Nvidia ((NVDA) just hit a staggering $4 trillion market cap, cementing its position as the most dominant force in the AI hardware space. It’s an incredible milestone and one that reflects the company’s overwhelming leadership in GPUs, data center infrastructure, and the broader AI compute stack. Nvidia remains a compelling long-term investment, and there's little reason to doubt its continued growth as AI adoption expands across industries.However, with Nvidia’s stock soaring to such extreme heights, some i ...

The Pragmatic Investor covers global macro, international equities, commodities, tech and cryptocurrencies and is designed to guide investors of all levels in their journey. Features include a The Pragmatic Investor Portfolio, weekly market update newsletter, actionable trades, technical analysis, and a chat room. Learn moreJames Foord is an economist by trade and has been analyzing global markets for the past decade. He leads the investing group The Pragmatic Investor where the focus is on building robust ...

Analyst’s Disclosure:I/we have a beneficial long position in the shares of NVDY, NVDA, AMD either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whe ...

Nvidia Corp (NASDAQ:NVDA) stock made history last Thursday, after the chipmaker became the first company in history to cross the $4 trillion market capitalization level. With the shares currently pacing for a five-day win streak and near their July 11, all-time high of $167.89, options traders are focused on calls.NVDA consistently tops Senior Quantitative Analyst Rocky White's list of equities with the highest options volume over the past two weeks. Over the last 10 sessions, security saw 19,582,022 calls ...

The Senators tell Huang that "The Department of Commerce restricts the ability of your company, NVIDIA, to sell its most advanced chips to the PRC." Their words are music to the ears of the Chinese Communist Party (CCP). MORE FOR YOU WASHINGTON, DC - APRIL 30: President and CEO of Nvidia Jensen Huang speaks on AI at the return of ... More American manufacturing at the Hill and Valley Forum at the U.S. Capitol on April 30, 2025 in Washington, DC. The Hill and Valley Forum brings together lawmakers, tech CEOs ...

A research analyst and a freelance writer looking for value investment opportunities. I have several years of investing experience. I am mostly interested in writing about bargain stocks of large companies. My interest is not limited to American companies but extends to firms operating in other countries but listed on US stock exchanges.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next ...

What happenedAccording to a July 9, 2025, SEC filing, Signal Advisors Wealth, LLC increased its stake in Nvidia(NVDA 0.14%) by acquiring 45,898 shares during Q2 2025. The transaction, valued at $5.76 million, brought the fund’s total Nvidia holdings to 124,100 shares, worth $20.36 million at the July 10, 2025, closing price. The fund reported 523 total U.S. equity positions as of June 30.What else to knowSignal Advisors Wealth increased its Nvidia position to 1.56% of reported AUM as of Q2 2025.The top five ...

今年英伟达CEO黄仁勋已访华两次，早在今年1月，黄仁勋就先后到访深圳、中国台湾、北京和上海等城市，4月17日黄仁勋再度飞抵北京，此时距离美国宣 布限制H20芯片对华出口仅过去一天。 现在又有新消息传来，黄仁勋将在7月开启今年来的第三次访华进京，本次将在7月16日到访中国举行媒体吹风会，旨在强化英伟达在中国市场的战略布局。 据了解，英伟达将于9月上市的中国特供版Blackwell AI芯片RTX Pro 6000。 该芯片基于现有架构，但剥离了高带宽内存和NVLink高速互联技术，以符合美国出口管制政策。 尽管性能较原版有所下降，但凭借英伟达CUDA生态的兼容性优势，仍将被国内大厂视为关键采购选项，不少大厂都在等英伟达的特供芯片发布。 与此同时，网上还流出了一张黄仁勋与雷军的合影，恰逢英伟达CEO即将开启年内第三次中国之行之际出现这样一张看似普通的照片，或许是在暗指小米 与英伟达之间会有新的联系。 其实从照片穿着看，雷军和黄仁勋穿的都不是当季服装，这说明照片拍摄于往期黄仁勋访华行程。 英伟达官方也回应称"非公司发布"，知情人士透露此为路人拍摄的客户拜访场景。 其实早在2013年的小米3的发布会上，黄仁勋就曾和雷 ...

7月14日，人工智能（AI）芯片大厂英伟达CEO黄仁勋与小米创始人雷军在北京会面的照片被曝光。 值得注意的是，腾讯科技援引知情人士透露，黄仁勋已于上周末抵京，受邀参加第三届中国国际供应链促进博览会，这也是他今年第三次来 华。这也意味着上述照片有可能是近日拍摄的，但是近期北京天气最高约35℃，黄仁勋此时穿皮衣与雷军在户外拍照属实有点"热烈"。 在被曝光的两张照片中，两人都面带微笑，略显亲密。其中一张照片显示两人站在一处中式古建筑前；另一张照片则显示，两人站在一辆小米 汽车旁，对着镜头比出大拇指。衣着方面，黄仁勋身穿标志性的皮衣，雷军则是身着休闲西服。 不过，上述照片并非雷军或黄仁勋本人或其所属公司官方发布。具体拍摄时间也未知。 腾讯科技就此照片向英伟达求证，对方回应称"不是我们发的照片，不清楚。"另有知情人士透露，照片是路人拍摄的，与雷军会面是拜访客 户，属于非公开行程 ，但该知情人士未透露具体拍摄时间。 值得注意的是，日前路透社曾报道称，英伟达一位高官于当地时间上周日表示，黄仁勋将在7月16日在北京举行媒体发布会，这是他继今年4月 强调中国市场重要性后再度公开访问中国。 美国两党参议员代表于7月11日致函黄仁 ...

Nvidia Corp. NVDA CEO Jensen Huang said that the Chinese military is not using his company's chips due to export controls and tensions between the U.S. and China. Huang's remarks come in the context of U.S. export controls that restrict semiconductor firms from selling their most advanced AI chips to Chinese customers. The Nvidia CEO reiterated his criticism of the export restrictions, saying they have been counterproductive to the United States' goal of maintaining technological leadership. According to Hu ...