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The Latest Breaking News from Nvidia

The latest Windows 11 update tanked PC gaming performance — but NVIDIA has already issued a fix

NVIDIA confirmed Windows 11’s October 2025 Update caused major FPS drops on some GPUs, but a new hotfix driver is already rolling out to restore performance.

Windows Central

Europe loosens reins on AI – and US takes them off

EU and US unshackle regulations in quest for growth, and is the AI bubble about to burst? Not yet, says Nvidia

The Guardian - US

Jim Cramer Says Broadcom Is The 'Most Likely Winner' In Potential Google-Meta TPU Chip Deal

Jim Cramer, the host of CNBC’s “Mad Money,” has suggested that Broadcom Inc. (NASDAQ:AVGO) is poised to be the primary beneficiary of a potential deal between Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL) and Meta Platforms Inc. (NASDAQ:META).

Benzinga

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Billion-dollar AI chip deal between Google and Meta could be on the cards — would involve renting Google Cloud TPUs next year, outright purchases in 2027

Rumors of a deal brewing between Google and Meta could be worth billions. The social-media giant is said to be keen to rent and buy Google's AI chips starting as soon as 2026, and could help Google expand its share of the AI chip business considerably.

Tom’s Hardware

Nvidia shares slip as AI accelerator race shifts interest to Google chips

A report that Meta may shift billions in AI spending towards Google’s custom chips sent Nvidia shares lower, signalling early signs of a potential shake-up in the company’s near-monopoly of the AI hardware market.

Euronews

Huawei claims new software can 'create an analogue AI chip 1000 times faster than Nvidia’s chips' — open source Flex:ai software designed to boost AI-chip utilization

Huawei has introduced Flex:ai, an open-source orchestration tool designed to raise the utilization rate of AI chips in large-scale compute clusters.

Tom’s Hardware

Elon Musk claims he will 'build chips at higher volumes ultimately than all other AI chips combined' — Tesla AI engineering team has AI5 chip ready to go and is setting its sights on AI6

Hopefully the goal isn't as far away as Tesla's Full Self Driving.

Tom’s Hardware

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Alibaba Faces Q2 Risks, Warns Analyst: Cites Nvidia Chip Ban, Declining Cash Flow Margins

Chinese e-commerce giant, Alibaba Group Holding Ltd. (NYSE:BABA), is set to release its second-quarter results on Tuesday. Ahead of the earnings, a prominent analyst is urging caution, pointing to persistent macro headwinds and deteriorating fundamentals.

Benzinga

China's Zeekr Is Giving Its Older EVs New Hardware. What About Tesla?

Over 70,000 EVs built last year can get a substantial ADAS upgrade that needs 20 work hours to be completed.

InsideEVs

Nvidia Denies Enron Comparisons: Newman Slams Bear Thesis On Accounting Issues As 'Garbage'

The CEO of Futurum Group, Daniel Newman, blasted the current wave of bearish sentiment surrounding Nvidia Corp. (NASDAQ:NVDA) on Tuesday, calling the theories that forced the chip behemoth to formally deny comparisons to historical frauds as “garbage.”

Benzinga

'Big Short' Michael Burry Doubles Down On Bear Case After Nvidia Pushes Back In Wall Street Note

“Big Short” investor Michael Burry is refusing to back down from his bearish stance on Nvidia Corp. (NASDAQ:NVDA), publicly reaffirming his analysis just hours after the chipmaker circulated a private memo to Wall Street refuting his claims.

Benzinga

Bernie Sanders Pushes Back On Trump Moves To Strip AI Powers From States: 'It Will Make The Oligarchs Richer While Millions Lose Jobs'

On Monday, Sen. Bernie Sanders (I-Vt.) criticized Donald Trump's reported plan to override state-level AI rules, calling it a gift to wealthy tech leaders at the expense of workers.

Benzinga

Xi Jinping Says US-China Trade Relations Maintain Positive Momentum As Trump Considers Allowing Nvidia AI Chip Sales To Beijing

On Monday, Chinese President Xi Jinping highlighted the ongoing progress in U.S.-China trade ties after a phone call with President Donald Trump. This comes after it was reported that Washington is considering allowing Nvidia Corp (NASDAQ:NVDA) to resume AI chip sales to China.

Benzinga

Broadcom, Alphabet, Sandisk, Novo Nordisk And Zoom: Why These 5 Stocks Are On Investors' Radars Today

U.S. stock futures rose on Monday, building on Friday’s gains. Optimism is fueled by New York Fed President John Williams‘ suggestion that a December rate cut remains possible.

Benzinga

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Windows Central

Black Friday buyers beware — AMD says graphics card prices could rise 10%

AMD is preparing a price increase of at least ten percent for its Radeon GPUs as rising DRAM costs driven by AI demand put pressure on memory supply and availability

Benzinga

Nvidia Earnings Fail To 'Play Atlas And Hold Up This Market': Expert Says 'Consolidation Phases Are Normal'

Semiconductor giant NVIDIA Corporation (NASDAQ:NVDA) reported record revenue in the third quarter and provided bullish guidance. While shares initially traded higher, the results weren't enough to push the stock to new highs or for the overall market to trade higher.

Barchart

I Paid for Michael Burry’s New $400 Substack So You Don’t Have To

After de-registering Scion Asset Management, Burry is entering the next phase of his career via subscription newsletter.

Barchart

Bank of America Forecasts $40 EPS for Nvidia Stock in Just 5 Years. Should You Buy NVDA Here?

Nvidia is the largest company globally, yet NVDA stock trades at an attractive valuation in 2025, according to Bank of America.

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Barchart

Ray Dalio Confirms the Market Is in a Bubble… But He Says It’s Not Time to Sell Nvidia Stock Yet

Dalio believes we are in a bubble, but it is yet to be pricked. Does this mean you should keep holding Nvidia?

MarketBeat

NVIDIA Nears Buy Zone as Rumors Swirl About China Chip Deal

NVIDIA may soon resume chip sales to China, offering a major upside to its already bullish stock forecast.

Barchart

The QQQ ETF Points to What’s Next for Stocks… And You Probably Won’t Like the Answer

Learn how to use inverse and leveraged ETFs to play what comes next in the QQQ.

Barchart

3 Under-the-Radar Tech Stocks to Buy as Nvidia Proves the AI Trade Has Staying Power

Nvidia's powerful results make the case for investing in these optical component names stronger.

Tom’s Hardware

AMD to allegedly raise graphics card prices by at least 10% in 2026 — price surge attributed to ongoing AI-related DRAM supply crisis

AMD has informed its board partners that it will have to raise prices on its graphics cards for 2026 following the recent sky-rocketing memory prices put a supply squeeze on a range of electronics industries.

PC Gamer

'It's rumor and speculation. There's nothing to it': Intel's Lip-Bu Tan dismisses worries that the company's new hire gave it TSMC's 2 nm IP secrets

No official charges have been filed.

Fortune

‘The Big Short’ investor Michael Burry on an AI bubble: ‘There is a Cisco at the center of it all … Its name is Nvidia’

Fresh off a string of bearish stock activity and the deregistration of his hedge fund, Burry has started a Substack for his financial writing.

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