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The Latest Breaking News from Stacy Rasgon

Nvidia’s China-based rival posts 4,300% revenue jump as chipmaker’s earnings reported no H20 chip sales to the country

The sales surge reflects Beijing’s push for local players amid geopolitical tensions.

Fortune

China Uncertainty Weighs On Nvidia Stock. What's Next For The AI Chipmaker?

Nvidia stock slipped Thursday after the artificial intelligence leader disappointed with its current-quarter guidance, which includes no AI chip sales to China.

Investors Business Daily

What Nvidia's China Confusion Means For Tech Giant And AI

Nvidia stock has been bouncing around ahead of the company's earnings report, rattled by worries about China and an AI bubble.

Investors Business Daily

From analysis to the latest developments in health,
read the most diverse news in one place.

Is AMD Stock A Buy As Chipmaker Takes Intel Market Share?

AMD has been grabbing market share from rival Intel in PC and server processors. And that’s bolstering the bull case for AMD stock.

Investors Business Daily

The Trump Admin Could Soon Invest in Intel. How Should You Play INTC Stock Here?

Intel stock rallied today on reports the US government may soon take a sizable stake in the chipmaker. Bernstein says federal backing isn’t an all-clear for INTC shares.

Barchart

Trump Wants To Make Intel Great Again. What That Means For TSMC.

President Donald Trump signaled that he wants to buck up Intel to better compete with TSMC for U.S. chipmaking business.

Investors Business Daily

Why Nvidia And AMD Wavered On 'China AI Pay-To-Play' News

Nvidia and AMD shares wavered on news that they have agreed to pay the U.S. government 15% of their China AI chip revenue

Investors Business Daily

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How once-iconic Intel fell into a 20-year decline

Its CEO is under fire. It has lost its edge. And it’s still the only U.S. company with the know-how to make leading-edge chips in America.

Fortune

Intel Stock Falls After Trump Says CEO 'Must Resign'

Intel stock fell after President Trump said CEO Lip-Bu Tan "must resign," saying he is "highly conflicted."

Investors Business Daily

Intel has just 18 months to 'land a hero customer on 14A' or its cutting-edge fabs are toast, says chip industry analyst

Tick, tock, the clock's a tickin'.

PC Gamer

Should You Buy the Post-Earnings Plunge in Intel Stock?

Intel stock tanks after recording disappointing profit for its Q2. Here’s why INTC shares may still be worth owning at current levels.

Barchart

As NVDA Stock Sets New Record, Nvidia Eyes Expansion in Israel

Nvidia stock closed Wednesday in the green following reports the AI firm is considering expanding in Israel. Bernstein says NVDA shares hitting $4 trillion is not the end of the company’s growth story.

Barchart

Elon Musk Vs. Tesla Bull: When Wall Street Takes On A Big Tech CEO

A Tesla stock bull's public dispute with Elon Musk is rare but has been known to happen in the tech industry.

Investors Business Daily

Broadcom Latest AI Chipmaker To Outperform With Quarterly Results

Top-performing semiconductor stocks this earnings season mostly have been those tied to the artificial intelligence megatrend, including Broadcom.

Investors Business Daily

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news in one place.

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Investors Business Daily

What's Next For Nvidia As AI Powerhouse Navigates Trade, Demand Concerns?

Wall Street analysts predict a smoother ride for Nvidia stock starting this summer after recent trade and demand worries.

MarketBeat

Broadcom Set to Surge as AI Diffusion Rule Ends

While NVIDIA and AMD are striking first with new deals after the end of AI Diffusion, Broadcom is waiting in the wings to receive a potentially huge payoff.

Investors Business Daily

Trump To Revise AI Chip Curbs. What Does That Mean For Nvidia And AMD?

Trump reportedly plans to revise AI chip export curbs. But it is unclear what the change could mean for Nvidia and AMD.

Barchart

Bernstein Is Still Bullish on This 1 Magnificent 7 Stock: ‘This Stock at These Levels Is Probably Worth a Look’

Analysts have identified an opportunity in NVDA shares here.

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news in one place.

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Tom’s Hardware

Nvidia may avoid recent tariffs on its AI servers — 60% of Nvidia servers pass through Mexico, may be exempt from Trump tariff flurry

High-profile asset management firm Bernstein has published findings showing that around 60% of Nvidia's AI datacenters will completely avoid the recent wave of tariffs levelled by the U.S.

Investors Business Daily

Nvidia, Semiconductor Stocks Attempt Rebound After Tariff Tumble

Semiconductor stocks, including AI chip leader Nvidia, wavered Monday as investors deliberated buying the dip vs. catching a falling knife.

Barchart

Should You Buy Nvidia Stock Now?

NVDA stock is nearly 40% off its all-time high, and Wall Street analysts are divided on what comes next.

Investors Business Daily

Intel's New CEO Outlines Recovery Strategy. Wall Street Remains Cautious.

Intel's new chief executive, Lip-Bu Tan, offered his strategy for turning around the troubled chipmaker in a speech late Monday.

Barchart

Trump’s ‘Liberation Day’ Looms. Should You Buy, Sell, or Hold Nvidia Stock as Shares Plunge?

Nvidia stock is slipping in the build up to Trump’s “Liberation Day.” But there are reasons to consider buying NVDA shares on the pullback.

Barchart

CEO Jensen Huang Says Trump Is Providing a Boost to Nvidia With AI Policies. Can He Lift NVDA Stock?

CEO Jensen Huang says the Trump administration is a boon for Nvidia stock, making analysts reiterate their bullish view on NVDA.

Investors Business Daily

AI Stocks Continue Retreat. Credo Stock Latest To Fall.

The investor response to a beat-and-raise earnings report from Credo Technology is the latest sign that interest in AI stocks has waned.

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