U.S. chipmaker Nvidia helped China's DeepSeek hone artificial intelligence models that were later used by the Chinese military, the chairman of a U.S. House of Representatives committee said in a lett... ...

Market Analysis by covering: Intel Corporation, Applied Materials Inc, Lam Research Corp, KLA Corporation. Read 's Market Analysis on Investing.com ...

The artificial intelligence (AI) hype is warranted, but between giants like Nvidia and rising stars like Iren, many promising stocks can slip under investors' radars. Micron Technology (NASDAQ: MU) is one of those companies. It's far from small, with a $437 billion market cap, but its recent quarterly results, strong outlook, and bargain-basement valuation make it compelling. It's silently crushed the stock market over the past year, and is already starting 2026 strong with a 36% year-to-date gain. Even wi ...

Nvidia stock rose early on Wednesday as investors welcomed signs of progress in the company's access to the Chinese market, easing a key overhang that has weighed on the stock for months. Optimism aro... ...

德州仪器股价上涨约8.5%。希捷大涨17.7%，而阿斯麦则下跌2.3%，当天早些时候的涨幅曾高达7.5%。 其他与人工智能相关的芯片制造商，包括英伟达、美光、AMD和英特尔都在交易中走高，延续了整个 行业的涨势。 费城半导体指数上涨了1.7%。 受人工智能数据中心硬件需求激增的提振，芯片制造商的股价在周三反弹，而德州仪器和其他制造商的 乐观业绩表明，这一发展势头正在超越英伟达的高端处理器而扩大。 德州仪器生产用于数据中心信号转换和电源管理的模拟芯片，与英伟达快速、高价的人工智能图形芯片 不同，受益于科技公司为实现人工智能目标而加强计算基础设施的需求激增。 德州仪器股价上涨约8.5%。希捷大涨17.7%，而阿斯麦则下跌2.3%，当天早些时候的涨幅曾高达7.5%。 其他与人工智能相关的芯片制造商，包括英伟达、美光、AMD和英特尔都在交易中走高，延续了整个 行业的涨势。 周三，德州仪器发布了乐观的季度财测 ，显示人工智能数据中心的蓬勃发展正在推动英伟达先进处理 器之外的芯片需求，这凸显了该行业的发展势头。 欧洲芯片设备领军企业ASML也在周三公布了强劲的第四季度业绩。该公司的预订额几乎是分析师预计 的两倍，同时还上 ...

Historically, NVDA has undergone several significant rallies. The stock jumped over 50% within two months on 11 separate occasions, particularly in 2016 and 2024, and increased by more than 30% in similar timeframes 15 times, including pivotal years like 2017 and 2024. If historical patterns continue, forthcoming catalysts could again push NVIDIA shares substantially higher, providing considerable returns to investors.Nvidia is losing more than 4% of its market value in Suqian, Jiangsu Province, China, on F ...

-- Nvidia's Plans to Sell More Chips in China Just Cleared a Major Hurdle [S&P 500 Hits New High, Dow Slides][How One Stock Shaved 400 Points Off the Dow][What to Expect from Wednesday's Fed Meeting][How Much Traders Expect Tesla to Move After Earnings]- Top StoriesNvidia CEO Jensen Huang at last week's World Economic Forum in Davos, Switzerland.Krisztian Bocsi / Bloomberg / Getty ImagesClose### Key Takeaways- The Trump administration gave the green light to Nvidia to sell the chips late last year for a 25% ...

Short seller Jim Chanos warned in late 2025 that AI infrastructure was being built on leveraged financing tied to rapidly depreciating hardware. That warning is now becoming harder to ignore with Nvidia Corp (NASDAQ:NVDA) becoming a classic example of the situation.Nvidia’s AI boom is usually framed as a semiconductor story. Behind the scenes, it is increasingly becoming a credit story.One of Nvidia's fastest-growing customers, CoreWeave Inc (NASDAQ:CRWV) , has built its AI cloud using more than $10 billion ...

Welcome to Morning Brief. I'm Julie Hyman. Let's get to the three things you need to know today.First up, US stocks have rallied to fresh record highs. The driving force behind the gains, at least in the past few days, has been the tech sector. But that could change tonight.Investors are going to be watching results from Mac 7 stocks, including Tesla, Meta, and Microsoft. Wall Street will be watching to see if the massive spend on AI is starting to pay off a little bit more. Plus, it's Fed decision day.The ...

Core Viewpoint - Nvidia is experiencing significant competition in the AI chip market, which is likely contributing to the stagnation of its stock price since August [1] Company Summary - Nvidia's shares have been flatlining since August, indicating a potential market reaction to competitive pressures in the AI chip sector [1] Industry Summary - The AI chip industry is becoming increasingly competitive, impacting Nvidia's market performance and investor sentiment [1]