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Tech stocks wrap big losing week as AI names get rocked after Nvidia earnings - Cnbc - 22/11 7:11 am

Investors had looked to Nvidia's earnings report to settle fears that the AI bubble is on increasingly shaky ground.





Nvidia sales are 'off the charts,' but Google, Amazon and others now make their own custom AI chips - Cnbc - 22/11 5:42 am

Nvidia is king in AI chips, but custom ASICs are gaining ground with Google, Amazon, Meta, Microsoft and OpenAI now making their own.





Global investors battle between long- and short-term wins amid Nvidia volatility - Cnbc - 21/11 8:10 pm

The market is "quite confused" over the dramatic rally and reversal, one fund manager said.





SoftBank sinks over 10% as Nvidia-fueled rout sweeps Asian chip shares - Cnbc - 21/11 4:47 pm

Asian chip stocks fell in early trading, tracking Nvidia's losses in the U.S., despite the American AI chip darling posting strong third-quarter earnings.





Feds charge 4 in plot to export restricted Nvidia chips to China, Hong Kong - Cnbc - 21/11 6:02 am

Chips sent to China as part of the alleged scheme included Nvidia's A100 and H200 graphics processing units, an indictment says.





Nvidia stock closes nearly 3% lower, wiping out post-earnings rally - Cnbc - 21/11 5:08 am

The AI chipmaker's strong quarterly earnings boosted global tech stocks.





Nvidia earnings takeaways: Bubble talk, 'half a trillion' forecast and China orders - Cnbc - 21/11 3:16 am

CEO Jensen Huang sounded confident in the company's products and bullish on the company's outlook during a call with analysts





European markets close higher as Nvidia results ease investor concerns over AI bubble - Cnbc - 21/11 1:13 am

European stocks ended in positive territory on Thursday, mirroring market moves in Asia.





Global tech stocks climb as Nvidia results spark relief rally soothing AI bubble concerns - Cnbc - 20/11 7:05 pm

Nvidia's strong third-quarter earnings come as appetite for AI appeared to be cooling.





CNBC Daily Open: What does Nvidia CEO see from his 'vantage point'? - Cnbc - 20/11 3:30 pm

Regardless of what the AI industry might look like in the future, from investors' perspectives, Nvidia's earnings are clearly something to cheer for today.





Robotaxi has reached a tipping point: Baidu, Nvidia leaders see momentum as competition rises - Cnbc - 20/11 3:14 pm

Global tech executives in recent weeks have proclaimed the robotaxi industry is finally near an inflection point.





Asian chip names rally as Nvidia forecasts hotter-than-expected sales after earnings beat - Cnbc - 20/11 1:36 pm

Asian chip stocks rose in early trading after American AI chip darling Nvidia beat earnings expectations in a strong sign for AI demand





Nvidia's beat and raise should wow even its most hardened critics, and the stock soars - Cnbc - 20/11 10:40 am

Talk about a strong showing.





CNBC Daily Open: Nvidia CEO suggests AI doesn't look like a bubble - Cnbc - 20/11 9:04 am

Regardless of what the AI industry might look like in the future, from investors' perspectives, Nvidia's earnings are clearly something to cheer for today.





Nvidia shares jump after revenue and outlook top estimates - BBC - 20/11 8:21 am

The chip maker says revenue for the three months to October jumped 62% to $57bn.





Asia markets rise as Nvidia's earnings beat and bullish forecast lift tech sentiment - Cnbc - 20/11 8:19 am

Investors in this region will be looking at Asian tech stocks that are related to Nvidia.





Nvidia shares rise on stronger-than-expected revenue, forecast - Cnbc - 20/11 7:01 am

Nvidia CEO Jensen Huang said sales for the company's current-generation GPU, called Blackwell, are "off the charts."





Elon Musk's xAI will be first customer for Nvidia-backed data center in Saudi Arabia - Cnbc - 20/11 5:35 am

Nvidia and xAI said a data center being built in Saudi Arabia and equipped with hundreds of thousands of Nvidia chips will count xAI as its first customer.





European markets set for a soft open as investors await Nvidia earnings - Cnbc - 19/11 2:23 pm

European stocks are set for a soft open on Wednesday as questions continue over tech stocks.





