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The Latest Breaking News from Nvidia

CoreWeave Is A 'Debt-Fueled GPU Rental Business,' Says Kerrisdale, Shorting CRWV Amid Criticisms Of Valuation-Boosting 'Circle Jerk' With Nvidia

Kerrisdale Capital has revealed a short position against CoreWeave Inc. (NASDAQ:CRWV), labeling the AI infrastructure firm a “debt fueled GPU rental business with no moat” and setting a price target that implies 90% downside from its current valuation.

Benzinga

Nvidia's Multi-Trillion Dollar AI Playground: McKinsey Quantifies 3.5x Surge In AI Data Center Demand, Presenting $6.2 Trillion Opportunity For NVDA

A new analysis by McKinsey Company projects a massive 3.5-fold increase in the global demand for AI-specific data center capacity by 2030, potentially creating a multi-trillion-dollar market opportunity for chipmaker Nvidia Corp. (NASDAQ:NVDA).

Benzinga

Asian shares trade mixed after Wall Street sets new records

Asian shares are trading mixed after Wall Street set new records as investor anticipation grew that the U.S. Federal Reserve will announce the first cut of the year on its main interest rate

The Independent UK

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Nvidia, Alphabet, Oklo, Webtoon Entertainment And Coreweave: Why These 5 Stocks Are On Investors' Radars Today

Major U.S. indices ended in the green with the Dow Jones Industrial Average rising 0.1% to 45,883.45 and the SP 500 gaining almost 0.5% to 6,615.28. The Nasdaq ended the day higher by 0.9% at 22,348.75.

Benzinga

I've moved on from Microsoft's Xbox controllers, but this new feature is something I've wanted for years on Windows 11

The ROG Xbox Ally's new full-screen experience is still a long way off for other Windows 11 systems, but one of its handheld-friendly features is already available via Microsoft's Windows Insider program.

TechRadar

Google tops $3 trillion for the first time, joining select market-cap club with only 3 other members

Alphabet's shares surged by over 4% in Monday trading.

Fortune

SK Hynix's HBM4 will be the first out of the gate for Nvidia's Rubin AI GPU, leaving Samsung and Micron in its wake

SK Hynix becomes the first company to finish developing HBM4 memory and announces plans for mass production ahead of Samsung and Micron.

TechRadar

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China accuses Nvidia of violating anti-monopoly laws

The claim came as the US and China held trade talks in Madrid that concluded on Monday.

Al Jazeera

Stocks Rise to Start Fed Week: Stock Market Today

The Nasdaq Composite and S&P 500 hit new record closing highs as Wall Street awaits the Fed's next rate cut.

Kiplinger

Nvidia's China Crisis Is Deepening—Is Trump To Blame?

Nvidia Corp's (NASDAQ:NVDA) China headache is turning into a full-blown migraine—and it's not just over one thing. On one front, Beijing is tightening the screws with an antitrust probe. On the other, policy whiplash from Washington has turned Nvidia into a bargaining chip in a larger geopolitical game. Together, they're…

Benzinga

China Escalates Antitrust Scrutiny of Nvidia Over Mellanox Deal

Regulators say the U.S. chipmaker breached merger terms, potentially exposing it to billions of dollars in fines

Caixin Global

Quantum Stock Tracker: IonQ's Higher Price Targets, Rigetti Climbs 30%, Nvidia's New Quantum Investments

Quantum stocks have been on a tear over the past week, moving higher on news and momentum.

Benzinga

US Stocks Edge Higher Amid China Trade Optimism And Anticipated Fed Rate Cut

The S&P 500 and Nasdaq Composite are poised to extend last week's record highs, while the Dow Jones Industrial Average remained largely unchanged.

International Business Times

China accuses Nvidia of breaking anti-monopoly rules ahead of trade talks with US

China says Nvidia has violated agreements made during its acquisition of Mellanox Technologies.

TechRadar

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Windows Central

"Some need to learn how their PCs work" — Borderlands 4 head fires back as optimal settings for 68 GPUs released

Borderlands 4 was released on PC with some serious performance issues, and while the Gearbox CEO is arguing with gamers, a list of optimal settings for 68 different GPUs has arrived.

Benzinga

Google Parent Alphabet Just Hit $3 Trillion — Here's What Drove It Higher

Google parent Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) hit a $3 trillion market cap on Monday after its stock jumped over 4%, rubbing shoulders with rival Big Tech giants Nvidia (NASDAQ:NVDA), Microsoft (NASDAQ:MSFT), and Apple (NASDAQ:AAPL). U.S. District Judge Amit Mehta‘s lighter-than-expected antitrust ruling, rejecting the United States Department of Justice’s (DOJ) push…

Tom’s Hardware

Is Borderlands 4 the new Crysis? Official GPU setting recommendations peg 4K performance with the RTX 5090 at 60 FPS, with DLSS and frame generation enabled

Borderlands 4’s official recommended graphics settings point to steep GPU requirements across resolutions, raising concerns over optimization.

TechRadar

China launches probes into U.S. chip restrictions, citing discrimination and dumping concerns

Beijing launches anti-discrimination and dumping probes into U.S. chip trade restrictions.

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Barchart

This Little-Known AI Stock Is Up 70% in 2025 and Analysts Think It Can Rally Further From Here

JFrog shares have surged 70% in 2025 as new AI-driven products, deepening partnerships with Nvidia, and strong enterprise momentum convince analysts there’s still upside left for this agile software supply chain innovator.

International Business Times UK

Who Wins If Nvidia Is Sidelined in China? The Hidden Suppliers That Could Rise

China's probe into Nvidia and US export bans could reshape the AI chip market, opening doors for domestic players like Cambricon, Biren, and Moore Threads, though big hurdles remain.

Benzinga

Nvidia Deal Sends CoreWeave Stock Higher—Skeptics See 90% Downside

CoreWeave, Inc. shares were in the spotlight on Monday due to a combination of an expanded deal with NVIDIA Corp. (NASDAQ:NVDA) and a short report from Kerrisdale Capital. Let's dive in.

Barchart

S&P 500 and Nasdaq 100 Post Record Highs on Fed Easing Expectations

The S&P 500 Index ($SPX ) (SPY ) today is up +0.52%, the Dow Jones Industrials Index ($DOWI ) (DIA ) is up +0.29%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.60%. September E-mini S&P futures (ESU25 ) are up +0.51%, and September E-mini Nasdaq futures...

Fortune

China says Nvidia violated antitrust laws as it ratchets up pressure ahead of U.S. trade talks

The chipmaker has increasingly found itself caught up in a tug of war between Washington and Beijing.

International Business Times UK

China Accuses Nvidia of Breaking Anti-Monopoly Law Over Mellanox Deal — What It Means for Global Tech

China's market regulator has accused Nvidia of breaching anti-monopoly commitments linked to its $7bn Mellanox deal, escalating US-China chip tensions and raising risks for global semiconductor trade.

MarketBeat

The Applied Digital Breakout Is Only the Beginning

Applied Digital is now breaking into new 52-week highs, with enough fundamental momentum to keep delivering more upside to shareholders.

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