Nvidia stock dips despite record quarter as uncertainty spooks markets August 28, 2025 Nvidia’s earnings once again beat expectations last night, but the AI chipmaker’s shares slipped in after-hours trading due to ongoing uncertainty over China. The Silicon Valley-based group, now worth more than $4tn (£3.1tn) reported fiscal second-quarter revenue of $46.7bn, up 56 per cent year on year, with adjusted earnings per share of $1.05. Both figures came in [...]
Will Nvidia’s earnings justify its valuation August 22, 2025 Nvidia’s upcoming earnings report on 27 August will be a pivotal moment for a company that has become a proxy for the entire AI investment boom. While analysts are forecasting another quarter of exponential growth, the question remains whether the numbers can live up to a valuation has swelled to $4.4 trillion (£3.28 trillion), making [...]
Retail investors cool on AI and pile into defence sector July 30, 2025 Retail investor appetite for AI stocks has cooled as geopolitical tensions spark a surge in enthusiasm for the defence sector. Over 50 per cent of retail investors believe the defence sector will deliver the strongest growth over the next six months, according to new research from online investing and trading platform IG. AI-related industries slipped [...]
Nvidia smashes forecasts – but China trade drag looms large May 29, 2025 Nvidia once again beat Wall Street’s lofty expectations last night, reporting nearly $44.1bn in revenue in its first quarter – a staggering 69 per cent jump year on year. But despite a positive set of numbers and a surge in data centre sales, there are still warning lights blinking on the AI chip giant’s dashboard. [...]
Nvidia shares boosted as Trump ditches AI chip ban May 8, 2025 Leading chip maker Nvidia’s stock rose 3.1 per cent to $116.99 (£92.80) on Wednesday, as Trump administration plans to rescind the Biden-era’s ‘AI diffusion rule’ came to light – a rule which restricts exports of advanced chips used in AI. The Philadelphia Semiconductor Index lifted by 1.7 per cent accordingly, and there was a 1.7 [...]
Nvidia hit by US chip curbs as trade war escalates April 16, 2025 Nvidia shares slid sharply on Wednesday after the chip giant revealed that newly tightened US export restrictions on its China-bound AI chips could cost it up to $5.5bn this quarter. The move, part of an escalating series of trade and technology curbs between Washington and Beijing, has rattled markets already on edge over tariff uncertainty [...]
ASML and Nvidia tumble amid US trade tensions April 16, 2025 ASML and Nvidia both took a hit in the markets, falling sharply due to rising concerns about US-China trade tensions and their potential impact on the semiconductor industry. ASML, a critical player in chip manufacturing equipment, dropped 6.5 per cent, while Nvidia saw a 6.3 per cent after hours on Tuesday. The Dutch chip equipment [...]
Nvidia shares skyrocket but tariffs still threaten AI boom April 10, 2025 Shares in AI giant Nvidia have skyrocketed by almost a fifth after President Donald Trump paused his sweeping new tariffs for 90 days. The move brought a brief, albeit potent, reprieve for Wall Street, triggering the Nasdaq’s largest single day gain in nearly a quarter of a century and reigniting investor appetite for the battered [...]
Nvidia plummets as Trump tariffs bite April 4, 2025 Nvidia’s shares fell nearly eight per cent on Thursday, wiping $273bn off its market value, as steep new tariffs and fears of fresh export restrictions rattled markets. The leading chip maker closed down 7.8 per cent in the wake of US president Donald Trump announcing sweeping import duties. Nvidia’s stock has now plunged 32 per [...]
What is Chinese AI startup DeepSeek? January 27, 2025 Chinese AI startup DeepSeek rapidly gained global attention over the weekend as its seemingly impressive – and cheaper – new AI model sparked a sell off in shares for its global competitors. The tech firm launched its flagship AI chatbot in January, which is capable of delivering high performance while using less advanced hardware. It [...]