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03.03.26 - 00:48
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US considers capping Nvidia H200 sales at 75,000 per Chinese customer (SCMP)
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US officials are considering caps on the number of AI accelerators Nvidia can export to any one Chinese company, which would further constrain the chipmaker's re-entry into a crucial market.
The Trump administration has talked about limiting Chinese firms to buying 75,000 of Nvidia's H200 chips each, according to people familiar with the matter.
Shipments of Advanced Micro Devices' MI325 chips, which have similar capabilities, would also count towards a customer's cap, the people said. These......
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02.03.26 - 22:18
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‘Hard to Imagine It Getting Much Cheaper’: Cramer Makes Bold Case for NVDA Right Now (24/7 Wall St.)
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Jim Cramer made a pointed call on air recently about NVIDIA (NASDAQ:NVDA), and here is what he said. “Look, there are a lot of people that just joined … This is their chance to buy Nvidia. It's not going to get much cheaper. It's hard to imagine it getting much cheaper,” Cramer said, addressing newer ... 'Hard to Imagine It Getting Much Cheaper': Cramer Makes Bold Case for NVDA Right Now
The post 'Hard to Imagine It Getting Much Cheaper': Cramer Makes Bold Case for NVDA Right Now appeared first on 24/7 Wall St.....
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02.03.26 - 22:12
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Asana to Appoint Aziz Megji to the Role of Chief Financial Officer (Business Wire)
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SAN FRANCISCO--(BUSINESS WIRE)--Asana, Inc. (NYSE: ASAN)(LTSE: ASAN), the system of action where humans and AI run work together, will promote Aziz Megji to the role of Chief Financial Officer (CFO), effective March 24, 2026. Megji will succeed Sonalee Parekh, who has served as Asana's CFO since 2024 and tendered her resignation effective March 23, 2026.
Megji brings his experience from his Head of Financial Planning & Analysis role where he led the company's annual planning, budgeting, forecasting, and performance management processes, as well as overseeing the strategic finance, treasury, investor relations, corporate development, deal desk, and sales compensation functions. He partners closely with Asana's CEO and Board on long-range planning, capital allocation, go-to-market strategy, and driving key growth initiatives. Prior to joining Asana in 2024, Megji held senior finance leadership roles at RingCentral, NVIDIA, and Hewlett Packard Enterprise.
“I've gotten to know Aziz well during my time a...
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02.03.26 - 19:42
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CEO Of Tiny Company Tells Jim Cramer They’ve Outperformed NVIDIA Since 2015 (24/7 Wall St.)
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A construction company CEO walked onto Jim Cramer's set Friday and made a claim that stopped everyone in their tracks: Sterling Infrastructure (NASDAQ:STRL) CEO Joesph Cutillo noted the company had outperformed NVIDIA (NASDAQ:NVDA) since 2015. With NVIDIA widely considered the 'story stock' of the entire stock market, that's a bold claim! Here's how the interaction ... CEO Of Tiny Company Tells Jim Cramer They've Outperformed NVIDIA Since 2015
The post CEO Of Tiny Company Tells Jim Cramer They've Outperformed NVIDIA Since 2015 appeared first on 24/7 Wall St.....
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02.03.26 - 19:00
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Even Nvidia Sees Lumentum as Lighting the Way Forward (24/7 Wall St.)
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Last December, JPMorgan analysts identified Lumentum Holdings (NASDAQ:LITE) as a key beneficiary of the multi-year upcycle in the optics sector, fueled by explosive hyperscaler spending on AI infrastructure and the rapid adoption of 800G+ datacom technologies. Lumentum's deep expertise in high-speed optical components — such as electro-absorption modulated lasers (EMLs), transceivers, optical circuit switches (OCS), ... Even Nvidia Sees Lumentum as Lighting the Way Forward
The post Even Nvidia Sees Lumentum as Lighting the Way Forward appeared first on 24/7 Wall St.....
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02.03.26 - 18:54
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Nvidia: Nächster Milliarden-Coup im KI-Boom (Der Aktionaer)
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Nvidia treibt den KI-Boom weiter mit Hochdruck voran – und setzt dabei im Hintergrund wichtige strategische Hebel in Bewegung. Der Chip-Gigant stärkt seine technologische Basis für die nächste Ausbaustufe der künstlichen Intelligenz. Anleger honorieren die Weichenstellung bereits....
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