Nvidia partners indirectly confirm Blackwell B200 GPU delay — offer interested parties liquid-cooled H200 instead

businessinsider.com/nvidia-ceo-jensen-huang-product-shortages-making-customers-emotional-tense-2024-9

8h

Nvidia CEO says product shortages are making customers emotional: Demand for Nvidia's AI chips, including the Blackwell line, has surged, straining suppliers.

273

Sep 08

Shock - | well-known expert advises: This is why you should definitely sell your Nvidia shares now

boerse-online.de/nachrichten/aktien/schock-bekannter-experte-raet-darum-sollten-sie-die-nvidia-aktie-jetzt-unbedingt-verkaufen-20365617.html

37

13

businessinsider.com/nvidia-ceo-jensen-huang-details-ai-infrastructure-roi-goldman-sachs-2024-9

17h

Nvidia CEO details AI infrastructure ROI with Goldman Sachs: Nvidia's Jensen Huang explains AI cloud computing ROI math in a talk with Goldman Sachs' David ...

215

10

markets.businessinsider.com/news/stocks/nvidia-stock-price-jumps-as-jensen-huang-addresses-biggest-ai-question-2024-9

17h

Nvidia stock price jumps as Jensen Huang addresses biggest AI question: Productivity gains and immediate cost savings are the core tenets of Nvidia's ROI pitch ...

252

Sep 10

Nvidia’s (NVDA) Blackwell Chip Delay in Focus Amid Stock Slump: Nervous Nvidia Corp. investors are eager for an update on its Blackwell chip rollout — hoping for ...

bloomberg.com/news/articles/2024-09-10/nvidia-s-blackwell-chip-delay-is-center-stage-amid-stock-slump

32

Sep 03

Nvidia (NVDA) Subpoenaed by Justice Department in Antitrust Investigation: The US Justice Department sent subpoenas to Nvidia Corp. and other companies as it ...

bloomberg.com/news/articles/2024-09-03/nvidia-gets-doj-subpoena-in-escalating-antitrust-investigation

Quick Glance: Nvidia Stock: Decline or Buying Opportunity?

Nvidia's stock fell over 13% due to weak economic data and uncertainties following positive quarterly results.

BlackRock strategists questioned whether AI revenues would justify high investments, while US antitrust authorities are investigating Nvidia.

Despite the drop, the long-term AI hype remains intact, positioning Nvidia as a key player in this sector.

Analysts recommend buying the stock, noting a decrease in the price-to-earnings ratio compared to the past five years, along with expectations of significant revenue and profit growth.

108

Sep 10

TSMC’s August Revenue Climbs 33% as AI Chip Demand Holds Up: Taiwan Semiconductor Manufacturing Co.’s revenue rose 33% last month, in a positive signal to ...

bloomberg.com/news/articles/2024-09-10/tsmc-s-august-revenue-climbs-33-as-ai-chip-demand-holds-up

8

Sep 09

Nvidia CEO reveals why he chooses to ‘torture’ his employees: The CEO recently opened up about how to he keeps his employees in check.

sacbee.com/news/business/article292155145.html

seekingalpha.com/article/4719917-nvidia-cheapest-its-been-in-a-decade

62

4

SeekingAlpha Sep 09

Nvidia: Cheapest It's Been In A Decade: Nvidia's stock poised for mid-teens returns with strong demand for AI chips and growth prospects, despite potential risks ...

14

Sep 10

Meta Stock Is a Better AI Bet Than Nvidia, Analyst Says: DA Davidson analysts say Facebook’s parent Meta exemplifies the benefits of being led by its founder ...

barrons.com/articles/meta-stock-price-buy-analyst-nvidia-ai-86685b2a

6

Sep 11

Apple hopes its iPhone 16’s AI features will be enough to revive flagging sales: Apple hopes the iPhone 16's AI features will convince consumers to upgrade their ...

fortune.com/2024/09/10/apple-iphone-16-ai-features-bellwether-consumer-ai/

268

Sep 05

Volvo Cars looks to Nvidia-powered software, 'megacastings' for future EVs: Swedish automaker Volvo Cars slashed its margin and revenue ambitions for a second ...

reuters.com/business/autos-transportation/volvo-cars-looks-nvidia-powered-software-megacastings-future-evs-2024-09-05/

Quick Glance: Volvo Cars Scales Back EV Goals for 2030

Volvo Cars has abandoned its goal of offering only electric vehicles by 2030.

