Shares of leading designer of graphics chips Nvidia (NASDAQ:NVDA) jumped 4% in the afternoon session after Morgan Stanley reiterated its "overweight" rating on the stock, and a U.S. official confirmed the company has begun shipping its powerful H200 AI chips to China.
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Investors are celebrating a "transformational moment" for the digital infrastructure provider.

New York Governor Kathy Hochul signed an executive order to place a moratorium on the construction of new AI data centers. Yahoo Finance Technology Editor Dan Howley explains the details.
Nvidia Tightens AI Chip Sales. Here's Why Asia Is Feeling the Pressure
Neo-cloud providers face tougher compliance reviews and delays

Chinese large language model (LLM) developer DeepSeek is reportedly preparing for an IPO later this year or in 2027. Yahoo Finance Technology Editor Dan Howley outlines what we know so far.
Moby summary of Citigroup Inc.'s Q2 2026 earnings call
Moby summary of Wells Fargo & Company's Q2 2026 earnings call
We recently published Jim Cramer Discussed These 22 Stocks Including A Hidden Oil & Energy Play. NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks discussed by Jim Cramer. Even though the shares remain lackluster, Jim Cramer is refusing to give up on AI chip giant NVIDIA Corporation (NASDAQ:NVDA). The CNBC TV host continues to believe […]
South Korean memory chip giant SK Hynix has finally begun trading on a U.S. exchange.
The AI infrastructure build-out is projected to last through at least 2030.
The arrival of billions in outside institutional capital may be the strongest signal yet that the commercial space industry is entering a new phase.
Ur-Energy got the buy rating today, but Uranium Energy stock deserves it more.
Microsoft's sell-off doesn't make a lot of sense.
Inflation cooled faster than expected in June, but Fed Chair Kevin Warsh isn't ready to declare victory.
The leading AI labs face a severe compute shortage, and custom silicon could help solve it.
Nvidia (NVDA) stock has struggled to keep pace with the broader semiconductor rally this year, but Morgan Stanley just says the AI chip giant remains one of its favorite names. Shares of Nvidia fell 3.5% on Monday as investors continued to question whether the chipmaker can sustain its growth. ...
Rushing into that stage of life could come back to bite you.
Astera Labs, Inc. (NASDAQ:ALAB) is among the Best AI Stocks. On June 29, UBS raised its price target on Astera Labs, Inc. (NASDAQ:ALAB) to $400 from $205. The firm maintained a Neutral rating on the stock. Earlier, on June 3, Astera Labs, Inc. (NASDAQ:ALAB) announced an expansion of its Taiwan operations and Cloud-Scale Interop Lab. It […]
Could SpaceX really double from here? The answer will depend more on how its satellite internet service fares than on the trajectory of its rocket launch business.
Every good party has one guest who starts eyeing the door while the music is still loud. They are not trying to spoil anything. They have just seen how these nights tend to end. Wall Street has its own version of that guest, and right now the speakers are cranked. The S&P 500 keeps closing at ...
The nuclear technology company surged in 2025 but has tumbled in the first half of 2026.
IBM's preliminary Q2 earnings are a major disappointment.
SK Hynix just hit a milestone with NVIDIA that sent Korean memory stocks into a frenzy, and the leveraged ETF riding that trade is staging one of the sharpest single-day reversals in the sector this year.
Today’s S&P 500 gains wouldn’t suggest it, but most of the index’s components are actually in the red. The S&P 500 is up 0.4% while the Equal Weight S&P 500 is moving in the other direction, down 0.3%. Nearly two-thirds of names in the S&P 500 were down despite session gains, signaling that stocks on the rise are doing the heavy lifting, offsetting the larger group of laggards and then some.