Chipmaker and $4 trillion company Nvidia Corporation in a filing on 23 January (Friday) informed the United States Securities and Exchange Commission (US SEC) that director Persis Drell is leaving its board to “pursue a new professional opportunity”, as per a Bloomberg report.She is leaving with about 1,43,000 Nvidia shares worth around $26 million as per the latest holdings report — a 22,000% jump since she joined the board over 10 years back, according to a CNBC report.According to the Bloomberg report, t ...

All three Wall Street benchmarks had rebounded in the past two sessions following Tuesday's sharp selloff triggered by U.S. President Donald Trump's threats to impose tariffs on European allies, an ‌effort to pressure ‌them to accept his claims to Greenland. On Friday, the Dow Jones Industrial Average fell 285.30 points, or 0.58%, to 49,098.71. The S&P 500 edged up 2.26 points, or 0.03%, to 6,915.61, and the Even the Nasdaq's Friday gains were not enough to rescue the benchmarks from having a down week, w ...

Group 1: Stock Market Performance - The three major U.S. stock indices closed mixed, with the Dow Jones down 0.58%, the Nasdaq up 0.28%, and the S&P 500 up 0.03% [2] - Technology stocks showed mixed results, with Microsoft and Netflix rising over 3%, while AMD and Amazon increased over 2% [2] - Intel experienced a significant drop of 17%, marking its largest single-day decline since August 2024 [2] Group 2: Chinese Stocks and Indices - The Nasdaq Golden Dragon China Index fell by 0.26%, with notable declines in stocks such as Xpeng down over 3%, NIO and Alibaba down over 2%, and Weibo down over 1% [3] - Conversely, stocks like Youdao rose over 4%, New Oriental increased over 2%, and Trip.com gained over 1% [3] - The FTSE China A50 Index futures rose by 0.41%, closing at 14,843 points [4] Group 3: Precious Metals - Spot silver surged by 7.34%, reaching $103.21 per ounce [5] - New York silver also increased by 7.17%, priced at $103.28 per ounce [6] - Silver saw a substantial annual increase of approximately 147%, driven by strong demand, limited refining capacity, and ongoing supply shortages [6] - Analysts noted that geopolitical tensions, a generally weaker dollar, and expectations of a shift to monetary easing by the Federal Reserve are influencing gold demand [6] - Spot gold rose by 1.01%, reaching $4,986.02 per ounce [7]

Signage ahead of the Nvidia Live event at CES 2026 in Las Vegas, Nevada, US, on Monday, Jan. 5, 2026.Nvidia director Persis Drell, an engineering professor at Stanford, resigned on Wednesday after just over a decade on the chipmaker's board of directors, the company said in a filing with the SEC on Friday. Drell, 69, stepped down to pursue a "new professional opportunity," Nvidia said, and not because of a disagreement with company or any matter related to its operations or policies. Drell, who served on th ...

1月23日消息，据媒体报道，英伟达创始人黄仁勋近日再度来华，首站到访了英伟达位于上海的新办公 室，与员工见面回并答了诸多关注的问题。 据悉，黄仁勋此次来华行程与2025年初基本一致，主要是参加上海、北京和深圳分公司的新年晚会以及 供应商答谢会。 事实上，黄仁勋的此次行程属于年度例行访问。每年这个时间节点，他都会到访中国，而今年的行程更 恰逢公司发展的关键时期。 此前，美国政府刚刚放宽了 AI 处理器的出口限制，明确允许英伟达向中国市场销售 H200 芯片。 值得关注的是，在开启中国之行前，黄仁勋还现身瑞士达沃斯论坛。他在论坛上的发言，聚焦人工智能 行业前沿趋势，再次成为科技圈热议的焦点。 回顾2025年初，黄仁勋的访华之旅曾因现场给员工派发红包的暖心举动，引发外界广泛关注。 此后，他又两度到访中国，重点推进专为中国市场定制的 H20 芯片的销售事宜。 针对本次黄仁勋的访华动态，英伟达方面暂未对相关问询作出回应。 ...

Core Viewpoint - Intel's shares dropped over 15% intra-day following a fourth-quarter loss and a pessimistic outlook for the current quarter, indicating significant challenges ahead for the company [1]. Financial Performance - Intel reported a net loss of $333 million for the fourth quarter, which was worse than Wall Street analysts had anticipated [1]. - For the first quarter, Intel expects a loss of $0.21 per share, highlighting ongoing difficulties in the competitive AI chip market [3]. Industry Challenges - Supply shortages driven by increased demand in data centers were identified as a major challenge, with CFO David Zinsner indicating that these shortages could last until 2026 [2]. - Intel's foundry business is lagging behind competitors like Taiwan Semiconductor Manufacturing Company, further complicating its market position [3]. Investor Sentiment - Investor confidence was negatively impacted by a lack of new disclosures, as Intel announced delays in updates regarding new foundry customers and provided limited information on potential buyers for its next-generation manufacturing technology [4].

Nvidia Corp (NASDAQ:NVDA) may be one of the hot hands on Friday but that doesn't quite erase concerns hanging over the semiconductor juggernaut. True, the company is practically synonymous with artificial intelligence, with its graphics processors powering the underlying advanced protocols. Nevertheless, from an average share price perspective, NVDA stock hasn't made much ground since last August, raising viability concerns.Fundamentally, Nvidia faces several challenges. Overall, fears of an AI bubble have ...

Core Insights - The rise of artificial intelligence (AI) is driving the largest infrastructure build-out in human history, significantly impacting job creation and salaries in construction trades [1][2][9]. Group 1: Infrastructure and Job Creation - The AI technology boom is leading to a substantial increase in jobs related to construction trades, including plumbers, electricians, and network technicians [2][5]. - Salaries for construction trade workers involved in building chip factories and AI-related infrastructure have nearly doubled, reaching six-figure salaries [2][5]. Group 2: AI Infrastructure Layers - AI infrastructure consists of a five-layer model, starting with energy, followed by chips, cloud services, AI models, and finally the application layer [6][9]. - The investment required for this infrastructure build-out is estimated to be in the trillions of dollars, which is deemed sensible for processing the necessary contexts for AI applications [10].

Core Insights - Nvidia Corp's stock has increased by 1.6% to $187.81 following approval from Beijing for Chinese companies, including Alibaba, to prepare orders for H200 chips, with expected orders of approximately 1.5 million chips, translating to nearly $30 billion in revenue [1] Stock Performance - The stock has experienced a pullback from its record high of $212.19 on October 29, but the 160-day moving average has provided long-term support, preventing further declines in late December and earlier this month; year-over-year, Nvidia's stock shows a 27.6% increase [2] Options Market Activity - There has been significant activity in the options market, with 821,000 calls and 481,000 puts traded; the most popular contract is the weekly 1/23 190-strike call, followed by the 187.50-strike call, with new positions being opened [2] - Nvidia's options are currently well-priced, with a Schaeffer's Volatility Index (SVI) of 37%, which is higher than just 3% of all readings from the past year [3]

Nvidia stock rose early Friday after reports suggested that Chinese authorities are moving closer to allowing domestic technology companies to purchase the US chipmaker's advanced artificial intellige... ...