AI, NVDA and Trump
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Stock trades higher as Huawei accelerates its AI chip roadmap, with two new processors planned for 2027 and expanded computing systems
NVIDIA's Data Center revenue more than doubled year over year, yet the stock sits well below its 52-week high while Wall Street debates a bold price target that would require nearly 90% gains. The math to get there is tighter than you'd expect.
Nvidia (NVDA) stock rose 2% after CEO Jensen Huang said chip sales could double. Huawei also announced two new AI chips for next year.
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NVDA stock in focus as Huawei announces 2 advanced AI chips for 2027
China’s push for AI computing self-reliance is gaining momentum.
Bullish comments from Arm Holdings’ chief executive last night are helping its stock rank among the Nasdaq’s top gainers today.
Nvidia (NVDA) stock rises 0.5% in premarket as CEO Jensen Huang pushes back on AI regulation and prepares to attend Trump's state dinner for Xi Jinping.
Jim Cramer called Anthropic and OpenAI the pioneers of AI and the most brilliant companies in the race against China, then accused them of doing more damage to public trust than anyone else in the industry.
At 24, Leopold Aschenbrenner turned a hedge fund into a $45 billion force in AI markets, then watched it collapse in days. Now he is making a new move, and Wall Street is paying close attention.
There are signs that the company has now become relatively undervalued.
Recently, Jim Cramer interviewed OpenAI’s CFO Sarah Friar, noting that both OpenAI and Anthropic had backed calls to slow development on the most powerful AI models so safety protocols could catch up.
NVDA stock draws attention as Nvidia’s Rubin platform outpaces Blackwell on AI performance, power use, and modeled profit.