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WASHINGTON, July 14 (Reuters) - A top U.S. official told Congress on Tuesday that "very few" Nvidia H200 chips to date have been shipped to China or Hong Kong.
Jim Cramer pinpointed a single market variable that could either unlock NVIDIA's next surge or keep the stock in check, and it has nothing to do with earnings or tariffs.
Tesla is sitting 10% below where it started the year, but the options market and a rapidly changing cost structure tell a very different story about what happens after July 22.
July 14 (Reuters) - AI startup Reflection said on Tuesday it has signed a more than $1 billion deal to secure computing capacity from Nebius, including access to Nvidia's latest chips.
Main Street Capital's combined dividend payments current exceeds its quarterly distributable net investment income.
US stock futures traded mixed on Tuesday as investors weighed renewed geopolitical tensions between the United States and Iran ahead of a week packed with major earnings releases, key inflation data and fresh signals from the Federal Reserve. Markets are preparing for the unofficial start of the second-quarter earnings season with results from the largest US banks, while the latest Consumer Price Index (CPI) report and testimony from Federal Reserve Chair Kevin Warsh are expected to influence ex
Investing.com - U.S. stock futures were mixed on Tueday as renewed tensions between the United States and Iran kept investors on edge ahead of a pivotal week for markets.
An expected decline in headline inflation for June doesn't tell the full story.
ASML, the biggest supplier of equipment used to manufacture AI chips, reports quarterly earnings on Wednesday looking to justify its chunky valuation and demonstrate how it will contend with U.S. moves to block exports to China. Clouding the outlook, however, is a proposed U.S. law requiring U.S. allies to align with export controls to curb China's ability to make advanced chips, with ASML named in the legislation. The company has denied selling its most advanced EUV tools to China, which is forecast to account for up to 20% of ASML's sales this year through legal purchases of less-advanced DUV tools to make chips for automotive, industrial and electronic products.
The space company is bulking up with a company that just signed a major deal with NASA.
SEOUL, July 14 (Reuters) - South Korea's ruling party is seeking to make it easier for chipmaker SK Hynix to set up ventures to build factories with outside investors — a move that follows a
Nvidia has more than halved the number of Asian customers authorized to buy its AI chips after creating a new "white list" of companies that have passed tougher compliance checks aimed at preventing the products from reaching China, the Financial Times reported on Monday. Nvidia did not immediately respond to a Reuters request for comment outside regular business hours. Under a renewed review, over half of Nvidia's previous customers, especially neo-cloud providers, were excluded, the report said, adding that companies that failed the initial review could make changes and reapply.
TSMC, the world's largest manufacturer of advanced AI chips, will likely notch a fifth consecutive quarter of record earnings, driven by booming AI infrastructure spending. Analysts say demand for Taiwan Semiconductor Manufacturing Co's (TSMC) 3-nanometre and 2-nanometre process technologies for AI chips, as well as for its advanced chip packaging technology, CoWoS, remains strong. Its market capitalisation is now nearly double that of South Korean rival Samsung Electronics at around $1.97 trillion.
Almost every advanced AI chip on the planet is built in one place. Nvidia's Blackwell processors, Apple's silicon, custom accelerators for Meta and AMD — they all run through the same foundry in Taiwan. That foundry is Taiwan Semiconductor Manufacturing Company (TSM). TSMC is set to ...
Q2 bank earnings kick off Tuesday with the biggest names on Wall Street reporting at once, and one senior analyst thinks the results could shock even the optimists. But his most interesting call has nothing to do with JPMorgan or Goldman.
It's pushing into an adjacent market that's quite promising.
AppLovin is cratering 12% on Monday with no company-specific news to blame, leaving investors to wonder whether the selloff signals real trouble or just a high-beta name taking the brunt of a cooling AI trade.
ADR profit-taking, earnings concerns and foreign selling trigger a sharp Korean chip stock selloff.
According to a report by The Information, the company is said to be specifically looking at "neocloud" providers to increase the adoption of its custom TPUs, including Nvidia-backed Nscale.
The market expects the fed funds rate to be higher before this year comes to a close.
This consumer-facing company has increased its net sales annually for more than three decades.
Jerome Powell's successor vowed to get the Fed "out of the fiscal business" -- but that's not happened.
Nearly three-quarters of last quarter's earnings came from a one-time tariff refund. Strip it out, and the picture gets more interesting.
TSMC, the world's largest contract chipmaker, reported on Monday second-quarter revenue of 1.27 trillion Taiwan dollars ($39.63 billion), beating market expectations and rising 36% from a year earlier on surging interest in artificial intelligence applications. An LSEG SmartEstimate, drawn from 20 analysts, had expected revenue in the April-to-June quarter of 1.264 trillion Taiwan dollars. Taiwan Semiconductor Manufacturing Co (TSMC) is a major supplier to companies including Nvidia and Apple.
Wall Street is sending a message to tech companies engaged in a historic borrowing spree to fund investments in artificial-intelligence infrastructure: for pity’s sake, please slow down. Over the past several weeks, the investment-grade corporate bond market has struggled to absorb a combined $75 billion of bond issuance from Nvidia SpaceX and Amazon.com That marks a shift from earlier in the year, when investors were generally happy to hand money to so-called AI hyperscalers by any possible means. While Nvidia and SpaceX were able to borrow at reasonably low interest rates, their newly issued bonds quickly slumped in the secondary market, disappointing investors who often like to flip such bonds.
Recession fears are back. This boring, dirt cheap fund has survived every recession it has faced.