NVIDIA Corporation (NVDA)
Qualcomm's Re-Entry Into the CPU Market May Not Be Enough
Qualcomm's NASDAQ: QCOM re-entry into the CPU semiconductor market is noteworthy for several reasons, but may not be enough to move the needle. While it affirms NVIDIA's NASDAQ: NVDA decision to open the NVLINK system to other manufacturers with NVLINK Fusion, the CPU market is already dominated by Intel and Advanced Micro Devices NASDAQ: AMD, which are unlikely to sit still.
Nvidia's Huang Calls U.S. Export Controls a Failure, Praises Trump
Jensen Huang said limits on the sale of advanced chips to China had galvanized the country to push ahead with building its own AI technologies.
Nvidia's Huang says US chip controls have backfired badly
The boss of Nvidia Corp (NASDAQ:NVDA, ETR:NVD) reckons United States export controls on artificial intelligence chips have backfired, encouraging Chinese companies to speed up development. Speaking at the Computex technology forum in Taipei, Jensen Huang said the restrictions “gave them the spirit, the energy and the government support to accelerate their development”.
Do You Really Understand Huawei's Threat To Nvidia? (Rating Downgrade)
The Trump Administration's recent restrictions on Nvidia Corporation H20 GPU exports to China, coupled with the emergence of Huawei's comparable Ascent 910C GPU alternative, has raised concerns over NVDA's longer-term outlook. Despite recent signs of U.S.-China de-escalation following the 90-day tariff pause, the evolving trade dynamics and regulatory deadlocks enforced by both parties remain in a fragile and precarious state. The following analysis will dive specifically into how the emergence of Huawei's CANN ecosystem and proprietary GPUs stands against Nvidia's existing moat preserved by CUDA.
Jacobs & NVIDIA Partner for AI Factory Digital Twins Blueprint
J unveils new partnership for advancing centers through a blueprint that builds digital twins of AI factories. Dive in for details.
NVIDIA (NASDAQ: NVDA) Price Prediction and Forecast 2025-2030 for May 20
Shares of NVIDIA Corp. (NASDAQ:NVDA) fell by 1.08% through a.m.
NVIDIA vs. Super Micro: Which AI Hardware Stock Should You Bet On?
NVDA offers stronger fundamentals, more stable growth and better risk-adjusted upside, making it a superior AI hardware stock to own now compared to SMCI.
NVIDIA-Backed CoreWeave Jumps 28%: Is It The Next Great AI Buy?
Adding around $10 billion in market capitalization in less than a week amounts to a not-too-shabby few days at the office for the recently public company CoreWeave NASDAQ: CRWV. From May 14 to May 19, the stock gained over 28%.
Nvidia: Roaring Into Q1 Earnings Release After Unjustified Pullback
Nvidia Corporation has fully recovered from its YTD slide, with tariff threats and negative pressures now eliminated, setting a positive tone ahead of Q1-26 earnings. I expect Nvidia to beat Q1 revenue and EPS consensus, driven by strong demand for Hopper and Blackwell GPUs, and conservative Street estimates. Profitability should improve as the costly Hopper-to-Blackwell transition is largely complete, and gross margins may surprise to the upside with tariff risks receding.
Nvidia's AI Ecosystem Masterplan Is Driving Its Stock
Nvidia (NASDAQ:NVDA) shares have increased by nearly 11% in the last week, and is still up almost 40% over the last 30 days. While wider markets have risen after China and the U.S. declared a 90-day halt on tariffs, which is considered a step toward de-escalating the global trade conflict, there have also been a number of company-specific positives for Nvidia as well.
Nvidia: Give Respect To The King Of AI
Nvidia Corporation's AI chip demand has taken on a new dimension, fueled by Middle Eastern sovereign AI investments and U.S. policy shifts favoring regional access. Despite concerns about growth deceleration, I believe fears of a sharp slowdown in Nvidia's growth are overstated, especially with China and Middle East opportunities. Nvidia's valuation remains attractive relative to historical averages, supporting continued upside as the stock recovers from April lows.
Nvidia Is Doing 'Chip Diplomacy': Krach Institute's Giuda
Michelle Giuda, CEO of the Krach Institute for Tech Diplomacy at Purdue and former Assistant Secretary of State for Global Public Affairs under the first Trump administration, explains why the US needs to proliferate its own technology to compete with China. Giuda speaks with Ed Ludlow on “Bloomberg Technology.
