced version of the big one.'

PC Gamer

Beijing Asks Alibaba, ByteDance Why They Need Nvidia H20 Chips Instead Of Local Alternatives

Beijing is pressuring major Chinese tech companies, including Alibaba Group (NYSE:BABA) and ByteDance, to justify their purchases of Nvidia's (NASDAQ:NVDA) H20 artificial intelligence chips instead of opting for domestic alternatives.

Benzinga

AMD Paves Path for Market Share Gains: Stock Rally Has Just Begun

Advanced Micro Devices is on track to combine years of work into an end-to-end solution for hyperscalers and begin taking share from NVIDIA.

MarketBeat

Nvidia Got Away? 9 Undiscovered AI Stocks Haven't Taken Off ... Yet

It's easy to beat yourself up if you missed the AI-laced rally in Nvidia. But plenty of AI stocks remain undiscovered.

Investors Business Daily

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Barchart

Advanced Micro Devices Whiffed on Earnings. Should You Buy, Sell, or Hold AMD Stock Here?

AMD is a tech stock that continues to trade at a reasonable valuation in 2025, making it a top buy for long-term shareholders in 2025.

Tom’s Hardware

Nvidia RTX 5070 Ti bought from Amazon had the box contents swapped for bag of suspicious white powder — PC hardware enthusiast bamboozled by Amazon just days after ordering a 5090 with no GPU core, finds salt instead

A PC hardware enthusiast in Taiwan video recorded their Amazon-sourced RTX 5070 Ti unboxing only to discover the box contained a bag of salt instead of a graphics card.

Tom’s Hardware

Nvidia responds to claim China is urging local companies to avoid Nvidia H20 — report claims authorities have sent notices discouraging use, especially for government-related purposes

A new report claims that China is urging local companies to avoid using Nvidia's H20 chip.

PC Gamer

Ex-Intel CEO calls current Intel CEO's plans for chip factory investment a 'joke' and wants Nvidia, Apple and Google to stump up the cash to save the fabs

Craig Barrett's bullet points aim the barrel squarely at Lip Bu Tan.

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Benzinga

Dell Unveils AI Platform Upgrades To Tackle Enterprise Data Complexity

Dell Technologies (NYSE:DELL) on Monday announced new updates to its Dell AI Data Platform to help enterprises manage the full AI workload lifecycle, from ingestion and transformation to agentic inferencing and AI-powered knowledge retrieval.

Barchart

Inflation Report: Consumer Prices Up 2.7% Annually, Meeting Expectations

September S&P 500 E-Mini futures (ESU25) are up +0.06%, and September Nasdaq 100 E-Mini futures (NQU25) are up +0.02% this morning as investors refrained from making big bets ahead of key U.S. inflation data that could reshape expectations for Federal Reserve rate cuts.

Fortune

What CEOs really think about Nvidia and AMD's China export deal: 'Brilliant, a tariff that we don’t have to pay'

Also: All the news and watercooler chat from Fortune.

Benzinga

Mark Cuban Says Trump's Nvidia, AMD Export Tax Is What Warren, AOC, Sanders Should've Done — Kevin O'Leary Calls It 'Blackmail'

Mark Cuban and Kevin O’Leary have weighed in on President Donald Trump’s controversial deal with Nvidia Corporation (NASDAQ:NVDA) and Advanced Micro Devices, Inc. (NASDAQ:AMD), with Cuban praising it as a progressive move and O’Leary calling it corporate “blackmail.”

Benzinga

China Raises Security Red Flags Over Nvidia's H20 Chips As Trump Pushes For 15% Revenue Share: Report

China has reportedly raised security concerns about Nvidia Corp.’s (NASDAQ:NVDA) H20 chips, especially regarding potential backdoor risks, while the U.S. government, spearheaded by Donald Trump, pushes for a 15% revenue share from sales to China as part of its deal with the chipmaker.

The Guardian - AU

Trump sparks concern after suggesting he might allow sales of Nvidia’s advanced AI chips in China

President says he could make deal for Nvidia to sell downgraded version of Blackwell chip in China but expert warns that could help Beijing compete in AI

Benzinga

Trump Open To Scaled-Down Nvidia Blackwell AI Chip For China: Jensen Huang Is 'Coming To See Me Again About That'

U.S. President Donald Trump has expressed openness to Nvidia Corporation's (NASDAQ:NVDA) proposal to sell a downgraded version of its next-generation Blackwell AI chip to China, with performance reductions of up to 50%, despite concerns over national security.

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