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Nvidia

All articles tagged with #nvidia

business1 day ago•16 min saved

Nvidia Valuation Dips to Pre-AI Boom Levels Amid Solid Growth Outlook

Nvidia stock trades around 18x forward earnings, a multiple not seen since before the AI boom, with Bloomberg data showing the valuation sits below the S&P 500 and Nasdaq 100 forwards and below many peers despite expected revenue growth; the shares have fallen roughly 15% from the May peak, wiping about $1 trillion off market value, even as analysts foresee strong growth this year. The stock has gained about 5.6% in 2026 after a massive run from 2022–2025, while the Philadelphia Semiconductor Index has surged about 74% this year led by Micron and other peers.

via Yahoo Finance|

#ai #business #forward-earnings

markets1 day ago•17 min saved

Nvidia readies a bigger buyback push after a $1 trillion drop

NVDA has shed roughly $1 trillion in market value since its May peak and now trades around 18x forward earnings, cheaper than the S&P 500. Nvidia says it may accelerate buybacks, expanding its capital-return program with an $80 billion plan plus $39 billion remaining, and has boosted the dividend. While margin pressure and competition remain headwinds, bulls see buybacks as a floor and a tool to support the AI infrastructure story.

via Yahoo Finance|

#ai #buybacks #markets

business1 day ago•6 min saved

SK Hynix Debuts on Nasdaq as $1 Trillion AI Memory Boom Reshapes the Chip Market

SK Hynix is set to begin trading on Nasdaq as the AI memory boom propels its market cap toward $1 trillion. The company plans to raise about $29 billion via ADRs to fund U.S. expansion, including a $4 billion Indiana facility for advanced packaging and potential CHIPS Act support, while continuing to expand memory production (HBM, RAM, NAND) in Korea. Nvidia is a major customer in the high-bandwidth memory space, and SK Hynix aims to lock in long-term demand through contracts amid a volatile memory cycle. Analysts foresee revenue growth into 2026, but investors weigh the sector’s cyclical risks against AI-driven demand.

via CNBC|

#ai-memory #business #hbm

business2 days ago•10 min saved

Nvidia climbs as China hints at limited H200 AI chip approvals

Nvidia shares rose after reports that Chinese regulators may allow limited purchases of its H200 AI accelerator chips for training AI models, with approvals expected to cap under 200,000 units and require reliance on domestically produced chips for inference; the move could ease some Chinese AI supply constraints but remains tightly restricted amid export controls.

via Yahoo Finance|

#ai-chips #business #china

business3 days ago•20 min saved

Nvidia Valuation Dips to Pre-AI Boom Levels as AI Trade Shifts

Nvidia’s stock has fallen about 16% from its May peak, erasing roughly $1 trillion in market value and pushing its forward earnings multiple to about 18x—the cheapest since early 2019—even as AI data-center demand remains strong and Nvidia dominates the GPU market. Analysts still foresee robust growth, with 2027 profits around $228 billion on about $393 billion in revenue and a price target near $302, suggesting meaningful upside despite the pullback as investors rotate toward memory stocks and other AI plays.

via Yahoo Finance|

#ai #business #memory

business3 days ago•28 min saved

AI-chip jitters weigh on markets as chipmakers skid

The S&P 500 and Nasdaq fell on ongoing AI-chip concerns after Reuters reported that China’s DeepSeek is developing its own AI chip, prompting a broad chip-stock sell-off led by Nvidia; Samsung posted strong earnings but sentiment remained fragile. Rivian slid after unveiling a new share offering, while the Dow inched higher as consumer staples and healthcare outperformed amid the tech drag.

via Yahoo Finance|

#ai #business #deepseek

business4 days ago•22 min saved

Memory Giant SK Hynix’s Nasdaq Raise Ignites AI-Chip Demand Rally

SK Hynix plans to raise about $28 billion on the Nasdaq via ADRs, the second-largest stock sale in history, to fund memory-fab expansions in South Korea and to buy ASML EUV lithography machines, signaling a strong AI-capex cycle. The news helped lift chip-related stocks even as leadership names like NVIDIA and Broadcom forecast robust AI/data-center demand and Applied Materials lifted its 2026 equipment-growth outlook to over 30%. Micron and other memory players benefited from AI-driven memory demand, though some analysts warn of froth in the sector as the AI hardware buildout continues.

via 24/7 Wall St.|

#applied-materials #asml #broadcom

business4 days ago•15 min saved

Nasdaq-led rally: tech jitters ease bolster stocks

U.S. stocks edged higher as tech jitters cooled: the Nasdaq Composite rose about 0.8%, the S&P 500 gained roughly 0.5%, and the Dow ticked up around 0.2%. Strength in tech names helped the mood after a recent chip slump, with Nvidia-related signals and anticipation of Samsung’s results supporting optimism. Oil prices fell on higher OPEC+ output and easing inflation worries tied to the Strait of Hormuz reopening. Investors awaited Monday’s services data for economic clues and the Fed minutes for any rate guidance.

