Nvidia shares edged higher on February 5th following Alphabet's announcement of a substantial $75 billion capital expenditure plan for 2025, aimed at expanding its AI infrastructure. This move is seen as a significant boost for chipmakers like Nvidia, as Alphabet's investment will primarily focus on technical infrastructure, including servers and data centers, which are heavily reliant on advanced chips. Al
NVIDIA Corporation (NVDA) is poised for a strong performance as BofA Global Research reiterates its "Buy" rating with a price objective of $190, reflecting confidence in the company's fundamentals ahead of its FQ4 2025 earnings call on February 26. The report anticipates modest beats in sales guidance, despite potential lower gross margins due to the Blackwell product transition and China restrictions. BofA
Nvidia's stock faced downward pressure on January 30th after Punto Casa de Bolsa downgraded the semiconductor giant to a "Sell" rating, setting a price target of $112. This bearish outlook comes amid concerns over Nvidia's valuation and potential headwinds in the semiconductor industry. The downgrade by Punto Casa de Bolsa, a notable research firm, suggests that Nvidia's current market price may not be sust
Nvidia's stock movement on January 29th was influenced by Microsoft's announcement regarding its capital expenditure plans. Microsoft revealed expectations for increased spending to support growth in cloud and AI, which positively impacted Nvidia shares. The tech giant's commitment to investing heavily in AI infrastructure, despite the recent market disruptions caused by the emergence of China's DeepSeek, s
Nvidia is facing pressure as reports emerged on January 29th that the Trump administration is considering further restrictions on the sale of its chips to China. The discussions, which are still in the preliminary stages, focus on potentially expanding existing curbs to include Nvidia's H20 chips. These chips, designed specifically for the Chinese market, are used in developing artificial intelligence softw
Nvidia's stock experienced a significant rebound on January 28th, following a historic selloff that saw the company's valuation plummet by $589 billion. The selloff was triggered by concerns over the dominance of U.S. tech giants in the AI sector, particularly after the emergence of DeepSeek, a Chinese AI startup offering a cost-effective alternative to Nvidia's advanced chips. Nassim Taleb, known for his "
Nvidia shares are experiencing a rebound after a significant slump, driven by concerns over the impact of DeepSeek's cost-effective AI model on demand for Nvidia's products. DeepSeek, a Chinese AI company, has introduced a new AI model that rivals established players like OpenAI's ChatGPT, but at a fraction of the cost. This development initially sent shockwaves through the market, leading to a 17% drop in
Nvidia is facing significant pressure as shares plummeted following the emergence of Chinese AI startup DeepSeek, which has introduced AI models that rival Western chatbots in performance but at a fraction of the cost. DeepSeek's latest models, including the R1, have demonstrated remarkable efficiency in both training and inference, posing a direct challenge to Nvidia's dominance in the AI hardware market.
Nvidia is facing headwinds as the Biden administration's proposed export controls on AI chips have sparked significant concern within the semiconductor industry. The new Export Control Framework for Artificial Intelligence Diffusion aims to impose stringent regulations on the export of AI processors and GPUs, which could severely impact Nvidia's business operations. The Semiconductor Industry Association (S
Nvidia's stock is experiencing a notable uptick following the announcement of a massive $500 billion investment in artificial intelligence infrastructure in the United States. This investment, spearheaded by a joint venture involving OpenAI, Oracle, and SoftBank, was unveiled at a White House event. The project, named The Stargate Project, aims to build extensive AI infrastructure, including data centers, o
Nvidia's stock experienced a decline on January 16th, as investors weighed the implications of Taiwan Semiconductor Manufacturing Company's (TSMC) latest earnings report. TSMC, a key supplier for Nvidia, announced a 57% increase in net income for the fourth quarter, driven by robust demand for AI chips. The company projected a 25% revenue growth for 2025, largely fueled by AI-related demand. However, concer
Nvidia's announcement of a "Quantum Day" at its upcoming GPU Technology Conference (GTC 2025) has put the spotlight on the company, as it plans to feature key players in the quantum computing industry. The event, scheduled for March 20, will host executives from prominent quantum computing firms such as D-Wave Quantum, IonQ, Rigetti Computing, and Quantinuum. This initiative aims to provide a comprehensive
Nvidia is grappling with delays in deploying its latest AI chips in data centers, which has led to reduced orders from some of its largest clients. The company's new Blackwell chips are reportedly facing issues related to overheating and chip connectivity, affecting the data center plans of major clients such as Microsoft, Amazon, Google, and Meta. These clients have scaled back their orders for Nvidia's Bl
The Biden administration's proposal for new export curbs on AI chips has raised concerns among industry executives, particularly at Nvidia, which could face limitations on its sales to certain countries. The proposed framework aims to restrict access to advanced AI chips in 120 countries, including Mexico, Portugal, Israel, and Switzerland, while allowing unrestricted sales to about 20 key allies. Nvidia's
Nvidia's recent announcements at the CES 2025 trade show have sparked interest in the potential expansion of the generative AI market. The company unveiled its Thor chip and Cosmos LLM, which are set to play a significant role in humanoid robotic design. This development is expected to drive AI convergence across various consumer electronics, including robots, TVs, and smart glasses. The integration of thes
NVIDIA Corporation (NVDA) remains a top pick for BofA Global Research, which reiterates its "Buy" rating and sets a price objective of $190. The report highlights NVIDIA's role as an AI incubator, leveraging its silicon, system, and software platform to drive growth in sectors like data centers, robotics, and autonomous driving. The company is positioned at the forefront of a $2 trillion infrastructure oppo
The Biden administration's plan to impose further restrictions on the export of AI chips has sent ripples through the tech industry, with Nvidia (NVDA) feeling the immediate impact. The proposed "Export Control Framework for Artificial Intelligence Diffusion" aims to address national security concerns by limiting the export of AI technologies and GPUs, particularly to countries not deemed "trusted" by the U
Nvidia's analyst day has sparked investor interest with positive comments surrounding its new Blackwell chip, which is expected to drive significant growth for the company. CEO Jensen Huang hinted at ambitious plans for Nvidia's entry into the consumer CPU market, revealing the development of a 20-core Arm-based CPU within the GB10 Grace Blackwell Superchip. This announcement comes as part of Nvidia's Proje
Nvidia's recent product presentation at CES 2025, led by CEO Jensen Huang, showcased several ambitious innovations, including the GB10 AI chip, Project DIGITS personal AI supercomputer, and the GeForce RTX 50 series graphics cards. Despite these advancements, the presentation failed to deliver the immediate market catalysts that investors were hoping for. The announcements, while highlighting Nvidia's long-
NVIDIA Corporation (NVDA) remains a top pick for BofA Global Research, maintaining a "Buy" rating with a price objective of $190, following its CES 2025 keynote. The report highlights NVIDIA's continued dominance in AI across hardware and software, with significant announcements including the new RTX 50 Series GPUs and the Cosmos video language model. The Blackwell accelerators are now in full production, s