Nvidia recently struck a $20 billion deal to acquire the brains of a fierce rival, marking its biggest move yet in the AI arms race. However, the massive chipmaker will soon have to answer more difficult questions about the future of its chips. CEO Jensen Huang offered more detail in an internal email obtained by … Read more
Nvidia stock is a top buy for tech investors, as the company’s AI-enabled GPUs are powering the AI revolution. Broadcom stock is a great buy, thanks largely to strong demand for the company’s custom AI chips. Taiwan Semiconductor Manufacturing stock is a great buy because the world’s largest chip foundry is benefiting significantly from strong … Read more
Benzinga and Yahoo Finance LLC may earn commission or income on some items through the links below. A legendary short seller Jim Chanos is sounding the alarm on the boom infrastructure AI, warns that oversight of critical accounting regarding Nvidia Corp. (NASDAQ:NVDA) chips pose a “massive financial risk” to the sector’s aggressive spenders. In a … Read more
Shutterstock Nvidia (NVDA) invested $350M in it CoreWeave (CRWV) before its IPO and now has a 7% stake. CoreWeave accounts for more than 86% of Nvidia’s $3.84B AI investment portfolio. CoreWeave is down 60% from the June peak for a $39B market cap. The company posted $1.36B in Q3 revenue but continues to lose money … Read more
On Monday, President Trump announced via Truth Social that he will approve the sale of Nvidia’s (NVDA) H200 chips to certain companies in China and other countries. The move is positive for Nvidia, which has been lobbying for months for the administration to approve the sale of more powerful chips to the country. But the … Read more
Leading Chinese AI chipmaker Moore Threads surged 425% in debut trading in Shanghai after raising 8 billion yuan (€970 million), marking the biggest first-day pop for a major IPO. It marks one of the biggest deals since China overhauled its listing rules in 2019, when Beijing introduced a Nasdaq-style listing system on its STAR Market … Read more
Nvidia (NVDA) stock. AI has clearly been Wall Street’s biggest winner, but Morgan Stanley feels it has a lot more room to run. Analyst Joe Moore just surpassed his price target from $250 to $235huge 38% overhead from Nvidia’s current price at $181.46. Moore, rated 5 stars on TipRanks, feels the concern about Google-parent Alphabet … Read more
The LS&P 500 is having a strong year in 2025, but investors holding the Vanguard Growth ETF are doing even better. This exchange-traded fund invests aggressively in some of America’s biggest growth stocks, which typically outperform the rest of the market. The Vanguard Growth ETF is likely to beat the S&P 500 again in 2026 … Read more
AI stocks aren’t in a bubble – they’re just getting started. That’s the message from Wedbush analyst Dan Ives, who argues that investors are misreading one of the most significant developments in technology since the dawn of the internet. “[It’s] it’s still very early in this AI revolution,” Ives told Yahoo Finance’s Opening Offer. “Only … Read more
Nvidia (NVDA) sent a memo to Wall Street analysts over the weekend arguing that it is not involved in vendor financing, a controversial practice in which suppliers invest or extend loans to their own customers. Famous short sellers Jim Chanos and Michael Burry aren’t so sure. Nvidia wrote a seven-page document – first reported by … Read more