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UNBELIEVABLE: 34 - The Untold Story

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.

Barchart

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

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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

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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

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.

Barchart

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.

MarketBeat

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.

Barchart

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.

Barchart

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

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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.

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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…

Benzinga

Nvidia Holds Near Highs As AMD, Super Micro Disappoint

Nvidia (NASDAQ:NVDA) stock is trending on Wednesday as Advanced Micro Devices (NASDAQ:AMD) and Super Micro Computer (NASDAQ:SMCI) failed to impress the Street with their quarterly results on Tuesday.

Benzinga

China Warns Nvidia Over Tracking Tech—Are Semiconductor ETFs At Risk?

A new development in the U.S.-China chip impasse is causing ETF investors to re-evaluate exposure to top semiconductor stocks. China has imposed a red line in a meeting with Nvidia (NASDAQ:NVDA) executives, expressing concerns about U.S. proposals to install tracking technology in high-end chips. Though Beijing hasn’t issued a precise…

Benzinga

Nvidia AI Chips Worth $28 Million Illegally Shipped To China, Two Chinese Citizens Charged In California Smuggling Case

Two Chinese nationals in California have been charged with smuggling millions of dollars’ worth of Nvidia Corporation (NASDAQ:NVDA) AI chips to China in violation of U.S. export controls, the Department of Justice announced Tuesday.

Benzinga

Lisa Su Says AMD's AI Chip MI355 Taking On Nvidia's B200, GB200 Head-On As AI Customers Seek Scalable GPU Alternatives

On Tuesday, Advanced Micro Devices Inc. (NASDAQ:AMD) CEO Lisa Su said that the company's latest AI chip, the MI355, is ramping up production and gaining traction among customers seeking powerful and scalable alternatives to Nvidia Corporation's (NASDAQ:NVDA) high-end GPUs.

Benzinga

4 Stocks With Strong Earnings To Ride Out Market Volatility

Volatility returned to the markets in a significant way last week, as major indices posted their most substantial losses since April, following a mixed batch of earnings and a disappointing jobs report that included three months of downward revisions.

Benzinga

AMD Aims To Dethrone Nvidia In AI Race—Here's How

Nvidia Corp's (NASDAQ:NVDA) AI chip empire is built on H100s, which cost up to $40,000. It is the go-to for tech titans like Microsoft Corp (NASDAQ:MSFT) and Meta Platforms Inc (NASDAQ:META). But with supply shortages and U.S. export bans choking sales to China, startups and sovereign AI dreamers in India…

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Gabriel OsorioMazilli

From analysis to the latest developments in health,
read the most diverse news in one place.

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