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17.01.26 - 08:54
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China blocks Nvidia H200 AI chips that US government cleared for export – report (The Guardian)
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Parts suppliers 'put production on hold' amid mounting confusion as China restricts purchase of the chips and US puts 25% roundabout tariff on their saleSuppliers of parts for Nvidia's H200 have paused production after Chinese customs officials blocked shipments of the newly approved artificial intelligence processors from entering China, according to a report.Reuters could not immediately verify the report, which appeared in the Financial Times citing two people with knowledge of the matter. Nvidia did not immediately respond to a Reuters request for comment made outside regular business hours. Continue reading......
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17.01.26 - 08:00
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Fed Rate Policy Will Determine Whether MDYV’s 26% Exposure Pays Off (24/7 Wall St.)
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When mega-cap tech stocks trade at valuations that would make even the dot-com era blush, mid-cap value starts looking like a strategic alternative. NVIDIA's 46x earnings multiple reflects investor enthusiasm for AI dominance, but also creates vulnerability if growth disappoints. SPDR S&P 400 Mid-Cap Value ETF (NYSEARCA:MDYV) offers exposure to companies trading at much lower ... Fed Rate Policy Will Determine Whether MDYV's 26% Exposure Pays Off
The post Fed Rate Policy Will Determine Whether MDYV's 26% Exposure Pays Off appeared first on 24/7 Wall St.....
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17.01.26 - 07:00
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Micron-Aktie: Ist sie der Nachfolger von Nvidia? (Sharedeals)
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Jahrelange stellte der Chipentwickler Nvidia den Speicherhersteller Micron an der Börse in den Schatten. Doch inzwischen hat sich das Blatt gewendet. In den letzten Monaten ist der Kurs der Micron-Aktie dem der Nvidia-Aktie völlig enteilt. Am Freitag schoss die Micron-Aktie um weitere +8% auf ein neues Allzeithoch. Was macht den Tech-Konzern so megaerfolgreich? Ein Trio […]
The post Micron-Aktie: Ist sie der Nachfolger von Nvidia? first appeared on sharedeals.de....
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17.01.26 - 03:06
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Fighting back: Beijing builds its own ′small yard, high fence′ to shut out US tech (SCMP)
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“Small yard, high fence” was how Jake Sullivan, national security adviser under President Joe Biden, described US tech policy towards China.
The approach, designed to fence off sensitive US technologies from China, was most commonly associated with export controls that, among others, restricted Chinese firms' access to Nvidia's advanced chips, the critical inputs for developing cutting-edge artificial intelligence systems.
Beijing is now fighting back by taking a leaf out of that playbook. For......
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16.01.26 - 20:36
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Vanguard’s $10.8B ETF Made 19% Betting on AI Infrastructure (24/7 Wall St.)
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If you want to bet that Apple (NASDAQ:AAPL), NVIDIA (NASDAQ:NVDA), and Microsoft (NASDAQ:MSFT) will continue dominating the market, Vanguard Mega Cap Index Fund ETF Shares (NYSEARCA:MGC) offers a straightforward way to do it. MGC takes a concentrated approach to mega-cap technology, with Apple, NVIDIA, and Microsoft representing nearly a quarter of the fund's assets. This ... Vanguard's $10.8B ETF Made 19% Betting on AI Infrastructure
The post Vanguard's $10.8B ETF Made 19% Betting on AI Infrastructure appeared first on 24/7 Wall St.....
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16.01.26 - 20:30
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Google (GOOG) vs. Microsoft (MSFT) vs. Nvidia (NVDA): Which AI Stock Do Investors Want For 2026 (24/7 Wall St.)
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Summary: With 2026 right around the corner, two of our 24/7 Wall St. Analysts, Eric Bleeker and Austin Smith, thought it would be an appropriate time to discuss which of three AI heavyweights they liked best as we head into the New Year. The hosts of The AI Investor Podcast, Bleeker and Smith broke down ... Google (GOOG) vs. Microsoft (MSFT) vs. Nvidia (NVDA): Which AI Stock Do Investors Want For 2026
The post Google (GOOG) vs. Microsoft (MSFT) vs. Nvidia (NVDA): Which AI Stock Do Investors Want For 2026 appeared first on 24/7 Wall St.....
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16.01.26 - 20:24
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Nvidia: Neues Top-Kursziel (Der Aktionaer)
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Seit Monaten tut sich beim KI-Darling Nvidia an der Börse relativ wenig. Am Freitag gibt es zumindest von Analystenseite etwas Schwung für den Chipkonzern. Jefferies hat die Kaufempfehlung bestätigt und das Kursziel angehoben. Das Rekordhoch bleibt bei der Aktie somit in Blickweite....
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16.01.26 - 17:31
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Should Tesla Robotaxi Bulls Fear NVIDIA and Waymo? (24/7 Wall St.)
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With the big robotaxi boom underway, it's not hard to imagine that Tesla (NASDAQ:TSLA) shareholders are more than willing to pay up a premium price tag to get into the driver's seat of a company that may very well become one of the leaders in the emerging, lucrative market. Undoubtedly, there could be fierce competition in ... Should Tesla Robotaxi Bulls Fear NVIDIA and Waymo?
The post Should Tesla Robotaxi Bulls Fear NVIDIA and Waymo? appeared first on 24/7 Wall St.....
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