NVDA News

SMCI stock drops on weak Q3 results, analysts issue mixed ratings. Needham reinstates Buy rating with $39 PT, Wedbush neutral with $30 PT, JP Morgan lowers PT to $35. Company faces near-term headwinds but has strong long-term potential.

Jerome Powell hinted the Federal Reserve is concerned about rising risks to its twin mandates: maximum employment and stable prices.

Super Micro Computer, Inc. (NASDAQ: SMCI) stock declined 4.98% during the pre-market trading session on Wednesday company's Q3 results failed to meet analyst expectations.

Positioning ahead of tomorrow's critical FOMC interest rate decision will likely dominate market activity today.

Piper Sandler analyst Harsh Kumar has projected a potential annual loss of $9.8 billion for NVIDIA Corporation (NASDAQ: NVDA) due to a slowdown in capital expenditure (capex) and an ongoing decoupling from China.

Nvidia's Jensen Huang says AI has rewritten tech stack, giving Bay Area a second wind. Silicon commands 95% of AI-training market, but will create new jobs.

Nvidia CEO Jensen Huang received his first salary increase in a decade, with his base salary rising 50% to $1.5 million, as part of a larger compensation package reflecting the company's growth in the AI sector.

Zuckerberg warns US must match China's AI investments in data centers and hardware to stay competitive. The Meta Platforms CEO believes the US' chip export controls are significantly reshaping the wider AI race.

The Trump administration is reportedly considering replacing Biden-era AI chip export tiers with a stricter global licensing system, potentially tightening access to Nvidia's H100 chips and reshaping U.S. tech trade policy.

Major U.S. indices ended the day mixed on Monday. The Dow Jones Industrial Average gained 0.3% to 40,227.59.

NVIDIA Corp (NASDAQ:NVDA) shares are trading lower Monday. Reports from the weekend indicated that China's Huawei Technologies has developed an AI chip to directly challenge Nvidia.

Jensen Huang, Nvidia co-founder, urges students to embrace pain and suffering for success. His own journey of resilience led to $2 trillion company.

Deutsche Bank has revised its forecast for the S&P 500, attributing the change to potential harm to corporate earnings caused by tariff policies.

NVIDIA Corp. shares are trading Thursday, lifted by overall market strength following stronger-than-expected U.S. economic data and renewed optimism over U.S.-China relations.

Despite looming export restrictions on Nvidia's advanced AI chips, China's AI development is projected to continue with minimal disruption, according to industry analysts.

Vertiv Holdings Co. (NYSE: VRT) surged after announcing "Colosseum," a sovereign AI supercomputer project in Italy, developed with NVIDIA Corp. (NASDAQ: NVDA) and iGenius. Built on NVIDIA DGX SuperPOD and Grace Blackwell Superchips, the facility will support critical workloads in finance, healthcare, and public administration.

U.S. tech faces storm as trade tensions rise, with Nvidia at risk in China. Huawei gains momentum with AI chip while U.S. loses leverage, warns analyst.

Nvidia's stock dropped 4.51% on Monday following reports that Huawei is ramping up AI chip production, while Bernstein analyst Stacy Rasgon dismissed the impact, stating Nvidia "can't compete" in China due to U.S. export restrictions.

Nvidia shares are trading lower on Monday after Huawei announced it's preparing a new AI chip as an alternative to Nvidia's H20.

Trade tensions between US and China have escalated, putting pressure on the White House to finalize deals.

Dan Ives identified Nvidia and Tesla as two most disruptive tech companies in the world but says Elon Musk should leave the government.

Nvidia CEO Jensen Huang deepens China ties amid U.S. chip export curbs and rising AI competition.