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The Latest Breaking News from Nvidia

DeepSeek reportedly urged by Chinese authorities to train new model on Huawei hardware — after multiple failures, R2 training to switch back to Nvidia hardware while Ascend GPUs handle inference

DeepSeek’s bid to train R2 on Huawei’s Ascend chips failed due to technical limits, forcing a return to Nvidia GPUs and delaying the launch.

Tom’s Hardware

U.S.-China chip war: How Trump’s Nvidia-AMD deal has redefined Washington’s export control policy

One dismayed Democratic lawmaker said the move signals to China “that American national security principles are negotiable for the right fee.”

Fortune

3 Companies That Will Profit From Trump's Semiconductor Tariffs

With President Trump’s recent announcement of a 100% tariff on imported semiconductors, these three American chipmakers are poised to profit.

MarketBeat

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Bridgewater Retreats From China, Shifts Billions Into US Mega-Cap Tech

Bridgewater Associates exited its holdings in U.S.-listed Chinese companies in the second quarter, signaling a decisive retreat as geopolitical tensions and shifting sentiment darkened the outlook for the world’s second-largest economy.

Benzinga

Scott Bessent Says Nvidia-AMD China Revenue Deal Could Serve As 'Model' For Other Industries

Treasury Secretary Scott Bessent has praised the 15% revenue-sharing agreement between the U.S. government and chip giants Nvidia Corp. (NASDAQ:NVDA) and Advanced Micro Devices Inc. (NASDAQ:AMD).

Benzinga

Dreaming of an Nvidia Steam Deck? This modder converted an RTX 4090 laptop GPU into 4K 'portable' handheld gaming PC

If you can't buy it, DIY it.

PC Gamer

Windows on Arm gamers will be able to download Xbox app games locally but cloud gaming might still be a better option

Getting ready for those Nvidia Arm chips?

PC Gamer

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There’s one small problem with Trump’s export deal with Nvidia and AMD: The Constitution says it’s illegal

Also: All the news and watercooler chat from Fortune.

Fortune

RTX 5060 laptops vs RTX 4060 — is it actually worth buying one of the latest gaming laptops?

Is it worth buying an RTX 5060 gaming laptop? Or could you save yourself some money, go RTX 4060 and get a more-than good enough gaming experience? I put this to the test

Tom’s Guide

Bullish, Cisco, Bolt, Unitedhealth And AMD: Why These 5 Stocks Are On Investors' Radars Today

U.S. stocks closed higher on Wednesday, with the Dow Jones Industrial Average gaining 1% to 44,922.27, the SP 500 up 0.3% at 6,466.58, and the Nasdaq inching 0.1% higher to 21,713.14.These are the top stocks that gained the attention of retail traders and investors through the day: Bullish (NYSE:BLSH) made a…

Benzinga

Cisco Systems Q4 FY2025 Earnings Call Transcript

Cisco Systems, Inc. (NASDAQ:CSCO) reported its fourth-quarter financial results after Wednesday’s closing bell.

Benzinga

This gaming PC feels like an Xbox 360 with an RTX 5090 inside - here's why

The Maingear MG-1 Ultimate is one of the company's top-of-the-line gaming PCs, and after spending a month with one packing an Nvidia GeForce RTX 5090 I'm convinced it's one of the best gaming desktops of 2025. Here's why.

Tom’s Guide

"We are confident" - SK Hynix chief says AI memory market set to boom as demand rises, shrugs off tariff cost fears

SK Hynix projects 30% annual growth in high-bandwidth memory until 2030, mainly driven by AI demand.

TechRadar

Bessent says unusual Nvidia, AMD revenue-sharing deal could be a ‘model’ for other industries

Bessent called the deal “unique,” before suggesting that it could be a lot less unique soon. Scholars have another word: unprecedented.

Fortune

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Barchart

Nvidia Is the ‘Most Efficient’ Magnificent 7 Stock. Is NVDA Still a Buy Here?

Nvidia leads the “Magnificent 7” in operational efficiency, boasting a near-60% operating margin and reinforcing its dominance in high-margin AI and semiconductor markets.

Windows Central

Microsoft commits to improve gaming on Arm-based Windows 11 PCs — "We’re developing new features that will enable more games to be played on Arm"

Microsoft has announced an update to the Xbox app that enables the ability to download Xbox PC games on Arm-based devices, while also committing to improving gaming on Arm devices as a whole.

MarketBeat

5 Stocks Insiders Are Selling That Analysts Say Buy

Insiders are selling stocks like Carvana and Chewy in 2025, but investors shouldn't; there are reasons to expect their share prices to rise.

Benzinga

Missed The Next Tech Giant? Why IPOs Are Shrinking For Everyday Investors

The largest technology companies in the U.S. have one thing in common — they are publicly traded on the Nasdaq exchange. The meteoric rise of Nvidia, Microsoft, Amazon, Apple, among others, throughout the 2010s and 2020s netted individual investors trillions.

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100's of premium titles.
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Benzinga

5 Overlooked Stocks That Are Soaring Even More Than AI

The market seems to be getting crowded at the top lately. If you aren't investing in artificial intelligence or AI-related companies, you might feel like you're getting left behind. AI hyperscalers, such as Meta Platforms (NASDAQ:META), Microsoft (NASDAQ:MSFT), and NVIDIA (NASDAQ:NVDA), have dominated headlines for most of the last two years, and their stocks have rewarded…

Tom’s Hardware

White House confirms it's still figuring out the legality of the revenue-sharing Nvidia and AMD deal for China GPU sales — 'The legality of it, the mechanics of it, is still being ironed out'

Trump's 15% deal with Nvidia and AMD needs to go through some legal hoops.

Benzinga

AMD Gains On US-China Trade Pause And Wall Street Optimism For Second-Half Chip Sales

Advanced Micro Devices (NASDAQ:AMD) stock trended on Wednesday amid investor optimism surrounding the Washington—Beijing truce.

Benzinga

Nvidia To Rally Around 23%? Here Are 10 Top Analyst Forecasts For Wednesday

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.

Benzinga

Mark Cuban Says Rich People Should Get Incentives To Help Others, But Gets Asked Why The Working Class Only Gets Discipline, Not Incentives

Billionaire Mark Cuban has been speaking out on social media, arguing that wealthy people should get targeted incentives to help others, while critics are asking why similar incentives aren't offered to the working class.

Tom’s Hardware

Nvidia: 'We don't install secret tracking devices in our products' — GPU giant responds after Washington accused of secretly tracking AI server shipments at risk of diversion to China

Several anonymous sources claim that U.S. authorities sometimes implant trackers on AI servers that are bound for export to see where they end up.

Benzinga

CoreWeave Stock Plunges Nearly 10% In Wednesday Pre-Market: What's Going On?

CoreWeave Inc (NASDAQ:CRWV) stock plunged 9.82% during Wednesday pre-market, after its second quarter revenue exceeded projections but earnings per share (EPS) falling short.

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