In the second quarter, Appaloosa dumped 100% of its Broadcom stake, even after robust results and corresponding stock price gains. Despite holding dozens of stocks, Nvidia is now Tepper's seventh ...

Infrastructure is where scarcity lies: Memory chips, packaging, grid capacity, and data-center space are the new constraints. For investors, utilities, power infrastructure, and data-center REITs may ...

Beijing has reportedly moved to curb sales of Nvidia Corporation's NVDA China-specific AI chip after U.S. Commerce Secretary ...

Foxconn, Pegatron, and Quanta are moving AI-focused production to Mexico, even as Trump’s tariff threats and Mexico’s quiet diplomacy shape the runway.

Explore Nvidia’s Q2 2026 earnings outlook, AI-driven growth, China revenue-sharing deal, and analyst sentiment. Read now for ...

He dismisses the idea that U.S. debt or dollar collapse will trigger disaster. “The U.S. holds over 8,000 tons of gold, worth nearly $888 billion,” he says, noting it’s still valued at a 1973 book ...

Samsung reportedly offered NVIDIA its 12-layer HBM3E memory at 20-30% cheaper than SK hynix for use on its made-for-China H20 ...

Nvidia’s China deal controversy puts US officials on their back feet originally appeared on TheStreet. Nvidia was blindsided earlier this year when the US government enacted tougher restrictions on ...

SoftBank Group Corp this week agreed to buy US$2 billion in Intel shares, raising the possibility that the Japanese ...

Amidst escalating geopolitical tensions, NVIDIA continues its ambitious push in China, unveiling plans for the B30A AI chip—an advanced counterpart to the H20—aiming to secure market share against ...

On July 31, the agency summoned Nvidia executives over alleged “serious security issues”. In a statement, the CAC claimed ...

The US bans Nvidia, the world’s dominant supplier of AI chips, from selling its most powerful processors in China. Following ...