China, NVIDIA and AI
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NVIDIA supplier SK Hynix boosts investment plan
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President Donald Trump said he considered attempting to break up Nvidia Corp. to increase competition in artificial intelligence chips before finding out “it’s not easy in that business.”
President Donald Trump said he briefly considered splitting up Nvidia, the world's largest chipmaker and most valuable company. Trump initially thought doing so might intensify competition
NVIDIA CEO and co-founder Jensen Huang commends President Donald Trump’s A.I. agenda and outlines what the country's job future will look like on 'Special Report.'
Analysts at Morgan Stanley reiterated Nvidia as a top investment idea, labeling the stock “Overweight” with a price target of $185, implying a 10.8% upside from current levels. Some analysts are even more bullish, with Street-high targets reaching $250, suggesting nearly 50% potential upside.
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The long-term situation is much more complicated. stocks we like better than Nvidia › It's well known that long-term investing is key to sustainable returns in the stock market. But once your time horizon expands from a couple of years to a decade or more,
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ExtremeTech on MSNNvidia’s N1X Notebook Chip Reportedly Hits Another Snag With WindowsA report by Tom’s Hardware notes that, in addition to the possible Windows-related delay and development challenges for the N1 and N1X chips, weakening notebook demand could also be to blame for N1 delays. And demand could be at the root of Nvidia’s reported interest in giving commercial customers priority for systems running the upcoming chip.
In automotive, MediaTek’s Dimensity Auto cockpit platform now integrates Nvidia RTX GPUs for advanced in-vehicle graphics and compute tasks. On the edge AI front, Nvidia’s TAO toolkit works alongside MediaTek’s NeuroPilot SDK, streamlining model training and deployment.
The sell-off in ASML stock is a reaction to near-term guidance and has nothing to do with the long-term investment. The best way to approach any chip stock, especially ones with expensive valuations like Nvidia and Broadcom, is to take a long-term view, preferably at least three to five years.