Nvidia Corp (NASDAQ:NVDA) stock made history last Thursday, after the chipmaker became the first company in history to cross the $4 trillion market capitalization level. With the shares currently pacing for a five-day win streak and near their July 11, all-time high of $167.89, options traders are focused on calls.NVDA consistently tops Senior Quantitative Analyst Rocky White's list of equities with the highest options volume over the past two weeks. Over the last 10 sessions, security saw 19,582,022 calls ...

The Senators tell Huang that "The Department of Commerce restricts the ability of your company, NVIDIA, to sell its most advanced chips to the PRC." Their words are music to the ears of the Chinese Communist Party (CCP). MORE FOR YOU WASHINGTON, DC - APRIL 30: President and CEO of Nvidia Jensen Huang speaks on AI at the return of ... More American manufacturing at the Hill and Valley Forum at the U.S. Capitol on April 30, 2025 in Washington, DC. The Hill and Valley Forum brings together lawmakers, tech CEOs ...

this deal, and it comes ahead of the August 12th end date of a US-China trade truce. Eunice Yoon is in Beijing with more on. Eunice.Why is this being so closely watched. And what does this approval signal. Well, it's being.>> Closely watched because the U.S. And the Europeans had already approved this deal, and China was really the holdout on this approval. So in a statement today, the Chinese antitrust regulator had approved the $35 billion acquisition, but with conditions. So what the conditions are, they ...

A research analyst and a freelance writer looking for value investment opportunities. I have several years of investing experience. I am mostly interested in writing about bargain stocks of large companies. My interest is not limited to American companies but extends to firms operating in other countries but listed on US stock exchanges.Analyst’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 ...

What happenedAccording to a July 9, 2025, SEC filing, Signal Advisors Wealth, LLC increased its stake in Nvidia(NVDA 0.14%) by acquiring 45,898 shares during Q2 2025. The transaction, valued at $5.76 million, brought the fund’s total Nvidia holdings to 124,100 shares, worth $20.36 million at the July 10, 2025, closing price. The fund reported 523 total U.S. equity positions as of June 30.What else to knowSignal Advisors Wealth increased its Nvidia position to 1.56% of reported AUM as of Q2 2025.The top five ...

Nvidia Corp. NVDA CEO Jensen Huang said that the Chinese military is not using his company's chips due to export controls and tensions between the U.S. and China. Huang's remarks come in the context of U.S. export controls that restrict semiconductor firms from selling their most advanced AI chips to Chinese customers. The Nvidia CEO reiterated his criticism of the export restrictions, saying they have been counterproductive to the United States' goal of maintaining technological leadership. According to Hu ...

行情速递 ① 主 板 领 涨 ， 石 基 信 息 (+10.04%)/ 易 德 龙 (+10.02%)/ 德 生 科 技 (+10.02%)/ 中 远 海 科 (+10.01%)/楚天龙(+10.00%)/ ② 创业板领涨，信息发展(+15.18%)/中光防雷(+8.77%)/逸豪新材(+8.05%)/ ③科创板领涨，博睿数据(+7.23%)/长盈通(+7.03%)/三未信安 (+6.71%)/ ④活跃子行业，SW印制电路板(+1.91%)/SW机器人(+1.66%)/ 国内新闻 ① 艾邦半导体网， 帝尔激光在投资者互动平台表示/公司应用于半导体芯片 封装/显示芯片封装等领域的TGV设备/已经完成面板级玻璃基板通孔设备的 出货/实现了晶圆级和面板级TGV封装激光技术的全面覆盖/ ②半导体产业纵横，2025年上半年/我国出口机电产品7.8万亿元/增长 9.5%/其中/自动数据处理设备及其零部件7027.9亿元/增长3.0%/集成电路 出口数量增长20.6%至1677.7亿个/出口金额增长20.3%至6502.6亿元/汽 车4287.2亿元/增长9.4%/手机3573.5亿元/下滑7.4%/ 海外新闻 ①艾邦VR ...

