Filings: in Q1, Trump traded $220M-$750M in NVDA, MSFT, AMZN, META, ORCL, and other stocks; millions of dollars of NVDA were bought shortly before major news
President Donald Trump reported thousands of financial transactions totaling hundreds of millions of dollars …
Nvidia agrees to a licensing deal with Groq; CEO Jonathan Ross and other top executives will join Nvidia; Groq says it will continue operating independently
anybody who knows anything about AI chips knows groq's first gen chips aren't competitive but maybe their upcoming chips might have been able to threaten nvidia? @josephjacks_ : Overly simplistic take...
Trump says the Commerce Department is working on “the same approach” for “AMD, Intel, and other GREAT American Companies” as Nvidia shipping H200 chips to China
and now we're letting China close the gap. For what? Forums: r/NBIS_Stock : Trump's NVDA/China deal is a positive catalyst r/neoliberal : US to allow Nvidia H200 chip shipments to China, Trump says r/...
Sources: Trump's team recently discussed letting Nvidia sell H200 chips to China, a major departure from the administration's earlier public stances
If It Happens Emily Jarvie / Proactive : US weighs allowing Nvidia to sell H200 chips to China, sources say Ukrainian National News : Trump's team considers allowing Nvidia H200 chip sales to China Ca...
AMD CEO Lisa Su says AMD's annual revenue growth will average more than 35% and AI data center revenue growth will average 80% over the next three to five years
Lineup confirms 2026 release for Zen 6, coming with expanded AI features Samantha Subin / CNBC : AMD stock soars 10% on strong growth projections as CEO Su calls AI spending ‘the right gamble’ Kara Gr...
Bitcoin dropped as much as 7.4% on November 4, below $100K for the first time since June; ether fell as much as 15%, and many altcoins are down 50%+ in 2025
Analysts Warn Market Confidence Is ‘Slipping Fast’ NewsMax.com : Bitcoin Slips Below $100,000 for the First Time Since June Shaurya Malwa / CoinDesk : Dogecoin Falls 5% as Lower-Lows Pattern Aids Bear...
In an interview, Satya Nadella says Microsoft faces a power shortage, but not a compute one, which could leave “chips sitting in inventory that I can't plug in”
Canada, UK, Europe—missed this memo. Now they're paying for it. Mon / @moninvestor : Microsoft's CEO says they have chips they can't use because there isn't enough power or data center capacity. That'...
Nvidia opens at a $5T market cap, becoming the first company to hit the milestone, climbing 5% in early trading; NVDA is up 50% in 2025 and 1,275% since 2022
US chip giant's stock propelled by strong sales of AI systems and prospect of access to China — Michael Acton in San Francisco …
Sources: Nvidia's China-only RTX 6000D receives lukewarm demand, with some seeing it as expensive given its performance lags the RTX 5090
could leave Nvidia with huge backlog of unwanted GPUs Annika Masrani / TipRanks Financial : Analysts Raise Nvidia Stock Price Forecasts despite China Risk Vinod Dsouza / Watcher Guru : Will Nvidia (NV...
Nvidia plans to roll out RTX 5080-class performance to GeForce Now in September, letting users of its $20-per-month Ultimate tier stream in up to 5K at 120fps
I played 5K at 120 FPS and it blew my mind Andrew Burnes / NVIDIA : GeForce @ Gamescom 2025: DLSS 4 Now in 175+ Games & Apps, New RTX Games, Borderlands 4 RTX Bundle, NVIDIA Blackwell on GeForce NOW &...