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Analysts are staying bullish on NVIDIA ahead of earnings

Insider on MSN · 46m

'Full hit from China': Analysts are staying bullish on Nvidia ahead of earnings, but tariffs loom large

While many analysts still count Nvidia as a top tech pick, they're also cautious on overhangs related to China restrictions and tariffs.

Reuters on MSN · 7h

Nvidia earnings to reveal hit from US export curbs on China

Nvidia investors will look for definitive answers on how much U.S. chip curbs on China will cost the company when it reports results on Wednesday, even as a pullback in other regulations is expected to open up new markets.

The Motley Fool · 21h

Tariff Negotiations Could Derail Nvidia's China Business. Here's Why I'm Not Worried About It.

Nearly one-third of Nvidia's business is exposed to China and its neighboring region, Singapore. In recent weeks, Nvidia has forged a number of new opportunities with countries in the Middle East. While ongoing trade negotiations with China could hurt Nvidia's near-term growth,

1d

Nvidia’s chief says U.S. chip controls on China have backfired

Washington’s efforts gave Chinese companies “the spirit, the energy and the government support to accelerate their ...

The Register on MSN8d

Nvidia sets up shop in Taiwan with AI supers and a factory full of ambition

Researchers and TSMC to benefit from expanded infrastructure Computex Against a backdrop of continuing tensions between the ...

19hon MSN

Amazon Just Sent a Massive Warning to Nvidia Investors

Investors can buy AMD stock today for 27-times forward earnings. That's a premium to the overall market, but a discount ...

As Nvidia deepens roots in Taipei, Taiwan launches push to attract global talent

Nvidia CEO Jensen Huang delivered a powerful message at the company's GTC global press conference in Taipei this week: the ...

6don MSN

Taiwan's Foxconn says AI data centre with Nvidia to have 100 MW of power

Taiwan's Foxconn , the world's largest contract electronics maker, said on Tuesday an artificial intelligence centre it has ...

8d

Nvidia's latest coup: All of Taiwan on its software

New software called DGX Cloud Lepton will be run by Nvidia to connect developers to available collections of GPUs running at ...

6d

Jensen Huang’s Keynote: NVIDIA to Build Taiwan’s First AI Supercomputer, Open Taipei Office, and More

NVIDIA also unveiled the first update to Isaac GR00T, its foundation AI model for humanoid robots, designed to help them ...

1d

After Jensen Huang Criticized US Export Curbs, Nvidia Set To Launch Cheaper Blackwell AI Chip For China Amid Market Share Slide: Report

Nvidia Corp. will launch a significantly cheaper artificial intelligence chip for China's market, priced between $6,500 and ...

24/7 Wall St.1d

Taiwan Semiconductor (NYSE: TSM) Price Prediction and Forecast (May 2025)

TSMC holds a crucial place in the semiconductor supply chain, and 24/7 Wall St. projects a substantial gain for the stock by ...

Network World1d

Nvidia eyes China rebound with stripped-down AI chip tailored to export limits

If Nvidia extends the strategy beyond China, AMD and Intel could come under pricing pressure, particularly in cost-sensitive ...

1don MSN

Exclusive: Nvidia to launch cheaper Blackwell AI chip for China after US export curbs, sources say

Palestinians voiced wariness on Tuesday toward a U.S.-backed foundation set to bring aid to Gaza amid signs of famine, with ...

Agence France-Presse12h

Revolutionizing Healthcare: Ubitus and MacKay Memorial Hospital Present AI Robot Collaboration at GTC Taiwan

As part of the collaboration, Ubitus and MacKay Memorial Hospital have co-developed three intelligent robots designed for ...

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