What TSMC's April chips sales tell us about Nvidia and the AI investment trade
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
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53 minutes ago
6 hours ago
Here are Friday's biggest analyst calls: Nvidia, Amazon, Microsoft, Coinbase, Lyft, Affirm, Boeing, Tapestry & more
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Here are Friday's biggest calls on Wall Street.
9 hours ago
Nvidia modifies H20 chip for China to overcome U.S. export controls: Reuters
Nvidia has notified major Chinese customers, including leading cloud computing providers, that it aims to release the modified H20 chip in July.
28 hours ago
Retail traders still love Nvidia, but have soured on another of their one-time favorite stocks
Individual investors put more than $1 billion into Nvidia on net over the past week.
30 hours ago
Here are Thursday's biggest analyst calls: Nvidia, Apple, Uber, Alphabet, Disney, Netflix, Carvana, Arm, Nike & more
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Here are Thursday's biggest calls on Wall Street.
46 hours ago
Nvidia shares climb on report Trump will end chip export restrictions
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AMD CEO Lisa Su and Nvidia CEO Jensen Huang have both opposed the semiconductor export controls.
2 days ago
Here are Wednesday's biggest analyst calls: Nvidia, Rivian, Chevron, Wynn, Walmart, Advanced Micro Devices & more
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Here are the biggest sell side research calls on Wall Street on Wednesday.
Nvidia CEO says being locked out of China AI market would be 'tremendous loss'
Nvidia CEO Jensen Huang told CNBC on Tuesday that the China AI market will be worth about $50 billion and it would be a "tremendous loss" to be blocked.
3 days ago
Here are Tuesday's biggest analyst calls: Nvidia, Apple, Palantir, Shopify, Tesla, AT&T, ServiceNow, McDonald's & more
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Here are Tuesday's biggest calls on Wall Street.
How China is still getting its hands on Nvidia’s gear
Inside the shadowy business of AI-chip smuggling