NVDA

Nvidia's $108.0 billion revenue forecast for its fiscal third quarter assumes no data center compute revenue from China. Customers with headquarters in China made up about 8% of Nvidia's revenue last quarter, and hardly any of it was data center compute.

Chinese President Xi Jinping is expected to make a state visit to the U.S. from Wednesday to Friday. The U.S. has said several American tech executives would join a dinner as part of the summit.

Buying $500 of Nvidia stock on the first trading day of every month since December 2022 has turned $23,000 into about $79,000. About 60% of the shares the plan accumulated came from its first 12 months of buying.

Drug developer Iambic Therapeutics, backed by chip giant Nvidia and Qatar's sovereign wealth fund, filed for a ​US initial public offering on Monday, bolstering a busy slate ‌of biotech listings in the fall window.

The Trump White House's guest list reads like a map of corporate America's exposure to China — from Tesla's Shanghai factory, to Nvidia's blocked AI chips, to Citi's long-awaited brokerage license.

Nvidia's been a hot stock to own this year as demand for its chips remains through the roof. CEO Jensen Huang expects growth to remain robust next year, with demand coming from seemingly every market.

Jim Cramer has spent years making a distinction between stocks meant to be traded around short-term swings and companies he believes investors should simply own through them. Apple was one of the names that helped shape that philosophy.

Nvidia has been one of the biggest winners in the generative AI race. Management remains hugely optimistic about its outlook.

NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) CEO Jensen Huang has publicly welcomed a potential $8 billion personal tax bill from California's proposed one-time billionaire wealth tax.

Meta's Muse became the No. 1 free iPhone app in the United States within 10 days, providing an early consumer-scale example of how AI agents can increase demand for cloud CPUs as well as GPUs.