NVIDIA Aktie

 

Surging AI demand lifted one tech giant back to the top of the market cap rankings on Election Day, while the same force quietly eroded the margins of its closest rival. The gap between first and second place may not last long....

Nvidia's likely role in the Marvell-Lumentum deal, AI stocks hit by midterms, and more…...

Texas Instrument stock has outperformed AI leader Nvidia amid a recovery in analog semiconductor demand....

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Aktien aus dem KI- oder Halbleitersektor hatten es in den letzten Wochen nicht leicht. Auch für AMD ging es im Sog des Gesamtmarktes in der Spitze um knapp -30% bergab. Nun hat der Nvidia-Konkurrent frische Zahlen veröffentlicht, die am Mittwoch vorbörslich für einen Kurssprung von fast +7% sorgen. Ist das der Startschuss für die nächste […] The post AMD-Aktie +7%: Feiern die Bullen nun ihr großes Comeback? first appeared on sharedeals.de....

Q.ant-Gründer Michael Förtsch kritisiert den Millionen-Deal der Bundesregierung mit Nvidia. So werde die Abhängigkeit von den USA nur weiter wachsen....

Wer verdient am KI-Boom? Die Wertschöpfungskette von NVIDIA und AMD bis Cloud und Software – mit Blick auf Burggräben, Cashflow und Kapitalbedarf....

Samsung Electronics plans to produce high-bandwidth memory (HBM) base dies for AMD at its second foundry plant in Taylor, Texas, with the US chipmaker accounting for most of the facility's planned output, South Korea's Maeil Business Newspaper reported on November 3, citing industry sources. The report said the plant would also supply Nvidia, although Samsung has not confirmed either customer's orders....

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Chinese AI developers are expected to receive only a small portion of the advanced NVIDIA (NVDA.US) chips they have ordered over the coming months, Bloomberg, citing sources, reported. BABA-W (09988.HK), TENCENT (00700.HK), ByteDance and other Chinese AI and cloud companies have collectively ordered about 6 million Nvidia RTX Pr......

Chinese AI developers expect to receive just a small fraction of the advanced Nvidia Corp. chips they've ordered over the next several months, as the US company struggles to boost production to meet soaring demand....

Ken Griffin hält eine KI-Blase für so gut wie sicher und trauert zugleich einer Aktie nach, die er aus der Zeit der Internetblase nicht behalten hat....

DeepSeek plans to use Huawei's Ascend 950 chips as the core training hardware for its next-generation V5 model, potentially extending the companies' partnership from inference to full model training in 2027....

Rainbow Robotics, Neuromeka and Samhyun to exhibit Nov. 4–7 near Seoul; NVIDIA and Qualcomm to participate in conference GOYANG, South Korea, Nov. 3, 2026 /PRNewswire/ -- ROBOTWORLD 2026 will bring together 402 companies from 17 countries at the Korea International Exhibition Center......

MediaTek CEO Rick Tsai delivered a speech at the opening ceremony of Taiwan Weeks 2026 on November 3, emphasizing that the company is expanding beyond smartphone and connectivity chips into computing, automotive, and artificial intelligence (AI) data centers. He also noted that Nvidia and Alphabet's recent investment in MediaTek convertible bonds represents more than just capital injections, but also confidence in MediaTek from leading global AI players....

Five years ago, you had $10,000 to invest and two hot options: a volatile cryptocurrency riding a wave of hype, or a chipmaker few people outside gaming circles took seriously. The gap between where those two bets land today will surprise you....

Advanced Micro Devices Inc., a key challenger to Nvidia Corp. in artificial intelligence chips, gave a revenue forecast that exceeded analysts' estimates, showing that demand for data center processors remains strong. Fourth-quarter revenue will be $17 billion, plus or minus 3%, the chipmaker said in a statement Tuesday. The outlook provided fresh evidence that AI spending is sustainable, soothing jittery investors. We get reaction from Kunjan Sobhani, Senior Semiconductor Analyst for Bloomberg Intelligence. (Source: Bloomberg)...

An der Wall Street greifen Anleger wieder bei KI- und Chip-Aktien zu: Nvidia, Microsoft und Amazon legen deutlich zu, während Apple unter Druck gerät. Vor den richtungsweisenden US-Zwischenwahlen bleiben die Investoren dennoch vorsichtig....

Picture a married near-retiree with $720,000 of their 401(k) in an S&P 500 index fund. That one fund puts roughly $345,600 into the AI trade without a single stock pick. The math rests on The Kobeissi Letter's estimate that AI-related stocks now make up about 48% of the S&P 500, with NVIDIA (NASDAQ:NVDA) alone at […]...