Nvidia chips

Search documents
Nvidia Doubled Its Trillions In Months—And The Charts Are Screaming 'More'
Benzinga· 2025-10-10 17:02
Nvidia Corp (NASDAQ:NVDA) has done it again—stock surging, market cap skyrocketing, and charts flashing green. The company's market capitalization has more than doubled, climbing to $4.68 trillion from a low of $2.3 trillion in early April, leaving investors wondering how high it can go. Track NVDA stock here.A classic cup-and-handle pattern now forms, hinting that the rally may have plenty of runway left. CEO Jensen Huang's comments on AI demand only add conviction: this isn't just growth, it's a structura ...
Economist: Trump chip deal shows markets still trust his policies
Youtube· 2025-10-10 16:01
Welcome back. Futures this morning indicating a gain at the start of trading this morning. We're at the highs of the morning right now with the Dow Industrials up 74, the S&P up 8 and the Nasdaq higher by 33.We hit several record highs this week, but all three major indices pulled back from uncharted territory record highs yesterday with the Dow down 243 and the Nasdaq and S&P down by 18 yesterday. Nvidia is up this morning and that is part of the lift on the broader averages this morning. It's at another a ...
Mayfield: China's chip crackdown isn't a game changer for this bull market
Youtube· 2025-10-10 11:27
Got to start with that Nvidia news. The idea of uh Chinese regulators and the government cracking down on on chip imports of Nvidia's chips. Uh what that could mean for the broader markets especially considering the waiting of Nvidia.>> Yeah, I mean obviously it's not good news. I mean we we saw some of the the news uh about rare earths a couple days ago as well. I I think putting the screws uh to the US a little bit ahead of the next round of negotiations u makes a lot of sense.you know, as far as Nvidia, ...
Ives: This is a shot across the bow for Nvidia and U.S. tech
Youtube· 2025-10-10 11:17
So Dan, when we're talking about Nvidia in particular, the fact that this isn't a new story, but it seems like the the crackdown on Nvidia chips is intensifying. What does this mean for the stock and its revenues out of China. Look, I mean, you know, this is a shot across the bow, not just Nvidia, but ultimately, you know, US tech.Look, and we've seen it, but you're talking about what could be 15 20 billion per year for Nvidia. Look, I think that bark ultimately could be worse in the bite here, but it speak ...
Nvidia's Core Approach Is Enabling Broader AI Industry: Analyst
Benzinga· 2025-10-09 18:20
Core Viewpoint - Nvidia is optimistic about the growth of its artificial intelligence infrastructure, expecting significant demand from hyperscalers, Neo-Clouds, and enterprises, positioning itself to dominate the AI accelerator market long-term [1][3][7] Group 1: Market Outlook - Nvidia anticipates $2 trillion in AI spending from hyperscalers alone, indicating a robust growth cycle rather than a bubble [1][7] - The company projects a $3-4 trillion AI infrastructure market by 2030, highlighting significant market growth in the coming decade [7] - Nvidia's earnings per share (EPS) could reach $8 by 2026 and potentially $11 by 2027, according to analyst projections [6] Group 2: Strategic Partnerships and Innovations - A strategic partnership with OpenAI aims to make OpenAI a self-hosted hyperscaler, which is expected to reduce margin stacking from server providers [4][5] - Nvidia's proprietary CUDA-X technology and involvement in multiple AI companies provide a sustainable competitive edge [8] Group 3: Financial Projections - Analyst C.J. Muse projected third-quarter revenue of $54 billion and EPS of $1.23 for Nvidia [10] - Nvidia shares were up 1.98% at $192.85, trading at a new 52-week high [10] Group 4: Competitive Landscape - Nvidia aims to capture at least 75% of the AI accelerator market long-term, despite potential competition from ASICs like Google's TPUs [5][8] - The company remains cautious in the Chinese market but advocates for the U.S. to adopt its platform over Huawei's for global AI dominance [9]
U.S. reportedly approves several billion dollars of Nvidia chip sales to UAE
Youtube· 2025-10-09 16:51
Shares of Nvidia outperforming today in a red tape after the US reportedly approved the sale of several billion dollars worth of its chips to the UAE. For today's tech check, our Christina Partzos has more on how those chips might supercharge the Gulf States AI ambitions. Hey KP.And it all has to do with power. So let's start with the US possibly just approving billions of dollars in Nvidia chip exports to the UAE under an agreement signed in May. And this is according to Bloomberg.Those tips in particular ...
Nvidia stock climbs to record amid reported UAE export approval, price target raise: 'This is not a bubble'
Yahoo Finance· 2025-10-09 15:40
Nvidia (NVDA) stock rose to a record high Thursday, up around 1.8%, after Bloomberg reported that the US government has approved for export several billion dollars' worth of the tech giant's chips to the United Arab Emirates. The Commerce Department issued Nvidia its export license to the UAE after the federation solidified earlier commitments to making reciprocal investments in the US, Bloomberg reported, citing an unnamed US official. This marks the first time Nvidia has been allowed to ship its AI chip ...
Nvidia stock climbs amid reported UAE export approval, Wall Street price target raise: 'This is not a bubble'
Yahoo Finance· 2025-10-09 15:40
Nvidia (NVDA) stock touched a new intraday all-time high above $195 Thursday after Bloomberg reported that the US government has approved for export several billion dollars worth of the tech giant's chips to the United Arab Emirates. The Commerce Department issued Nvidia its export license to the UAE after the federation solidified earlier commitments to making reciprocal investments in the US, Bloomberg reported, citing an unnamed US official — marking the first time Nvidia has been allowed to ship its A ...
NVDA Can Sell Chips to UAE, TSM Revenue Rises 30%, ORCL Ropes In New Bulls
Youtube· 2025-10-09 14:00
and we bring in Diane King Hall to take a look at some of the uh movers to watch here on Wall Street. I mean, Delta's been one that we got to keep an eye on. You know what, Diane.Let me just see how Delta kicked it off uh before we get to your name that you're watching. It's 6% 6 and a half% there for Delta. You're also watching some of the tech names, right.>> Yes. Yeah. Yeah.Yes. Not surprised by that move in Delta uh strong results that it had. But let's talk chips, right.And what's going on in the chip ...
US approves Nvidia chip sales to UAE, UK firm warns bitcoin 'has no intrinsic value'
Youtube· 2025-10-09 13:49
[Music] Hello and welcome to Morning Brief Market Sunrise. I'm Raman Karamali live from Yahoo Finance Studios in London. It's Thursday 9th October.Coming up on the show, Nvidia gets the green light to sell chips to the UAE. Gold prices stutter after President Trump hells a peace deal in the Middle East. And do you want to drive a car with a,000 brake horsepower.Well, Ferrari has the car for you and it's electric. So, grab your coffee and let's own the morning. [Music] Well, the first thing you need to know ...