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BIZARRE: 34 - You Need To See This

“This isn’t Pets.com” — NVIDIA CEO says the AI boom is built on real demand

It's easy to draw comparisons between the dotcom bubble and crash and the current AI boom that's sucking up billions of dollars of investments. Is there a chance it could pop? Sure, but NVIDIA's CEO doesn't think so.

Windows Central

Samsung Returns To Nvidia Supply Chain After 19 Months

On Thursday, Nvidia (NASDAQ:NVDA) approved Samsung Electronics' (OTC:SSNLF) fifth-generation HBM3E memory for its GB300 artificial intelligence accelerator.

Benzinga

China Targets Nvidia's H20, RTX Pro 6000D Chips In Customs Crackdown As It Pushes To Cut Reliance On US Technology: Report

China has reportedly launched a sweeping customs crackdown on Nvidia Corporation's (NASDAQ:NVDA) AI chips.

Benzinga

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Nvidia Stock 'Born To Run': Analyst Channels Bruce Springsteen With $300 Price Target

NVIDIA Corporation (NASDAQ:NVDA) stock hit new all-time highs on Thursday with the company landing a new artificial intelligence deal with the United Arab Emirates. An Nvidia analyst sees the stock continuing to trade higher in the next 12 months as a leader in the AI sector.

Benzinga

Nvidia Just Invested in xAI. Should You Buy, Sell, or Hold NVDA Stock?

Nvidia’s xAI investment extends its AI dominance, yet its sky-high valuation tests investors' nerves.

Barchart

As AI Demand Rises ‘Substantially,” CEO Jensen Huang Wants You to Keep Buying Nvidia Stock

The CEO of the most valuable company in the world sees no let-up in demand.

Barchart

Nvidia CEO Is Surprised by AMD’s OpenAI Equity Move: What’s in Store for NVDA Stock?

The market is speculating about Nvidia CEO’s blunt reaction to the AMD-OpenAI deal and Nvidia is in the spotlight again.

Barchart

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Nvidia Gains As US Greenlights Major AI Deal With UAE

Nvidia (NASDAQ:NVDA) stock gained on Thursday after Washington approved billions of dollars in Nvidia chip exports to the United Arab Emirates (U.A.E.).

Benzinga

Elon Musk's Tesla Robot Masters Kung Fu Without Human Control — Jim Cramer Says Nvidia Tech Made It Possible

Tesla Inc. (NASDAQ:TSLA) CEO Elon Musk unveiled a new milestone in robotics over the weekend — sharing a video of the company's humanoid robot, Optimus, performing Kung Fu entirely without human control — a feat Jim Cramer said was made possible by Nvidia Corporation's (NASDAQ:NVDA) advanced AI technology.

Benzinga

Nvidia CEO Jensen Huang Says He's 'Surprised' AMD Would Give Away 10% Of The Company In Its Deal With OpenAI: 'It's Clever, I Guess'

On Wednesday, Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang weighed in on Advanced Micro Devices, Inc.'s (NASDAQ:AMD) partnership with OpenAI, calling the move "imaginative" but "surprising."

Benzinga

Jensen Huang Wishes Nvidia Gave Elon Musk More Money For xAI: 'Want To Be Part Of' Everything He Does

NVIDIA Corp (NASDAQ:NVDA) CEO Jensen Huang had praise for billionaire Elon Musk when asked about an investment in xAI on Wednesday.

Benzinga

S&P 500 Hits New Highs as Rally Resumes: Stock Market Today

Tech stocks were the biggest gainers on Wall Street today, with Nvidia and Dell making notable moves.

Kiplinger

Is there an AI bubble? Financial institutions sound a warning

Financial institutions are raising concerns about a potential AI investment bubble

The Independent UK

Jensen Huang shrugs off Trump’s $100K visa fee, says Nvidia will foot the potential $147 million bill anyway: ‘Legal immigration remains essential’

Huang said the “miracle of Nvidia” wouldn’t be possible without immigration.

