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The Latest Breaking News from Nvidia

Which Semiconductor ETF Is Winning The AI Race In 2026?

The artificial intelligence race has made semiconductors the stock market’s best-performing industry in 2026, but not every ETF has benefited equally.

Benzinga

Intel vs. AMD: Goldman Sachs Analyst Thinks the Answer Is Clear

Both chipmakers are riding the AI wave, but only one offers the risk/reward profile Goldman Sachs likes best.

Barchart

Ex-PepsiCo CEO Indra Nooyi worked from midnight until 5 a.m. as a receptionist to pay for her Yale degree—and she says ‘respect went up’ because of it

The former PepsiCo CEO says grinding through overnight shifts as a Yale receptionist earned her respect no social connection could buy.

Fortune

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'AI Narrative May Die a Death by a Thousand Cuts': Michael Burry's Memory Chip Bet Gains Credibility

Michael Burry warns of an AI stock bubble, citing unsustainable valuations and investor FOMO. He predicts a gradual decline in AI spending rather than a sudden bubble burst.

International Business Times UK

The MSI Raider 16 Max HX delivers on gaming performance and packs an excellent display, but the build quality leaves a lot to be desired

MSI's Raider 16 Max HX can throw down with the best gaming laptops in terms of performance, but I was unimpressed by the chassis.

TechRadar

Nvidia's Next AI Rack Hit A Manufacturing Snag. The Company's Fastest Product Cycle Just Slowed Down.

Nvidia's next-generation Kyber NVL144 rack-scale AI system has reportedly been delayed by more than a year after manufacturing challenges emerged with a critical component.

International Business Times

How the United States and China shape complementary competition in global AI

Companies such as OpenAI, Anthropic, Google, and Nvidia significantly influence the architecture of the global AI industry.

TechRadar

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After EV Batteries, China Wants To Dominate Car Brains Too

Several Chinese carmakers are developing their own smart-driving chips, aiming to cut costs, move faster, and rely less on Nvidia or Qualcomm.

InsideEVs

Nvidia's Kyber rack for Rubin Ultra reportedly delayed to 2028, stopgap solution also axed due to customer pushback — Analyst firm SemiAnalysis says PCB midplane problems led to the delay [Updated]

Nvidia reportedly won't ship its Kyber NVL144 rack until 2028, a delay of more than 12 months.

Tom’s Hardware

I can't believe an RTX 5080 gaming laptop just lasted 14 hours on the battery: My full Asus ROG Zephyrus G16 review

The Asus ROG Zephyrus G16 is often a favorite in the gaming laptop scene, though last year’s model was more disappointing than expected. The new 2026 model does improve the battery life, and packs a heftier punch in terms of raw performance, but it’s still too pricey.

Tom’s Guide

China’s Huawei to enter South Korean AI chip market with new Atlas SuperPods, clusters pack 8,192 Ascend 950 accelerators per deployment — reportedly challenges Nvidia dominance with 'tripled inference performance' of H20 at one-quarter the cost

Huawei is reportedly preparing to enter South Korea's AI accelerator market with its Ascend 950 chips and Atlas 950 SuperPod, challenging Nvidia through aggressive pricing, amid a broader push to expand its AI ecosystem beyond China

Tom’s Hardware

$This China-only RTX 4080 GPU combines laptop silicon with desktop hardware, and draws a fraction of the power of a more traditional graphics card$

This China-only RTX 4080 GPU combines laptop silicon with desktop hardware, and draws a fraction of the power of a more traditional graphics card

Breaking the mold.

PC Gamer

Tech Is Winning Wall Street's Cash: Tech Funds Draw $14.3 Billion in Second-Biggest Weekly Inflow on Record

U.S. technology funds attracted $14.3 billion in the week ended July 1, marking the second-largest weekly inflow on record, even as broader U.S. equity funds posted their biggest weekly withdrawals since March, according to Bank of America Global Research data shared by The Kobeissi Letter.

