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The Latest Breaking News from Nvidia

Looks like the Taiwanese chip industry is becoming a hot target for Chinese state-sponsored hackers trying to nab trade secrets

Get your own chips, these are mine.

PC Gamer

Digi Power X Stock Jumps After Deal With Supermicro To Roll Out Nvidia-Powered AI Systems

Digi Power X (NASDAQ:DGXX) stock gained on Thursday after it announced it has signed a definitive purchase order with Super Micro Computer (NASDAQ:SMCI) to supply systems powered by Nvidia’s (NASDAQ:NVDA) latest B200 GPUs for its Tier 3 modular AI infrastructure, NeoCloud.

Benzinga

OptiScaler has been updated to theoretically support AMD's FSR 4 in all games with upscaling that don't use Vulkan or anti-cheat—which is nice, but why the heck doesn't AMD do this?

FSR 4 is great, which is why the limited game support is so disappointing.

PC Gamer

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Intel's rumored 'Nova Lake-AX' allegedly packs insane specs but might never launch — reportedly featured 28 CPU cores, 48 Xe3 GPU cores, and an upgraded 256-bit memory bus to counter AMD Strix Halo

Intel’s Nova Lake-AX SoC could mark a major leap for x86 mobile chips, pairing 28 CPU cores with a massive 384-EU Xe3 GPU and LPDDR5X at up to 10,667 MT/s. Aimed at hybrid APU competitors like AMD Strix Halo and Apple M-series, it might never even see the light of…

Tom’s Hardware

Chamath‑Connected SPAC Listings Are Crushing Nvidia — Wall Street Didn't See This Coming (CORRECTED)

Editor's note: The article and headline have been corrected to clarify Chamath Palihapitiya's SPAC involvement and update the price performance.

Benzinga

Qualcomm: Undervalued Chip Stock in Breakout Uptrend

Qualcomm's current valuation could be considered cheap, but depending on your appetite for risk, that could be a good or a bad thing.

MarketBeat

Broadcom’s Takes on NVIDIA: Why Tomahawk Ultra Could Boost Shares

Broadcom's potential just got raised. Tomahawk Ultra is a battle cry against NVIDIA, adding upside to shares. Easing restraints on China are another good sign.

MarketBeat

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Nvidia, John Kerry And Google's Jeff Dean Back Startup Promising The Ultimate Virtual Power Plant To Cut Grid Stress

Emerald AI, a new startup funded by Nvidia (NASDAQ:NVDA) and other famous names, announced July 1 that it has developed software that turns energy-intensive data centers into flexible tools for managing electricity demand.

Benzinga

Microsoft is on track to become the second $4 trillion company by market cap, following NVIDIA — and mass layoffs

Microsoft's share price rose over 19% this year so far, vastly outperforming the overall market.

Windows Central

It's not just Nvidia that's looking to cash in on those loosening US/China chip export restrictions, as AMD also seems close to resuming AI GPU shipments

It's "sell your high-end AI hardware to China" season, and two major players are positioning themselves on the board.

PC Gamer

Broadcom Stock Just Hit a New 52-Week High. Should You Buy AVGO Here?

AI-fueled growth is rewriting the AVGO stock chart again. Is this the breakout investors have been waiting for?

Barchart

Nvidia's A Startup With Apple's Margins - AMD's Just Priced Like One

At first glance, Advanced Micro Devices Inc. (NASDAQ: AMD) and Nvidia Corp. (NASDAQ:NVDA) appear to belong in the same valuation range. Both trade in the 40x forward earnings range. But that's where the similarities end – and where the pricing disconnect begins.

Benzinga

Nvidia wants to make 8GB GPUs great again with AI texture compression — but I'm not convinced

If you’re annoyed by just getting 8GB of video memory (VRAM) on your Nvidia RTX 5060 Ti, RTX 5060 or RTX 5050 GPU, there may be a fix coming. And just like a lot of Team Green’s work, it’s all about AI.