The company anticipates that plug-in hybrids will be crucial for future profit growth.

Increasing demand for hybrid vehicles is prompting a strategic shift in the automotive industry.

By 2025, Volvo expects electrified cars to make up 50% to 60% of its sales volume.

28 similar articles

469

13 2

investors.com/how-to-invest/when-to-sell-stocks-nvidia-nvda-stock/

18h

Nvidia Volatility And The 8 'Secrets' Of Selling. No. 2 Is Key.: As growth stocks like Nvidia, Apple and Microsoft lose support after monster moves ...

19

Sep 06

Nvidia’s (NVDA) Stock Plunge Wipes Out $400 Billion in Value: Nvidia Corp. has wiped out more than $400 billion in value this week, weighing on key equity ...

bloomberg.com/news/articles/2024-09-06/nvidia-s-400-billion-tumble-this-week-makes-bitcoin-look-calm

businessinsider.de/wirtschaft/laut-vermoegensanalyse-musk-koennte-bis-2027-billionaer-werden/

67

3 1

Business Insider Sep 08

According to wealth analysis: Musk could become a trillionaire by 2027: According to an analysis, Elon Musk could soon become a trillionaire ...

3 similar articles

29

16

markets.businessinsider.com/news/stocks/ai-stocks-overcooked-nvidia-seminconductors-morgan-stanley-mike-wilson-2024-9

18h

AI is 'overcooked,' investors should buy defensive stocks: Morgan Stanley: With the AI rally fading, investors should pivot to defensive shares as they wait for ...

105

Sep 09

AMD exec: Next-gen Radeons focus on mainstream, not monster GPUs: AMD exec Jack Huynh says that next-gen Radeon RX 8000 GPUs will prioritize market share over ...

pcworld.com/article/2451584/amd-exec-says-radeon-will-prioritize-market-share-not-high-end-gpus.html

30

Sep 06

Stock market today: Another rout hits Wall Street, giving S&P 500 its worst week in 18 months

apnews.com/article/stock-markets-fed-inflation-recession-typhoon-579d2e507f4a07d6667404a1e2eed14c

507

Sep 10

Nvidia is a bargain now that AI is going beyond the hyperscalers, says Goldman Sachs

fortune.com/2024/09/10/nvidia-goldman-sachs/

299

23

investors.com/news/technology/nvidia-stock-nvidia-gross-margins-coming-down/

Sep 09

Nvidia Gross Margin Concerns Are Overblown: Analyst: Concerns about Nvidia's declining gross margins have weighed on Nvidia stock since the AI ...

49

12h

Five Things You Need to Know to Start Your Day: Asia: Good morning. Tech stocks lift the broader market. Bond market ends flirtation with big Fed rate cut ...

bloomberg.com/news/newsletters/2024-09-11/five-things-you-need-to-know-to-start-your-day-asia

5

Sep 06

Stocks Have Worst Week Of Year As Recession Fears Reemerge: Concerns about a weakening labor market fittingly cast over the poor Labor Day trading week.

forbes.com/sites/dereksaul/2024/09/06/stocks-have-worst-week-of-year-as-recession-fears-reemerge/

500

2h

TSMC Stock Rises After Nvidia CEO Praises the Chip Maker. Why the AI Boom Isn’t Done.

barrons.com/articles/tsmc-stock-nvidia-jensen-huang-01c55e1f

2

Sep 08

AMD deprioritizing flagship gaming GPUs: Jack Hyunh talks new strategy against Nvidia in gaming market

tomshardware.com/pc-components/gpus/amd-deprioritizing-flagship-gaming-gpus-jack-hyunh-talks-new-strategy-for-gaming-market

