Nvidia

  • Nvidia, Tesla, Alphabet, Meta, and Apple lead US stocks into another red open

  • Nvidia H200 export to China to be approved as Trump reviews policy after phone call with Xi

  • AI spending goes macro as machine-learning capex becomes backbone of US economy

  • S&P 500 yield falls to ~1.2%, weakest reading since early 2000s dot com bubble

  • Wall Street enters holiday stretch debating whether AI trade still has fuel

  • Foxconn, Nvidia break ground on $1.4B AI center powered by Blackwell GB300 chips

  • Google targets 1,000× compute growth in 4-5 years, with six-monthly doubling cadence

  • OpenAI partners with Foxconn to manufacture AI hardware in the U.S.

  • Intel says new hire from TSMC doesn’t bring trade secrets

  • Cathie Wood’s Ark Invest breaks hiatus and picks up Nvidia stock anew

  • Google opens major AI hardware engineering center in Taiwan

  • Xiaomi sets new EV target above 400,000 deliveries

  • Alphabet’s market multiple looks increasingly out of sync with fundamentals

  • White House urges congress to reject Nvidia AI chip export limits

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  • Nvidia’s AI deals make no sense when you actually think about them

  • Bitcoin miners’ stock rally after Nvidia posted strong Q3 earnings

  • Bitcoin crashes under $87K as Alphabet becomes 3rd most valuable company on earth

  • U.S. greenlights Nvidia AI chips for UAE and Saudi Arabia

  • Brookfield, Nvidia and Kuwait Investment Authority unveil $100B AI infrastructure program

  • Nvidia’s shift to smartphone-style memory set to increase server-memory price by 2026

  • Brookfield plans major push into AI infrastructure with $10 billion fund

  • Anthropic’s valuation surges to an estimated $350 billion