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EXPLAINED: 33 | Vintage Vibes

DeepSeek's Latest AI Model Delayed After Huawei Chips Fail Amid China's Push To Reduce Reliance On US Companies Like Nvidia: Report

The Chinese AI start-up DeepSeek has reportedly postponed the launch of its new model after technical issues with Huawei Technologies’ chips forced a reliance on U.S.-made Nvidia Corp.'s (NASDAQ:NVDA) processors.

Benzinga

Hedge Fund Elliott Management's Q2 Moves Include Positions Tied To S&P 500, Nasdaq, Nvidia (CORRECTED)

Editor's Note: This article has been updated to clarify language around options holdings

Benzinga

Semiconductor Stocks Stay In Focus As Massive AI Spending, and China Deal Fuel Growth Hopes

Semiconductor stocks Nvidia (NASDAQ:NVDA), Advanced Micro Devices (NASDAQ:AMD), Broadcom (NASDAQ:AVGO), Arm Holdings (NASDAQ:ARM), Marvell Technology (NASDAQ:MRVL), Taiwan Semiconductor Manufacturing (NYSE:TSM), Intel (NASDAQ:INTC), Micron Technology (NASDAQ:MU), Qualcomm (NASDAQ:QCOM), and Super Micro Computer (NASDAQ:SMCI) are trending on Thursday.

Benzinga

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Sure, Nvidia’s (NVDA) Hot But Bargain-Hunting Investors Should Consider This Overlooked Semiconductor Name

Wall Street is much like counting cards in blackjack and NVDA stock isn’t always going to give you a strong hand. Instead, tech investors may look into this under-the-radar play.

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Scott Bessent Says Nvidia-AMD China Revenue Deal Could Serve As 'Model' For Other Industries

Treasury Secretary Scott Bessent has praised the 15% revenue-sharing agreement between the U.S. government and chip giants Nvidia Corp. (NASDAQ:NVDA) and Advanced Micro Devices Inc. (NASDAQ:AMD).

Benzinga

Perplexity CEO Responds After User Says AI Tool Finished 2-Hour, 100-Question Exam In 13 Minutes With Near-Perfect Score

Perplexity AI, whose backers include Amazon.com, Inc. (NASDAQ:AMZN) founder Jeff Bezos and chipmaker Nvidia Corporation (NASDAQ:NVDA), has found itself in a bit of a pickle after a user said that its tool, Comet, aced a 100-question certification exam for them in just 13 minutes.

Benzinga

Nvidia Is the ‘Most Efficient’ Magnificent 7 Stock. Is NVDA Still a Buy Here?

Nvidia leads the “Magnificent 7” in operational efficiency, boasting a near-60% operating margin and reinforcing its dominance in high-margin AI and semiconductor markets.

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5 Overlooked Stocks That Are Soaring Even More Than AI

The market seems to be getting crowded at the top lately. If you aren't investing in artificial intelligence or AI-related companies, you might feel like you're getting left behind. AI hyperscalers, such as Meta Platforms (NASDAQ:META), Microsoft (NASDAQ:MSFT), and NVIDIA (NASDAQ:NVDA), have dominated headlines for most of the last two years, and their stocks have rewarded…

Benzinga

Nvidia Vs. AMD: Who Gets Hit Harder By The 15% China Revenue Tax?

NVIDIA Corp (NASDAQ:NVDA) and Advanced Micro Devices Inc (NASDAQ:AMD) recently agreed to pay the U.S. government 15% of their AI chip revenue from China — a groundbreaking arrangement driven by export license conditions. But not all chipmakers are equally exposed.

Benzinga

Intel's White House Advantage: The Only Chip Giant Not Paying The China Tax

While Nvidia Corp. (NASDAQ:NVDA) and Advanced Micro Devices Inc. (NASDAQ:AMD) face a new government-imposed 15% revenue cut on AI chip sales to China, Intel is notably absent from this "China tax" club. That absence isn't luck—it's the result of Intel Corp. (NASDAQ:INTC) CEO Lip-Bu Tan's upcoming White House meeting, which…

Benzinga

Beijing Asks Alibaba, ByteDance Why They Need Nvidia H20 Chips Instead Of Local Alternatives

Beijing is pressuring major Chinese tech companies, including Alibaba Group (NYSE:BABA) and ByteDance, to justify their purchases of Nvidia's (NASDAQ:NVDA) H20 artificial intelligence chips instead of opting for domestic alternatives.

Benzinga

China Raises Security Red Flags Over Nvidia's H20 Chips As Trump Pushes For 15% Revenue Share: Report

China has reportedly raised security concerns about Nvidia Corp.’s (NASDAQ:NVDA) H20 chips, especially regarding potential backdoor risks, while the U.S. government, spearheaded by Donald Trump, pushes for a 15% revenue share from sales to China as part of its deal with the chipmaker.

