NVIDIA (NVDA)

The Apex Times

THE APEX TIMES

Jensen Huang’s “trillion-dollar” pitch boosts Marvell as investors chase the AI supply-chain winners

Nvidia CEO Jensen Huang’s comments about Marvell are reverberating through the AI hardware complex, pushing MRVL higher as markets treat the endorsement as a sign of demand strength for data-center chips and networking components.

The Apex Times

THE APEX TIMES

TensorWave, an “AMD-only” data-center startup, valued at $1.55B after $350M funding round

The cloud-computing company behind an Nvidia-averse strategy says it will use new capital to expand data-center deployments powered by AMD chips.

The Apex Times

THE APEX TIMES

Jim Cramer reiterates his “own Nvidia, don’t trade it” stance, citing growing government demand for AI chips

On CNBC’s Mad Money, Jim Cramer said he is not changing his view on Nvidia, arguing that demand is broadening beyond a small set of cloud customers as more countries pursue sovereign AI programs.

The Apex Times

THE APEX TIMES

Nvidia’s shares slip again, and some investors are starting to frame the chip giant as a “value” opportunity

After another down session, Nvidia is again trading at a valuation below the S&P 500 benchmark, a shift that is prompting renewed comparisons of the company’s cash returns and growth prospects to more traditional value investing.

The Apex Times

THE APEX TIMES

Nvidia’s AI chip dominance faces a “weakness” tied to what comes after training, CEO of rival chip firm says

A Silicon Valley CEO argues Nvidia’s biggest strength, its architecture optimized for AI training, could be a liability as the market shifts toward inference, the real-time execution of already-trained models.

The Apex Times

THE APEX TIMES

AI Chip Headlines Go to Nvidia, but Micron Investors Are Focused on Memory’s Next Wave

As investors weigh leadership in artificial intelligence hardware, Micron Technology’s shares have surged this year on expectations that AI-driven demand for memory will keep outpacing the market, even while Nvidia remains the most visible AI bellwether.

The Apex Times

THE APEX TIMES

Nvidia shares slide again, reviving “value” talk as investors weigh cash returns against AI jitters

Even as demand for AI compute has been a powerful tailwind, Nvidia’s stock has been pulled down with wider semiconductor weakness. Market commentary now points to the company’s ability to generate cash and return it to shareholders as support for the downside.

The Apex Times

THE APEX TIMES

AMD moves into “circular” tech funding by backing a cloud provider, echoing Nvidia’s strategy

AMD is exploring an investment approach that mirrors Nvidia’s, using stakes in cloud and AI-adjacent companies as it competes in data-center computing. Nvidia’s headline-grabbing deals have helped set a playbook that peers are now copying.