Nvidia: Data Center Growth Slowdown Is Expected To Continue Into CY2026
NVDA remains the top AI play, but 2Q results showed a slowdown in Data Center growth, and the downtrend could continue into 2026. Data Center spending growth in 2026 is expected to slow sharply fro...

Stock Markets Hit Records Amid Fed Attacks, Nvidia Concerns, Tariff Fears. 3 Reasons Why.
Trump's Fed drama heats up, another round of tariffs kicks in, Dell beats earnings expectations, and more news to start your day.
Nvidia Stock Slips. Wall Street Loved Its Earnings But This Big Concern Remains.
Nvidia stock was falling despite Wall Street applauding its results.

The China-U.S. tariff truce lives on — thanks to Nvidia
In making a deal with the U.S. government, Nvidia CEO Jensen Huang is Trump's silent partner in trade.
Nvidia Stock Rises. What's Boosting AI Chip Demand.
AI cloud company CoreWeave said demand is “insatiable” for servers containing Nvidia hardware.

Why China Loves and Fears Nvidia's H20 Chip
The AI chip at the center of trade negotiations could raise billions of dollars for the U.S. government.

Nvidia's 2025 star stock crumbles in an unexpected turn
CoreWeave (NASDAQ: CRWV), one of Nvidia's (NASDAQ: NVDA) stellar portfolio companies, saw its share price plunge in after-hours trading despite posting impressive revenue growth for Q2 2025.

Wall Street Is Warming to These 6 Industrial Stocks. They Don't Depend on Nvidia or AI.
Industrial stocks have shot higher in 2025, powered by AI and commercial aerospace. Analysts are warming to some other stocks in the sector that don't depend on either theme.

Why Nvidia Investor Thinks Chipmaker Can Weather China's H20 Hurdle
Ross Gerber, president and CEO of Gerber Kawasaki Wealth & Investment Management, says Nvidia remains his largest holding despite China's guidance urging local firms to avoid using the US chip gian...

Trump Considers "Downgraded" NVDA Blackwell Chip for China
The "life preserver effect" of Nvidia (NVDA) continues as the chipmaker remains the leading market mover. Now, the Trump administration is in talks with the company of potentially selling a "downgr...

With Billions at Risk, Nvidia CEO Buys His Way Out of the Trade Battle
Jensen Huang tried diplomacy to sell chips in China, but it took a last-minute deal with the White House.

Trump's unusual Nvidia deal raises new corporate and national security risks, lawmakers and experts say
U.S. President Donald Trump upended decades of U.S. national security policy, creating an entirely new category of corporate risk, when he made a deal with Nvidia to give the U.S. government a cut ...

China Tariff Deadline Extended, NVDA & AMD "Did What They Had To Do"
"The markets have become somewhat numb" to tariff headlines, says @CharlesSchwab's Collin Martin on the Trump administration signing off on another 90-day China tariff pause. While it adds uncertai...

Each Mag 7 Company "Has Its Own Story," NVDA Remains Growth Bellwether
Ivana Delevska says there was a time you could group the Mag 7 together, but that's no longer the case. The "bifurcation" of stories is something she believes is important all investors pay attenti...

Nvidia's China sales would be better than nothing hence price target raise: Wells Fargo's Rakers
Aaron Rakers, Wells Fargo senior semiconductor analyst, joins 'Power Lunch' to discuss the company's price target raise on Nvidia, what sales to China could do for the company and much more.
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