Nvidia CEO Jensen Huang's company continues to face challenges as its advanced chips keep reaching China despite US efforts to block such access. A New York Times report revealed US intelligence surveillance on Alice Huang, leader of Megaspeed, a Singaporean cloud company allegedly involved in violating US export controls with Nvidia chips. This raises concerns about potential blind spots in US export enforcement and ongoing risks of sensitive technology transfer to China. The situation highlights the complexity of controlling high-tech exports amid geopolitical tensions.
Nvidia shares have declined by 4.16% on Pluang, trading at USD 204.78 as of Oct 31, 2026 19:41 WIB. The stock shows a typical hold time of 117 days and a dividend yield of 0.49%, with 57% of Pluang orders selling and 43% buying at this time.
NVIDIA, Micron, and TSMC, key players in the AI semiconductor supply chain, show strong growth potential even if AI budgets slow in 2027. Each controls a critical part of the AI hardware market: NVIDIA designs accelerators, Micron supplies high-bandw...
Micron Technology's stock fell over 12% in a month amid bearish sentiment and tough memory sector earnings. However, strong demand for memory chips in AI, backed by major buyers like NVIDIA and SK Hynix, supports Micron's growth. The company has secu...
Nvidia and AMD both exceeded earnings expectations with Nvidia posting $96.22B revenue up 105.8% and AMD $11.54B up 50.1%. Nvidia's data center segment, especially networking, showed strong growth, supported by AI demand outpacing supply. AMD's data ...
Intel's shares plunged nearly 29% after its Q3 earnings report, which beat estimates but included weak guidance and factory shutdowns. This sharp decline impacted major ETFs like VanEck Semiconductor (5.15% Intel weight) and Invesco QQQ (3.04% Intel ...
NVIDIA reported a strong fiscal Q2 2027 with revenue up 105.8% and earnings beating estimates, yet its stock trades 11% below its 52-week high. Analysts see a 20% upside to $259.77 driven by robust AI demand and supply constraints limiting production...