36

Sep 10

Meta Has an Edge on Nvidia, New Bull Says: DA Davidson analysts say Facebook’s parent Meta exemplifies the benefits of being led by its founder more than any ...

barrons.com/articles/meta-stock-nvidia-bull-86685b2a

4

2h

Two Chinese AI Chipmakers Seek IPOs to Mount Challenge to Nvidia: Two of China’s most prominent designers of AI chips are targeting initial public offerings in ...

bloomberg.com/news/articles/2024-09-12/two-chinese-ai-chipmakers-seek-ipos-to-mount-challenge-to-nvidia

2

Sep 06

US Payrolls: Soft Print to Pressure Semiconductor Stocks, BofA Strategists Say: Semiconductor shares including Nvidia Corp. are in for a rough ride if US jobs ...

bloomberg.com/news/articles/2024-09-06/us-payrolls-soft-print-to-pressure-semiconductor-stocks

1 similar article

8

3 3

The Wall Street Journal

B

Sep 08

Nvidia Draws Antitrust Scrutiny as Enforcers Signal Early Interest in AI: The Justice Department’s probe of the chip company highlights interest in being more ...

10

Sep 05

Nvidia RTX 50-series Blackwell designs and specifications expected to be finalized this month — RTX 5080 rumored to have 400W TGP

tomshardware.com/pc-components/gpus/nvidia-rtx-50-series-blackwell-designs-and-specifications-expected-to-be-finalized-this-month-rtx-5080-rumored-to-have-400w-tgp

210

Sep 01

Largest U.S. Pension Bought Lucid Stock, and Sold Nvidia, IBM, and Walmart

barrons.com/articles/lucid-stock-nvidia-ibm-walmart-b9d71a4a

150

Sep 02

Looking for Nvidia Alternatives? Buy This AI Stock.: Nvidia rival Marvell Technology looks like a good buy for investors wanting a more diverse AI portfolio.

barrons.com/articles/marvell-stock-price-nvidia-alternative-5e439933

42

5h

Analyst updates AMD stock forecast ahead of AI conference: This is what could happen next to AMD shares.

sacbee.com/news/business/article292329424.html

15

Sep 04

Nvidia (NVDA) Rout Has Traders Watching $100-Share Level Amid ‘Vacuum’: The sharp selloff that wiped a record $279 billion off Nvidia Corp.’s market value on ...

bloomberg.com/news/articles/2024-09-04/nvidia-rout-has-traders-watching-100-share-level-amid-vacuum

43

Sep 03

Musk's xAI Supercomputer Goes Online With 100,000 Nvidia GPUs: Harnessing Nvidia's H100 GPUs, Musk's startup was able to assemble the supercomputer for AI ...

pcmag.com/news/musks-xai-supercomputer-goes-online-with-100000-nvidia-gpus

Quick Glance: Musk Launches xAI Supercomputer with 100,000 Nvidia GPUs

Elon Musk has launched a supercomputer with 100,000 Nvidia H100 GPUs in Memphis, Tennessee, completed in just four months.

The construction cost of at least $3 billion will see the facility expand to 200,000 GPUs in the near future.

xAI, Musk's latest startup, aims to use the supercomputer to develop generative AI technologies, including the controversial chatbot Grok.

Concerns have been raised about the environmental impact and local infrastructure challenges in Memphis despite the rapid deployment.

246

Sep 03

Leaker says RTX 50-series GPUs will require substantially more power, with the RTX 5090 TDP jumping by over 100 watts

tomshardware.com/pc-components/gpus/leaker-says-rtx-50-series-gpus-will-require-substantially-more-power-with-the-rtx-5090-tdp-jumping-by-over-100-watts

240

Sep 04

Asia AI Chip Stocks TSMC, SK Hynix Plunge Following Nvidia (NVDA) Record Selloff: Asian semiconductor-related stocks tumbled, putting regional benchmarks on ...

bloomberg.com/news/articles/2024-09-04/sk-hynix-slides-weighing-on-korean-stocks-after-rout-in-nvidia