Benzinga

Michael Burry Rejects Claims He Was Wrong on Nvidia, Tesla and Housing Bets

The ‘Big Short’ Investor Michael Burry on Sunday disputed claims that several of his past market calls, including ones on Nvidia Corp. (NASDAQ:NVDA), Tesla Inc. (NASDAQ:TSLA) and another U.S. housing market crash, had proved wrong after an X account challenged his investing record.

Benzinga

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Benzinga

Dan Niles Sees Apple Winning China Memory Exemption, Calls AI Chip Selloff a 'Speed Bump' as Nvidia's Vera Rubin Fuels Long-Term Demand

Tech investor Dan Niles on Sunday said that the recent pullback in AI semiconductor stocks is a temporary setback rather than the end of the artificial intelligence rally, arguing that long-term demand remains intact despite growing investor concerns.

Benzinga

Micron vs. SK Hynix: Nvidia's Top AI Memory Suppliers Are Set for a Wall Street Showdown

Micron Technology Inc. (NASDAQ:MU) has long been Wall Street’s go-to AI memory stock, but that could soon change as SK Hynix prepares for what could be a record-breaking Nasdaq debut, bringing Nvidia Corp.‘s (NASDAQ:NVDA) two biggest high-bandwidth memory suppliers onto the same U.S. exchange.

Bangkok Post

Valve teams up with chip giants to push SteamOS onto PCs

Valve is working with major chipmakers including Intel, AMD and Nvidia to expand SteamOS beyond the Steam Deck, aiming to establish it as a serious alternative to Windows for PC gaming.

Barchart

Sentiment Could Be Turning Sour on Nvidia. Here’s Where 1 Analyst Thinks NVDA Stock Is Headed Next.

Seaport Global maintains its "Sell" rating on Nvidia due to balance sheet worries.

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Tom’s Hardware

Reviewer tests 'RTX 4080M' desktop graphics card powered by salvaged laptop silicon — performs worse than slightly more expensive RX 9070 GRE but draws only 100W in games

Turns out, a modded RTX 4080M desktop GPU performs worse than similarly-priced official options. It currently costs roughly $400 in China and compared to the RX 9070 GRE, this custom card loses in every game tested except PUBG.

MarketBeat

2 AI Stocks That Could Benefit as AI Moves Beyond the Data Center

Analysts see 50%-plus upside for NVIDIA and over 100% for SoundHound AI as market mispricing of AI fundamentals creates potential opportunities in both stocks.

The Economic Times

Foxconn second-quarter revenue jumps, company cautions on geopolitics

Revenue for Nvidia's biggest ‌server maker ⁠and Apple's ⁠top iPhone assembler jumped to T$2.513 trillion ($78.71 billion) in the April-June quarter, Foxconn said in a statement on Sunday.

Tom’s Guide

3 cloud gaming services I recommend if gaming platforms are too expensive

With gaming hardware becoming more expensive by the day, cloud gaming offers an affordable alternative. Here are 3 services I recommend.

Barchart

AMD Beats NVDA in 1H26 Returns. Here’s What's Next for 2H26.

While demand tailwinds indicate strong growth ahead, AMD stock is not cheap. Following its sharp run-up, AMD now trades at 87.9 times forward earnings.

Tom’s Hardware

Meta data center water discharges suspended after contaminating the city's reclamation water supply with bacterium — system offline for months for cleaning, closed-loop cooling system purge spread rare metal-resistant bacteria in Cheyenne’s water system

Fill-and-flush is a commissioning step whereby crews fill a cooling loop's piping with water and flush it to clear debris before the system is run.

Benzinga

Benzinga Bulls and Bears: AeroVironment, Reddit, Oracle — And Stocks End Week on High Note

Benzinga examined the prospects for many investors’ favorite stocks over the last week — here’s a look at some of our top stories.

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