Chinese AI startup DeepSeek is creating its own semiconductor chip focused on AI inference workloads to reduce dependence on suppliers like Nvidia and Huawei. The chip aims to optimize running pre-trained AI models, offering cost and power efficiency advantages over traditional GPUs. This development aligns with China's push for domestic tech amid foreign semiconductor restrictions. DeepSeek has been working on the chip for about a year, engaging with design firms and hiring engineers to advance the project.
Nvidia Corporation's stock has fallen about 20%, presenting a strong buying opportunity according to analyst Oliver Rodzianko. Despite concerns about AI infrastructure growth slowing, Nvidia's long-term demand and growth remain solid. The stock is cu...
The Strive US Semiconductor ETF (SHOC) is still rated a Buy despite concerns over a possible US data center construction moratorium. Its portfolio, heavily weighted with Nvidia, Micron, and Broadcom, could see an 84% gain if global data center expans...
NVIDIA's stock fell 9.26% on November 5, 2026, erasing about $450 billion in market value and causing CEO Jensen Huang's net worth to drop by $15.1 billion, pushing him from ninth to 13th richest on the Bloomberg Billionaires Index. The selloff was d...
GE Vernova's stock has fallen over 25% in the past month amid fears of a Democratic sweep impacting industrial stocks. Despite this, the company’s order backlog has grown from $150B at the end of 2025 to nearly $200B in Q3 2026, with strong free cash...
Taiwan Semiconductor Manufacturing Company (TSMC), the main manufacturer behind AI chips for companies like Nvidia and Broadcom, is currently trading at a lower valuation compared to its customers despite strong revenue growth and high demand. TSMC r...