Benzinga

Trump Open To Scaled-Down Nvidia Blackwell AI Chip For China: Jensen Huang Is 'Coming To See Me Again About That'

U.S. President Donald Trump has expressed openness to Nvidia Corporation's (NASDAQ:NVDA) proposal to sell a downgraded version of its next-generation Blackwell AI chip to China, with performance reductions of up to 50%, despite concerns over national security.

Benzinga

Nvidia Nears 52-Week High As AI Frenzy, China Chip Export Deal Drive Momentum

Nvidia Corp. (NASDAQ:NVDA) traded Monday just shy of its 52-week high of $183.88, driven by ongoing artificial intelligence optimism and a major resolution in its China chip export dispute.

Benzinga

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How Should You Play NVDA Stock as Nvidia Agrees to China Chip Revenue Deal?

The U.S. government agreed to issue export licenses in exchange for 15% of Nvidia’s H20 sales to China. Wells Fargo says NVDA shares could rally to $220 on the back of this deal.

MarketBeat

Invest in AI and Energy Infrastructure With These 5 ETFs

AI and electrification are interlinked megatrends, with AI driving power demand and energy infrastructure enabling AI’s expansion.

Barchart

Options Traders Price in Volatile Nvidia Earnings Reaction After U.S. Government Deal on AI Chips

NVDA and AMD are in focus this morning after an unusual revenue-sharing deal with the U.S. government on AI chip sales to China.

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Are Wall Street Analysts Bullish on NVIDIA Stock?

NVIDIA has considerably outperformed the broader market over the past year, and analysts are highly optimistic about the stock’s prospects.

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Benzinga

Peter Schiff, The Kobeissi Letter Warn Of 'Federal Shakedown' Over Nvidia, AMD's 15% China Chip Revenue Deal With Trump Administration

Economist Peter Schiff and capital markets commentator The Kobeissi Letter have sharply criticized Nvidia Corp.'s (NASDAQ:NVDA) and Advanced Micro Devices, Inc.'s (NASDAQ:AMD) agreement to pay 15% of their China chip revenues to the U.S. government, calling it a “federal shakedown.”

Benzinga

Nvidia's H20 Chips Under Fire In China Over Security Fears As US Export Deal Sparks Backlash: Report

Nvidia Corporation's (NASDAQ:NVDA) H20 artificial intelligence chips are facing mounting security concerns in China, with state media and regulators raising alarms about potential backdoor risks while the U.S. government secures revenue-sharing deals with the chipmaker for export licenses.

Benzinga

Nvidia Says There Are No 'Backdoors' In Its Chips As Beijing Demands Answers: 'No Kill Switches, No Spyware'

Nvidia Corp. (NASDAQ:NVDA) issued a forceful denial days after China's cyberspace regulator summoned the company over alleged "tracking and positioning" risks in H20 AI chips newly cleared for some exports, calling hidden controls nonexistent and dangerous.

Benzinga

Nvidia And AMD Reportedly Agree To Pay 15% Of China Chip Revenues To Trump Administration For Export Licenses: 'Beijing Must Be Gloating'

Nvidia Corporation (NASDAQ:NVDA) and Advanced Micro Devices, Inc. (NASDAQ:AMD) have reportedly agreed to pay 15% of their China chip sales revenues to the U.S. government as part of their deal for export licenses.

MarketBeat

MarketBeat Week in Review – 08/04 - 08/08

Stocks were higher for the week as investors overlooked tariff uncertainty, but the bulls may get tested by next week's data on inflation and retail sales

Benzinga

Nvidia's $8 Billion Loss May Be Averted As US Approves H20 Chip Exports To China Amid Trad Tensions: Report

Nvidia Corporation's (NASDAQ:NVDA) plans to ship its H20 artificial intelligence chips to China have received a significant boost, as the U.S. Commerce Department has reportedly granted the company licenses to resume exports, potentially preventing an $8 billion loss.

Benzinga

Nvidia, Broadcom Lead Semiconductor Surge As AI Demand, Tariff Relief And Big Tech Investments Fuel Momentum

Semiconductor stocks Nvidia (NASDAQ:NVDA), Advanced Micro Devices (NASDAQ:AMD), Broadcom (NASDAQ:AVGO), Marvell Technology (NASDAQ:MRVL), Arm Holdings (NASDAQ:ARM), Micron Technology (NASDAQ:MU), Qualcomm (NASDAQ:QCOM), and Super Micro Computer (NASDAQ:SMCI) continue to trend amid an exciting week that included the quarterly results of AMD, Super Micro, and Apple (NASDAQ:AAPL), boosting its U.S. investment and…

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