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Licensing restrictions on AI chips like H20 and MI308 may cost Nvidia $5.5B and AMD $800M in inventory charges ...
Key Takeaways Nvidia shares tumbled nearly 7% Wednesday after the company said it’s set to take a $5.5 billion charge as a ...
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Nvidia said the Trump Administration was restricting the sale of H20 chips to China to help prevent Beijing developing its ...
Nvidia ( NVDA -9.16%) shares fell more than 7% on Wednesday morning, after the company disclosed new export restrictions on ...
Explore how Trump's trade policies and Nvidia's $500B AI investment are reshaping manufacturing while TSMC navigates risks.
"The stock has become a victim of its own success," Bespoke's Paul Hickey told Business Insider.
With earnings season on deck, Oppenheimer has called out several semiconductor stocks as its top picks, including Nvidia ...
I think most investors just want to get to Thursday and then the long weekend where they can finally digest the rapidly ...
Despite macroeconomic headwinds, Nvidia’s earnings continue to shatter expectations, showing resilience and demand across its key sectors. Nvidia’s rapid climb isn’t without concerns.
Taiwan Semiconductor Manufacturing (TSM) or TSMC, the world’s leading contract chip maker, is set to release its full ...
One thing contributing to the drop is the 2024 election which brought Donald Trump back to the Oval Office. Trump's 145% ...
The fact that TSMC left its sales forecast untouched is a good sign that it doesn't see demand eroding due to tariffs.
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