68

Sep 10

The elite $100 billion club just lost three members. Here’s who fell off the list

fortune.com/2024/09/09/elite-100-billion-dollar-club-loses-three-members-huang-dell-adani/

133

16h

US closer to greenlighting Nvidia chips for Saudi Arabia, Semafor reports

19

Sep 11

China GPU should be able to keep up with Nvidia Geforce RTX 2080: The Chinese chip developer Loongson Technology wants to be able to create dedicated graphics ...

pcgameshardware.de/Grafikkarten-Grafikkarte-97980/News/Geforce-RTX-2080-aus-China-1455511/

7

63

investors.com/research/how-to-find-the-best-stocks-to-buy/freshpet-stock-breaks-out-nvidia-spanked/

Sep 09

As Nvidia Gets Spanked, Here's The New Top Dog To Watch: Nvidia and Freshpet both earn spots on IBD Leaderboard, but as the AI giant gets spanked ...

28

0

businessinsider.com/nvidia-revenue-q2-why-investors-should-be-concerned-customer-concentration-2024-9

Sep 05

Nvidia investors should worry about customer concentration: analyst: Nearly half of Nvidia's Q2 revenue came from just four customers. That's "highly unusual" ...

430

Sep 03

Stock market today: Wall Street tumbles on worries about the economy, and Dow drops more than 600

apnews.com/article/stock-markets-employment-fed-inflation-growth-aa764f4e90e3a90e892ba3fe5f649031

343

Sep 05

TSMC Supplier’s CEO Dismisses AI Concerns After Nvidia Wipeout: Demand for AI chips should spur growth for the semiconductor industry over the next few years ...

bloomberg.com/news/articles/2024-09-04/tsmc-supplier-s-ceo-dismisses-ai-concerns-after-nvidia-wipeout

40

19h

Mark Zuckerberg says he’s done apologizing: The home of the Golden State Warriors was packed on Tuesday evening this week, but it wasn't to watch Steph ...

techcrunch.com/2024/09/11/mark-zuckerberg-says-hes-done-apologizing/

22

61 14

investors.com/etfs-and-funds/mutual-funds/best-mutual-funds-netflix-stock-leads-nvidia-apple-missing/

Sep 06

Nvidia And Apple Get The Glory. This Stock Gets The Money.: After getting denied membership to the Mag 7 club, Netflix stock gets revenge on Nvidia ...

34

3

investors.com/research/stock-screener-top-stocks-to-buy-watch/

Sep 08

Nvidia Is No Longer 'Perfect,' But These 14 Stocks Are Still Golden: As Nvidia stock continues to lose ground, gold miners lead this screen featuring ...

14

Sep 05

Nvidia Is Investing in Applied Digital. The Data-Center Operator’s Stock Is Soaring.

barrons.com/articles/nvidia-applied-digital-stock-financing-investment-27e44431

8 similar articles

6

0

markets.businessinsider.com/news/stocks/nvidia-stock-price-prediction-technical-analysis-outlook-doj-antitrust-probe-2024-9

Sep 06

Nvidia stock price drops, flirts with key technical levels: Nvidia stock has been on a losing streak since reporting second-quarter earnings last week ...

168

6

investors.com/etfs-and-funds/personal-finance/best-mutual-fund-found-a-winning-seven-step-stock-picking-process/

Sep 08

Best Mutual Fund Found A Winning Seven-Step Stock Picking Process: John Hancock Fundamental All Cap Core Fund is one of the best mutual funds thanks to a winning ...

1 similar article

16

3

The Wall Street Journal

B

Sep 08

The Smartest People in the Room Are All Listening to the Same Podcast: How did Acquired become the business world’s favorite show?

