Direxion Daily NVDA Bear 1X ETF(NVDD.US)

Last Updated 19:00:00 ET
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Report: Supply chain news indicates that after Apple, NVIDIA's next-generation GPU will also collaborate with Intel to please Trump

Supply chain insiders reveal that NVIDIA's Feynman architecture platform, expected to launch in 2028, will collaborate with Intel, adopting a "small volume, low tier, non-core" cooperation strategy. In addition to NVIDIA, companies such as Apple, Google, Microsoft, AWS, Qualcomm, and Broadcom are also in talks with Intel for collaboration. Analysts believe that under the realities of political factors, supply chain resilience, and limited advanced packaging capacity at TSMC, major American chip manufacturers will inevitably initiate a dual-foundry strategy

Wallstreetcn·
US
NVDA
+1.10%
US
SMH
+2.11%
US
FTXL
+3.02%
Wallstreetcn·
US
NVDA
+1.10%
US
SMH
+2.11%
US
FTXL
+3.02%

The Top 3 Artificial Intelligence (AI) Chip Stocks to Buy With $50,000 in 2026

The article discusses the top three AI chip stocks to invest in by 2026, highlighting Nvidia, Taiwan Semiconductor Manufacturing, and Micron Technology. Nvidia is noted for its dominance in AI GPUs, with a projected market growth and a strong partnership with Groq. Taiwan Semiconductor Manufacturing is recognized for its significant market share and role in manufacturing various chips, benefiting from the AI chip market expansion. Micron Technology is highlighted for its impressive revenue growth in memory solutions, driven by the demand for high-bandwidth memory in AI workloads. A $50,000 investment across these stocks is suggested for potential long-term gains.

Motley Fool·
US
SOXQ
+2.44%
US
MU
+5.44%
US
NVDU
+2.32%
Motley Fool·
US
SOXQ
+2.44%
US
MU
+5.44%
US
NVDU
+2.32%

Nvidia's AI Pipeline Is Overflowing — CFO Calls Demand 'Tremendous'

Nvidia's CFO, Colette Kress, reported tremendous demand for AI computing, with a backlog exceeding $500 billion and increasing sales in networking. The company is experiencing long lead times for AI data center buildouts, indicating that demand is outpacing supply. Nvidia's networking products are now attached to 90% of AI deployments, reinforcing its market position. Additionally, Nvidia is expanding into physical AI across various industries. Despite potential risks, such as pending licensing approvals for shipments to China, the overall trend shows growing demand and a solidified market presence for Nvidia.

benzinga_article·
US
NVDA
+1.10%
US
NVDL
+2.30%
HK
07788
+4.24%
benzinga_article·
US
NVDA
+1.10%
US
NVDL
+2.30%
HK
07788
+4.24%

Mainland reports require tech companies to suspend orders for Nvidia H200 chips. Bloomberg: Approval for some imports may come as early as this season

The Chinese government has requested that some technology companies suspend orders for Nvidia H200 chips and encourage the procurement of domestic AI chips to reduce reliance on American chips. Nevertheless, Bloomberg reports that China plans to approve the import of some H200 chips for specific commercial purposes as early as this quarter. The H200 chips will be prohibited for military and sensitive institutions, with applications reviewed on a case-by-case basis. NVIDIA's Chief Financial Officer stated that they have applied for permission to export H200 chips to China, with strong market demand

Stheadline·
US
NVDA
+1.10%
US
NVDL
+2.30%
HK
07788
+4.24%
Stheadline·
US
NVDA
+1.10%
US
NVDL
+2.30%
HK
07788
+4.24%

EXCLUSIVE -China's customs agents told Nvidia's H200 chips are not permitted, sources say

Chinese customs authorities have reportedly informed agents that Nvidia's H200 AI chips are not permitted to enter China, raising concerns about a potential ban. The motives behind this directive remain unclear, with speculation that it may be aimed at promoting domestic chip companies or as a bargaining tactic in U.S.-China relations. The U.S. recently approved H200 exports to China, but restrictions on high-end chip exports have been in place since 2022. Chinese firms have placed significant orders for the H200, which is considered crucial for AI development.

Reuters·
US
NVDA
+1.10%
US
NVDL
+2.30%
HK
07788
+4.24%
Reuters·
US
NVDA
+1.10%
US
NVDL
+2.30%
HK
07788
+4.24%
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The market volatility on Friday was smaller than on Thursday, showing an overall fluctuating trend, which can be considered a "quiet day" after a week of significant fluctuations. The weekly chart clo...

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