Anthropic valued in range of $350 billion following investment deal with Microsoft, Nvidia - Cnbc - 19/11 2:25 am

Microsoft announced new strategic partnerships with Nvidia and the AI startup Anthropic.





Global stocks sell off as AI valuation concerns persist ahead of Nvidia earnings - Cnbc - 19/11 12:05 am

Experts told CNBC it's a healthy correction, fueled by a unclear outlook 2026.





Arm custom chips get a boost with Nvidia partnership - Cnbc - 18/11 6:30 am

Arm doesn't make CPUs but it licenses its instruction set technology and sells designs that customers can build their chips on top of.





Nvidia CEO Jensen Huang surprised investors with a 'half a trillion' forecast - Cnbc - 18/11 6:15 am

"This is how much business is on the books





Anthropic to spend $50 billion on U.S. AI infrastructure, starting with Texas, New York data centers - Cnbc - 13/11 1:44 am

Anthropic rival OpenAI has secured more than $1.4 trillion worth of deals with Nvidia, Broadcom, Oracle and the major cloud providers.





CNBC Daily Open: SoftBank goes all in on OpenAI as 'Big Short' investor issues caution on AI firms - Cnbc - 12/11 3:30 pm

SoftBank is selling its entire stake in Nvidia but not for the reasons you might think.





Nvidia supplier Foxconn third-quarter profit beats expectations, rising 17% on AI demand - Cnbc - 12/11 3:27 pm

Foxconn, the world's largest contract electronics maker, reported Wednesday that its third-quarter profit jumped 17% from a year earlier.





SoftBank shares plunge as much as 10% after selling Nvidia stake - Cnbc - 12/11 9:51 am

SoftBank Group shares fell as much as 10% Wednesday after the conglomerate revealed it had offloaded its entire stake in U.S. chip giant Nvidia.





CNBC Daily Open: SoftBank doubles down on AI amid warnings from 'Big Short' investor - Cnbc - 12/11 9:11 am

SoftBank is selling its entire stake in Nvidia but not for the reasons you might think.





SoftBank sells its entire stake in Nvidia for $5.83 billion - Cnbc - 11/11 10:39 pm

SoftBank is looking to capitalize on its "all in" bet on ChatGPT maker OpenAI





Nvidia CEOs ask of Taiwan Semi means more upside for this portfolio stock - Cnbc - 11/11 3:55 am

Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.



Google's rolling out its most powerful AI chip, taking aim at Nvidia with custom silicon - Cnbc - 6/11 9:00 pm

Google says Ironwood, the seventh generation of its Tensor Processing Unit, is more than four times faster than its predecessor chip.



Nvidia's Jensen Huang softens his China will win the AI race remark to FT - Cnbc - 6/11 5:04 pm

Nvidia CEO Jensen Huang reportedly told the Financial Times that "China is going to win the AI race," before releasing a notably softer statement soon after.



King handed Nvidia boss a letter warning of AI dangers - BBC - 6/11 7:40 am

In the 2023 remarks from the King he said AI was "no less important than the discovery of electricity" but warned the risks must be tackled.



Qualcomm reports earnings, revenue beat and issues strong forecast - Cnbc - 6/11 5:22 am

Qualcomm is trying to prove that it has a role in the artificial intelligence boom, which to date has been dominated by Nvidia



Nvidia deepens India footprint with $2 billion deep tech alliance to mentor AI startups - Cnbc - 5/11 11:30 am

Nvidia will help train and mentor emerging deep tech startups in India as a founding member of a $2 billion investment alliance.



Alex Karp blasts 'Big Short' investor Michael Burry as 'bats--- crazy' for bets against Palantir, Nvidia - Cnbc - 5/11 5:01 am

"The idea that chips and ontology is what you want to short is bats--- crazy," Alex Karp said.



Nvidia stock climbs 2% as U.S - Cnbc - 4/11 5:05 am

Microsoft's licenses enable the firm to ship Nvidia chips involving its more advanced GB300 GPUs to the United Arab Emirates.



Lambda, Microsoft agree to multibillion-dollar AI infrastructure deal with Nvidia chips - Cnbc - 4/11 2:09 am

The new infrastructure with Microsoft will include the NVIDIA GB300 NVL72 systems, which are also deployed by hyperscaler CoreWeave.