114

Sep 04

Traders Weigh ‘Buy the Dip’ Opportunities Amid Stocks Selloff: Investors and analysts are lining up bets on battered Asian technology stocks ...

bloomberg.com/news/articles/2024-09-04/-buy-the-dip-back-on-traders-radar-after-nvidia-fuels-selloff

The Sydney Morning Herald

9

1 4

B+

Sep 04

Wall Street darling suffers record $416 billion meltdown in one day: The value of AI powerhouse Nvidia just fell by the equivalent of the total value of energy ...

smh.com.au/business/markets/wipeout-nvidia-suffers-record-416-billion-meltdown-in-one-day-20240904-p5k7o9.html

125

Sep 07

Jensen Huang: Find out why Jensen Huang made TIME’s list of the most influential people in artificial intelligence.

time.com/7012761/jensen-huang-2/

157

Sep 06

Nvidia, Microsoft hit with patent lawsuit over AI computing technology: Artificial intelligence computing giants Nvidia and Microsoft were sued in U.S ...

reuters.com/legal/litigation/nvidia-microsoft-hit-with-patent-lawsuit-over-ai-computing-technology-2024-09-05/

extremetech.com/gaming/nvidia-rtx-5090-and-5080-designs-will-be-finalized-soon-tdps-lower-than

33

3

Ziff Davis Sep 06

Nvidia RTX 5090 and 5080 Designs Will Be Finalized Soon, TDPs Lower Than Reported

84

Sep 05

Nvidia stock is navigating one of its most turbulent weeks ever: The reported subpoena and Nvidia’s subsequent denial of it this week haven’t stopped the ...

qz.com/nvidia-stock-price-plunge-subpoena-turbulent-week-ai-1851641131

17

Sep 06

Nvidia's AI GPUs are cheaper to rent in China than in the U.S. — $6 per hour for eight Nvidia A100 GPUs

tomshardware.com/pc-components/gpus/nvidias-ai-gpus-are-cheaper-to-rent-in-china-than-in-the-us-dollar6-per-hour-for-eight-nvidia-a100-gpus

26

Sep 04

Big tech will go full speed ahead on AI spending after Nvidia's earnings, strategist says

qz.com/nvidia-earnings-report-big-tech-ai-risks-of-investing-1851638993

36

32m

OpenAI Seeks $150 Billion Valuation—Report. Apple, Microsoft and Nvidia Are All Involved.

barrons.com/articles/openai-invest-nvidia-microsoft-apple-02e46eca

0

Sep 04

Podcast: Ukraine weapons, Mexico’s judges, Nvidia’s selloff and China’s African sales pitch

reuters.com/podcasts/podcast-ukraine-weapons-mexicos-judges-nvidias-selloff-chinas-african-sales-2024-09-04/

Quick Glance: Key Developments in Geopolitical Landscape

The US is nearing an agreement to provide Ukraine with long-range missiles.

Mexico plans to transition over 7,000 judges from appointed to elected positions.

Nvidia has recorded a historic loss of $279 billion in market value.

China is making a strong sales pitch to African leaders.

49

3h

These Stocks Are Moving the Most Today: Nvidia, Oxford Industries, Boeing, Adobe, Kroger, and More

barrons.com/articles/stock-market-movers-13b1798f

3 similar articles

0

1

investors.com/etfs-and-funds/personal-finance/best-mutual-fund-found-a-winning-seven-step-stock-picking-process/

Sep 08

Best Mutual Fund Found A Winning Seven-Step Stock Picking Process: John Hancock Fundamental All Cap Core Fund is one of the best mutual funds thanks to a winning ...

20

Sep 04

Podcast: Ukraine weapons, Mexico’s judges, Nvidia’s selloff and China’s African sales pitch

reuters.com/podcasts/podcast-ukraine-weapons-mexicos-judges-nvidias-selloff-chinas-african-sales-2024-09-04/

Quick Glance: Gulf Markets Rise on US Rate Cut Expectations

Most Gulf stock markets ended higher on Monday, driven by investor optimism regarding a potential rate cut by the U.S. Federal Reserve in September.

The Fed is expected to initiate a rate-cutting cycle during its monetary policy meeting on September 17-18, with a 67% chance of a 25 basis-point cut.

Dubai's main index increased by 0.7%, and Abu Dhabi's index rose by 0.3%, while Qatar's benchmark advanced by 1.1%.