Tom’s Guide

Dan Ives Picks 5 Stocks For 2nd Half Of 2025: Nvidia, Palantir, Microsoft And More: 'Golden Age Of Tech Is Here With AI Revolution'

Tech bull Daniel Ives has listed his top five picks for the second half of 2025, reiterating that the “golden age of tech” was here with the artificial intelligence (AI) revolution to the fore.

Benzinga

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TechRadar

Donkey Kong Bananza doesn't offer one of the Nintendo Switch 2's promised features

Donkey Kong Bananza doesn't feature the Nintendo Switch 2's advertised Nvidia DLSS upscaling technology.

Windows Central

Intel is laying off thousands of US workers in AI restructuring — CEO Lip-Bu Tan says it's "too late" to catch up with the competition

Intel CEO Lip-Bu Tan says it's "too late" to catch up with its rivals in the AI sector, laying off thousands of US workers to reduce its expenses.

Benzinga

Nvidia-Supplier Taiwan Semiconductor On A Roll, Profit Explodes With Strong Margin Growth

Taiwan Semiconductor Manufacturing Co. (TSM) stock soared Thursday after the contract chipmaker delivered second-quarter results that blew past analyst expectations, driven by insatiable global demand for its advanced processor technologies essential for artificial intelligence applications.

Benzinga

Nvidia's Jensen Huang Says China Leads In Open-Source AI

Nvidia (NASDAQ:NVDA) CEO Jensen Huang, on his third visit to China this year, praised the country’s open-source AI innovation during a fireside chat with Alibaba Group (NYSE:BABA) Cloud founder Wang Jian at the China International Supply Chain Expo on Thursday.

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Euronews

TSMC's Q2 profit soars by 60% on the back of solid AI chip demand

The world’s largest contract chip manufacturer TSMC, reported better-than-expected results as AI chip demand has been boosting the company's sales.

Tom’s Guide

Nvidia N1X ARM CPU is reportedly delayed until late 2026 — here's what we know

Nvidia's rumored N1X ARM CPU aimed at gaming laptops is reportedly facing a major delay, pushing the chip back until late 2026.

Benzinga

Johnson & Johnson Credits Tariff Delays For Strong Earnings, While Jim Cramer Pegs It On 'Lower Than Thought' Levies

Johnson Johnson (NYSE:JNJ) delivered better-than-expected second quarter results, with the management hinting at leveraging tariff delays to maintain its outlook; however, CNBC’s Jim Cramer credited the performance to lower tariffs.

Benzinga

Cathie Wood's Ethereum Double-Down: Ark Bets $7.9 Million On ETH-Staking ETF Buy While Selling Coinbase At Highs

On Wednesday, Cathie Wood-led Ark Invest executed significant trades, including substantial purchases in Tempus AI Inc. (NASDAQ:TEM), NVIDIA Corp. (NASDAQ:NVDA), 3iQ Ether Staking ETF (ETHQ.U) and Coinbase Global Inc. (NASDAQ:COIN).

Benzinga

Nvidia Reloads China — Jensen's Pitch: Let Me Sell The Good Stuff

As tensions linger between the U.S. and China, NVIDIA Corp. (NASDAQ:NVDA) is attempting to regain its foothold in the world's second-largest economy by pushing to deliver more advanced AI chips.

Barchart

Nvidia Will Restart H20 Shipments to China. Should You Buy NVDA Stock Here?

Nvidia stock remains in focus on hopes that the chipmaker will soon resume business in China. Needham raised its price target on NVDA shares to $200 on Wednesday.

Tom’s Hardware

Nvidia's new consumer desktop PC chip reportedly delayed well into 2026

Nvidia's consumer PC processors N1 and N1X, originally expected in 2025, have been delayed to at least 2026 due to reported 'critical hardware defects' in the chips, possibly requiring a costly and time-consuming silicon respin, according to unofficial sources.

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