Over the last couple of years, there has been no better growth story in the market than Nvidia Corporation ( NVDA ). The chipmaker has gone from one of the smaller names in its spaceI am a market enthusiast and part-time trader. I started writing for Seeking Alpha in 2011, and it has been a tremendous opportunity and learning experience. I have been interested in the markets since elementary school, and hope to pursue a career in the investment management industry. I have been active in the markets for seve ...

Core Insights - Nvidia has emerged as a leading player in the artificial intelligence (AI) sector, significantly contributing to the infrastructure that supports generative AI and data centers [1] Company Summary - Nvidia is recognized as the face of the AI boom, indicating its pivotal role in the industry's growth and development [1]

Intel Corporation (NASDAQ: INTC) completed a $5 billion private placement by issuing approximately 215 million shares to Nvidia Corporation (NASDAQ: NVDA) at $23.28 per share.The transaction supports a multi-year partnership for co-developing custom data-center CPUs and PC chips integrating Intel’s x86 designs with Nvidia’s RTX GPU chiplets, with tight integration via NVLink.Following the deal’s completion, Intel shares traded fractionally higher at $36.38, while Nvidia shares declined 1.82% to $187.05 in e ...

Key Points Both Navitas Semiconductor and Astera Labs provide key components for AI infrastructure. Navitas is undergoing a major shift in its business, causing Q3 sales to drop 53% from a year ago. By contrast, the popularity of Astera Labs products led to record Q3 revenue of $230.6 million. 10 stocks we like better than Navitas Semiconductor › Wall Street analysts at Bank of America have told clients the artificial intelligence (AI) industry remains "the place to be" in 2026. Two hot stocks i ...

一年一度的消费电子展（CES）即将于下周在拉斯维加斯拉开帷幕，英伟达、三星、联想等科技巨头将 面临一场关键考验：向普通消费者证明AI硬件值得买单。这场年度科技盛会将不再局限于概念展示， 而是成为检验AI产品真实市场需求的重要试金石，企业需要向市场证明，AI不仅能"做出来"，更能"卖 出去"。 1月6日至9日举行的CES展会上，英伟达首席执行官黄仁勋将展示AI底层技术，而三星、联想、AMD等 厂商则将推出大量以AI为核心卖点的消费级产品。此前，Humane AI Pin和Rabbit R1等AI硬件产品因评 测不佳遭遇商业失败，给行业敲响警钟。 尽管Meta和Snap均确认参展，但主要硬件发布预计将来自Xreal、Vuzix、Halliday Global、Rokid及Even Realities等新兴品牌。Meta此前已发布其首款配备内置屏幕的智能眼镜，本次参展可能侧重于展示新软 件或迭代功能，而非硬件更新。Snap预计亦不会在本次展会公布其"Specs"眼镜的具体定价和上市计 划。 除智能眼镜外，展会还将呈现戒指等其他形态的AI硬件，其设计理念是让用户无需依赖智能手机即可 直接调用AI助手功能，反映出科技行 ...

Core Viewpoint - Nvidia is engaging in a non-exclusive licensing agreement that raises questions about its structure and potential antitrust implications, as the company is paying a significant amount for this arrangement [2][4]. Antitrust Concerns - The structure of the deal may be designed to avoid regulatory scrutiny, which could be problematic if it is seen as an "avoidance device" under antitrust laws [4][5]. - If a transaction is structured to bypass mandatory notification under the Hart-Scott-Rodino Act, it could be deemed illegal, raising concerns about the legitimacy of such deals [4][5]. - The antitrust community is closely monitoring this transaction, as it involves acquiring key employees and technology from a direct competitor, which resembles an acquisition despite being labeled differently [6][8]. Competitive Landscape - Nvidia's deal involves licensing key technology and acquiring important employees from Grock, which, while not a full competitor, is seen as having expertise that could enhance Nvidia's GPU offerings [9][12]. - Grock has developed a more efficient method for inference, which could pose a competitive threat to Nvidia, particularly in terms of cost and energy consumption [12]. - The deal raises questions about whether Nvidia is weakening a competitor that could have otherwise grown to challenge its market position [13].

Market Overview - Precious metals trade is experiencing a decline, with silver prices down nearly 3% after reaching a record above $80 an ounce, and its market cap briefly surpassing Nvidia's at $4.63 trillion [1][2] - Bitcoin has broken out of an 11-week downtrend, trading above $90,000, although it has since pulled back [2][3] - Major indices, including the Dow Jones, S&P 500, and Nasdaq, are up by double-digit percentages year-to-date, but are showing bearish trends ahead of the holiday trading week [4] Industry Insights - Chris Versace from Tamatica Research notes that investors are preparing for 2026, with a focus on upcoming earnings growth and the CES event potentially driving new AI adoption [5][6] - Edardini expects productivity growth to drive momentum into 2026, with bullish S&P 500 targets as high as 7,100, and earnings growth of about 10% anticipated [8][9] - There is a broadening out of the AI trade beyond the MAG 7 stocks, with expectations that AI users will also contribute to productivity growth [10][11] Commodity Market Dynamics - Silver's price surge has raised concerns about its impact on industrial applications, especially with China imposing export restrictions starting January 1 [13][16] - The precious metals market has seen significant volatility, with silver prices increasing by 155% over the past year before recent declines [15] - The demand for industrial metals remains high, which could affect profit margins for companies reliant on these materials [17][18] Company Developments - Digital Bridge shares surged after SoftBank announced a $4 billion acquisition, focusing on data centers and digital infrastructure [33] - Nvidia completed a stock sale to Intel, acquiring over 200 million shares, as part of a $5 billion stake [34] - Lululemon's founder is initiating a proxy fight to change the board amid a 40% stock decline this year, with Elliot Investment Management also involved [36] Strategic Moves in Tech - Nvidia's $20 billion acquisition of Grock has raised questions due to the lack of an SEC filing, indicating a significant competitive move in the AI space [39][40] - Amazon's stock performance is under scrutiny, with concerns about AWS growth and its potential as an AI player [45][46] - Marll is highlighted as a key tech stock for the upcoming year, benefiting from increased AI adoption and network congestion [53]

Company Overview - Proactive is a financial news publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company operates with a team of experienced and qualified news journalists across key finance and investing hubs including London, New York, Toronto, Vancouver, Sydney, and Perth [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The content delivered by the team includes insights across various sectors such as biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Adoption - Proactive is recognized for its forward-looking approach and enthusiastic adoption of technology to enhance workflows [4] - The company utilizes automation and software tools, including generative AI, while ensuring that all content is edited and authored by humans to maintain quality and best practices in content production [5]

Nvidia stock (NASDAQ: NVDA) fell more than 1.6% on Monday, slipping into the red as investors digested major strategic announcements that raised fresh questions about capital deployment. The selling r... ...

US stocks fell on Monday as losses in large technology names weighed on the market following last week's surge to fresh record levels for the S&P 500. The S&P 500 slipped 0.4%, while the Nasdaq Compos... ...