NVIDIA Aktie News

Bank of America upgraded Synopsys Inc (NASDAQ:SNPS, XETRA:SYP) to “Neutral” on Monday, saying the chip-design software maker's upcoming earnings call will be critical for rebuilding investor confidence after a weak patch in its intellectual property business and uncertainty tied to its Ansys acquisition. The brokerage raised its rating from “Underperform” but trimmed its price objective to $500...

TSMC continues to benefit from rising AI spending. Revenue and margins are at record highs while competition is nowhere in sight. As more companies enter the AI accelerator market and Nvidia's monopoly slips, TSMC stands to capture even more value.

Oracle's earnings are the must-watch even for tech investors.

Nvidia stock is beating the market this year, but its gains are slowing down. The company is facing competition from other chip developers.

Rising competition isn't a bad thing for Nvidia. Wall Street expects impressive 2026 growth from the chipmaker.

Broadcom is currently outperforming Nvidia, driven by expanding custom XPUs adoption and transformational AI partnerships, notably with OpenAI and Google. Broadcom's premium valuation (>46x forward earnings) reflects a high market confidence in its AI chip momentum and potential for significant new deals with hyperscalers. Multi-year revenue growth is expected, with FY 2026 outlook potentially ...

The U.S. Commerce Department will soon allow Nvidia Corp's H200 chip to be exported to China, Semafor news outlet reported on Monday, citing a person with knowledge of the plan.

Nvidia stock moved higher on Monday, beginning a week in which investor sentiment may be shaped heavily by an upcoming earnings report from artificial-intelligence chip rival Broadcom. Nvidia rose 0.4% to $183.07, though the stock remains down 8.4% over the past month amid intensifying scrutiny of custom silicon being developed by major technology platforms.