(Bloomberg) — Wall Street thought blowout earnings from Nvidia Corp (NVDA) would calm investors’ nerves about a bubble forming in artificial intelligence stocks. They didn’t. Most Read from Bloomberg So where does the AI trade stand now? It depends who you ask. On one side you have the skeptics. They’re concerned about soaring market valuations…
Nvidia CEO Jensen Huang told employees this week that the company has been pushed into a no-win situation by mounting fears of an AI bubble, even as it continues to post blockbuster results, according to audio of an internal all-hands meeting reviewed by Business Insider. “The market did not appreciate our incredible quarter,” Huang said…
The Trump administration is considering greenlighting sales of Nvidia‘s H200 artificial intelligence chips to China, people familiar with the matter said, as a bilateral detente boosts prospects for exports of advanced US technology to China. The Commerce Department, which oversees US export controls, is reviewing a change to its policy of barring sales of such…
The US is reportedly considering allowing Nvidia to sell its H200 AI chips in China. A report by the news agency Reuters cited sources familiar with the matter to claim that his potential policy change follows a recent bilateral agreement between the US and China. The Commerce Department, which manages US export controls, is reviewing…
The markets are volatile—and Wall Street’s most reliable barometer of panic has surged to levels not seen since April, when President Donald Trump’s sweeping “Liberation Day” tariffs triggered a global market meltdown. The Cboe Volatility Index, known as the VIX, peaked at 27.8 on Thursday and closed the day around 26.3—its highest point since the…
By Alexandra Alper (Reuters) -The Trump administration is considering greenlighting sales of Nvidia‘s H200 artificial intelligence chips to China, people familiar with the matter said, as a bilateral detente boosts prospects for exports of advanced U.S. technology to China. The Commerce Department, which oversees U.S. export controls, is reviewing a change to its policy of…
Nvidia’s NVDA beat-and-raise quarterly results have eased the market’s AI-centric worries for now, but the issue is unlikely to go away completely. The chipmaker has been a big beneficiary of the ongoing AI-focused spending surge, as it is Nvidia’s graphics processing units that are running the datacenters. The stock has lost ground as the aforementioned…
US officials are having early discussions on whether to let Nvidia sell its H200 artificial intelligence chips to China, according to people familiar with the matter, a contentious potential move that would mark a major win for the world’s most valuable company. US President Donald Trump’s team has held internal talks about H200 chip shipments…
More swings hit Wall Street on Friday, except the U.S. stock market finished higher this time. After bobbing up and down through the morning, the S&P 500 took off and rallied nearly 2% before finishing with a gain of 1%. The Dow Jones Industrial Average climbed 493 points, or 1.1%, and the Nasdaq composite rose…
Stock markets crashed globally yesterday and this morning, even though Nvidia, the world’s most valuable company, delivered blowout, above-expectations earnings. The company’s shares declined 3.15% yesterday. And the bloodletting continued for the red-hot semiconductor maker today: Nvidia was down another 3% by midmorning’s trading. Still, the S&P 500 as a whole was flat by lunchtime,…