Nvidia: The TPU Risks Look Heavily Overblown

09:00am, Friday, 05'th Dec 2025
Recent rotation from Nvidia Corporation into Alphabet/Google on TPU enthusiasm created a buyable dip, despite Nvidia still owning the default, general‑purpose AI compute platform across clouds. Nvid
The trade war with China was tough on Nvidia Corp. (NASDAQ: NVDA) investors.
Stock News EU issues first DSA penalty to X: The European Commission fined X €120 million for deceptive blue-check design and ad/research transparency failure

China Threatens Nvidia With Its Own Company

06:55am, Friday, 05'th Dec 2025
There has been a long dance between China and the United States over whether Nvidia Corp.
Moore Threads Technology soared 500% on debut after raising $1.13B in IPO. The U.S. is looking to take more stakes in crucial minerals companies.
Amazon.com Inc. (NASDAQ: AMZN) CEO Andy Jassy revealed more insights on the next generation of the company's AI chip, Trainium3, at the AWS re:Invent conference on Wednesday.
U.S. President Donald Trump's latest swing through Washington injected a fresh jolt into the AI trade after he sat down with Nvidia (NVDA) CEO Jensen Huang and
US lawmakers introduced bipartisan bill to block Trump admin from allowing China access to advanced AI chips from Nvidia, AMD for 2.5 years.
Alphabet (GOOGL) has seen investor optimism as its in-house AI chips, called TPUs, are being valued by a top analyst at about $900 billion, after the stock jump
Tesla (TSLA) is entering the AI chip market, saying it plans to design a new AI processor every year and scale production aggressively. CEO Elon Musk said the g
Palantir expands collaboration with Northslope, first and fastest-growing Palantir-native applied AI company.
Foxconn, also known as Hon Hai, has reported a 26% year-on-year revenue increase. The company is the world's largest contract electronics manufacturer, assembling Apple's iPhone and making the servers

Will Intel Stock Beat Nvidia In The New Year?

05:20am, Friday, 05'th Dec 2025
One year ago, while Nvidia's (NASDAQ:NVDA) AI-driven ascent was in full swing, we recommended reducing positions in the GPU leader and shifting towards undervalued Intel (NASDAQ:INTC)—a contrarian i
Aviva PLC raised its holdings in shares of NVIDIA Corporation (NASDAQ: NVDA) by 4.8% in the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned
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