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 MSN1h
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 ...
The Economist16h
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 ...
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 ...
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.
Why Nvidia Stock Continues to Plunge Ahead of Earnings
The catalyst for today's drop may be from investors thinking Nvidia's trend of exceeding sales forecasts may soon come to an end. That's because the Trump administration is reportedly seeking to ...
Nvidia's AI Empire Faces Its Toughest Battle
Nvidia anticipates $38.16B Q4 revenue, but AI demand slowdown, pricing pressures, and export restrictions are key. Click to ...
Kyodo News on MSN3h
Tokyo stocks drop on caution over US chip curbs, Nvidia earnings
Tokyo stocks dropped for the second straight day Wednesday as investors sold semiconductor-linked shares amid caution over ...