A US intelligence memo claims Alice Huang, a tech executive at Megaspeed, was recruited by China's Ministry of State Security to spy on Nvidia CEO Jensen Huang. The memo also alleges a romantic relationship between the two, though Nvidia states their interactions were "not unusual" and no classified information was shared. Additionally, concerns arose about New Matrix, a Chinese company authorized to buy Nvidia chips, suspected to be a front for a blacklisted firm. This raises issues about corporate espionage and technology security amid US-China tensions.
Nvidia shares rose 2.78% to USD 186.64 on Pluang as of Nov 08, 2026 04:01 WIB. The stock's market cap stands at $4.51 trillion with a 63% buy order activity. Investors hold Nvidia for an average of 118 days on the platform.
Democrats' recent sweep of both the House and Senate triggered a selloff in tech stocks due to concerns over potential restrictions on data centers. However, actual policy threats remain limited due to political gridlock, making this a buying opportu...
Microsoft is ending its contract to rent AI computing capacity from Oracle, citing Oracle's use of older Nvidia GPUs that no longer meet its needs. Oracle disputes the impact, stating that even its older GPUs command a premium and are in high demand,...
The S&P 500 fell 2.68% in the week ending November 6, 2026, marking its worst weekly drop since the April 2025 tariff crash, driven mainly by heavy selling in AI and semiconductor stocks. Despite the decline, the broader market showed resilience with...
Anthropic's planned $1.5 trillion IPO faces potential delays or a reduced valuation closer to $1 trillion due to a recent sharp market selloff and waning enthusiasm for AI stocks. The company's IPO price range and share count remain unset, with major...
About 30% of the data-center capacity planned for 2028 in the US may face delays or risks, according to UBS estimates. This poses a significant challenge for NVIDIA, whose AI-driven growth depends on these new facilities being completed on time. Whil...
