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Nvidia acquires SchedMD to expand open-source AI and HPC capabilities
Proactiveinvestors NA· 2025-12-16 23:45
About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...
The Evidence Is Piling Up: Should You Buy Nvidia Before 2026?
The Motley Fool· 2025-12-16 23:45
Nvidia continues to be a top stock to own heading into 2026.The evidence is piling up that investors should buy Nvidia (NVDA +0.10%) ahead of 2026. Let's look at three reasons to own the stock heading into the new year.1. Nvidia is showing no let-up in growthNvidia's stock has been the biggest artificial intelligence (AI) winner over the past few years because of the incredible growth the company has achieved. Last quarter, its revenue soared 62% to a whopping $57 billion. Even more impressive is that its r ...
Nvidia stock rises on Tuesday: what's driving confidence despite growing skepticism?
Invezz· 2025-12-16 23:44
Nvidia stock (NASDAQ: NVDA) ticked higher on Tuesday as investors looked past broad "AI bubble†fears to focus on tangible catalysts that suggest the chipmaker is deepening its competitive moat. NVDA ... ...
沐曦股份上市:国产GPU走到分岔口
搜狐财经· 2025-12-16 23:36
就在这种情绪之中,沐曦集成电路(上海)股份有限公司(以下简称"沐曦股份")走到了科创板门口。 这家公司成立于2020年,核心团队来自AMD,没有选择"全面对标英伟达"的全功能GPU路线,而是押注通用GPU (GPGPU),从推理切入,再走向训推一体,试图在工艺受限、生态被垄断的现实条件下,搭建一条更强调自主IP、软 件兼容性和集群能力的技术路径。 从结果看,沐曦股份已经跑出了罕见的商业化速度:截至2025年3月底,其GPU产品累计销量超过2.5万颗,训推一体芯 片收入在一年内成为绝对主力,营业收入从2022年的不足50万元增长至2024年的7.43亿元。但另一面也同样清晰,高强 度研发投入、尚未盈利的财务现实,以及一条注定漫长的GPU产业周期。 当资本已经开始为"国产GPU"计时,沐曦股份所代表的,其实并不只是一家即将上市的公司,而是国产GPU正在走向分 岔口的一种选择:不追求最快兑现的故事,而是押注一条更慢、也更难的长期路径。 一、为什么是现在:国产GPU走到必须被验证的时间点 国产GPU公司密集冲刺资本市场,并不是偶然。从产业节奏看,这是多重外部变量在同一时间叠加后的结果。 首先,是算力需求结构的变化。 ...
胜蓝股份(300843.SZ):公司与英伟达目前没有合作关系

格隆汇· 2025-12-16 23:08
格隆汇12月16日丨胜蓝股份(300843.SZ)在投资者互动平台表示,公司与英伟达目前没有合作关系。 ...
US stock market crashes today: Dow, S&P 500, Nasdaq sink deeper into red territory as unemployment hits 4-year high in November — will markets face bigger losses from here?
The Economic Times· 2025-12-16 22:58
US stock market crashes today: U.S. stocks slipped modestly in early Tuesday trading as investors digested a mixed The fell 40 points to 48,375, while the S&P 500 eased to 6,805. The slipped to 23,041, reflecting mild pressure across technology and growth stocks as traders reassessed the economic outlook. Dow, S&P 500, Nasdaq slip as labor market sends mixed signals The delayed November nonfarm payrolls report showed the U.S. economy added 64,000 jobs, beating Bloomberg estimates of about 50,000. However, ...
Is the Real Fight in AI Between Broadcom and Nvidia (NVDA)?
Yahoo Finance· 2025-12-16 22:42
Brasada Capital Management, an investment management company, released its Q3 2025 investor letter. A copy of the letter can be downloaded here. In the letter, the firm noted that the market entered the fourth quarter with equities near all-time highs and monetary policy easing. The firm also believes that this momentum could persist even though there are indications that a capital expenditure bubble exists. Further, the firm continues to invest selectively in companies with solid moats and cash flows, whil ...
Nvidia: The Law Of Large Numbers Has Been Delayed (NASDAQ:NVDA)
Seeking Alpha· 2025-12-16 22:06
The market has been jittery over the last couple of weeks with the current dynamics in the AI space. More specifically, Nvidia Corporation ( NVDA ) continues to have strong fundamentals but sawAs a detail-oriented investor with a strong foundation in finance and business writing, I focus on analyzing undervalued and disliked companies or industries that have strong fundamentals and good cash flows. I have a particular interest in sectors such as Oil&Gas and consumer goods. Basically, anything that has been ...
Nvidia: The Law Of Large Numbers Has Been Delayed
Seeking Alpha· 2025-12-16 22:06
The market has been jittery over the last couple of weeks with the current dynamics in the AI space. More specifically, Nvidia Corporation ( NVDA ) continues to have strong fundamentals but sawAs a detail-oriented investor with a strong foundation in finance and business writing, I focus on analyzing undervalued and disliked companies or industries that have strong fundamentals and good cash flows. I have a particular interest in sectors such as Oil&Gas and consumer goods. Basically, anything that has been ...
Fortinet Delivers Isolated Infrastructure Acceleration for the AI Factory with NVIDIA
Globenewswire· 2025-12-16 22:00
Collaboration integrates firewalling, segmentation, and policy enforcement directly into NVIDIA BlueField-accelerated infrastructure for higher performance, stronger isolation, and simpler operationsSUNNYVALE, Calif. and SANTA CLARA, Calif., Dec. 16, 2025 (GLOBE NEWSWIRE) -- Fortinet® (NASDAQ: FTNT), the global cybersecurity leader driving the convergence of networking and security, today announced an integrated solution featuring FortiGate VM, Fortinet’s virtual cloud firewall, running directly on the NVI ...