NVIDIA Financial News

22.02 / 01:51

markets Google Software Enterprise NVIDIA Trade reports Code unknown: What is spooking IT stocks?

Subscribe to enjoy similar stories. Artificial intelligence (AI) has come for the software industry. Since early January, software stocks across the world have tumbled sharply on investor fears that much of the business that software companies do will be taken over by AI, and by new AI giants such as Anthropic and OpenAI, among others.

17.02 / 08:03

markets UPS Manufacturing NVIDIA Research Micron reports Micron is spending $200 billion to break the AI memory bottleneck

Subscribe to enjoy similar stories. BOISE, Idaho—Each afternoon at around 4:30, the earth here shakes from a series of controlled explosions, as engineers blast through basalt bedrock to flatten out the ground underneath a gigantic new semiconductor factory. Micron Technology is the largest American maker of memory chips—the tiny slices of silicon that store and transfer data and help power everything from smartphones and car computers to laptops and data centers.

17.02 / 05:57

markets FIVE economy NVIDIA Cycling country patient Next trillion dollars of India’s mcap could create more wealth than the last: Raamdeo Agrawal

Subscribe to enjoy similar stories. Raamdeo Agrawal, co-founder of Motilal Oswal Financial Services, says the next trillion dollars of India’s market capitalization could create more wealth than the last. Drawing on decades of market cycles, the ace investor, speaking at the Mint Money Festival on 14 February in Mumbai, argued that compounding on a larger base, deeper participation and improving corporate profitability could make the coming decades disproportionately rewarding for patient investors.

11.02 / 14:19

markets UPS Provident FIVE NVIDIA Broadcom Nvidia and Broadcom’s AI chips will go head-to-head. How they compare.

Subscribe to enjoy similar stories. Nvidia and Broadcom are increasingly being drawn into direct competition as artificial-intelligence companies look for the most cost-efficient way to train and run AI models. Analysts at UBS think demand is growing quickly for Broadcom’s processors as an alternative.

08.02 / 12:17

markets COST Provident Waters Google Enterprise NVIDIA Will the Budget 2026's tax gambit result in an AI infrastructure boom?

Subscribe to enjoy similar stories. India's 21-year tax holiday for foreign cloud providers, announced by Union finance minister Nirmala Sitharaman in her latest budget, has fuelled optimism across the technology sector. Politicians, industry executives, and analysts expect a surge in data-centre investments and employment.

06.02 / 02:57

markets UPS JPMorgan Fighting economy NVIDIA Equality An AI fight is threatening the market. How to avoid getting hurt.

Subscribe to enjoy similar stories. As the market digests another AI scare, we would suggest staying out of the fight. Other sectors and companies are proving resilient while tech sells off; stick with stocks toughing it out until the tech dust settles.

03.02 / 12:27

markets UPS CEO NVIDIA reports Relationships Nvidia and OpenAI play down reports of rift. Why they need each other.

Subscribe to enjoy similar stories. Nvidia and OpenAI are rushing to reassure the market that their relationship is still intact. The two companies are balancing a complicated relationship where their success is intertwined but they don’t want to become overreliant on each other.

30.01 / 12:45

UPS Apple NVIDIA wellness reports Features Memory shortage haunts Apple’s blowout iPhone sales

Subscribe to enjoy similar stories. So iPhone buyers aren’t waiting around for better artificial-intelligence features. For Apple that is both good and bad news.

30.01 / 10:27

UPS Provident NVIDIA WSJ information reports Amazon mulls $50 billion investment in OpenAI, report says. What’s in it for both.

Subscribe to enjoy similar stories. Amazon.com could be set to make a huge investment in ChatGPT-developer OpenAI. It’s a move that would have big ramifications across the cloud-computing and semiconductor sectors.

23.01 / 09:11

UPS Waters Manufacturing NVIDIA Trade President Led by Nvidia, the AI industry has plans to reindustrialise America

Subscribe to enjoy similar stories. BEFORE CO-FOUNDING Nvidia, the pioneer of artificial-intelligence (AI) chips, Jensen Huang was a busboy at Denny’s, a restaurant chain. He playfully reminded people of this on October 28th while delivering water to panellists at his firm’s first big jamboree in Washington, DC.

