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The Latest Breaking News from Nvidia

Nvidia Faces Growing Pressure As Amazon, Microsoft Support Curbs On AI Chip Exports To China: Report (UPDATED)

Editor’s Note: This story has been updated to include a comment from a Nvidia spokesperson.

Benzinga

SoftBank sells its entire Nvidia stock - could this be the start of the AI bubble bursting?

SoftBank sells Nvidia shares to fund OpenAI and robotics investment, raising market concerns amid AI bubble warnings.

TechRadar

David Tepper's Hedge Funds Bets On AMD, Nvidia In Q3, Takes Profits On Intel

The Appaloosa Management hedge fund, run by Carolina Panthers owner David Tepper, on Thursday revealed several new stock positions in the third quarter, and multiple transactions on the semiconductor sector.

Benzinga

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Who Is Phil Clifton? Michael Burry Names Successor as Famed Investor Deregisters Hedge Fund.

Michael Burry has terminated his registration with the SEC and announced the closure of his hedge fund, Scion Asset Management, naming protege Phil Clifton as the heir apparent to his investment business.

Barchart

Dow Dives 797 Points as Government Opens: Stock Market Today

The process of pricing and re-pricing realities old and new never stops, and next week promises to be at least as exciting as this week.

Kiplinger

Build-a-Bear Rivals Nvidia’s 5-Year Returns. Is BBW or NVDA Stock the Better Buy Here?

Build-a-Bear stock is up more than 1,160% over the last five years. But is BBW stock still a good buy right now?

Barchart

Nvidia's decade-old Shield TV just picked up a new software update

Nvidia's latest Shield Experience 9.2.2 update adds stability and quality-of-life improvements to its TV box.

Android Central

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CEO Lisa Su Says that ‘Insatiable’ Demand Is Powering AMD. Should You Buy Its Stock Here?

AMD stock has more than doubled in the past year and remains a top investment due to its widening AI moat.

Barchart

Why Nvidia CEO Jensen Huang’s Meeting with Taiwan Semi Is a Big Deal for NVDA Stock

Nvidia CEO Jensen Huang’s meeting with Taiwan Semiconductor signals surging AI demand and suggests Nvidia is securing the additional chip supply needed to fuel its next major phase of growth.

Barchart

Why Is the Market Down Today: Tech Titans Like Nvidia Crumble Amid AI Bubble Fears?

Tech titans like Nvidia are crumbling as AI bubble fears and interest rate jitters spark a major market sell-off, pulling the Nasdaq, S&P, and Dow down.

International Business Times UK

The 'Big Short' investor betting $1 billion against the AI bubble says Meta and Oracle's accounting is hiding the brutal truth

Michael Burry shut down his hedge fund shortly after disclosing his massive short position. Is he already bracing for a crash?

Fortune

I need a new laptop – here's why I'd pick Dell, Microsoft or Asus to replace an outgoing Windows 10 machine

The 3 best laptop options to replace that ageing Windows 10 device

UK firms can win a significant chunk of the AI chip market

Britain’s legacy in chip design is world-class, and we could supply up to 5% of global demand if we get our act together

The Guardian - UK

AMD's FSR 4 Redstone Ray Regeneration update finally arrives in Call of Duty: Black Ops 7, which is better late than never

Good things come to those who wait. Probably.

PC Gamer

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Tom’s Hardware

JP Morgan says Nvidia is gearing up to sell entire AI servers instead of just AI GPUs and components — Jensen's master plan of vertical integration will boost Nvidia profits, purportedly starting with Vera Rubin

Nvidia's Vera Rubin platform may upend the AI-server market by shipping partners fully built L10 compute trays that include all compute, power, and cooling hardware, leaving OEMs and ODMs to handle only rack integration while Nvidia takes over the core server design, much of the value, and margins.

MarketBeat

AMD to $300 Looks Easy—Here’s Why $500 Could Be Next

Advanced Micro Devices is on the verge of a game-changing shift. The launch of MI450 products will unleash revenue growth for the next five years.

Barchart

Michael Burry Shutters Hedge Fund as Trump’s 50-Year Mortgage Threatens an $11 Trillion Housing Collapse – Is Big Short 2.0 Brewing in Housing, Not Tech?

Michael Burry revealed that he was deregistering his Scion Asset Management after entering put positions on Nvidia and Palantir in the third quarter.

Barchart

Nvidia Stock Is a High-Stakes Trade Ahead of November 19. How to Hedge the Risk of a Post-Earnings Plunge.

Option collars let you gain exposure to more upside while capping your downside risk.

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PC Gamer

AMD's graphics driver discovered making 'hundreds' of SSD writes for every mouse move, but it probably isn't actually a problem

AMD's graphics driver probably won't kill your SSD, it's just doing normal driver things.

Barchart

AMD’s $350 Price Target Is In: This Options Trade Is the Data-Driven Winner

AMD’s rally and falling volatility create a prime setup for income. A high-premium bull put spread offers a strong reward, limited risk, and a bullish payoff.

MarketBeat

As Warren Buffett Nears His Exit, Berkshire's Amassed Record Cash

After 60 years with Berkshire Hathaway, Warren Buffett is nearing retirement. In the lead-up to his exit, the firm has amassed a $381 billion cash reserve.

International Business Times UK

Ark Invest's Cathie Wood Bumps Stake in Mag 7 Stocks; Adds Pony AI, Alibaba to Portfolio in Q3

Cathie Wood's Ark Invest increased holdings in US Mag 7 stocks and Chinese AI firms in Q3, despite concerns over an AI bubble and market volatility.

Benzinga

Gene Munster Warns Nvidia Faces 'Catch-22' Ahead Of Earnings, But Remains Bullish: 'I Remain Positive On Shares'

Gene Munster says Nvidia Corp.'s (NASDAQ:NVDA) growth story remains intact despite short-term risks as investors brace for a "Catch-22" scenario around next week's earnings.

Benzinga

'Big Short' Michael Burry De-Registers His Hedge Fund, Scion Asset Management

Michael Burry, the investor who rose to fame for his prescient bet against the 2008 housing market, and most recently for his bets against Palantir Technologies Inc. (NASDAQ:PLTR) and Nvidia Corp. (NASDAQ:NVDA), has de-registered his hedge fund, Scion Asset Management, LLC.

Benzinga

Nvidia Quashes Talk Of $1 Billion AI Data Center In Mexico After Governor's Announcement Sparks Confusion

On Wednesday, Nvidia Corporation (NASDAQ:NVDA) denied reports that it plans to invest $1 billion in northern Mexico after the state's governor announced the tech giant would build a major artificial intelligence data center there.

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