Fortune

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inkl

Nvidia Invests $5B in Intel: A Strategic Bet to Reshape the CPU-GPU Market

On September 18, the tech market was abuzz with historic news: Nvidia announced a $5 billion investment in Intel. Furthermore, the companies announced the start of joint development of x86-compatible processors.

Benzinga

Jensen Huang Drops Bombshell Warning: Nvidia's Guidance Assumes 'China Zero' — Says US Could 'Hurt American Companies Worse' With Total Tech Ban

Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang stated in a recent interview with CNBC’s Jim Cramer that the AI chip giant's financial guidance already accounts for zero revenue from China.

Benzinga

Jim Cramer Recalls First Betting On Nvidia In 2009 — Says Jensen Huang Was '20 Years Ahead' Of His Time As Stock Soars Over 1,244% In Past 5 Years

On Tuesday, Jim Cramer reflected on his early conviction in Nvidia Corp. (NASDAQ:NVDA), calling CEO Jensen Huang one of the most visionary leaders in tech history as the chipmaker's meteoric rise continues.

Benzinga

Nvidia's Jensen Huang Downplays AMD Rivalry, Says 'We're Very Different Companies' Following Partnership With OpenAI

Chipmaker NVIDIA Corp.’s (NASDAQ:NVDA) CEO, Jensen Huang, shrugged off concerns regarding competition from Advanced Micro Devices Inc. (NASDAQ:AMD), following the latter’s recent partnership with ChatGPT-parent OpenAI.

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Benzinga

Nvidia To Reportedly Cover Trump's $100,000 H1-B Visa Fee For New Hires, Says CEO: 'Not...Possible Without Immigration'

Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang has reportedly assured employees that the company will continue sponsoring H-1B visas, despite President Donald Trump‘s recent executive order to impose a $100,000 fee on new applications.

Benzinga

Nvidia CEO Jensen Huang Says Intel Spent 33 Years 'Trying To Kill Us' But Now Calls The Chip Rival A Partner: 'We're Lovers, Not Fighters'

On Monday, Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang said longtime rival Intel Corp. (NASDAQ:INTC) spent more than three decades "trying to kill" his company — but the two chipmakers have now become partners in a $5 billion alliance.

Benzinga

Nvidia Reportedly Bets $2 Billion On Elon Musk's xAI — And Its Own GPUs Will Fuel 'Colossus 2' Gigawatt-Scale AI Supercluster

Jensen Huang-led Nvidia Corporation (NASDAQ:NVDA) is reportedly investing as much as $2 billion in Elon Musk's AI company and Grok-parent xAI.

Fortune

75% of gains, 80% of profits, 90% of capex—AI’s grip on the S&P is total and Morgan Stanley's top analyst is 'very concerned'

The long bull market since 2022 is a "one-note narrative" since the explosion of ChatGPT, according to Lisa Shalett, CIO of Morgan Stanley Wealth Management.

Benzinga

Nvidia's Sky-High AI Ambitions Under Fire: Goldman Sachs Flags 'Circular Revenue' Risk As Wall Street Questions 'Jensen's Math'

Goldman Sachs has issued a warning regarding potential “circular revenue” for Nvidia Corp. (NASDAQ:NVDA) stemming from its strategic investments and partnerships, even as the investment bank raised its price target for the semiconductor giant.

International Business Times

China's Chip Challenge: The Race To Match US Tech

China's push to develop top-end artificial intelligence microchips is gaining momentum, but analysts say it will struggle to match the technical might of US powerhouse Nvidia within the current decade.

Fortune

MasterClass founder says CEOs who are not using AI daily are only 80% as good as their peers—he’s saved an entire day of work thanks to a custom GPT

While some CEOs fear AI will replace them, David Rogier built an AI clone of himself—and says it's made him more essential, not less.

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