19.01 / 09:59

markets FIVE Apple Tesla NVIDIA Trade band Meta Platforms The magnificent seven drove markets. Now they’re pulling in different directions

Subscribe to enjoy similar stories. The Magnificent Seven is now the Mag Five. Or is it the Fab Four? Investors are no longer grouping the market’s big tech stocks together in quite the same way.

16.01 / 07:23

UPS Manufacturing Gap NVIDIA Research wellness Chinese AI developers say they can’t beat America without better chips

Subscribe to enjoy similar stories. SINGAPORE—After a year of gung-ho news about China’s gains in artificial intelligence, some elite Chinese AI researchers are coming to a more pessimistic conclusion. The country’s chances of catching up to the U.S.

15.01 / 10:15

markets DOW security NVIDIA pandemic Broadcom Trade Tech slide drags Nasdaq Composite to worst day in a month

Subscribe to enjoy similar stories. Tech stocks retreated Wednesday, with declines in Nvidia and other chip companies dragging the Nasdaq composite to its worst day in almost a month. Driving the moves: concerns about high valuations and additional regulation.

14.01 / 01:33

markets Maxim Manufacturing CEO Gap Software NVIDIA Company Outsider | Why India’s ₹1.6-trillion semiconductor bet looks more Intel than Nvidia

Subscribe to enjoy similar stories. Company Outsider is a weekly newsletter by Sundeep Khanna. Subscribe to Mint's newsletters to get them directly in your email inbox. Erstwhile semiconductor giant Intel has shed 23% of its global workforce over the past two years.

12.01 / 11:25

COST UPS Provident NVIDIA wellness President Profiles The dark horse of AI labs

Subscribe to enjoy similar stories. Perhaps it is inevitable that Anthropic, an artificial-intelligence (AI) lab founded by do-gooders, attracts snark in Silicon Valley. The company, which puts its safety mission above making money, has an in-house philosopher and a chatbot with the Gallic-sounding name of Claude.

09.01 / 13:37

markets UPS NVIDIA Trade country This ‘AI tiger’ just made its market debut. The stock soared 109%.

Subscribe to enjoy similar stories. MiniMax made a stellar stock-market debut in Hong Kong on Friday, with shares more than doubling as investors continued to pile into Chinese artificial-intelligence start-ups. The stock soared 109% to 345 Hong Kong dollars on its first day of trading, following an initial public offering in which MiniMax raised HK$4.8 billion ($619 million) at an offer price of HK$165.

09.01 / 10:39

markets UPS Software Hallmark NVIDIA Celebrity Why Palantir’s success will outlast AI exuberance

Subscribe to enjoy similar stories. Despite what Alex Karp, the boss of Palantir, says, investors are hardly “batshit crazy" to bet against his company. The seller of whizzy analytics tools has a market value of nearly $450bn, equivalent to 137 times its sales over the past 12 months and 624 times its net profit.

09.01 / 09:17

markets UPS Google Platform Software NVIDIA Why Big Tech wants to gobble AI startups like Manus: The logic of industry consolidation

Subscribe to enjoy similar stories. Venture capitalist Marc Andreessen famously declared in 2011 that “software is eating the world." This year, Silicon Valley will be looking to feast on artificial intelligence, as the relentless hype that’s driven the creation of nearly 40,000 AI startups crashes into the cold logic of business economics. US companies spent $37 billion on generative AI software in 2025, up from $11.5 billion the year before, according to venture capital firm Menlo Ventures.

06.01 / 10:27

markets UPS NVIDIA Updates Nvidia talks up robots alongside AI chips. The stock slips.

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06.01 / 07:51

markets NVIDIA Updates Nvidia unveils faster AI chips sooner than expected

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04.01 / 01:45

markets UPS Google NVIDIA wellness AMD reports Why the Nvidia-Groq deal is adding fuel to the debate on AI valuations

On Christmas Eve, Nvidia announced a deal to license technology, acquire assets, and hire key team members from AI chip startup Groq. Valued at $20 billion, the deal is one of the largest in the sector and has reignited concerns about a possible AI investment bubble and ‘circular financing’ by companies in the space.However, there are positive signs as well.

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