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BIZARRE: 25 - You Need To See This

Consumer Tech News (Nov 3-7): Trump Blocks Nvidia Blackwell AI Chip Exports, China Bans Foreign AI Chips In Data Centers & More

President Donald Trump has declared that Nvidia's (NASDAQ:NVDA) advanced Blackwell AI chip will not be available for "other people." This decision comes amid concerns about the potential sale of a scaled-down version to China.

Benzinga

Nvidia Looks 22% Undervalued Here Based on Projected FCF Margins - $230 Price Target

Nvidia stock looks at least 22% too cheap here, based on its strong FCF margins (i.e., with a 39% FCF TTM margin) and using a 2.0% FCF yield valuation metric. Put premiums are high, making shorting out-of-the-money puts attractive.

Barchart

The Good, The Bad, And The Ugly Of The AI Capex Race

Silicon Valley is investing heavily in artificial intelligence like never before. The Magnificent Seven—Apple(NASDAQ:AAPL), Microsoft(NASDAQ:MSFT), Alphabet (NASDAQ:GOOG), Amazon (NASDAQ:AMZN), Meta (NASDAQ:META), Nvidia (NASDAQ:NVDA), and Tesla (NASDAQ:TSLA)—are expected to spend close to $400 billion this year on AI infrastructure.

Benzinga

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Nvidia CEO Jensen Huang Hails TSMC Wafer Backing Amid 'Very Strong' Demand For Blackwell Chips After Trump Bars Sales To 'Other People'

Nvidia Corp (NASDAQ:NVDA) CEO Jensen Huang praised longtime partner Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) on Saturday, for its critical role in supporting the company's surging Blackwell AI chip production. This comes after U.S. President Donald Trump moved to restrict sales of the advanced processors abroad.

Benzinga

‘China Is Going to Win the AI Race,’ Jensen Huang Warns. What Does That Mean for NVDA Stock?

The Nvidia CEO reckons that China can steal a march over the U.S. in the most crucial tech race of this era.

Barchart

Nvidia Stock 2026 Prediction: Can NVDA’s Gravity-Defying Rally Continue?

Nvidia stock is set to deliver strong returns for the third consecutive year. It should continue its rally into 2026 as well, though the intensity might not be as fierce as we have seen since 2023.

Barchart

Jensen Huang Says Nvidia Has No Immediate Plans To Sell Blackwell Chips To China, Clarifies Comments On China Winning AI Race

NVIDIA Corp. (NASDAQ:NVDA) CEO Jensen Huang has said that the company has no immediate plans to sell its cutting-edge Blackwell chips to China.

Benzinga

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Trump Administration Plans To Bar Nvidia From Selling Modified AI Chips To China Just Days After Jensen Huang Said Beijing Will Win AI Race: Report

The Donald Trump administration has reportedly decided to block Nvidia Corp.'s (NASDAQ:NVDA) sale of its latest scaled-down AI chip to China, tightening export restrictions just days after CEO Jensen Huang warned that Beijing could surpass the U.S. in the global artificial intelligence race.

Benzinga

Gene Munster Says Elon Musk Has Talked About Moving Away From Nvidia Before, But It's 'Proven Extremely Hard To Do' As Tesla Doubles Down On AI5 Chip

Tesla Inc. (NASDAQ:TSLA) CEO Elon Musk is ramping up efforts to build an in-house artificial intelligence chip, the AI5, but Gene Munster warns that moving away from Nvidia Corp. (NASDAQ:NVDA) has proven far more difficult than Musk's ambitious projections suggest.

Benzinga

Jensen Huang's Nvidia Drops Up To $1B On Poolside — This Ex-GitHub Exec's AI Powerhouse Just Quadrupled Its Worth Overnight

Nvidia (NASDAQ:NVDA) is preparing to write a check for up to $1 billion to Poolside, an AI startup that has managed to quadruple its valuation in just 12 months, according to Bloomberg.

Benzinga

260,000 Reasons to Buy Nvidia Stock Now

Nvidia’s 260,000-chip deal with South Korea just gave investors another solid reason to double down on the AI chip giant.

Barchart

Jensen Huang Warns China Will Win The AI Race Days After Donald Trump Said US Won't Let 'Anybody' Have Nvidia's Most Advanced Chips

On Wednesday, Nvidia Corporation (NASDAQ:NVDA) CEO Jensen Huang warned that China is poised to surpass the U.S. in artificial intelligence development, citing cheaper energy and looser regulations that give Beijing an edge.

