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U.S. to close loophole allowing advanced chips to Chinese firms, Reuters says
TipRanks86d agoneutral
U.S. to close loophole allowing advanced chips to Chinese firms, Reuters says

The U.S. Department of Commerce has moved to close a potential loophole it created that may have allowed companies to export Nvidia’s (NVDA) Rubin and Blackwell processors as well as AMD‘s (AMD) MI350 to Chinese entities located outside of China, Karen Freifeld of Reuters reports. This guidance suggests these AI chips may have been making their way to the subsidiaries of Chinese AI firms for almost a year.Claim 55% Off TipRanksUnlock trusted, data-backed investing tools with TipRanks Premium, fr

Uber and Autobrains target Munich for robotaxi rollout
Reuters86d agoneutral
Uber and Autobrains target Munich for robotaxi rollout

Uber and Israel-based Autobrains said on Monday ‌they plan to launch ‌a robotaxi programme in Munich in collaboration with ​U.S. chipmaker Nvidia, marking a push to scale autonomous ride-hailing in Europe. The companies said they aim to ‌combine Uber's ⁠mobility network with Autobrains' "agentic AI" driving system, running on ⁠Nvidia's Drive Hyperion platform, with Munich set to serve as the ​first deployment ​city, pending ​regulatory approval. They said ‌the programme is designed to move robotaxi services beyond isolated pilots by creating an "OEM-agnostic" model that can operate across multiple vehicle platforms and ‌urban markets.

AVGO vs. SMCI: Analysts See Upside in One AI Stock, but 24% Downside in the Other
TipRanks86d agoneutral
AVGO vs. SMCI: Analysts See Upside in One AI Stock, but 24% Downside in the Other

Broadcom (AVGO) and Super Micro Computer (SMCI) have both been major beneficiaries of the AI boom, though they play very different roles in the market. Broadcom has benefited from rising demand for AI chips and networking products used in large data centers, while Super Micro has seen strong demand for its AI servers. However, according to the TipRanks comparison tool, Wall Street is currently far more bullish on Broadcom ahead of its June 3 earnings report. The average analyst price target impl

Bloomberg86d agoneutral
Nvidia Says Anthropic, OpenAI Among Users of New Vera Chip

(Bloomberg) -- Nvidia Corp. said Anthropic PBC, OpenAI and SpaceX are among the first big users of its upcoming microprocessor, securing key customers for its latest attempt to expand an already extensive footprint in AI data centers.Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedStrait of Hormuz Ship Transits Are Rising Thanks to US HelpBerkshire Hathaway to Buy Taylor Morrison for $6.8 BillionAmericans Injured in Iranian Missile Strike on Kuwaiti Air Base

Bloomberg86d agoneutral
Nvidia Enters Windows Laptop Market, Taking On Intel and AMD

(Bloomberg) -- Nvidia Corp. is entering the PC market with a new chip aimed at loosening the stranglehold of Intel Corp. technology in that arena and modernizing the machines for the AI era.Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedStrait of Hormuz Ship Transits Are Rising Thanks to US HelpBerkshire Hathaway to Buy Taylor Morrison for $6.8 BillionAmericans Injured in Iranian Missile Strike on Kuwaiti Air BaseAmericans Hurt in Kuwait as Trump Sends Mixe

Bloomberg86d agoneutral
Nvidia Enters Windows Laptop Market, Taking On Intel and AMD

(Bloomberg) -- Nvidia Corp. is entering the PC market with a new chip aimed at loosening the stranglehold of Intel Corp. technology in that arena and modernizing the machines for the AI era.Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedStrait of Hormuz Ship Transits Are Rising Thanks to US HelpBerkshire Hathaway to Buy Taylor Morrison for $6.8 BillionAmericans Injured in Iranian Missile Strike on Kuwaiti Air BaseAmericans Hurt in Kuwait as Trump Sends Mixe

Boost Run (BRUN) Soars 42% in Shortened Trading Week Thanks to This Deal
Insider Monkey86d agobullish
Boost Run (BRUN) Soars 42% in Shortened Trading Week Thanks to This Deal

Boost Run Inc. (NASDAQ:BRUN) is one of the 10 Stocks With Effortless 38-78% Gains. Boost Run climbed by 41.7 percent week-on-week, as investors increased their exposure to its stock after successfully clinching a new $472-million rental deal with Thinking Machines Lab. In a regulatory filing earlier in the week, Boost Run Inc. (NASDAQ:BRUN) said that […]

Assessing Corsair Gaming (CRSR) Valuation After Its Expanded Push Into AI Workstations And Stream Deck AI Integration
Simply Wall St.86d agoneutral
Assessing Corsair Gaming (CRSR) Valuation After Its Expanded Push Into AI Workstations And Stream Deck AI Integration

Corsair Gaming (CRSR) has drawn fresh attention after its Elgato brand added Model Context Protocol support to Stream Deck. This update allows AI assistants like NVIDIA G Assist to trigger actions across users' PCs through configurable hardware keys. See our latest analysis for Corsair Gaming. The recent AI announcements appear to sit alongside strong momentum in the stock, with a 30 day share price return of 74.43% and a 1 year total shareholder return of 38.11%, even though the 3 and 5 year...

Samsung, LG shares rally ahead of Nvidia CEO meetings with Korean executives
Reuters86d agobullish
Samsung, LG shares rally ahead of Nvidia CEO meetings with Korean executives

Shares in Samsung Electronics, LG Electronics and other South Korean tech firms rallied on Monday, as expected meetings between ‌Nvidia CEO Jensen Huang and Korean executives boosted hopes of tie-ups ‌in AI and robotics. Chipmaker Samsung Electronics was also buoyed by data that South Korea's semiconductor exports ​surged to a record high in June on the AI boom, helping the country's total exports post their biggest rise in over four decades. Huang is expected to visit South Korea later this week and meet LG Group Chairman Koo Kwang-mo and ‌other Korean executives, a person ⁠with knowledge of the matter said.