However, Saudi Arabia's main index eased by 0.2%, impacted by a decline in Al Taiseer Group.

25

Sep 08

AI: Money-making machine or a billion-dollar sinkhole?: Billions of dollars are being invested in artificial intelligence, but the revolutionary applications ...

dw.com/en/ai-money-making-machine-or-a-billion-dollar-sinkhole/a-70136557

4 similar articles

61

21

SeekingAlpha Sep 10

I Sold All My Microsoft Shares, OpenAI Edge Fading Away: We call for 'sell' rating on Microsoft due to evolving AI competition and valuation concerns compared to ...

seekingalpha.com/article/4720074-i-sold-all-my-microsoft-shares-openai-edge-fading-away

1

18h

US closer to greenlighting Nvidia chips for Saudi Arabia, Semafor reports: The U.S. government is considering allowing Nvidia to export advanced chips to Saudi ...

reuters.com/technology/us-closer-green-lighting-nvidia-chips-saudi-arabia-semafor-reports-2024-09-11/

1 similar article

25

6

businessinsider.com/meta-zuckerberg-wealth-nvidia-huang-tech-stock-ai-wealth-billionaires-2024-9

Sep 05

Meta's Zuckerberg is $54B richer this year, more than Nvidia's Huang: Meta CEO Mark Zuckerberg's net worth has surged by $54 billion this year ...

153

Sep 06

Nvidia Stock Is Falling. CEO Jensen Huang Sold a Chunk of Shares Worth This Much.

barrons.com/articles/nvidia-ceo-sells-shares-stock-18e047de

4

Sep 04

Five Things You Need to Know to Start Your Day: Asia : Good morning. Nvidia’s record wipeout adds to the rout in risk assets, the bond rally turns `dangerous’ ...

bloomberg.com/news/newsletters/2024-09-03/five-things-you-need-to-know-to-start-your-day-asia

13

Sep 06

A semiconductor maker expects to make $12 billion from AI this year: Broadcom's stock fell after posting lukewarm third-quarter earnings

qz.com/broadcom-q3-2024-ai-chips-sales-revenue-guidance-1851641657

2

Aug 29

Nvidia's quarterly revenue hits record $30 billion on AI GPU boom: Sales of Nvidia's AI and HPC GPUs hit $22.6 billion as Nvidia reports its best quarter ever.

tomshardware.com/pc-components/gpus/nvidias-quarterly-revenue-hits-record-dollar30-billion-on-ai-gpu-boom

Quick Glance: Nvidia's Disappointing Forecasts Lead to Stock Plunge

Nvidia's shares dropped 6% following underwhelming quarterly forecasts.

The revenue forecast for Q3 stands at $32.5 billion, with a gross margin estimated at 75%.

CEO Huang confirmed a delay in Blackwell chip production until Q4, while demand for Hopper chips remains robust.

Concerns about the long-term viability of generative AI investments may impact the tech market.

91

Sep 09

Billionaires sell Nvidia and pounce on ETF that could rise by 45% by the end of the year

boerse-online.de/nachrichten/fonds/milliardaere-verkaufen-nvidia-und-stuerzen-sich-auf-etf-der-bis-jahresende-noch-45-steigen-koennte-20365792.html

3

0

investors.com/etfs-and-funds/sectors/sp500-nvidia-again-this-mag-7-stock-will-grow-fastest-next-year/

Sep 03

Nvidia Again? This Mag 7 Stock Will Grow Fastest Next Year: It's been the year of Nvidia — the company is on pace to be the fastest growing among the ...

57

Sep 05

This Company Bet on Nvidia. Now Its Stock Is Getting Crushed.: Amphenol stock was falling for a second day as Wall Street weighed the potential for earnings ...

on.barrons.com/3MzmW7a

10

17h

Nvidia Stock Pops 7% As CEO Huang Touts Demand For Chips: The almost $200 billion rally came after Huang said the company’s customers are “emotional” and “tense” ...

go.forbes.com/c/FLvm