Benzinga

Jensen Huang Once Said He Would Have Followed Mark Zuckerberg's Playbook For A 'Head Start' In Life If He'd Known Success Would Take So Long

At SIGGRAPH 2024, Nvidia Corporation (NASDAQ:NVDA) CEO Jensen Huang shared a humorous insight into the long road to success, joking that he might have followed Meta Platforms, Inc. (NASDAQ:META) CEO Mark Zuckerberg's early college-dropout approach if he had known how long building a tech empire would take.

Benzinga

Nvidia Could Be the First Company to Reach $8.5 Trillion. Should You Buy NVDA Stock Here?

Loop Capital analyst Ananda Baruah sees the chip major's stock reaching $350.

Barchart

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Barchart

Michael Burry Is Betting Against Nvidia Stock. Should You?

Nvidia shares inched lower on Tuesday as a filling confirmed Michael Burry is betting against them. Here’s why NVDA stock still remains a great long-term holding.

Benzinga

Nvidia, Qualcomm Join $850 Million Push Backing India's Deep-Tech Startups

Nvidia Corp (NASDAQ:NVDA) and Qualcomm‘s (NASDAQ:QCOM) investment arm joined Indian and U.S. investors backing the South Asian country’s deep-tech startups, as the India Deep Tech Alliance (IDTA) expands with new members and fresh capital commitments exceeding $850 million.

Barchart

Ahead of a ‘Beat and Raise’ Quarter, Should You Buy Nvidia Stock?

Wall Street bets on another Nvidia blowout, but rich valuations mean even a small miss could spark a sharp pullback.

Benzinga

China's Bold Move To Boost AI Competition - Cut Energy Costs for Homegrown Tech

Artificial intelligence chip companies including Nvidia Corp (NASDAQ:NVDA), Broadcom Inc (NASDAQ:AVGO), Marvell Technology Inc (NASDAQ:MRVL), Advanced Micro Devices Inc (NASDAQ:AMD), Taiwan Semiconductor Manufacturing Company Ltd (NYSE:TSM), Micron Technology Inc (NASDAQ:MU), Arm Holdings plc (NASDAQ:ARM), Intel Corp (NASDAQ:INTC) were under pressure on Tuesday.

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Benzinga

Michael Burry Warns AI Boom Is Repeat Of 2000's Dot-Com Bust After Revealing $1 Billion Bearish Bet On PLTR, NVDA

Famed investor Michael Burry, known for his “Big Short” bet against the 2008 housing market, has issued a stark warning that the current AI boom is a speculative bubble mirroring the 2000 dot-com bust.

Benzinga

Jim Cramer Says Trump Has Not 'Banned' Nvidia From China: President's Comments Leave A 'Lot Of Latitude' For The Tech Giant And Beijing

On Monday, Jim Cramer weighed in on President Donald Trump's latest comments about restricting high-end AI chip exports to China, saying the policy still leaves Nvidia Corporation (NASDAQ:NVDA) with "a lot of latitude" to operate — and does not amount to a full ban.

Benzinga

9 'Second-Level' AI Trades To Consider Buying Now

Everyone knows the story: artificial intelligence (AI) is the next big thing. Headlines focus on Nvidia (NASDAQ:NVDA) , Microsoft (NASDAQ:MSFT), and the handful of giants building the chips and software that power machine learning.

Benzinga

Nvidia Rallies As Microsoft Expands AI Infrastructure In Middle East With US Backing

Nvidia Corp (NASDAQ:NVDA) shares are trading higher after the U.S. reportedly approved Microsoft Corp (NASDAQ:MSFT) to ship the U.S. chip designer’s artificial intelligence chips for use in the United Arab Emirates (UAE).

Benzinga

Nvidia To Rally Around 73%? Here Are 10 Top Analyst Forecasts For Monday

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.

Benzinga

Trump Says Will 'Not Let Anybody Have' Nvidia Chips—But Satya Nadella Reveals MSFT's Chips Are Lying In 'Inventory' Due To Power Shortage

Even as President Donald Trump said that the U.S. won’t share Nvidia Corp.‘s (NASDAQ:NVDA) “advanced” chips with China, Microsoft Corp. (NASDAQ:MSFT) CEO Satya Nadella has revealed that the primary bottleneck for AI growth is no longer the supply of GPUs but a lack of power and data center infrastructure.

Benzinga

Trump Declares Nvidia Blackwell AI Chip Will Not Be Available For 'Other People': President Says Tech Is Decades Ahead Of Competition

President Donald Trump has declared that Nvidia’s (NASDAQ:NVDA) advanced Blackwell AI chip will not be available for “other people.” This decision comes amid concerns about the potential sale of a scaled-down version to China.

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