JUST IN: 🇨🇳 China bans companies from purchasing Nvidia $NVDA chips. https://t.co/FHT3W82oeL ...

BREAKING: Fed Looms With China News Pressuring Nvidia Futures for the Dow Jones Industrial Average and the other major stock indexes traded mixed Wednesday ahead of the Federal Reserve's interest-rate decision and Fed Chairman Jerome Powell's subsequent press conference. Meanwhile, Nvidia (NVDA) was an early loser on the stock market today. Ahead of the opening bell, the Dow traded up a fraction. S&P 500 futures and Nasdaq 100… Related news Market Awaits Fed Decision. Robinhood, Nvidia, Rocket Lab In Focus. ...

Group 1 - NVIDIA Corporation (NASDAQ:NVDA) is facing concerns regarding a potential slowdown in AI demand, particularly highlighted by a miss in data center revenues in its latest quarterly report [1][2] - The company's annual revenue growth has slowed to 56%, compared to nearly 100% year-over-year growth in previous quarters, indicating a deceleration in growth amid increasing competition and capital expenditure limitations from major companies [3][4] - NVIDIA's data center business has become its largest revenue and profit generator, representing over 88% of total revenue in the most recent fiscal year, showcasing its strong position in the data center market [5] Group 2 - OpenAI has raised its revenue forecast for 2030 by $26 billion to $200 billion, but this increase will require an additional cash burn of $85 billion, raising questions about the sustainability of such growth [2] - The market dynamics are influenced by lower 10-year yields, which may lead to continued market growth until a significant downturn occurs, emphasizing the importance of fundamentals in investment decisions [2] - Increasing competition from companies like Broadcom is expected to impact NVIDIA's margins in the long term, suggesting a challenging environment ahead for the company [4]

Nvidia (NASDAQ:NVDA) has emerged as the biggest beneficiary of the generative AI boom that started with the launch of ChatGPT in November 2022. Since the AI tool's launch, the stock has surged over 900%, rewarding investors who got in early. In July, an investor on Reddit shared how he got in early on Nvidia, turning an initial investment of $36,352 into more than $1 million in profits by patiently holding the stock for eight years. Don't Miss: Would You Have Invested in eBay or Uber Early? The Same Back ...

Speaker Johnson, um the American agenda has had a way of having some backlash on some American companies and we're kind of seeing that play out with Nvidia this morning. We just gave a comment from Nvidia's CEO where there's an article out today in the Financial Times that says Chinese authorities have told Chinese companies that they are no longer to use any chips uh or buy any chips from Nvidia. They're to cancel the orders that they have.It's probably because of the trade talks that are taking place righ ...

Nvidia Corp‘s NVDA China dream is unraveling fast. Just as the company thought it had a workaround for U.S. export limits, Beijing slapped down its custom AI chips and opened an antitrust probe, turning one of its most strategic markets into a geopolitical minefield. Investors now face a stark question: can Nvidia thrive in AI if China is off-limits?Track NVDA stock here.From Workarounds To Dead EndsThe latest blow came when China's Cyberspace Administration ordered tech giants like ByteDance and Alibaba Gr ...

Based on my forward assessment of Nvidia (NASDAQ: NVDA ) stock, I assigned a ‘Strong Buy’ rating on it. In simple words, Nvidia is architecting the multi-trillion-dollar AI industrial shift and transitioning from a chip supplier to the first moverAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving ...

Following the lackluster performance seen on Tuesday, stocks are likely to continue to experience choppy trading early in the session on Wednesday. The major index futures are currently pointing to a roughly flat open for the , with the S&P 500 futures down by less than a tenth of a percent.Traders may continue to stick to the sidelines ahead of the Federal Reserve's highly anticipated monetary policy announcement later this afternoon.With the Fed widely expected to lower interest rates by 25 basis points, ...

本报告导读： 通信行业 2025 中期业绩总结 | [姓名table_Authors] | 电话 | 邮箱 | 登记编号 | | --- | --- | --- | --- | | 余伟民(分析师) | 010-50949926 | yuweimin@gtht.com | S0880525040028 | | 王彦龙(分析师) | 010-83939775 | wangyanlong@gtht.com | S0880519100003 | | 杨彤昕(分析师) | 010-56760095 | yangtongxin@gtht.com | S0880525040059 | 2025 年 H1 通信行业整体营收稳健增长、盈利提速。以行业 91 家公司作为样本，整 体实现营收17850.03亿元（同比+10.07%），归母净利润1604.32亿元（同比+11.26%）， 扣非后归母净利润 1490.23 亿元（同比+13.04%）。 投资要点： 盈利提速，算力板块表现亮眼 通信设备及服务 [Table_Industry] 风险提示：中美贸易摩擦影响；行业投资低于预期；需求低于预期。 股票研究 /[Table_Da ...

Kevin Green, senior markets correspondent to help set up the action today. All right, KG, before we get into the Fed, let's talk about where we are with markets, although, you know, they're kind of part and parcel this week in terms of how stocks have been moving. Uh, so we backed away a little bit from records yesterday.Um, and it seems to me that's in anticipation of the Fed. How would you characterize it. Yeah, I would agree.Actually, if you kind of look at the NASDAQ, the NASDAQ has been on a really agg ...