Analog Devices surged by 5.6% in the last day. You might feel inclined to acquire more or reduce your exposure.
Investors are feeling less hot about the makers of cooling systems for data centers after the CEO of Nvidia Corp. stoked concerns that demand for their products could dry up.
Nebius will deploy NVIDIA's Rubin platform in 2H26, becoming one of the first AI cloud providers to offer Vera Rubin NVL72 in the U.S. and Europe.
Stock futures are little changed this morning after major indexes hit record highs on Tuesday; President Donald Trump said that Venezuela would give the U.S. up to 50 million barrels of sanctioned crude; the ADP employment report for December showed that hiring in the private sector rebounded from the month before; Nvidia CEO Jensen Huang said demand in China looks strong after the U.S. government approved the sale of H200 chips to customers in the country; and Warner Bros. Discovery's board of directors has again told its shareholders that they should reject the takeover offer from Paramount Skydance and support its deal with Netflix.
Shares of Nvidia Corp. (NASDAQ: NVDA) have retreated fractionally in the past week, after the company launched its new Rubin chips and its Alpamayo AI platform for autonomous vehicle development.
Are the robots coming?
Nvidia chief executive Jensen Huang described robots as "AI immigrants" on Tuesday, arguing they could solve a global labor shortage that is hampering manufacturing.
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In 2025, the world's leader in advanced chip fabrication, Taiwan Semiconductor Manufacturing NYSE: TSM, had another standout year. Overall, shares delivered a total return of 55%.
“H200s are flowing” since the company won White House approval to sell the processor in China, Jensen Huang said.
Nvidia CEO Jensen Huang said Tuesday that the company is seeing "very high" customer demand in China for its H200 AI chips, which the U.S. government recently signaled it would approve for export. Huang added that Nvidia has started producing the chips again and is working out the final details about export licenses with the U.S. government.
NVIDIA CEO Jensen Huang, the world's ninth-richest person and head of the most valuable company, said he isn't concerned about a billionaires tax under consideration in his home state of California bloom.bg/3NgRDkS