【环球网报道】据美国消费者新闻与商业频道（CNBC）、《日本时报》等媒体报道，英伟达首席执行官黄仁勋在13日播出的美国有线电视新闻网（CNN） 采访中表示，美国政府无需担心中国军方会使用英伟达的芯片提高其能力，由于存在相关风险，中国军方会避免使用美国技术，"更不用说，中国已经具备 足够的计算能力"。 美国彭博社在报道此事时则提到，黄仁勋曾表示，美方限制对华芯片出口的战略将会失败，因为它将刺激中国国内芯片制造能力的增长，最终中方将具备与 美国科技产业同等的芯片制造能力。 据英国路透社、彭博社此前报道，知情人士透露，黄仁勋计划访问中国之际，他将于当地时间10日前往白宫与美国总统特朗普会面。据CNBC消息，特朗普 10日在白宫与黄仁勋进行了会面，但CNBC称，不清楚两人讨论了什么。7月10日，商务部新闻发言人何咏前在回答有关黄仁勋计划本周到访中国并与包括 商务部部长在内的中国政府高级官员会面的消息时回应表示，目前没有可以提供的信息。 针对美方芯片限制，中方此前已多次表明严正立场。今年2月，中国外交部发言人林剑在例行记者会上回答相关提问时表示，美方将经贸科技问题政治化、 泛安全化、工具化，不断加码对华芯片出口管制，胁 ...

上周，美股市场迎来历史性时刻。 英伟达成为全球首家跻身4万亿美元俱乐部的上市公司，将微软（MSFT）、苹果（AAPL），甚至Saudi Aramco (2222.SR)甩至身后，登顶全球市值第一宝座。尽管尾盘小幅回落，收于162.88美元，但其突破 所引发的关注，足以载入AI时代的资本篇章。 这一壮举不仅彰显了英伟达在人工智能芯片领域的主导地位，更标志着新一轮AI驱动的科技浪潮正处 于全面爆发阶段。 4万亿意味着什么？ l 是全球小盘股代表指数罗素2000总市值的两倍； l 高于三个Meta市值的总和； l 甚至比迪士尼、奈飞Netflix、Comcast三家公司市值加起来还要高。 回顾历史，从2023年6月突破1万亿美元市值开始，英伟达用了不到两年时间完成了三次翻倍： 2023年6月13日：$1T 2024年3月1日：$2.06T 2024年6月5日：$3.01T 2025年7月9日：$4.01T 而据Bespoke统计，每当一只股票突破一个万亿级别门槛后，未来6个月平均涨幅可达9%；英伟达的平 均涨幅更是高达26%。这是否意味着，$6万亿不是梦？ 这个数字的含金量远超想象。英伟达目前的市值： l 超过德国 ...

Core Insights - Nvidia has undergone a significant strategic transformation from a gaming-focused GPU manufacturer to a core supplier of computing infrastructure driving the global AI wave, achieving a market capitalization that once surpassed $3 trillion [1] - The company's financial performance reflects its market dominance, with Q4 2025 revenue reaching $39.3 billion, a 78% year-over-year increase, and data center revenue soaring to $35.6 billion, up 93% [2][3] Group 1: Market Position and Financial Performance - Nvidia holds a dominant market position in the AI-driven computing landscape, particularly in the data center sector, where its high-performance GPUs are in high demand [2] - The company's data center business has shown exponential revenue growth, with total revenue for fiscal year 2025 reaching $130.5 billion, doubling from the previous year [2] - Nvidia's stock price has surged, making it one of the highest-valued tech companies globally, reflecting investor confidence in its core value and future growth potential in the AI era [2] Group 2: Product and Ecosystem Development - Nvidia's high-end GPUs, such as the H100/H200 and the newly released Blackwell series, are essential for training and inference of large AI models, with significant orders from major cloud service providers [3] - The company has established a strong software ecosystem with platforms like CUDA, cuDNN, and TensorRT, which have become industry standards for AI development, creating a high barrier for competitors [4][11] - Nvidia's vertical integration, from chips to systems and software, has created a robust ecosystem that makes it difficult for competitors to challenge its comprehensive leadership [9][12] Group 3: Strategic Vision and Historical Context - Nvidia's success is attributed to its long-term strategic planning and timely execution, having recognized the potential of GPUs for general-purpose computing early in the 21st century [6] - The introduction of the CUDA platform in 2006 significantly lowered the barrier for GPU parallel computing, laying the groundwork for Nvidia's dominance in AI computing [6][8] - The company's proactive investments in AI-related R&D and its development of integrated solutions, such as the DGX series supercomputers, further enhance its competitive edge [8][12] Group 4: Competitive Landscape and Challenges - Despite its strong position, Nvidia faces challenges from new entrants and existing competitors who are increasing their investments to capture market share [5][13] - The complex global supply chain and geopolitical factors pose potential risks to Nvidia's production capacity and market expansion [5] - Competitors must not only match Nvidia's hardware performance but also invest heavily in software ecosystems and community building to effectively challenge its market dominance [13]