NVIDIA Aktie News

Samsung (SSNLF) has been a solid contributor to performance after having detracted from results last year. Fox (FOX) benefited from the Murdoch family resolving its disputes and removing the ambiguity of succession. Bolloré (BOIVF) was a detractor for the quarter but the underlying thesis is very much intact.

Google could take as much as 10% of Nvidia's annual revenue as a result of the deal, since Meta currently uses Nvidia's graphics processing units, according to a report.

Nvidia ( NASDAQ:NVDA ) has ridden the AI wave to unprecedented heights.

Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) shares fell 4.5% on Tuesday amid investor worries over rising competition in the artificial intelligence (AI) chip market. Investors are weighing reports that Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) is considering using Google's AI chips instead of Nvidia's, raising concerns about potential market share shifts in the fast-growing AI sector.

Nvidia stock fell sharply on Tuesday, hitting its lowest level in nearly three months, but CNBC's Jim Cramer said the pullback represents a buying opportunity rather than a warning sign.

The GAIN AI Act would require U.S. chip companies, such as Nvidia, to prioritize domestic customers over foreign ones. Nvidia has struggled to sell its chips in China since geopolitical trade tensions escalated earlier this year.

Bloomberg reports that Meta may buy AI TPUs from Google. This would be instead of buying AI GPUs from Nvidia.

The chipmaker quietly circulated a private memo to analysts that explicitly namechecked investor Michael Burry and pushed back on many of his claims.