Technology

Nvidia (NVDA) is “best positioned” in artificial intelligence with a bullish outlook on applications in the enterprise, robotics and automotive sectors as the company’s ecosystem supports a wide range of AI hardware and software needs, Oppenheimer said in a note Thursday. The Blackwell generation of AI accelerators demonstrates significant generational improvements but supply constraints and liquid cooling requirements could hinder short-term adoption for some configurations, the analysts said. Oppenheimer also said the company’s enterprise offerings, such as Nvidia Intelligent Models, Nvidia Model Optimization tools and Nemotron are tailored for business deployment and its partnership with Microsoft (MSFT) on Windows Subsystem for Linux 2 enhances AI optimization on personal computers. Nvidia’s entrenched ecosystem, spanning data centers and AI innovation, is seen as core to the generative AI revolution, according to the note. The firm has an outperform rating on Nvidia’s stock.

By George Glover Nvidia could soon face tighter restrictions on sales to China and Russia, according to a report. The chip designer’s shares were falling in late trading on Wednesday. The Big Tech stock slid 1.1% to $138.54 after the closing bell. Markets are closed Thursday for a national day of mourning for former U.S. President Jimmy Carter. Nvidia shares climbed 4.3% over the first five trading days of 2025. According to Dow Jones Market Data, the stock rose 6.9% over the first five days of 2023 and 5.5% over the same period in 2024. It went on to rack up triple-digit gains in both of those years as the AI craze drove up demand for its products and led to its profit surging. The dip late Wednesday came after a report said that the Biden administration plans to impose a final round of chip export restrictions before leaving office.

By George Glover and Adam Clark Nvidia could soon face tighter restrictions on sales to China, according to a report. The stock slid 1.1% to $138.54 after the closing bell Wednesday. Stock markets were closed Thursday for a national day of mourning for former U.S. President Jimmy Carter. Nvidia shares climbed 4.3% over the first five trading days of 2025. According to Dow Jones Market Data, the stock rose 6.9% over the first five days of 2023 and 5.5% over the same period in 2024. It went on to rack up triple-digit gains in both of those years as the artificial-intelligence craze drove up demand for its products and led to its profit surging. The dip late Wednesday came after a report said the Biden administration plans to impose a final round of chip export restrictions before leaving office. The regulations, which could be issued on Friday, would create three

Nvidia’s talk of huge market opportunities in autonomous driving and robotics is ‘potentially comforting for investors thinking about what might come next for the company’ Nvidia Corp. shares have turned lower Wednesday, adding to sharp losses from a day earlier, even as analysts urged investors to think big picture. While Chief Executive Jensen Huang’s Monday night keynote didn’t impress Wall Street, executives got another crack at things with a Tuesday afternoon analyst meeting, which touched on everything from attempts to get more on the specifics of January-quarter guidance to management’s perceived opportunity in areas like robotics and autonomous driving. Nvidia’s stock (NVDA) is down about 1% in Wednesday’s session after it had been up as much as 2.7% earlier in the trading day. It lost 6.2% on Tuesday. See also: Quantum-computing stocks sink as Nvidia CEO delivers a reality check Analysts saw some upbeat signs, particularly when taking a wide

Artificial intelligence personal computers have made a splash at the CES conference this week, but concerns regarding demand haven’t gone away. Investors and consumers have been tuned into the annual CES trade show this week as tech companies from around the world visit Las Vegas to unveil their newest product and software updates. One highlight from the week has been the display of new gen-AI PCs and chips. Nvidia unveiled Project Digits, a $3,000 AI personal supercomputer. Dell Technologies announced that it has redesigned its entire PC portfolio to make it more simple for the consumer as it develops new AI hardware. Meanwhile, Qualcomm and Advanced Micro Devices both showed off new AI PC processors. But while all of these new announcements are being made, there is still the question as to what the PC market will look like in the year to come. On one end, there’s excitement about

Biden to Further Curb Nvidia, AMD AI Chip Exports in Final Push – Bloomberg News