Alibaba Group Holding Ltd BABA BABAF has just raised the stakes in the U.S.–China tech rivalry. The Chinese e-commerce and cloud giant has unveiled a new AI chip designed to reduce reliance on Nvidi
Nvidia reported another massive quarter this week with $46.7 billion in revenue, a 56% year-over-year increase driven almost entirely by AI demand. But despite CEO Jensen Huang's bold prediction of $3
I maintain a hold rating on YieldMax NVDA Option Income Strategy ETF due to lower implied volatility, which reduces option premium income potential versus previous months. NVDY has outperformed the S&

Is Nvidia Stock a Buy?

11:19am, Friday, 29'th Aug 2025
@HealyWriting Will Healy has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Nvidia.
Gene Munster, Deepwater Asset Management managing partner, says Nvidia has a huge opportunity in China, but the market is going to become more competitive. He speaks on "Bloomberg Surveillance.
The data-center company announces it is investing another $168 million in Nvidia chips.

BABA Taking on NVDA, Making Chips in China

08:50am, Friday, 29'th Aug 2025
Alibaba (BABA) shares are on the move following a mixed 1Q earnings print. Brendan Ahern says revenue topped Street estimates and believes its cloud revenue was the key driver to the company's growth.
The trade war with China was tough on Nvidia Corp. (NASDAQ: NVDA) investors.
Nvidia (NVDA 0.01%) shares fell roughly 2% following its fiscal 2026 second-quarter earnings release on Wednesday despite delivering revenue of $46.7 billion that beat guidance of $45 billion and issu
NVDA remains the top AI play, but 2Q results showed a slowdown in Data Center growth, and the downtrend could continue into 2026. Data Center spending growth in 2026 is expected to slow sharply from p
China's on the hunt for its own answer to Nvidia and one contender could be Cambricon. The company swung to a record profit in the first half of the year, although it has warned investors about its st
Trump's Fed drama heats up, another round of tariffs kicks in, Dell beats earnings expectations, and more news to start your day.
Nvidia stock was falling despite Wall Street applauding its results.
China's Alibaba , has developed a new chip that is more versatile than its older chips and is meant to serve a broader range of AI inference tasks, the Wall Street Journal reported on Friday, citing p
Chinese chip companies and artificial-intelligence developers are building up their arsenal of homegrown technology, backed by a government determined to win the AI race.
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