Nvidia will raise guidance, positioned to navigate China export concerns: strategist Nancy Tengler
Nancy Tengler, CIO & CEO at Laffer Tengler Investments, talks about her expectations for Nvidia's upcoming earnings report, ...
Kamil Anwar on MSN32m
China’s Huawei to Double Ascend 910C AI Chip Yield, Amid NVIDIA Ban
Huawei's in-house AI chip, the Ascend 910C will reportedly see an increase in production numbers this year. The NVIDIA Hopper ...
Nvidia’s Shaken Aura of Invincibility Is Set for Earnings Test
Nvidia Corp.’s earnings are set to dictate whether artificial intelligence can regain its status as the key driver behind ...
China says Taiwan seeks to give away chip industry to US
China said on Wednesday that Taiwan was seeking to give away the island's semiconductor industry to the United States as a ...
The Economist15h
Nvidia is fighting off two threats
Joseph Moore of Morgan Stanley, an investment bank, reckons uncertainty over them will lead Nvidia to issue “conservative” revenue guidance for the year ahead. “We feel that there will be some ...
Nvidia to report earnings amid infrastructure spending, DeepSeek concerns
The report raised fears about the sustainability of AI infrastructure growth. That could mean less demand for Nvidia's chips.
Trump team seeks to toughen chip controls over China, Bloomberg News reports
The Trump administration is planning to toughen semiconductor restrictions on China, continuing and expanding the Biden ...
devdiscourse20h
Wall Street on Edge as U.S. Plans Stricter Chip Export Controls to China
The U.S. stock market faces uncertainty due to potential stricter trade controls on chip exports to China. Nvidia's impending ...