Joel Isaacson & Co. LLC increased its stake in Nvidia by 17.4 percent, adding 10,576 shares in the most recent quarter. The move boosts investor confidence in the chipmaker, as other institutions also adjust positions amid strong demand for AI chips and data center GPUs. What does this mean for Nvidia shareholders and the broader…
In 2024, Nvidia became one of the most valuable companies in the world by powering the AI boom. Its high-performance GPUs fuel tools like ChatGPT, autonomous cars, and cloud services. Tech giants such as Microsoft, Amazon, Google, and Meta depend on Nvidia to run their largest AI models. In fact, most AI training today happens…
Nvidia, the GPU powerhouse, has joined Elon Musk’s xAI in a headline $20 billion funding round that blends equity, debt, and hardware financing. The deal pairs Nvidia cash with a commitment to supply the advanced processors xAI needs to scale Grok-2, Musk’s next large language model. Investors and rivals took notice because the arrangement ties…
Hon Hai Precision Industry, the Foxconn group often linked to major tech supply chains, posted an 11% jump in quarterly sales as demand for AI server hardware picked up. The rise bolstered confidence that the AI boom is not just a chip story, but a full supply chain expansion that benefits producers of servers, subsystems,…
NVIDIA (NVDA: NASDAQ) is once again in the spotlight, but this time it is not for its groundbreaking AI chips or soaring stock performance. China has launched an antitrust probe that could reshape how the American chip giant does business in one of its largest markets. The investigation highlights rising concerns about monopoly power in…
In the second quarter of 2025, Nvidia reported a record-breaking revenue of $46.7 billion, marking a 56% increase from the previous year. However, a surprising detail emerged from the company’s financial filings: two unnamed clients, referred to as “Customer A” and “Customer B,” accounted for nearly 39% of this revenue. Specifically, Customer A contributed 23%,…
Nvidia stands at a critical juncture as investors await its second-quarter earnings report on Wednesday. The semiconductor giant’s performance will provide crucial insights into the stock market dynamics surrounding artificial intelligence investments. The company achieved remarkable milestones this year, becoming the world’s most valuable company with a market capitalization exceeding $4 trillion in July. This…
We are witnessing a bold milestone in AI chip development. Nvidia (NVDA: NASDAQ) is reportedly engineering a next-generation AI chip specifically tailored for the Chinese market, positioning itself ahead of homegrown competitor H20.ai. This development has far-reaching implications for the AI stocks landscape, global tech rivalry, and stock research strategies. Strategic Vision: Local Chip, Global…
Nvidia leads the charge in AI technology. Its growth stems from strong demand for GPUs in data centers. We see Nvidia’s revenue soar due to AI needs. In Q2 2025, Nvidia’s data center revenue jumped 154% year-over-year. Q3 2025 brought a 94% rise to $35.1 billion. Blackwell and Hopper GPUs drive this success. Nvidia holds…
Nvidia and AMD, leaders in the AI chip industry, have reached a surprising new agreement. Under this agreement, they will pay 15% of their AI chip sales made in China back to the United States. This action is unprecedented and occurs amid rising tensions between the US and China, particularly in the area of technology…