Tag: Direxion Daily Semiconductor Bear 3X Shares
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Nvidia’s ‘expectations premium’ dogs the stock after earnings. Here’s what analysts are watching
Over the past year, Nvidia has topped estimates on all the topline metrics and has still been punished by investors the next trading day.
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Nvidia customers reportedly warned about AI-related price hikes
The chipmaker has told some of its largest customers that the prices of servers containing its AI chips could move more than 15% higher, Bloomberg News reported.
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Micron CEO pushes back on memory bear case. 3 key takeaways from Cramer’s big interview
Jim Cramer’s extended interview with the CEO made us more confident in our newest stock position.
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Nvidia plays matchmaker in Nordics, sources tell CNBC, as AI data center deals boom in region
Nvidia is trying to connect GPU customers with Nordic data-center operators as cheap power and available land fuel the region’s AI infrastructure boom.
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The U.S. banned Nvidia’s best chips from going to China. Now it’s trying to close a crucial loophole
Chinese AI firms have reportedly accessed advanced Nvidia computing power overseas, testing U.S. export controls. Lawmakers weigh closing the cloud-access gap.
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Nvidia backs financing for OpenAI data center in Ohio
Technology giants are shelling out billions to scale capacity to meet massive data center demand.
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CNBC Daily Open: Chips, ships and a sliding yen
After having sold Wall Street on the chips powering the artificial intelligence boom, Nvidia wants Wall Street to help bankroll the buildout itself.
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CNBC Daily Open: Big Tech wants to tap Wall Street’s big wallets
After three years of Big Tech splashing out on AI investments, Nvidia is looking to shake up the industry by tapping into Wall Street cash.
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SpaceX’s earnings are not helping its stock, but Nvidia is getting a boost
Hyperscalers’ pain at the level of capex is a chipmaker’s potential gain
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AMD and Micron surge, Lam Research climbs 20% as chip stocks rip higher
Strong earnings from Lam Research, Microsoft and Arm boosted hard-hit semiconductor stocks.
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