Chips & compute · US
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Bloomberg
Customers Buying NVIDIA Dip: GuildRobinhood Chief Investment Officer Stephanie Guild says customers are buying the NVIDIA dip and says its upcoming earnings…
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Bloomberg
Nvidia Eyes Worst Week Since Trump Tariff Selloff as Huang ExitsNvidia Corp. stock is on track to notch its worst week in more than 18 months, as its…
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Hire Tim Cook to lead Nvidia, Trump saysPresident urges Nvidia to replace Jensen Huang, who quit after affair with suspected spy, with Apple veteran…
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Bessent points finger at Lutnick as Nvidia row ignites Washington blame gameCriticism from US treasury secretary risks stoking tensions within Trump administration…
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Who Could Replace Jensen Huang at Nvidia? Seven Potential SuccessorsWho could replace Jensen Huang at Nvidia? Nvidia’s search for a new chief executive has put several technology…
2 sources · Colombia One, The Times
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Arm CEO Rene Haas approached by Nvidia to succeed Huang: reportArm chief Rene Haas emerges as leading candidate after Jensen Huang’s sudden exit…
4 sources · Business Day, Business Recorder, Reuters, The Straits Times
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Why you will pay for Jensen Huang's indiscretionsNvidia is one the most valuable companies on the planet, but its former boss had 60 direct reports…
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The AI sector has a big, Jensen Huang-shaped hole to fillThe Nvidia founder’s demise is a news story packed with drama, but it could have an unhappy ending…
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Wall Street Trims Nvidia Bets With Downgrades, Yet Stays Bullish On A 14% S&P Rally: Here's WhyHSBC cuts Nvidia's target as Goldman Sachs forecasts a 14% rally in the S&P 500.
- AP News Bessent blames Lutnick’s Commerce Department for not restricting Nvidia chips to China 2 sources · AP News, Le Monde in English
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Reuters
Neoclouds, AI stocks slide again as Nvidia turmoil rattles sector
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