AMD's stock dropped 13% following its strongest and most profitable quarter ever, as investors worry about potential AI regulations from a newly Democratic-controlled US Congress. NVIDIA and Intel also fell 7% and 8% respectively, amid concerns that tighter AI rules could slow data center expansions critical to chip demand. AMD raised its 2027 revenue growth forecast to over 80%, but political risks and state-level restrictions on data centers are weighing on investor sentiment. The market awaits further clarity on AI policy and its impact on chipmakers' growth.
Nvidia shares trade at USD 183.09 on Pluang, down 8.51% as of Nov 05, 2026 23:02 WIB, closely matching the article's report of a 7% slide amid AI regulation fears. Intel also falls sharply, down 8.46% to USD 53.34, reflecting investor caution on the platform. Despite these declines, Nvidia maintains a strong market cap of $4.83 trillion and a 70% buy order activity on Pluang, indicating continued interest despite regulatory concerns.
Nvidia's stock outlook for 2027 is strong, with analysts predicting a price target of around $350 per share, implying a 69% gain from current levels. This optimism is driven by expected 70% revenue growth in fiscal 2028, fueled by AI demand and a rap...
Goldman Sachs and Apollo Global Management are reportedly arranging investors to take portions of a $40 billion financing deal for SpaceX's AI chip purchases, specifically NVIDIA Vera Rubin chips. The deal involves a lease structure where SpaceX pays...
Box announced a new feature called Box Content Retrieval that integrates Nvidia's Nemotron embedding system to enhance search capabilities within its platform. This integration allows faster, more accurate, and cost-efficient query responses by using...
Nvidia's stock fell below $200 for the first time since August, closing at $200.13 amid a broader market rally where the S&P 500 and Nasdaq surged. This drop caused Nvidia to lose its position as the world's largest company to Apple, whose market val...
Chinese AI lab Moonshot has been trying to lease advanced Nvidia GPU capacity from data centers in Europe, circumventing U.S. export controls that ban shipping these chips directly to China. This move follows reports that Moonshot accessed Nvidia's B...
