#nvidia #amd #options - Bull v. Bear: NVDA AI Moat Expands & Valuation Shrinks: Schwab Network

24 July 2024 

Nvidia (NVDA) CEO Jensen Huang continues to grow the Mag 7 giant by focusing on creating fundamental tech tools, and investing in other rising AI leaders, says Kevin Hincks. He believes both stand as pillars to power growth and expand Nvidia's moat. Tom White adds that the company's valuation and reliance from other companies in its supply chain serve as bullish catalysts. Kevin turns to a bullish example options trade for the stock while Tom offers a bearish trade.

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#nvidia #earnings #ai - EARNINGS ALERT: Nvidia (NVDA): Schwab Network

26 February 2026

Nvidia (NVDA) posted record quarterly revenue backed by strong data center growth and still-strong margins powering the Blackwell and Vera Rubin chipmaker. Investors rewarded the earnings beat with a rally.

Marley Kayden, Sam Vadas, and George Tsilis break down the numbers and explain how all of this affects the general AI trade.

#usa #ai - Dan Ives: Nvidia put up a masterpiece quarter and threw AI 'bubble' out the window: CNBC Television

20 November 2025

Dan Ives, Wedbush Securities, joins 'Closing Bell' to discuss why the market isn't giving Nvidia credit for its quarter, if investors can have confidence in Nvidia's customers and much more.

#USA #Investment - China ramps up crackdown on Nvidia chip imports, US government shutdown shows no signs of easing: Yahoo Finance

10 October 2025

Morning Brief: Market Sunrise anchor Ramzan Karmali breaks down the latest market news for October 10, 2025. The US government shutdown is at an impasse with no signs of cracking. On Wednesday, a sixth vote failed to win approval, with the Affordable Health Care Act being a key sticking point. 

According to Chinese state media, China is cracking down on Nvidia chips, with customs officers deployed to major ports in an effort to try to stop its Big Tech firms from buying from Nvidia. 

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#Podcast - Nvidia announces $100bn investment in Open A.I. CNBC International Live

23 September 2025

Nvidia unveils plans for a $100bn investment in Open A.I. with the two firms partnering on data centres. CEOs Jensen Huang and Sam Altman tell CNBC the giant investment will release the sector’s potential. Dutch chip equipment maker ASMI slashes its FY forecasts, citing disappointing demand in two key units. Fed board governor and Trump ally Stephen Miran urges the central bank to cut rates by almost two percentage points.