via Yahoo Finance|

#business #dow-jones #nasdaq

technology4 days ago•5 min saved

DRAM Crunch Pushes Nvidia to Relaunch a Five-Year-Old GPU, Highlighting a Stalled PC Market

Amid a worsening global DRAM shortage, Nvidia has relaunched the RTX 3060 12 GB at roughly $329 to meet mainstream demand, a five-year-old card that still trails newer Blackwell GPUs and the RTX 5060 8 GB in most scenarios. The move underscores ongoing memory-cost pressures that are lifting GPU prices and signaling a stressed PC gaming market rather than a rapid hardware renaissance.

via Wccftech|

#dram-shortage #gpu-pricing #nvidia

business5 days ago•16 min saved

Foxconn’s AI-driven Nvidia link boosts June sales beyond expectations

Hon Hai Precision Industry (Foxconn) reported a about-40% jump in June-quarter revenue to NT$2.51 trillion, beating forecasts around NT$2.37 trillion as AI-related server assembly with Nvidia accelerators drives demand. The company cautioned about memory-chip shortages but remains well-positioned thanks to AI infrastructure spending by major tech players and its role in Apple device assembly.

via Yahoo Finance|

#ai-demand #business #foxconn

technology5 days ago•2 min saved

Nvidia's Kyber Rack Delayed to 2028 Amid PCB Manufacturing Snags

Nvidia’s Kyber NVL144 rack-scale system, which would pack 144 GPUs into a single cabinet, has been delayed to 2028 due to manufacturability challenges with its PCB midplane. The setback underscores strains in Nvidia’s rapid product cadence and could give rivals like AMD and Google a rare opening at the high end; a planned workaround of bolting two current racks was scrapped after cloud providers pushed back. Rubin Ultra remains in development, with current Rubin systems shipping to eight cloud partners this fall, and SemiAnalysis projects data-center compute revenue to beat consensus in the second half of fiscal 2027.

via CNBC|

#kyber-rack #manufacturing-delay #nvidia

business5 days ago•8 min saved

AI Rally Ahead: Nvidia and Meta Set to Power the Second Half of 2026

The article argues that 2026's AI stock rally is broadening beyond the same names, spotlighting Nvidia and Meta Platforms as the two best bets for the second half: Nvidia remains undervalued given its growth trajectory and could rise as investors re-price its multi-year AI demand; Meta trades at a reasonable forward multiple and may monetize excess AI data-center capacity, potentially offsetting its large AI infrastructure spend.

via The Motley Fool|

#ai-stocks #business #investing

business7 days ago•22 min saved

Burry Expands Chip Shorts, Targets MU, NVDA and AMAT

Investor Michael Burry disclosed a new Micron short, adding to his existing bets against Nvidia, Applied Materials and the iShares Semiconductor ETF (SOXX) as he argues the AI‑chip rally looks stretched and a cyclical downturn—potentially around 30%—could unfold. He noted Micron’s 242% YTD surge and its stretch above the 200‑day moving average not seen since 1984, while bullish AI Capex and demand loom in the background. The market will hinge on Micron’s upcoming guidance and evolving AI hardware spending.

via 24/7 Wall St.|

#applied-materials #business #michael-burry

technology7 days ago•22 min saved

Palantir's Karp Says Enterprise AI Is Broken; True Value Comes From Compute and Controlled Apps

Palantir CEO Alex Karp argues that enterprises buying token-based access to frontier AI are paying for little value while exposing their IP, calling the model flawed. He contends durable AI profits sit at the compute layer (NVIDIA) and Palantir’s own ontology/application layer, not in frontier labs, and argues firms should control their data and models. Palantir’s strong Q1 2026 results—high growth and margins with raised guidance—support his thesis, though the stock trades at rich valuations versus NVIDIA. He also frames AI as a national-security issue, underscoring the push for sovereign AI stacks where enterprises own the means of production.

via 24/7 Wall St.|

#ai #enterprise-ai #nvidia

technology8 days ago•2 min saved

Nvidia launches startup deals that trade compute power for a slice of future profits

Nvidia unveiled revenue-sharing agreements with fast-growing AI startups, offering token credits to power development in exchange for a share of future product and cloud revenues. Initial partners Sharon AI (up to 40,000 Nvidia GPUs) and Firmus Technologies (Batam data center targeting 170,000 GPUs and 360 MW) will provide the compute behind the program, highlighting the escalating importance of access to GPUs for AI startups.

via CNBC|

#data-center #gpus #nvidia