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iShares Semiconductor ETF Newsroom
Morgan Stanley: The design of NVIDIA's GB300 has changed, and the AI supply chain will undergo transformation as a result.
Morgan Stanley expects that NVIDIA's next-generation AI GPU, the GB300, will likely begin mass shipments in the fourth quarter of this year. This series may introduce GPU slots, add cold plate modules, and use higher power supply modules, while NVIDIA will reduce its involvement, granting ODMs (original design manufacturers) more design space.
Regarding AI, it is reported that Biden has some "new moves" before leaving office!
① The Biden administration plans to streamline the permitting for Geothermal Energy development as part of a broader executive order to enhance AI Datacenter infrastructure, expected to be announced next week. ② This executive order includes establishing competitive procedures for companies building Datacenters on federal land and steps to accelerate the development of Geothermal Energy and nuclear energy.
Nvidia, Palantir, Ionq, Novavax, And Tesla: Why These 5 Stocks Are On Investors' Radars Today
Amazon AWS To Invest $11 Billion In Georgia To Boost AI And Cloud Infrastructure: 'Expect To Create More Than 550 Well-Paying Jobs'
Trump Vows To Power AI Boom With Expanded Oil Drilling: 'Need Double The Electricity At Least That We Have Right Now'
The largest decline in four months! NVIDIA launched new products at CES and Huang Renxun delivered a stunning speech, why did the stock price still fall?
NVIDIA's release at CES has instilled optimism about the long-term prospects, but has not met investors' expectations for short-term bullish news; there is little detail provided about the highly profitable AI Chip, and there is a lack of more specific progress on the Blackwell chip. After reaching a historic high on Monday, the stock price's retreat seems like a "buy the rumor, sell the news" reaction.
A Glimpse Into The Expert Outlook On Qualcomm Through 16 Analysts
3 Digital Infrastructure ETFs In Focus As Trump Reveals Billion-Dollar Data Center Construction Plan
Watching Shares Of Quantum Computing Stocks; Traders Circulate Comments From Jensen Huang Saying He Loves Quantum Computing But Not To Expect A Quantum Computer For 15 Years At The Earliest, Looked At His CFO And Said "But Probably 30 Years Away"
Nvidia Stock Closed Tuesday Down 6% After Hitting All-Time Highs: What Happened?
SoundHound AI Shares Drop Amid Sector Weakness: What's Going On
Shares of Companies Within the Broader Tech Sector Are Trading Lower Amid Overall Market Weakness Following Recent Economic Data and a Rise in Yields. Also, the Sector May Be Falling in Response to a Recent Pullback in NVIDIA as Investors Evaluate CES...
Nvidia Stock Drops After Huang's CES Keynote: Analysts Dub It 'End-To-End AI Shop'
These Stocks Are Expected to See at Least 25% Revenue Growth in 2025 – Wolfe
A Look Into KLA Inc's Price Over Earnings
Shares of Companies Within the Broader Technology Sector Are Trading Lower Amid Overall Market Weakness Following Recent Economic Data and a Rise in Yields. Also, the Sector May Be Falling in Response to a Recent Pullback in NVIDIA as Investors...
Nvidia's CFO Says Blackwell Chip Shipments on Track; Sees Growth for Data Center Business
Benzinga Market Summary: NVIDIA Falls As Market Digests CES Announcements, S&P Slides As Yields Gain Following Economic Data, Gold And Silver Rise, Adobe Analytics Data Show Record Holiday Sales
Stocks Sink As Bond Yields Soar, Nvidia Eyes Worst Day In 4 Months, Bitcoin Tumbles To $97,000: What's Driving Markets Tuesday?
Logitech's Streamlabs Teams With NVIDIA To Simplify Streaming With AI