Core Insights - Suppliers of parts for Nvidia's H200 chips have halted production due to Chinese customs blocking shipments of the newly approved AI processors from entering China [1] Group 1 - The production pause by suppliers is a direct response to regulatory actions by Chinese customs [1] - The blockage affects the supply chain for Nvidia's H200 chips, which are critical for AI applications [1] - The situation highlights the ongoing geopolitical tensions impacting technology supply chains [1]

In an article I wrote about Amazon ( AMZN ) and Alphabet ( GOOG ) last month, I outlined my thesis for these two hyperscalers. The gist of it was that they represent a threatA freight forwarding professional with over 20 years in the industry, I am an enthusiastic market participant with a flair for picking gems from the general rubble. My industry experience has given me insights into human behavior, investment psychology, and the need to make money work for you instead of against you. My ideas on investin ...

Nvidia stock was modestly higher on Friday, extending gains from the previous session as strong earnings from key supplier Taiwan Semiconductor Manufacturing Co. reinforced confidence in sustained dem... ...

With the big robotaxi boom underway, it's not hard to imagine that Tesla (NASDAQ:TSLA) shareholders are more than willing to pay up a premium price tag to get into the driver's seat of a company that may very well become one of the leaders in the emerging, lucrative market. ...

Jefferies analyst Blayne Curtis raised the firm’s price target on Nvidia (NASDAQ: NVDA) from $250 to $275 on Friday, January 16, reiterating a ‘Buy’ rating and citing confidence in the company’s roadmap unveiled at the Consumer Electronics Show (CES) earlier this month. As Nvidia’s updated model extends to 2028, the price revision shows long-term confidence in its growth trajectory. What’s more, Curtis said Nvidia stock remains ‘pretty cheap,’ based on earnings estimates for calendar-year 2027. “NVDA remain ...

Group 1 - Tech giants are known for low dividend payouts, with Nvidia paying $0.01 per share (0.02% yield), Meta at 0.32%, Alphabet at $0.26, while Tesla and Amazon pay nothing [1][2] - Despite low dividends, these companies may still provide significant shareholder value through share repurchase programs, which are often more tax-efficient [2] - Historical data shows that 85% of stock market wealth since 1960 has come from reinvested dividends and compounding, highlighting the importance of dividend-growers for long-term investors [3] Group 2 - The "Magnificent Seven" companies have significantly contributed to the stock market rally, driven by excitement around the $15.7 trillion AI revolution [4] - For investors looking for reliable income and exposure to disruptive technologies, Apple and Microsoft are the primary candidates, with Microsoft showing superior performance [5] - Microsoft is predicted to become the first Dividend Champion among the Magnificent Seven, having increased its dividend by 600% since 2010 and currently paying $6.6 billion in dividends quarterly [6][7] Group 3 - Microsoft has the longest streak of dividend increases among the Magnificent Seven, with a notable 23% increase in its dividend after a previous pause [7][8] - Both Microsoft and Apple have faced challenges in dividend payouts this century, but Microsoft has resumed its dividend growth more aggressively [8]

A worker stands atop a metro construction site near US chipmaker Nvidia Corporation's office in Bengaluru on January 7, 2026. (Photo by Idrees MOHAMMED / AFP via Getty Images)AFP via Getty ImagesOver the past ten years, NVIDIA (NVDA) stock has delivered an impressive $96 Bil back to its investors in the form of cash through dividends and buybacks. Let’s examine some figures and see how this distribution capability compares to the largest capital-returning companies in the market.As it turns out, NVDA stock ...

The trade war with China was tough on Nvidia Corp. (NASDAQ: NVDA) investors. ...

杰富瑞：将英伟达(NVDA.US)目标价从250美元上调至275美元。 ...

Futures are higher, and trading near record territory, led by tech as this year’s great rotation shows no sign of slowing, broadening the base of names driving Wall Street’s push back towards all time highs. As of 8:00am, S&P 500 futures were 0.3% higher with Nasdaq 100 contracts up 0.4% as the latest wave of enthusiasm for technology stocks carried into Friday. Overnight headlines were mostly muted. Pre-market, Mag 7 are mostly higher led by NVDA +1.1%; AI names (AMD +3.2%, AVGO +1.3%, MU +2%) continued th ...