ChatGPT owner OpenAI signs $38bn cloud computing deal with Amazon - BBC - 4/11 1:45 am

The seven-year agreement will see OpenAI gain access to Nvidia graphics processors to train its artificial intelligence models



Nvidia CEO Jensen Huang says AI is in a 'virtuous cycle.' Here's what he means - Cnbc - 31/10 9:15 pm

"The virtual cycle of AI has been designed, and this is ... the reason why you're seeing the world's capex going so fast," Nvidia CEO Jensen Huang said.



Nvidia's Huang downplays concerns over selling AI chips to Beijing: It has 'plenty' of its own - Cnbc - 31/10 8:54 pm

"It's in the best interest of America to serve that China market. It's in the best interest of China to have the American technology," the Nvidia CEO said.



Nvidia strikes bumper AI deals with Asia tech giants - BBC - 31/10 7:24 pm

Fresh from $5 trillion valuation, global chips giant Nvidia has signed deals with LG, Hyundai and Samsung



Samsung building facility with 50,000 Nvidia GPUs to automate chip manufacturing - Cnbc - 31/10 2:00 pm

Samsung is the latest company to announce a deal with Nvidia, whose chips remain essential for building and deploying advanced artificial intelligence



Nvidia is now worth $5 trillion, a new record amid global AI boom - Globalnews - 30/10 6:43 am

The Wall Street milestone underscores the company's swift transformation from a niche graphics-chip designer into the backbone of the global AI industry.



Nvidia becomes first company to reach $5 trillion valuation, fueled by AI boom - Cnbc - 30/10 4:04 am

A dizzying AI-fueled market rally has prompted some to raise the alarm on fears of a bubble.



Nvidia's $5 trillion market cap is equivalent to around 25 Disneys, 50 Nikes and more than 3,000 JetBlues - Cnbc - 30/10 1:56 am

Nvidia's market cap dwarfs that of other well-known companies, as well as entire sectors and even full international markets.



Nvidia hits new milestone as world's first $5tn company - BBC - 30/10 12:49 am

The US chip-maker has rapidly climbed from a niche graphics-chip manufacturer to an AI titan.



Trump says he could speak to China's Xi about Nvidia's 'super duper' chips - Cnbc - 29/10 2:11 pm

U.S. President Donald Trump says he plans to discuss Nvidias advanced Blackwell AI chips with Chinese President Xi Jinping later this week



Nvidia-supplier SK Hynix third-quarter profit jumps 62% to a record high on AI-fueled memory demand - Cnbc - 29/10 7:29 am

SK Hynix posted record quarterly revenue and profit, boosted by a strong demand for its high bandwidth memory used in generative AI chipsets.



Jensen Huang says Nvidia's AI chips are now being manufactured in Arizona - Cnbc - 29/10 6:11 am

Previously, Nvidia's fastest GPUs were solely manufactured in Taiwan.



Lucid targets industry-first self-driving car technology with Nvidia - Cnbc - 29/10 4:16 am

Lucid plans to be the first automaker to offer highly advanced self-driving capabilities in its vehicles in the coming years, the automaker said Tuesday.



Nvidia takes $1 billion stake in Nokia, sending the 5G equipment maker's shares up 22% - Cnbc - 29/10 4:11 am

Nokia is best known for its early cellphones, but in recent years has primarily been a supplier of 5G cellular equipment to telecom providers.



Eli Lilly is stockpiling its weight loss pill, plus Nvidia reveals (many) new partners - Cnbc - 29/10 3:49 am

Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.



Eli Lilly, Nvidia partner to build supercomputer, AI factory for drug discovery and development - Cnbc - 29/10 3:18 am

It's the latest stride by Nvidia and the pharmaceutical industry to harness AI to try to reduce costs and shorten the time it takes to bring cures to patients.



Qualcomm announces AI chips to compete with AMD and Nvidia stock soars 11% - Cnbc - 28/10 4:02 am

The AI200, expected in 2026, and the AI250, planned for 2027, both can come in a system that fills up a full, liquid-cooled server rack, Qualcomm said.




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